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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,852
shares
|
$290,597
0.0% of portfolio
|
Q1 2025
Reduced 88.71%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
1,850
shares
|
$290,283
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
1,850
shares
|
$290,283
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
1,847
shares
|
$289,812
0.21% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,845
shares
|
$289,498
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,834
shares
|
$287,772
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
1,822
shares
|
$285,890
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,820
shares
|
$285,576
0.02% of portfolio
|
Q1 2024
Reduced 17.27%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,805
shares
|
$283,222
0.2% of portfolio
|
Q1 2025
Added 256.72%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,803
shares
|
$282,908
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
1,800
shares
|
$282,438
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,799
shares
|
$282,281
0.04% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
1,795
shares
|
$281,653
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,793
shares
|
$281,339
0.01% of portfolio
|
Q1 2025
Reduced 89.98%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
1,784
shares
|
$279,927
0.16% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
1,761
shares
|
$276,318
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
1,748
shares
|
$274,278
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
1,739
shares
|
$272,866
0.02% of portfolio
|
Q4 2024
Reduced 33.22%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
1,735
shares
|
$272,238
0.27% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,734
shares
|
$272,081
0.01% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
1,728
shares
|
$271,140
0.03% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,727
shares
|
$270,983
0.14% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
1,720
shares
|
$269,885
0.01% of portfolio
|
Q1 2025
Added 72.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,717
shares
|
$269,414
0.02% of portfolio
|
Q4 2024
Reduced 53.46%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
1,700
shares
|
$266,747
0.13% of portfolio
|
Q3 2024
New holding
|