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 |
|---|---|---|---|---|---|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
5,122
shares
|
$1.05 Million
0.59% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
5,100
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,096
shares
|
$1.05 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,088
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 137.31%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,078
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 33.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,008
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
5,000
shares
|
$1.03 Million
0.35% of portfolio
|
Q3 2024
Added 3125.81%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,958
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
4,913
shares
|
$1.01 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
4,897
shares
|
$1.01 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
4,874
shares
|
$1 Million
0.1% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jan 16, 2026 Q4 2025 |
4,849
shares
|
$998,603
0.83% of portfolio
|
Q4 2025
Added 7.54%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
4,844
shares
|
$997,573
0.17% of portfolio
|
Q3 2025
Reduced 25.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,829
shares
|
$994,484
0.0% of portfolio
|
Q3 2025
Added 54.13%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,804
shares
|
$989,335
0.02% of portfolio
|
Q3 2025
Reduced 30.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,773
shares
|
$982,951
0.06% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
4,759
shares
|
$980,068
0.62% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,744
shares
|
$976,979
0.08% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,724
shares
|
$972,860
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,685
shares
|
$964,828
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
4,673
shares
|
$962,357
0.08% of portfolio
|
Q4 2025
Added 2.75%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
4,668
shares
|
$961,327
0.07% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
4,635
shares
|
$954,531
0.95% of portfolio
|
Q4 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,603
shares
|
$947,941
0.04% of portfolio
|
Q3 2025
Added 65.81%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
4,599
shares
|
$947,118
0.33% of portfolio
|
Q4 2025
Added 12.69%
|
|