Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 752 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
654
shares
|
$99,885
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
608
shares
|
$92,859
0.0% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
558
shares
|
$85,223
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
545
shares
|
$83,237
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
531
shares
|
$81,099
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
510
shares
|
$77,892
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
506
shares
|
$77,281
0.06% of portfolio
|
Q2 2024
Reduced 38.52%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$76,365
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$73,310
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
466
shares
|
$71,172
0.0% of portfolio
|
Q4 2024
Added 95.8%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
466
shares
|
$71,172
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
448
shares
|
$68,423
0.0% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
440
shares
|
$67,201
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
425
shares
|
$64,910
0.0% of portfolio
|
Q4 2023
Reduced 19.2%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
422
shares
|
$64,452
0.02% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
417
shares
|
$63,688
0.05% of portfolio
|
Q2 2024
Added 2878.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
412
shares
|
$62,924
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
410
shares
|
$62,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$61,091
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
400
shares
|
$61,091
0.0% of portfolio
|
Q4 2023
Reduced 3.15%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$61,091
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
383
shares
|
$58,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
376
shares
|
$57,426
0.0% of portfolio
|
Q4 2024
Reduced 23.58%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
363
shares
|
$55,440
0.0% of portfolio
|
Q4 2023
Reduced 21.94%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
362
shares
|
$55,288
0.02% of portfolio
|
Q1 2023
Reduced 23.95%
|