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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
125
shares
|
$19,613
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
123
shares
|
$19,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
115
shares
|
$18,044
0.01% of portfolio
|
Q4 2023
Reduced 46.51%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
115
shares
|
$18,044
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
105
shares
|
$16,475
0.01% of portfolio
|
Q1 2025
Reduced 47.24%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
105
shares
|
$16,475
0.0% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
100
shares
|
$15,691
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
100
shares
|
$15,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$15,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
100
shares
|
$15,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
100
shares
|
$15,691
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
100
shares
|
$15,691
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
100
shares
|
$15,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
100
shares
|
$15,691
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
95
shares
|
$14,906
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
92
shares
|
$14,435
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
92
shares
|
$14,435
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
91
shares
|
$14,278
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
89
shares
|
$13,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
84
shares
|
$13,180
0.0% of portfolio
|
Q1 2025
Added 8300.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
84
shares
|
$13,180
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
80
shares
|
$12,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
72
shares
|
$11,297
0.0% of portfolio
|
Q1 2024
Added 1340.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
72
shares
|
$11,297
0.0% of portfolio
|
Q4 2017
Closed
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
71
shares
|
$11,140
0.01% of portfolio
|
Q4 2024
New holding
|