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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,700
shares
|
$266,747
0.1% of portfolio
|
Q1 2025
Reduced 36.28%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
1,699
shares
|
$266,590
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
1,699
shares
|
$266,590
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
1,692
shares
|
$265,491
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,667
shares
|
$261,568
0.12% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
1,665
shares
|
$261,255
0.2% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
1,662
shares
|
$260,784
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
1,634
shares
|
$256,390
0.12% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,630
shares
|
$255,763
0.02% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,624
shares
|
$254,821
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
1,602
shares
|
$251,369
0.07% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
1,600
shares
|
$251,056
0.02% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,590
shares
|
$249,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
1,585
shares
|
$248,702
0.19% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,581
shares
|
$248,074
0.0% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
1,574
shares
|
$246,976
0.03% of portfolio
|
Q1 2025
Reduced 21.3%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,563
shares
|
$245,250
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
1,560
shares
|
$244,779
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,556
shares
|
$244,151
0.01% of portfolio
|
Q1 2025
Reduced 28.29%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,539
shares
|
$241,484
0.23% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
1,537
shares
|
$241,170
0.02% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,533
shares
|
$240,543
0.1% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
1,533
shares
|
$240,543
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,513
shares
|
$237,404
0.12% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
1,510
shares
|
$236,934
0.01% of portfolio
|
Q1 2025
New holding
|