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 $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,282
shares
|
$1.05 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
7,253
shares
|
$1.05 Million
0.51% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
7,190
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
7,170
shares
|
$1.04 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
7,157
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,099
shares
|
$1.03 Million
0.59% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,086
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,075
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,052
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
7,021
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2024
Reduced 11.67%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,903
shares
|
$999,968
0.03% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,892
shares
|
$998,375
0.05% of portfolio
|
Q3 2024
Reduced 64.78%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
6,870
shares
|
$995,188
0.1% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
6,843
shares
|
$991,276
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,765
shares
|
$979,977
0.02% of portfolio
|
Q2 2024
Added 44.52%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,721
shares
|
$973,604
0.07% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
6,682
shares
|
$967,954
0.63% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$956,076
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
6,581
shares
|
$953,323
0.84% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
6,580
shares
|
$953,178
0.0% of portfolio
|
Q3 2024
Added 32.45%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,537
shares
|
$946,949
0.05% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,528
shares
|
$945,646
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,504
shares
|
$942,169
0.23% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,369
shares
|
$922,613
0.0% of portfolio
|
Q3 2024
Added 22.58%
|