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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
4,592
shares
|
$945,676
0.26% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
4,564
shares
|
$939,910
0.96% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,557
shares
|
$938,468
0.04% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,483
shares
|
$923,229
0.04% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
4,446
shares
|
$915,609
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,442
shares
|
$914,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
4,426
shares
|
$911,490
0.06% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
4,424
shares
|
$911,078
0.21% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
4,417
shares
|
$909,636
0.19% of portfolio
|
Q4 2025
Added 28.21%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
4,387
shares
|
$903,458
0.0% of portfolio
|
Q3 2025
Reduced 53.89%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
4,328
shares
|
$891,308
0.15% of portfolio
|
Q4 2025
Added 7.26%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
4,299
shares
|
$885,336
0.33% of portfolio
|
Q4 2025
Reduced 16.72%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
4,297
shares
|
$884,924
0.1% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
4,292
shares
|
$883,894
0.21% of portfolio
|
Q4 2025
Added 2.61%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
4,291
shares
|
$883,688
0.11% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
4,278
shares
|
$881,011
0.29% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,275
shares
|
$880,393
0.03% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
4,267
shares
|
$878,745
0.75% of portfolio
|
Q2 2025
Added 319.98%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
4,253
shares
|
$875,862
0.39% of portfolio
|
Q4 2025
Added 14.08%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
4,247
shares
|
$874,627
0.11% of portfolio
|
Q4 2025
Added 13.92%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
4,242
shares
|
$873,597
0.15% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
4,217
shares
|
$868,448
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,212
shares
|
$867,419
0.27% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
4,210
shares
|
$867,007
0.28% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,210
shares
|
$867,007
0.01% of portfolio
|
Q3 2025
New holding
|
|