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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
732
shares
|
$140,675
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
728
shares
|
$139,907
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
674
shares
|
$129,529
0.07% of portfolio
|
Q2 2025
Reduced 63.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
668
shares
|
$128,376
0.01% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
661
shares
|
$127,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
655
shares
|
$125,877
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
587
shares
|
$112,809
0.02% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
567
shares
|
$108,966
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
545
shares
|
$104,738
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
543
shares
|
$104,353
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
531
shares
|
$102,047
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
510
shares
|
$98,011
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$96,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
500
shares
|
$96,090
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
500
shares
|
$96,090
0.01% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$92,246
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
466
shares
|
$89,555
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
458
shares
|
$88,018
0.0% of portfolio
|
Q1 2025
Reduced 98.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
448
shares
|
$86,096
0.0% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
440
shares
|
$84,559
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
435
shares
|
$83,598
0.0% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
425
shares
|
$81,676
0.0% of portfolio
|
Q4 2023
Reduced 19.2%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
422
shares
|
$81,099
0.02% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
417
shares
|
$80,139
0.05% of portfolio
|
Q2 2024
Added 2878.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
412
shares
|
$79,178
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|