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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
498
shares
|
$72,952
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
492
shares
|
$72,073
0.0% of portfolio
|
Q3 2024
Added 34.79%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$70,315
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
466
shares
|
$68,264
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
444
shares
|
$65,041
0.05% of portfolio
|
Q3 2024
Reduced 87.28%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
440
shares
|
$64,455
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
425
shares
|
$62,258
0.0% of portfolio
|
Q4 2023
Reduced 19.2%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
417
shares
|
$61,086
0.05% of portfolio
|
Q2 2024
Added 2878.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
412
shares
|
$60,353
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
408
shares
|
$59,767
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
400
shares
|
$58,596
0.0% of portfolio
|
Q4 2023
Reduced 3.15%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$58,596
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
398
shares
|
$58,303
0.02% of portfolio
|
Q1 2022
Added 59.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
369
shares
|
$54,054
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
363
shares
|
$53,175
0.0% of portfolio
|
Q4 2023
Reduced 21.94%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
362
shares
|
$53,029
0.02% of portfolio
|
Q1 2023
Reduced 23.95%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
334
shares
|
$48,927
0.0% of portfolio
|
Q3 2024
Added 317.5%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
333
shares
|
$48,781
0.0% of portfolio
|
Q3 2024
Added 29.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
330
shares
|
$48,341
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
321
shares
|
$47,023
0.01% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
315
shares
|
$46,144
0.01% of portfolio
|
Q3 2024
Added 2000.0%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
300
shares
|
$43,947
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
291
shares
|
$42,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
290
shares
|
$42,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
277
shares
|
$40,577
0.04% of portfolio
|
Q3 2024
Reduced 6.1%
|