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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,598
shares
|
$563,374
0.06% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,552
shares
|
$556,172
0.05% of portfolio
|
Q3 2024
Reduced 30.37%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,531
shares
|
$552,883
0.01% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,523
shares
|
$551,631
0.02% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,521
shares
|
$551,318
0.01% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
3,507
shares
|
$549,126
0.08% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,482
shares
|
$545,211
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,442
shares
|
$538,948
0.07% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,420
shares
|
$535,503
0.01% of portfolio
|
Q3 2024
Added 22.49%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,420
shares
|
$535,503
0.06% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,325
shares
|
$520,628
0.0% of portfolio
|
Q3 2024
Reduced 81.45%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,320
shares
|
$519,845
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,305
shares
|
$517,496
0.01% of portfolio
|
Q3 2024
Added 33.7%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,283
shares
|
$514,052
0.01% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,274
shares
|
$512,642
0.06% of portfolio
|
Q2 2023
Reduced 8.73%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,259
shares
|
$510,294
0.19% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,250
shares
|
$508,885
0.14% of portfolio
|
Q2 2024
Added 54.76%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
3,206
shares
|
$501,995
0.08% of portfolio
|
Q4 2024
Added 125.93%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,193
shares
|
$499,959
0.04% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,168
shares
|
$496,045
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,166
shares
|
$495,732
0.03% of portfolio
|
Q4 2023
Reduced 37.68%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,151
shares
|
$493,383
0.03% of portfolio
|
Q1 2024
Reduced 37.67%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
3,147
shares
|
$492,757
0.08% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,132
shares
|
$490,408
0.02% of portfolio
|
Q3 2024
Reduced 31.63%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,078
shares
|
$481,953
0.33% of portfolio
|
Q4 2024
Added 82.89%
|