Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 792 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 $3.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
191
shares
|
$37,611
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
188
shares
|
$37,020
0.01% of portfolio
|
Q2 2025
Added 32.39%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
186
shares
|
$36,627
0.02% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
184
shares
|
$36,233
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
182
shares
|
$35,839
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
170
shares
|
$33,476
0.02% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
160
shares
|
$31,507
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
160
shares
|
$31,507
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
157
shares
|
$30,916
0.0% of portfolio
|
Q1 2025
Added 112.16%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
150
shares
|
$29,537
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
150
shares
|
$29,537
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
150
shares
|
$29,537
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
141
shares
|
$27,765
0.0% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
140
shares
|
$27,568
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
138
shares
|
$27,174
0.01% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
125
shares
|
$24,615
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
123
shares
|
$24,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
115
shares
|
$22,645
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
115
shares
|
$22,645
0.01% of portfolio
|
Q4 2023
Reduced 46.51%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
105
shares
|
$20,676
0.01% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
105
shares
|
$20,676
0.01% of portfolio
|
Q1 2025
Reduced 47.24%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
100
shares
|
$19,692
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
100
shares
|
$19,692
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
100
shares
|
$19,692
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
100
shares
|
$19,692
0.0% of portfolio
|
Q1 2025
New holding
|