Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 785 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
14,157
shares
|
$2.72 Million
0.29% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
13,979
shares
|
$2.69 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
13,976
shares
|
$2.69 Million
0.6% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
13,728
shares
|
$2.64 Million
2.27% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
13,672
shares
|
$2.63 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
13,233
shares
|
$2.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,232
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Added 31.48%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
13,227
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
13,205
shares
|
$2.54 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
12,976
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
12,826
shares
|
$2.46 Million
0.31% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
12,795
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
12,675
shares
|
$2.44 Million
0.72% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12,669
shares
|
$2.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
12,542
shares
|
$2.41 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,500
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2022
Added 53.52%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
12,346
shares
|
$2.37 Million
0.52% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
12,340
shares
|
$2.37 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
12,059
shares
|
$2.32 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,010
shares
|
$2.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
11,699
shares
|
$2.25 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
11,660
shares
|
$2.24 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,602
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.18%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
11,549
shares
|
$2.22 Million
1.16% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
11,467
shares
|
$2.2 Million
0.1% of portfolio
|
Q2 2025
New holding
|