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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
9,327
shares
|
$1.79 Million
0.66% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
9,183
shares
|
$1.76 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,040
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,021
shares
|
$1.73 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
9,002
shares
|
$1.73 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
8,932
shares
|
$1.72 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,879
shares
|
$1.71 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
8,756
shares
|
$1.68 Million
0.25% of portfolio
|
Q1 2025
Added 36.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,597
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
8,577
shares
|
$1.65 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,574
shares
|
$1.65 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
8,513
shares
|
$1.64 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,445
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
8,410
shares
|
$1.62 Million
1.19% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,397
shares
|
$1.61 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
8,384
shares
|
$1.61 Million
0.1% of portfolio
|
Q1 2025
Added 100.86%
|
|
|
Artemis Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
8,375
shares
|
$1.61 Million
0.23% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
8,346
shares
|
$1.6 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,322
shares
|
$1.6 Million
0.35% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,313
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2020
Reduced 3.65%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,300
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,223
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
8,200
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
8,191
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 91.66%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
8,170
shares
|
$1.57 Million
1.01% of portfolio
|
Q1 2025
Reduced 10.0%
|