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 |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
28,223
shares
|
$5.56 Million
3.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
27,953
shares
|
$5.5 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
27,816
shares
|
$5.48 Million
0.39% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
27,605
shares
|
$5.44 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
27,574
shares
|
$5.43 Million
2.69% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
27,479
shares
|
$5.41 Million
0.0% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
27,330
shares
|
$5.38 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
27,170
shares
|
$5.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
27,006
shares
|
$5.32 Million
0.03% of portfolio
|
Q1 2025
Added 1729.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
26,974
shares
|
$5.31 Million
0.02% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
26,687
shares
|
$5.26 Million
0.81% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,585
shares
|
$5.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,514
shares
|
$5.02 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
25,177
shares
|
$4.96 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
25,127
shares
|
$4.95 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
24,066
shares
|
$4.74 Million
0.3% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
23,888
shares
|
$4.7 Million
0.06% of portfolio
|
Q1 2025
Added 37.43%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
23,228
shares
|
$4.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,156
shares
|
$4.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
23,024
shares
|
$4.53 Million
0.02% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
22,970
shares
|
$4.52 Million
0.37% of portfolio
|
Q2 2025
Added 651.88%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
22,760
shares
|
$4.48 Million
2.76% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
22,597
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2025
Added 18.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,589
shares
|
$4.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
21,270
shares
|
$4.19 Million
0.04% of portfolio
|
Q2 2025
Added 8.22%
|