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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
21,268
shares
|
$4.19 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
21,256
shares
|
$4.19 Million
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,140
shares
|
$4.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
20,750
shares
|
$4.09 Million
0.4% of portfolio
|
Q1 2025
Added 372.88%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
20,561
shares
|
$4.05 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,527
shares
|
$4.04 Million
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
20,517
shares
|
$4.04 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
20,505
shares
|
$4.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.56%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
20,379
shares
|
$4.01 Million
0.8% of portfolio
|
Q2 2025
Added 68.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
20,022
shares
|
$3.94 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,937
shares
|
$3.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
19,779
shares
|
$3.89 Million
1.28% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
19,716
shares
|
$3.88 Million
1.81% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
19,703
shares
|
$3.88 Million
0.05% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
19,701
shares
|
$3.88 Million
0.26% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
19,673
shares
|
$3.87 Million
0.07% of portfolio
|
Q1 2025
Added 57.46%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,229
shares
|
$3.79 Million
0.08% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
19,047
shares
|
$3.75 Million
2.73% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
18,753
shares
|
$3.69 Million
1.22% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,709
shares
|
$3.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.59%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
18,600
shares
|
$3.66 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
18,482
shares
|
$3.64 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
18,218
shares
|
$3.59 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
18,178
shares
|
$3.58 Million
2.29% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
18,122
shares
|
$3.57 Million
1.63% of portfolio
|
Q1 2025
Added 311.96%
|