Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 773 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 $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,903
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
6,903
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,874
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
6,870
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,833
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,594
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,528
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,471
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
6,400
shares
|
$1 Million
0.64% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,344
shares
|
$995,437
0.01% of portfolio
|
Q1 2025
Reduced 19.52%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,251
shares
|
$980,844
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,222
shares
|
$976,294
0.03% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
6,211
shares
|
$974,568
0.07% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
6,200
shares
|
$972,842
0.02% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
6,187
shares
|
$970,802
0.55% of portfolio
|
Q1 2025
Reduced 56.35%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,131
shares
|
$962,015
0.1% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,085
shares
|
$954,797
0.0% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,904
shares
|
$926,396
0.1% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
5,757
shares
|
$903,330
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
5,749
shares
|
$902,075
0.83% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,700
shares
|
$894,387
0.1% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
5,675
shares
|
$890,464
0.31% of portfolio
|
Q4 2024
Added 183.75%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
5,660
shares
|
$888,110
0.03% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,636
shares
|
$884,344
0.13% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
5,601
shares
|
$878,852
0.01% of portfolio
|
Q1 2025
Added 1.25%
|