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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,249
shares
|
$352,148
0.05% of portfolio
|
Q3 2024
Reduced 32.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,229
shares
|
$349,016
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,217
shares
|
$347,137
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
2,214
shares
|
$346,668
0.09% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
2,206
shares
|
$345,415
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,201
shares
|
$344,632
0.01% of portfolio
|
Q4 2024
Reduced 43.77%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
2,183
shares
|
$341,814
0.04% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,180
shares
|
$341,344
0.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,180
shares
|
$341,344
0.06% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,171
shares
|
$339,935
0.0% of portfolio
|
Q2 2024
Added 171.04%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,157
shares
|
$337,743
0.12% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,128
shares
|
$333,202
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,114
shares
|
$331,010
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
2,109
shares
|
$330,227
0.26% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,103
shares
|
$329,287
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
2,080
shares
|
$325,686
0.16% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
2,076
shares
|
$325,060
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,058
shares
|
$322,241
0.04% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,026
shares
|
$317,231
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
2,000
shares
|
$313,160
0.11% of portfolio
|
Q3 2024
Reduced 55.11%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$313,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$313,160
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$313,160
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,995
shares
|
$312,377
0.01% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,988
shares
|
$311,281
0.05% of portfolio
|
Q1 2024
Reduced 7.71%
|