Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 701 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 $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
943
shares
|
$138,140
0.02% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
920
shares
|
$134,770
0.01% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
910
shares
|
$133,305
0.01% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
870
shares
|
$127,446
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
860
shares
|
$125,981
0.01% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
838
shares
|
$122,758
0.02% of portfolio
|
Q2 2024
Added 3.71%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
830
shares
|
$121,586
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
819
shares
|
$119,975
0.0% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
804
shares
|
$117,777
0.06% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
800
shares
|
$117,192
0.01% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
790
shares
|
$115,727
0.02% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
785
shares
|
$114,994
0.04% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
775
shares
|
$113,529
0.04% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
767
shares
|
$112,357
0.03% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
752
shares
|
$110,160
0.03% of portfolio
|
Q4 2023
Reduced 7.39%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
740
shares
|
$108,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
724
shares
|
$106,058
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
660
shares
|
$96,683
0.0% of portfolio
|
Q3 2024
Added 140.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
652
shares
|
$95,511
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
554
shares
|
$81,155
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
545
shares
|
$79,837
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
517
shares
|
$75,735
0.0% of portfolio
|
Q3 2024
Added 114.52%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
510
shares
|
$74,709
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
509
shares
|
$74,563
0.0% of portfolio
|
Q3 2024
Added 161.89%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
506
shares
|
$74,123
0.06% of portfolio
|
Q2 2024
Reduced 38.52%
|