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 $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,803
shares
|
$264,121
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,803
shares
|
$264,121
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
1,800
shares
|
$263,682
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$263,682
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,761
shares
|
$257,968
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,751
shares
|
$256,503
0.13% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
1,740
shares
|
$254,892
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,739
shares
|
$254,746
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
1,735
shares
|
$254,160
0.25% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,724
shares
|
$252,548
0.03% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$249,033
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,699
shares
|
$248,886
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
1,698
shares
|
$248,740
0.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,692
shares
|
$247,861
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
1,690
shares
|
$247,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,688
shares
|
$247,275
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
1,684
shares
|
$246,689
0.09% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,683
shares
|
$246,542
0.2% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
1,677
shares
|
$245,663
0.03% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,667
shares
|
$244,198
0.12% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,663
shares
|
$243,612
0.02% of portfolio
|
Q3 2024
Reduced 90.58%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,638
shares
|
$239,950
0.18% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,630
shares
|
$238,778
0.02% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,624
shares
|
$237,899
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,616
shares
|
$236,727
0.04% of portfolio
|
Q3 2024
Reduced 45.72%
|