Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 971 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
59
shares
|
$12,150
0.0% of portfolio
|
Q4 2022
Added 268.75%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
53
shares
|
$10,914
0.01% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
52
shares
|
$10,708
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
50
shares
|
$10,297
0.0% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
50
shares
|
$10,297
0.0% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
49
shares
|
$10,091
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
49
shares
|
$10,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
46
shares
|
$9,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
46
shares
|
$9,473
0.01% of portfolio
|
Q3 2022
Reduced 10.87%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
45
shares
|
$9,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
44
shares
|
$9,061
0.0% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
41
shares
|
$8,443
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
41
shares
|
$8,443
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
39
shares
|
$8,031
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
39
shares
|
$8,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
35
shares
|
$7,207
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
35
shares
|
$7,207
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
35
shares
|
$7,207
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
35
shares
|
$7,207
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
32
shares
|
$6,590
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
31
shares
|
$6,384
0.0% of portfolio
|
Q1 2021
Added 93.75%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
30
shares
|
$6,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
30
shares
|
$6,178
0.0% of portfolio
|
Q1 2025
Reduced 80.26%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
25
shares
|
$5,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
24
shares
|
$4,942
0.0% of portfolio
|
Q4 2024
Reduced 82.86%
|