Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 708 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 $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,025
shares
|
$1.56 Million
0.62% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,993
shares
|
$1.55 Million
0.37% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,945
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,934
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,690
shares
|
$1.51 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
9,612
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
9,536
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
9,525
shares
|
$1.48 Million
0.41% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
9,488
shares
|
$1.48 Million
0.85% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
9,449
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
9,270
shares
|
$1.44 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,734
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
8,651
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
8,589
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,574
shares
|
$1.33 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,570
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,445
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,435
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
8,428
shares
|
$1.31 Million
0.31% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
8,353
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Artemis Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,336
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,331
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,313
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2020
Reduced 3.65%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
8,300
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,174
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 45.75%
|