Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 785 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 $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
11,420
shares
|
$2.19 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
11,379
shares
|
$2.19 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11,376
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,126
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 24.38%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
11,048
shares
|
$2.12 Million
1.01% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
10,850
shares
|
$2.09 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
10,845
shares
|
$2.08 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,605
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10,559
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,485
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
10,421
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,377
shares
|
$1.99 Million
0.24% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,194
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.8%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
10,188
shares
|
$1.96 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,043
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,025
shares
|
$1.93 Million
0.62% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
10,007
shares
|
$1.92 Million
0.04% of portfolio
|
Q1 2025
Added 133.48%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
9,903
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,820
shares
|
$1.89 Million
0.29% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,756
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
9,718
shares
|
$1.87 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,699
shares
|
$1.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
9,593
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
9,527
shares
|
$1.83 Million
0.35% of portfolio
|
Q1 2025
Reduced 72.45%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
9,378
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 68.46%
|