Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 792 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 $3.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
17,908
shares
|
$3.53 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
17,239
shares
|
$3.39 Million
0.03% of portfolio
|
Q1 2025
Added 786.32%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
16,988
shares
|
$3.35 Million
2.33% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
16,847
shares
|
$3.32 Million
0.12% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
16,733
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
16,497
shares
|
$3.25 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,194
shares
|
$3.19 Million
0.08% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
15,898
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
15,711
shares
|
$3.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
15,630
shares
|
$3.08 Million
1.77% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
15,360
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
15,329
shares
|
$3.02 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
15,200
shares
|
$2.99 Million
1.54% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
15,190
shares
|
$2.99 Million
0.13% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
15,157
shares
|
$2.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
15,107
shares
|
$2.97 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
14,905
shares
|
$2.94 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,835
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,765
shares
|
$2.91 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
14,536
shares
|
$2.86 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,468
shares
|
$2.85 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
14,456
shares
|
$2.85 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
14,412
shares
|
$2.84 Million
0.05% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
14,299
shares
|
$2.82 Million
0.13% of portfolio
|
Q2 2025
Added 596.83%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
13,979
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
New holding
|