Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 773 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 $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
500
shares
|
$78,455
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
500
shares
|
$78,455
0.01% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$78,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$75,316
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
466
shares
|
$73,120
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
458
shares
|
$71,864
0.0% of portfolio
|
Q1 2025
Reduced 98.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
448
shares
|
$70,295
0.0% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
440
shares
|
$69,040
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
435
shares
|
$68,255
0.0% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
425
shares
|
$66,686
0.0% of portfolio
|
Q4 2023
Reduced 19.2%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
422
shares
|
$66,216
0.02% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
417
shares
|
$65,431
0.05% of portfolio
|
Q2 2024
Added 2878.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
412
shares
|
$64,646
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
410
shares
|
$64,333
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$62,764
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
400
shares
|
$62,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
394
shares
|
$61,822
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
385
shares
|
$60,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
383
shares
|
$60,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
370
shares
|
$58,056
0.0% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
363
shares
|
$56,958
0.0% of portfolio
|
Q4 2023
Reduced 21.94%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
334
shares
|
$52,407
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
331
shares
|
$51,937
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
329
shares
|
$51,623
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
325
shares
|
$50,995
0.02% of portfolio
|
Q4 2024
Reduced 56.55%
|