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 |
|---|---|---|---|---|---|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
39
shares
|
$6,119
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
39
shares
|
$6,119
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35
shares
|
$5,491
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
35
shares
|
$5,491
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
32
shares
|
$5,021
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
31
shares
|
$4,864
0.0% of portfolio
|
Q1 2021
Added 93.75%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
30
shares
|
$4,707
0.0% of portfolio
|
Q1 2025
Reduced 80.26%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
25
shares
|
$3,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
24
shares
|
$3,765
0.0% of portfolio
|
Q4 2024
Reduced 82.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23
shares
|
$3,608
0.0% of portfolio
|
Q1 2025
Reduced 77.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
22
shares
|
$3,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
21
shares
|
$3,295
0.0% of portfolio
|
Q1 2025
Reduced 75.29%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
19
shares
|
$2,981
0.0% of portfolio
|
Q1 2025
Reduced 83.62%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
19
shares
|
$2,981
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
17
shares
|
$2,667
0.0% of portfolio
|
Q4 2023
Added 6.25%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
15
shares
|
$2,353
0.0% of portfolio
|
Q1 2025
Reduced 72.73%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
15
shares
|
$2,353
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
15
shares
|
$2,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
15
shares
|
$2,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
15
shares
|
$2,353
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
14
shares
|
$2,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
10
shares
|
$1,569
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
8
shares
|
$1,255
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
8
shares
|
$1,255
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
7
shares
|
$1,098
0.0% of portfolio
|
Q3 2023
New holding
|