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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
72
shares
|
$11,297
0.0% of portfolio
|
Q1 2024
Added 1340.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
71
shares
|
$11,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
69
shares
|
$10,826
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
66
shares
|
$10,356
0.0% of portfolio
|
Q1 2024
Reduced 93.19%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
62
shares
|
$9,728
0.0% of portfolio
|
Q1 2024
Reduced 39.22%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
60
shares
|
$9,414
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
59
shares
|
$9,257
0.0% of portfolio
|
Q4 2022
Added 268.75%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
52
shares
|
$8,159
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
50
shares
|
$7,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
50
shares
|
$7,845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
50
shares
|
$7,845
0.0% of portfolio
|
Q2 2024
Reduced 78.07%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
50
shares
|
$7,845
0.0% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
50
shares
|
$7,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$7,845
0.0% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
49
shares
|
$7,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
49
shares
|
$7,688
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
48
shares
|
$7,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
46
shares
|
$7,217
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
46
shares
|
$7,217
0.01% of portfolio
|
Q3 2022
Reduced 10.87%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
46
shares
|
$7,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
45
shares
|
$7,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
45
shares
|
$7,060
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
44
shares
|
$6,904
0.0% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
41
shares
|
$6,433
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
39
shares
|
$6,119
0.0% of portfolio
|
Q1 2025
New holding
|