Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 701 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
12,908
shares
|
$2 Million
0.02% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
12,840
shares
|
$1.99 Million
1.04% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
12,679
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
12,675
shares
|
$1.96 Million
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
12,657
shares
|
$1.96 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
12,545
shares
|
$1.94 Million
0.63% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,500
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2022
Added 53.52%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
12,317
shares
|
$1.91 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
12,048
shares
|
$1.86 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
11,886
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,871
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
11,628
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,556
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Added 90.57%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,111
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
11,104
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
11,025
shares
|
$1.71 Million
0.82% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
11,014
shares
|
$1.7 Million
0.47% of portfolio
|
Q3 2024
Reduced 50.31%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,966
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Added 175.04%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,789
shares
|
$1.67 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,699
shares
|
$1.66 Million
0.25% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
10,556
shares
|
$1.63 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
10,517
shares
|
$1.63 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
10,391
shares
|
$1.61 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
10,286
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
10,181
shares
|
$1.57 Million
0.79% of portfolio
|
Q3 2024
Reduced 57.15%
|