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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
1,739
shares
|
$334,201
0.02% of portfolio
|
Q4 2024
Reduced 33.22%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
1,735
shares
|
$333,432
0.27% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,734
shares
|
$333,240
0.01% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
1,720
shares
|
$330,549
0.01% of portfolio
|
Q1 2025
Added 72.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,717
shares
|
$329,973
0.02% of portfolio
|
Q4 2024
Reduced 53.46%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
1,700
shares
|
$326,706
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
1,699
shares
|
$326,513
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
1,699
shares
|
$326,513
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
1,692
shares
|
$325,168
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,689
shares
|
$324,592
0.14% of portfolio
|
Q2 2025
Added 66.4%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,667
shares
|
$320,364
0.12% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,666
shares
|
$320,171
0.06% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
1,665
shares
|
$319,979
0.2% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,640
shares
|
$315,175
0.02% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,634
shares
|
$314,022
0.14% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,624
shares
|
$312,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,606
shares
|
$308,641
0.03% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
1,602
shares
|
$307,872
0.07% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,601
shares
|
$307,680
0.05% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
1,600
shares
|
$307,488
0.02% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,590
shares
|
$305,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
1,585
shares
|
$304,605
0.19% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,581
shares
|
$303,836
0.0% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
1,574
shares
|
$302,491
0.03% of portfolio
|
Q1 2025
Reduced 21.3%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
1,565
shares
|
$300,761
0.04% of portfolio
|
Q4 2024
New holding
|