Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 752 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
113,784
shares
|
$17 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
109,706
shares
|
$16.4 Million
5.81% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
107,500
shares
|
$16.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
98,372
shares
|
$14.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
98,260
shares
|
$14.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
92,199
shares
|
$13.8 Million
0.26% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
89,724
shares
|
$13.4 Million
0.21% of portfolio
|
Q2 2024
Added 3.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
89,137
shares
|
$13.3 Million
0.04% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
84,927
shares
|
$12.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
80,867
shares
|
$12.1 Million
0.08% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
74,815
shares
|
$11.2 Million
2.38% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
74,807
shares
|
$11.2 Million
0.6% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
74,631
shares
|
$11.1 Million
5.96% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
60,533
shares
|
$9.04 Million
0.21% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
60,479
shares
|
$9.03 Million
0.02% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
58,381
shares
|
$8.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
58,220
shares
|
$8.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
53,093
shares
|
$7.93 Million
0.02% of portfolio
|
Q4 2024
Added 347.25%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
52,111
shares
|
$7.78 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
49,172
shares
|
$7.34 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,072
shares
|
$7.18 Million
0.47% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
46,977
shares
|
$7.02 Million
5.26% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,301
shares
|
$6.91 Million
0.0% of portfolio
|
Q4 2024
Added 166.77%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,627
shares
|
$6.66 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
44,054
shares
|
$6.58 Million
0.22% of portfolio
|
Q4 2024
Added 1.9%
|