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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,835
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,765
shares
|
$2.94 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.97%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,468
shares
|
$2.89 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
14,456
shares
|
$2.88 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
14,311
shares
|
$2.85 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,309
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
14,299
shares
|
$2.85 Million
0.13% of portfolio
|
Q2 2025
Added 596.83%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
13,729
shares
|
$2.74 Million
0.76% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
13,540
shares
|
$2.7 Million
2.38% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
13,219
shares
|
$2.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
13,205
shares
|
$2.63 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
13,170
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
13,059
shares
|
$2.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
12,812
shares
|
$2.55 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,500
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2022
Added 53.52%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
11,803
shares
|
$2.35 Million
0.74% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
11,749
shares
|
$2.34 Million
1.2% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
11,699
shares
|
$2.33 Million
0.23% of portfolio
|
Q2 2025
Added 55.34%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
11,670
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
11,634
shares
|
$2.32 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
11,586
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
11,476
shares
|
$2.29 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
11,467
shares
|
$2.29 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
11,407
shares
|
$2.27 Million
1.06% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,126
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 24.38%
|