Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 752 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
30,393
shares
|
$4.64 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
29,942
shares
|
$4.57 Million
0.08% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
29,193
shares
|
$4.46 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
28,895
shares
|
$4.41 Million
1.23% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
28,180
shares
|
$4.3 Million
3.08% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
27,987
shares
|
$4.27 Million
0.97% of portfolio
|
Q4 2024
Reduced 57.6%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
27,662
shares
|
$4.22 Million
0.3% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
27,320
shares
|
$4.17 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
26,729
shares
|
$4.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
26,610
shares
|
$4.06 Million
0.02% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
26,039
shares
|
$3.98 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,514
shares
|
$3.9 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
25,361
shares
|
$3.87 Million
0.04% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
25,177
shares
|
$3.85 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
24,373
shares
|
$3.72 Million
0.05% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
24,320
shares
|
$3.71 Million
0.02% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
23,718
shares
|
$3.62 Million
0.56% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
23,550
shares
|
$3.6 Million
0.1% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,439
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
23,123
shares
|
$3.53 Million
0.51% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
23,015
shares
|
$3.52 Million
0.0% of portfolio
|
Q4 2024
Added 592.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,589
shares
|
$3.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
22,284
shares
|
$3.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
22,249
shares
|
$3.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 70.78%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
22,236
shares
|
$3.4 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.05%
|