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 |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
4,110
shares
|
$644,900
0.24% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,091
shares
|
$641,918
0.02% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
4,033
shares
|
$632,818
0.15% of portfolio
|
Q4 2024
Reduced 52.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,018
shares
|
$630,464
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
4,015
shares
|
$629,993
0.11% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
4,000
shares
|
$627,640
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
3,995
shares
|
$626,855
0.03% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,970
shares
|
$622,932
2.05% of portfolio
|
Q4 2023
Added 50.21%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,970
shares
|
$622,932
0.01% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,952
shares
|
$620,108
0.02% of portfolio
|
Q1 2025
Reduced 41.93%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
3,944
shares
|
$618,853
0.13% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
3,930
shares
|
$616,656
0.28% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,890
shares
|
$610,379
0.07% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,886
shares
|
$609,752
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
3,879
shares
|
$608,653
0.33% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,876
shares
|
$608,183
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
3,864
shares
|
$606,300
0.02% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
3,860
shares
|
$605,672
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,825
shares
|
$600,180
0.0% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
3,777
shares
|
$592,649
0.4% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
3,765
shares
|
$590,766
0.09% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,744
shares
|
$587,471
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,731
shares
|
$585,431
0.11% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,711
shares
|
$582,293
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
3,628
shares
|
$569,269
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|