Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 976 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
10,741
shares
|
$2.21 Million
0.57% of portfolio
|
Q3 2025
Added 197.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
10,733
shares
|
$2.21 Million
1.43% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
10,704
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Added 40.2%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
10,636
shares
|
$2.19 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
10,504
shares
|
$2.16 Million
0.15% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
10,378
shares
|
$2.14 Million
0.25% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,356
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2025
Added 7805.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,314
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2025
Added 33.48%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
10,219
shares
|
$2.1 Million
0.76% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
10,209
shares
|
$2.1 Million
1.55% of portfolio
|
Q3 2025
Reduced 46.4%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,043
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,025
shares
|
$2.06 Million
0.62% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,935
shares
|
$2.05 Million
0.71% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
9,894
shares
|
$2.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
9,846
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
9,838
shares
|
$2.03 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,820
shares
|
$2.02 Million
0.29% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,807
shares
|
$2.02 Million
0.1% of portfolio
|
Q2 2024
Reduced 68.79%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
9,755
shares
|
$2.01 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
9,728
shares
|
$2 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,684
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2025
Added 47.08%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
9,675
shares
|
$1.99 Million
0.63% of portfolio
|
Q2 2025
Reduced 23.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,640
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2025
Added 93.77%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,605
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2025
Added 378.34%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
9,489
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Added 35.56%
|
|