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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
170
shares
|
$32,670
0.02% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
160
shares
|
$30,748
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
160
shares
|
$30,748
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
157
shares
|
$30,172
0.0% of portfolio
|
Q1 2025
Added 112.16%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
150
shares
|
$28,827
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
150
shares
|
$28,827
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
150
shares
|
$28,827
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
141
shares
|
$27,097
0.0% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
140
shares
|
$26,905
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
138
shares
|
$26,520
0.01% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
125
shares
|
$24,022
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
123
shares
|
$23,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
115
shares
|
$22,100
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
115
shares
|
$22,100
0.01% of portfolio
|
Q4 2023
Reduced 46.51%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
105
shares
|
$20,178
0.01% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
105
shares
|
$20,178
0.01% of portfolio
|
Q1 2025
Reduced 47.24%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$19,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
100
shares
|
$19,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
100
shares
|
$19,218
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
100
shares
|
$19,218
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
100
shares
|
$19,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$19,218
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
100
shares
|
$19,218
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
100
shares
|
$19,218
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
95
shares
|
$18,257
0.0% of portfolio
|
Q2 2023
New holding
|