Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 711 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,326
shares
|
$828,619
0.05% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,235
shares
|
$814,461
0.04% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,231
shares
|
$813,838
0.0% of portfolio
|
Q3 2024
Added 45.67%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,197
shares
|
$808,549
0.05% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,197
shares
|
$808,549
0.04% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,131
shares
|
$798,280
0.05% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,108
shares
|
$794,702
0.38% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,101
shares
|
$793,613
0.09% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
5,100
shares
|
$793,458
0.02% of portfolio
|
Q3 2024
Added 183.33%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
5,073
shares
|
$789,257
0.38% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,051
shares
|
$785,834
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
5,024
shares
|
$781,633
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,947
shares
|
$769,654
0.3% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
4,850
shares
|
$754,563
0.52% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,815
shares
|
$749,117
0.32% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,813
shares
|
$748,806
0.01% of portfolio
|
Q3 2024
Added 47.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,787
shares
|
$744,761
0.05% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,771
shares
|
$742,272
0.03% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,763
shares
|
$741,027
0.01% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,672
shares
|
$726,869
0.07% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
4,620
shares
|
$718,779
0.19% of portfolio
|
Q3 2024
Added 32.45%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,602
shares
|
$715,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,576
shares
|
$711,934
0.02% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,568
shares
|
$710,689
0.04% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
4,551
shares
|
$708,044
0.12% of portfolio
|
Q3 2024
Added 89.94%
|