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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
23,718
shares
|
$4.73 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
22,970
shares
|
$4.58 Million
0.37% of portfolio
|
Q2 2025
Added 651.88%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
22,835
shares
|
$4.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
22,783
shares
|
$4.54 Million
3.13% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
22,597
shares
|
$4.51 Million
0.01% of portfolio
|
Q2 2025
Added 18.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,589
shares
|
$4.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
22,033
shares
|
$4.39 Million
0.48% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
21,270
shares
|
$4.24 Million
0.04% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
21,268
shares
|
$4.24 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
20,951
shares
|
$4.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
20,891
shares
|
$4.17 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
20,821
shares
|
$4.15 Million
0.03% of portfolio
|
Q2 2025
Added 35.83%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
20,537
shares
|
$4.1 Million
0.28% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
20,505
shares
|
$4.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.56%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
20,379
shares
|
$4.06 Million
0.8% of portfolio
|
Q2 2025
Added 68.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
20,354
shares
|
$4.06 Million
0.33% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
20,348
shares
|
$4.06 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
19,921
shares
|
$3.97 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
19,779
shares
|
$3.94 Million
1.28% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
19,531
shares
|
$3.89 Million
0.04% of portfolio
|
Q2 2025
Added 391.96%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
19,515
shares
|
$3.89 Million
0.04% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
19,498
shares
|
$3.89 Million
2.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,229
shares
|
$3.83 Million
0.08% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
19,047
shares
|
$3.8 Million
2.73% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
18,753
shares
|
$3.74 Million
1.22% of portfolio
|
Q2 2025
Added 3.71%
|