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 |
|---|---|---|---|---|---|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
1,400
shares
|
$269,052
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,395
shares
|
$268,091
0.12% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,376
shares
|
$264,439
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
1,369
shares
|
$263,094
0.17% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,358
shares
|
$260,980
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,348
shares
|
$259,058
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
1,344
shares
|
$258,289
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
1,343
shares
|
$258,097
0.19% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,342
shares
|
$257,905
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,335
shares
|
$256,560
0.03% of portfolio
|
Q2 2023
Added 15.09%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
1,330
shares
|
$255,599
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,318
shares
|
$253,293
0.12% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
1,308
shares
|
$251,371
0.14% of portfolio
|
Q1 2025
Reduced 27.85%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,299
shares
|
$249,641
0.04% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
1,295
shares
|
$248,873
0.1% of portfolio
|
Q2 2025
Reduced 36.39%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,287
shares
|
$247,335
0.02% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,250
shares
|
$240,225
0.19% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$230,616
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,186
shares
|
$227,925
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,167
shares
|
$224,274
0.03% of portfolio
|
Q4 2024
Added 39.26%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,159
shares
|
$222,736
0.02% of portfolio
|
Q2 2025
Reduced 63.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,112
shares
|
$213,704
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
1,097
shares
|
$210,821
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
1,087
shares
|
$208,899
0.08% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,071
shares
|
$205,824
0.0% of portfolio
|
Q2 2025
Reduced 42.17%
|