Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 723 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
7,602
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
7,571
shares
|
$1.19 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,545
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,528
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
7,502
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,282
shares
|
$1.14 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,272
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
7,253
shares
|
$1.14 Million
0.51% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
7,190
shares
|
$1.13 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
7,170
shares
|
$1.12 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
7,157
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,120
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,108
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,099
shares
|
$1.11 Million
0.59% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,052
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
7,050
shares
|
$1.1 Million
0.68% of portfolio
|
Q4 2024
Added 81.94%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2024
Reduced 11.67%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,964
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,903
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,892
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.78%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
6,870
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
6,869
shares
|
$1.08 Million
0.54% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
6,843
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
6,806
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Added 75.28%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,765
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2024
Added 44.52%
|