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 |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
18,479
shares
|
$3.69 Million
0.73% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
18,424
shares
|
$3.67 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
18,383
shares
|
$3.67 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
18,178
shares
|
$3.63 Million
2.29% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
18,122
shares
|
$3.61 Million
1.63% of portfolio
|
Q1 2025
Added 311.96%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,908
shares
|
$3.57 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
17,523
shares
|
$3.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
17,420
shares
|
$3.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Aug 11, 2025 Q2 2025 |
17,208
shares
|
$3.43 Million
3.34% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
16,898
shares
|
$3.37 Million
0.12% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,881
shares
|
$3.37 Million
0.08% of portfolio
|
Q2 2025
Reduced 47.55%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
16,666
shares
|
$3.32 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
16,529
shares
|
$3.3 Million
0.06% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
16,497
shares
|
$3.29 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,290
shares
|
$3.25 Million
0.1% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
15,898
shares
|
$3.17 Million
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
15,200
shares
|
$3.03 Million
1.54% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
15,141
shares
|
$3.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 44.27%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
15,107
shares
|
$3.01 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
15,107
shares
|
$3.01 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
15,081
shares
|
$3.01 Million
0.11% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
15,029
shares
|
$3 Million
0.26% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
14,940
shares
|
$2.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
14,905
shares
|
$2.97 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
14,841
shares
|
$2.96 Million
0.46% of portfolio
|
Q2 2025
New holding
|