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 $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
108,569
shares
|
$20.1 Million
1.32% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
104,852
shares
|
$19.4 Million
0.05% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
103,004
shares
|
$19.1 Million
6.42% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
94,460
shares
|
$17.5 Million
0.29% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
89,724
shares
|
$16.6 Million
0.21% of portfolio
|
Q2 2024
Added 3.87%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
84,387
shares
|
$15.6 Million
3.62% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
83,946
shares
|
$15.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
80,011
shares
|
$14.8 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
77,492
shares
|
$14.3 Million
0.0% of portfolio
|
Q1 2025
Added 1205.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
76,837
shares
|
$14.2 Million
0.75% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
75,890
shares
|
$14 Million
6.42% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
67,127
shares
|
$12.4 Million
12.35% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
65,086
shares
|
$12 Million
0.24% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
60,865
shares
|
$11.3 Million
0.01% of portfolio
|
Q1 2025
Added 131.28%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
60,676
shares
|
$11.2 Million
0.03% of portfolio
|
Q1 2025
Added 86.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
58,597
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
54,692
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
53,258
shares
|
$9.85 Million
0.72% of portfolio
|
Q1 2025
Added 166.2%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
50,177
shares
|
$9.28 Million
0.28% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
49,800
shares
|
$9.21 Million
0.05% of portfolio
|
Q1 2025
Reduced 38.42%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
49,071
shares
|
$9.08 Million
0.04% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
48,229
shares
|
$8.92 Million
3.51% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,072
shares
|
$8.89 Million
0.47% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
47,180
shares
|
$8.73 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
46,327
shares
|
$8.57 Million
5.09% of portfolio
|
Q1 2024
Reduced 2.82%
|