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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
1,690
shares
|
$262,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,688
shares
|
$262,619
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
1,684
shares
|
$261,996
0.09% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,671
shares
|
$259,974
0.02% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,667
shares
|
$259,351
0.12% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,663
shares
|
$258,729
0.02% of portfolio
|
Q3 2024
Reduced 90.58%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,638
shares
|
$254,840
0.18% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,630
shares
|
$253,595
0.02% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,624
shares
|
$252,661
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,616
shares
|
$251,417
0.04% of portfolio
|
Q3 2024
Reduced 45.72%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,611
shares
|
$250,639
0.02% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$248,928
0.03% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
1,594
shares
|
$247,994
0.1% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,592
shares
|
$247,683
0.1% of portfolio
|
Q3 2024
Added 24.86%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
1,588
shares
|
$247,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,578
shares
|
$245,505
0.16% of portfolio
|
Q3 2024
Added 30.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,576
shares
|
$245,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,570
shares
|
$244,260
0.01% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,563
shares
|
$243,171
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,555
shares
|
$241,926
0.0% of portfolio
|
Q2 2024
Added 23.12%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,505
shares
|
$234,147
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
1,500
shares
|
$233,370
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
1,500
shares
|
$233,370
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,500
shares
|
$233,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,490
shares
|
$231,814
0.0% of portfolio
|
Q3 2024
New holding
|