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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
13,893
shares
|
$2.07 Million
0.11% of portfolio
|
Q4 2024
Added 159.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
13,810
shares
|
$2.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
13,774
shares
|
$2.06 Million
0.46% of portfolio
|
Q4 2024
Added 30.49%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
13,731
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
13,665
shares
|
$2.04 Million
0.53% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
13,360
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
13,196
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
12,967
shares
|
$1.94 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
12,911
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 326.95%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
12,840
shares
|
$1.92 Million
1.04% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
12,838
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
12,743
shares
|
$1.9 Million
0.29% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
12,675
shares
|
$1.89 Million
0.67% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
12,669
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
12,592
shares
|
$1.88 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
12,551
shares
|
$1.87 Million
0.63% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,500
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2022
Added 53.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
12,494
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Added 29.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
12,465
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2024
Added 66.42%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,180
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
12,149
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
12,131
shares
|
$1.81 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
11,937
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
11,889
shares
|
$1.78 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
11,775
shares
|
$1.76 Million
1.18% of portfolio
|
Q4 2024
New holding
|