Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 748 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
17,855
shares
|
$2.74 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
17,597
shares
|
$2.7 Million
1.33% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
17,407
shares
|
$2.67 Million
0.04% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
17,382
shares
|
$2.67 Million
0.04% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
17,363
shares
|
$2.67 Million
0.98% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
17,172
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
16,410
shares
|
$2.52 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
16,361
shares
|
$2.51 Million
0.1% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
16,275
shares
|
$2.5 Million
0.61% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
16,265
shares
|
$2.5 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,095
shares
|
$2.47 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
16,089
shares
|
$2.47 Million
0.03% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
15,878
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,468
shares
|
$2.38 Million
0.07% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
15,107
shares
|
$2.32 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
14,968
shares
|
$2.3 Million
0.98% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
14,933
shares
|
$2.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 32.17%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
14,926
shares
|
$2.29 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,835
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.65%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,828
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Added 113.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,765
shares
|
$2.27 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.97%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,468
shares
|
$2.22 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
14,456
shares
|
$2.22 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
14,230
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.58%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
14,174
shares
|
$2.18 Million
0.97% of portfolio
|
Q4 2024
Added 39.22%
|