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 |
|---|---|---|---|---|---|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,907
shares
|
$452,271
0.13% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,892
shares
|
$449,937
0.32% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,891
shares
|
$449,781
0.05% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,877
shares
|
$447,603
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,870
shares
|
$446,514
0.02% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,860
shares
|
$444,958
0.06% of portfolio
|
Q4 2023
Added 3.32%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,791
shares
|
$434,223
0.05% of portfolio
|
Q3 2022
Reduced 12.73%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,754
shares
|
$428,467
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,748
shares
|
$427,533
0.0% of portfolio
|
Q3 2024
Reduced 96.9%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,737
shares
|
$425,822
0.05% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,691
shares
|
$418,665
0.08% of portfolio
|
Q3 2024
Added 100.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,668
shares
|
$415,087
0.04% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,668
shares
|
$415,087
0.15% of portfolio
|
Q4 2024
Added 94.18%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
2,662
shares
|
$414,153
0.33% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
2,651
shares
|
$412,442
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,648
shares
|
$411,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
2,622
shares
|
$407,930
0.33% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,610
shares
|
$406,063
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,604
shares
|
$405,130
0.03% of portfolio
|
Q3 2024
Reduced 71.8%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,573
shares
|
$400,307
0.01% of portfolio
|
Q4 2024
Added 31.61%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,570
shares
|
$399,840
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,545
shares
|
$395,951
0.02% of portfolio
|
Q3 2024
Added 60.87%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,532
shares
|
$393,928
0.14% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
2,529
shares
|
$393,461
0.06% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,517
shares
|
$391,594
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|