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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,563
shares
|
$300,377
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,550
shares
|
$297,879
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,539
shares
|
$295,765
0.23% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,533
shares
|
$294,611
0.1% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
1,533
shares
|
$294,611
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,513
shares
|
$290,768
0.12% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
1,510
shares
|
$290,191
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,501
shares
|
$288,462
0.0% of portfolio
|
Q1 2025
Reduced 28.56%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$288,270
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Gruss & Co., LLC
|
May 08, 2025 Q1 2025 |
1,500
shares
|
$288,270
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,497
shares
|
$287,693
0.01% of portfolio
|
Q1 2025
Reduced 56.52%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,492
shares
|
$286,732
0.12% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,490
shares
|
$286,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,485
shares
|
$285,387
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,480
shares
|
$284,426
0.08% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
1,480
shares
|
$284,426
0.2% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
1,476
shares
|
$283,657
0.0% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,475
shares
|
$283,465
0.07% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,461
shares
|
$280,774
0.1% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$279,237
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,443
shares
|
$277,315
0.01% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
1,443
shares
|
$277,315
0.08% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,437
shares
|
$276,162
0.15% of portfolio
|
Q4 2024
Added 73.13%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,434
shares
|
$275,586
0.0% of portfolio
|
Q1 2025
Added 135.86%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
1,421
shares
|
$273,087
0.04% of portfolio
|
Q3 2024
New holding
|