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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,501
shares
|
$235,521
0.0% of portfolio
|
Q1 2025
Reduced 28.56%
|
|
|
Gruss & Co., LLC
|
May 08, 2025 Q1 2025 |
1,500
shares
|
$235,365
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$235,365
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,497
shares
|
$234,894
0.01% of portfolio
|
Q1 2025
Reduced 56.52%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,492
shares
|
$234,109
0.12% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,490
shares
|
$233,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,485
shares
|
$233,011
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,480
shares
|
$232,226
0.08% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
1,476
shares
|
$231,599
0.0% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$227,990
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
1,443
shares
|
$226,421
0.08% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
1,443
shares
|
$226,421
0.01% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,437
shares
|
$225,479
0.15% of portfolio
|
Q4 2024
Added 73.13%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,434
shares
|
$225,008
0.0% of portfolio
|
Q1 2025
Added 135.86%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
1,428
shares
|
$224,067
0.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
1,421
shares
|
$222,969
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,405
shares
|
$220,458
0.01% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
1,400
shares
|
$219,674
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,395
shares
|
$218,889
0.12% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,380
shares
|
$216,535
0.06% of portfolio
|
Q1 2025
Added 338.1%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,376
shares
|
$215,908
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
1,369
shares
|
$214,809
0.17% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
1,368
shares
|
$214,652
0.01% of portfolio
|
Q1 2025
Reduced 37.85%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
1,366
shares
|
$214,339
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,348
shares
|
$211,514
0.2% of portfolio
|
Q1 2025
New holding
|