Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 969 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
115
shares
|
$23,683
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
112
shares
|
$23,065
0.01% of portfolio
|
Q3 2025
Reduced 83.38%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
107
shares
|
$22,035
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
106
shares
|
$21,829
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
105
shares
|
$21,623
0.01% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$20,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$20,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$20,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
100
shares
|
$20,594
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
100
shares
|
$20,594
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
95
shares
|
$19,564
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
92
shares
|
$18,946
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
92
shares
|
$18,946
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
92
shares
|
$18,946
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
84
shares
|
$17,298
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
84
shares
|
$17,298
0.02% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
83
shares
|
$17,093
0.0% of portfolio
|
Q3 2025
Added 186.21%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
78
shares
|
$16,063
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
75
shares
|
$15,445
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
72
shares
|
$14,827
0.0% of portfolio
|
Q4 2017
Closed
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
72
shares
|
$14,827
0.0% of portfolio
|
Q1 2024
Added 1340.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
70
shares
|
$14,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
63
shares
|
$12,974
0.0% of portfolio
|
Q3 2025
Reduced 89.3%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
63
shares
|
$12,974
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
62
shares
|
$12,768
0.0% of portfolio
|
Q1 2024
Reduced 39.22%
|