Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 999 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 $6.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
5,692
shares
|
$1.17 Million
0.77% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,686
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
5,663
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
5,609
shares
|
$1.16 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,589
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
5,565
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2025
Added 9.85%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
5,551
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
5,549
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,546
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,517
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,466
shares
|
$1.13 Million
0.25% of portfolio
|
Q4 2022
Reduced 99.11%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,448
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
5,427
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2025
Added 177.74%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
5,423
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
5,418
shares
|
$1.12 Million
0.47% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
5,386
shares
|
$1.11 Million
0.4% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,363
shares
|
$1.1 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Jan 26, 2026 Q4 2025 |
5,352
shares
|
$1.1 Million
0.67% of portfolio
|
Q4 2025
Added 4.49%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
5,327
shares
|
$1.1 Million
0.38% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
5,322
shares
|
$1.1 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
5,322
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,319
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 95.34%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,317
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Added 1.82%
|
|