Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 785 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 $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,490
shares
|
$490,330
0.02% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
2,474
shares
|
$487,180
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,424
shares
|
$477,334
0.01% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
2,421
shares
|
$476,743
0.06% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,410
shares
|
$474,577
0.15% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
2,400
shares
|
$472,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,392
shares
|
$471,032
0.42% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
2,388
shares
|
$470,244
0.37% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,376
shares
|
$467,881
0.03% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,354
shares
|
$463,549
0.1% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
2,350
shares
|
$462,761
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,330
shares
|
$458,823
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,309
shares
|
$454,688
0.02% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
2,306
shares
|
$454,097
0.02% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
2,285
shares
|
$449,962
0.04% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,269
shares
|
$446,811
0.2% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
2,260
shares
|
$445,039
0.04% of portfolio
|
Q2 2024
Added 15.31%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,255
shares
|
$444,054
0.23% of portfolio
|
Q2 2025
Added 92.74%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
2,243
shares
|
$441,691
0.06% of portfolio
|
Q1 2025
Added 41.51%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2,224
shares
|
$437,950
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,218
shares
|
$436,768
0.05% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
2,217
shares
|
$436,571
0.3% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,177
shares
|
$428,694
0.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
2,171
shares
|
$427,513
0.0% of portfolio
|
Q2 2024
Added 171.04%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,156
shares
|
$424,559
0.03% of portfolio
|
Q2 2025
Reduced 2.36%
|