Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 834 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
40
shares
|
$7,858
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
39
shares
|
$7,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
39
shares
|
$7,661
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
35
shares
|
$6,875
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
35
shares
|
$6,875
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
32
shares
|
$6,286
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
31
shares
|
$6,089
0.0% of portfolio
|
Q1 2021
Added 93.75%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$5,893
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
30
shares
|
$5,893
0.0% of portfolio
|
Q1 2025
Reduced 80.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
29
shares
|
$5,697
0.0% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$5,500
0.0% of portfolio
|
Q2 2025
Reduced 90.67%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
25
shares
|
$4,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
24
shares
|
$4,714
0.0% of portfolio
|
Q4 2024
Reduced 82.86%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
24
shares
|
$4,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
24
shares
|
$4,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
23
shares
|
$4,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
22
shares
|
$4,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
21
shares
|
$4,125
0.0% of portfolio
|
Q1 2025
Reduced 75.29%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
19
shares
|
$3,732
0.0% of portfolio
|
Q1 2025
Reduced 83.62%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
17
shares
|
$3,339
0.0% of portfolio
|
Q4 2023
Added 6.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
17
shares
|
$3,339
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
15
shares
|
$2,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
15
shares
|
$2,946
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
15
shares
|
$2,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
12
shares
|
$2,357
0.0% of portfolio
|
Q2 2025
New holding
|