Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 703 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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,860
shares
|
$417,188
0.06% of portfolio
|
Q4 2023
Added 3.32%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,791
shares
|
$407,123
0.05% of portfolio
|
Q3 2022
Reduced 12.73%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
2,782
shares
|
$405,810
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,770
shares
|
$404,059
0.05% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,755
shares
|
$401,871
0.23% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,754
shares
|
$401,725
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,748
shares
|
$400,850
0.0% of portfolio
|
Q3 2024
Reduced 96.9%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
2,740
shares
|
$399,683
0.3% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,691
shares
|
$392,536
0.08% of portfolio
|
Q3 2024
Added 100.07%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
2,662
shares
|
$388,305
0.33% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
2,651
shares
|
$386,701
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,648
shares
|
$386,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
2,622
shares
|
$382,471
0.33% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,610
shares
|
$380,720
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,604
shares
|
$379,845
0.03% of portfolio
|
Q3 2024
Reduced 71.8%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,593
shares
|
$378,240
0.01% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,580
shares
|
$376,344
0.04% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,570
shares
|
$374,885
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,545
shares
|
$371,239
0.02% of portfolio
|
Q3 2024
Added 60.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
2,529
shares
|
$368,905
0.06% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,517
shares
|
$367,154
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
2,510
shares
|
$366,133
0.21% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,510
shares
|
$366,133
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,455
shares
|
$358,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,431
shares
|
$354,609
0.27% of portfolio
|
Q2 2024
Added 0.08%
|