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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,235
shares
|
$758,342
0.04% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,231
shares
|
$757,762
0.0% of portfolio
|
Q3 2024
Added 45.67%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,197
shares
|
$752,837
0.04% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,197
shares
|
$752,837
0.05% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,131
shares
|
$743,276
0.05% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,108
shares
|
$739,944
0.38% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,101
shares
|
$738,930
0.09% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
5,100
shares
|
$738,786
0.02% of portfolio
|
Q3 2024
Added 183.33%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,051
shares
|
$731,687
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
5,024
shares
|
$727,776
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
4,989
shares
|
$722,706
0.17% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,944
shares
|
$716,187
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
4,846
shares
|
$701,991
0.6% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,815
shares
|
$697,500
0.32% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,813
shares
|
$697,211
0.01% of portfolio
|
Q3 2024
Added 47.32%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
4,808
shares
|
$696,486
0.39% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,787
shares
|
$693,444
0.05% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,771
shares
|
$691,127
0.03% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,763
shares
|
$689,968
0.01% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,672
shares
|
$676,785
0.07% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
4,620
shares
|
$669,253
0.19% of portfolio
|
Q3 2024
Added 32.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,604
shares
|
$666,935
0.02% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,602
shares
|
$666,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
4,551
shares
|
$659,257
0.12% of portfolio
|
Q3 2024
Added 89.94%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,483
shares
|
$649,407
0.04% of portfolio
|
Q3 2023
Reduced 5.38%
|