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 |
|---|---|---|---|---|---|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
2,510
shares
|
$390,505
0.21% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,510
shares
|
$390,505
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,481
shares
|
$385,993
0.01% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,455
shares
|
$381,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,431
shares
|
$378,214
0.27% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$373,392
0.2% of portfolio
|
Q3 2024
Added 37.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,394
shares
|
$372,458
0.02% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
2,380
shares
|
$370,280
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,373
shares
|
$369,191
0.05% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,372
shares
|
$369,035
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,358
shares
|
$366,857
0.09% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
2,350
shares
|
$365,613
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
2,301
shares
|
$357,989
0.03% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,300
shares
|
$357,834
0.02% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,291
shares
|
$356,433
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,289
shares
|
$356,122
0.04% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
2,262
shares
|
$351,921
0.27% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
2,260
shares
|
$351,610
0.03% of portfolio
|
Q2 2024
Added 15.31%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,249
shares
|
$349,899
0.05% of portfolio
|
Q3 2024
Reduced 32.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,229
shares
|
$346,787
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,217
shares
|
$344,920
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
2,206
shares
|
$343,209
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,201
shares
|
$342,431
0.01% of portfolio
|
Q4 2024
Reduced 43.77%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
2,183
shares
|
$339,631
0.04% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,180
shares
|
$339,164
0.03% of portfolio
|
Q4 2024
Reduced 1.62%
|