Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 834 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
30,393
shares
|
$6.06 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
29,729
shares
|
$5.93 Million
2.79% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
29,693
shares
|
$5.92 Million
0.07% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
28,457
shares
|
$5.67 Million
4.15% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
28,239
shares
|
$5.63 Million
3.64% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
28,137
shares
|
$5.61 Million
0.03% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
27,953
shares
|
$5.57 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
27,850
shares
|
$5.55 Million
0.02% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
27,795
shares
|
$5.54 Million
0.15% of portfolio
|
Q2 2025
Added 901.62%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
27,574
shares
|
$5.5 Million
2.69% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
27,560
shares
|
$5.5 Million
0.15% of portfolio
|
Q2 2025
Added 1437.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
26,997
shares
|
$5.38 Million
0.1% of portfolio
|
Q2 2025
Added 37.23%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
26,737
shares
|
$5.33 Million
3.32% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
26,687
shares
|
$5.32 Million
0.96% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
26,332
shares
|
$5.25 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
26,326
shares
|
$5.25 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
26,186
shares
|
$5.22 Million
0.12% of portfolio
|
Q2 2025
Reduced 44.5%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
25,720
shares
|
$5.13 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,514
shares
|
$5.09 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
25,414
shares
|
$5.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
25,177
shares
|
$5.02 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
25,127
shares
|
$5.01 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
24,894
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2025
Added 357.53%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
24,844
shares
|
$4.95 Million
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
24,199
shares
|
$4.83 Million
0.1% of portfolio
|
Q2 2025
Added 141.82%
|