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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,937
shares
|
$372,252
0.01% of portfolio
|
Q2 2025
Added 41.59%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
1,910
shares
|
$367,063
0.06% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,905
shares
|
$366,102
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,905
shares
|
$366,102
0.25% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,895
shares
|
$364,181
0.03% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,890
shares
|
$363,220
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,881
shares
|
$361,490
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
1,874
shares
|
$360,145
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,856
shares
|
$356,686
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
1,850
shares
|
$355,533
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,850
shares
|
$355,533
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,845
shares
|
$354,572
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,834
shares
|
$352,458
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,824
shares
|
$350,536
0.03% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
1,822
shares
|
$350,151
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,805
shares
|
$346,884
0.2% of portfolio
|
Q1 2025
Added 256.72%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,803
shares
|
$346,500
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,799
shares
|
$345,731
0.04% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
1,795
shares
|
$344,963
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,793
shares
|
$344,578
0.01% of portfolio
|
Q1 2025
Reduced 89.98%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
1,784
shares
|
$342,849
0.16% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,780
shares
|
$342,080
0.22% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
1,761
shares
|
$338,428
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,760
shares
|
$338,236
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
1,749
shares
|
$336,122
0.17% of portfolio
|
Q2 2025
New holding
|