Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 998 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
6,798
shares
|
$1.4 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
6,707
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2025
Reduced 10.91%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,654
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2025
Added 81.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,614
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
6,580
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
6,576
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2025
Reduced 2.81%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
6,548
shares
|
$1.35 Million
0.47% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
6,545
shares
|
$1.35 Million
0.63% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,528
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,462
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Added 25.18%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,318
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 24.96%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
6,307
shares
|
$1.3 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,229
shares
|
$1.28 Million
0.27% of portfolio
|
Q3 2025
Added 93.75%
|
|
|
Landaas & CO
Milwaukee, WI |
Jan 21, 2026 Q4 2025 |
6,223
shares
|
$1.28 Million
0.3% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,208
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,131
shares
|
$1.26 Million
0.1% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
6,130
shares
|
$1.26 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
6,076
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Added 19.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
5,999
shares
|
$1.24 Million
0.14% of portfolio
|
Q4 2025
Reduced 7.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,992
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
5,932
shares
|
$1.22 Million
0.82% of portfolio
|
Q3 2025
Added 431.54%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
5,906
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
5,900
shares
|
$1.22 Million
0.72% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
5,774
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2025
Added 37.67%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
5,753
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2025
Added 0.93%
|
|