Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 794 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 $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
46,327
shares
|
$9.12 Million
5.09% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
44,600
shares
|
$8.78 Million
0.0% of portfolio
|
Q1 2025
Added 486.69%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
41,144
shares
|
$8.1 Million
0.25% of portfolio
|
Q1 2025
Added 40.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
38,867
shares
|
$7.65 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,089
shares
|
$7.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
37,989
shares
|
$7.48 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
37,094
shares
|
$7.3 Million
0.08% of portfolio
|
Q1 2025
Added 52.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,478
shares
|
$7.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.52%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,253
shares
|
$7.14 Million
3.91% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
36,113
shares
|
$7.11 Million
0.05% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
35,984
shares
|
$7.09 Million
2.67% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
35,260
shares
|
$6.94 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
34,962
shares
|
$6.88 Million
0.07% of portfolio
|
Q1 2025
Added 100.85%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
34,300
shares
|
$6.75 Million
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
34,294
shares
|
$6.75 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
33,809
shares
|
$6.66 Million
1.22% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
32,350
shares
|
$6.37 Million
0.0% of portfolio
|
Q1 2025
Added 145.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,184
shares
|
$6.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
30,535
shares
|
$6.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
30,393
shares
|
$5.98 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,359
shares
|
$5.98 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
29,693
shares
|
$5.85 Million
0.07% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
28,593
shares
|
$5.63 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,562
shares
|
$5.62 Million
0.04% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
28,457
shares
|
$5.6 Million
4.15% of portfolio
|
Q2 2025
Reduced 10.34%
|