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 |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
2,350
shares
|
$368,738
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,330
shares
|
$365,600
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,309
shares
|
$362,305
0.02% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,297
shares
|
$360,422
0.05% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,291
shares
|
$359,480
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
2,285
shares
|
$358,539
0.04% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
2,268
shares
|
$355,871
0.29% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
2,263
shares
|
$355,087
0.47% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
2,260
shares
|
$354,616
0.03% of portfolio
|
Q2 2024
Added 15.31%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
2,243
shares
|
$351,949
0.06% of portfolio
|
Q1 2025
Added 41.51%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2,224
shares
|
$348,967
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
2,218
shares
|
$348,026
0.04% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,208
shares
|
$346,457
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,206
shares
|
$346,143
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,177
shares
|
$341,593
0.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
2,171
shares
|
$340,651
0.0% of portfolio
|
Q2 2024
Added 171.04%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
2,155
shares
|
$338,141
0.06% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
2,150
shares
|
$337,356
0.26% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
2,145
shares
|
$336,571
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
2,141
shares
|
$335,944
0.18% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
2,134
shares
|
$334,845
0.09% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
2,113
shares
|
$331,550
0.27% of portfolio
|
Q1 2025
Reduced 94.84%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
2,113
shares
|
$331,550
0.27% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,103
shares
|
$329,981
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
2,099
shares
|
$329,354
0.01% of portfolio
|
Q1 2025
Added 28.69%
|