Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 794 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 $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,063
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 60.44%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
7,057
shares
|
$1.39 Million
0.08% of portfolio
|
Q1 2025
Added 30.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
7,049
shares
|
$1.39 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
7,000
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,962
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
6,923
shares
|
$1.36 Million
0.59% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
6,913
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Added 75.99%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,903
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
6,878
shares
|
$1.35 Million
1.02% of portfolio
|
Q2 2025
Added 261.05%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,874
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
6,870
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,833
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
6,821
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,670
shares
|
$1.31 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,594
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,528
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
6,460
shares
|
$1.27 Million
0.23% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,409
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 45.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,251
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,222
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
6,200
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
6,187
shares
|
$1.22 Million
0.55% of portfolio
|
Q1 2025
Reduced 56.35%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,131
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,085
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,904
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Added 2.82%
|