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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
1,344
shares
|
$210,443
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,335
shares
|
$209,034
0.03% of portfolio
|
Q2 2023
Added 15.09%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,299
shares
|
$203,397
0.03% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,298
shares
|
$203,240
0.01% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,167
shares
|
$182,728
0.02% of portfolio
|
Q4 2024
Added 39.26%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,068
shares
|
$167,227
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,057
shares
|
$165,505
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
1,034
shares
|
$161,903
0.03% of portfolio
|
Q1 2023
Added 50.29%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$156,580
0.0% of portfolio
|
Q4 2023
Added 47.06%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$156,580
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
964
shares
|
$150,943
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
945
shares
|
$147,968
0.05% of portfolio
|
Q1 2021
Added 0.75%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
945
shares
|
$147,968
0.05% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
943
shares
|
$147,654
0.02% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
923
shares
|
$144,523
0.04% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
920
shares
|
$144,053
0.01% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
891
shares
|
$139,512
0.04% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
870
shares
|
$136,224
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
851
shares
|
$133,249
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
830
shares
|
$129,961
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
820
shares
|
$128,395
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
819
shares
|
$128,239
0.0% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
804
shares
|
$125,890
0.06% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
800
shares
|
$125,264
0.01% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
790
shares
|
$123,698
0.02% of portfolio
|
Q3 2024
Added 12.86%
|