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 |
|---|---|---|---|---|---|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
100
shares
|
$19,692
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
100
shares
|
$19,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$19,692
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$19,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
95
shares
|
$18,707
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
94
shares
|
$18,510
0.0% of portfolio
|
Q2 2025
Reduced 96.72%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
92
shares
|
$18,116
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
92
shares
|
$18,116
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
92
shares
|
$18,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
91
shares
|
$17,919
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
89
shares
|
$17,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
84
shares
|
$16,541
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
84
shares
|
$16,541
0.0% of portfolio
|
Q1 2025
Added 8300.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
72
shares
|
$14,178
0.0% of portfolio
|
Q4 2017
Closed
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
72
shares
|
$14,178
0.0% of portfolio
|
Q1 2024
Added 1340.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
71
shares
|
$13,981
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
69
shares
|
$13,587
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
66
shares
|
$12,996
0.0% of portfolio
|
Q1 2024
Reduced 93.19%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
62
shares
|
$12,209
0.0% of portfolio
|
Q1 2024
Reduced 39.22%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$11,815
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
60
shares
|
$11,815
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
59
shares
|
$11,618
0.0% of portfolio
|
Q4 2022
Added 268.75%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
52
shares
|
$10,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
50
shares
|
$9,846
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
50
shares
|
$9,846
0.0% of portfolio
|
Q1 2025
New holding
|