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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,570
shares
|
$245,830
0.01% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,563
shares
|
$244,734
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,555
shares
|
$243,481
0.0% of portfolio
|
Q2 2024
Added 23.12%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,505
shares
|
$235,652
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
1,500
shares
|
$234,870
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
1,500
shares
|
$234,870
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,500
shares
|
$234,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,490
shares
|
$233,304
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,485
shares
|
$232,521
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$227,510
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
1,443
shares
|
$225,944
0.07% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
1,443
shares
|
$225,944
0.01% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
1,433
shares
|
$224,379
0.12% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
1,426
shares
|
$223,283
0.07% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,421
shares
|
$222,500
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
1,410
shares
|
$220,777
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,410
shares
|
$220,777
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
1,400
shares
|
$219,212
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,394
shares
|
$218,272
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,378
shares
|
$215,767
0.08% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,378
shares
|
$215,767
0.03% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,362
shares
|
$213,261
0.0% of portfolio
|
Q3 2024
Added 474.68%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
1,355
shares
|
$212,165
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,352
shares
|
$211,696
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,352
shares
|
$211,696
0.01% of portfolio
|
Q3 2024
New holding
|