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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
4,177
shares
|
$860,211
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
4,149
shares
|
$854,445
0.8% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,142
shares
|
$853,003
0.01% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
4,090
shares
|
$842,294
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
4,076
shares
|
$839,411
0.72% of portfolio
|
Q4 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,033
shares
|
$830,556
0.04% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,018
shares
|
$827,466
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
4,015
shares
|
$826,849
0.12% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 21, 2026 Q4 2025 |
4,000
shares
|
$823,760
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$823,760
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,993
shares
|
$822,318
0.03% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,992
shares
|
$822,112
0.08% of portfolio
|
Q3 2025
Added 29.78%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
3,981
shares
|
$819,847
0.02% of portfolio
|
Q4 2025
Added 16.71%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
3,973
shares
|
$818,199
0.19% of portfolio
|
Q4 2025
Added 16.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,970
shares
|
$817,581
0.01% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,970
shares
|
$817,581
2.05% of portfolio
|
Q4 2023
Added 50.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,969
shares
|
$817,375
0.05% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
3,946
shares
|
$812,639
0.09% of portfolio
|
Q4 2023
Reduced 45.51%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
3,933
shares
|
$809,962
0.19% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
3,879
shares
|
$798,841
0.18% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,876
shares
|
$798,223
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,871
shares
|
$797,193
0.04% of portfolio
|
Q3 2025
Added 94.62%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
3,860
shares
|
$794,928
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
3,851
shares
|
$793,074
0.23% of portfolio
|
Q4 2025
Reduced 9.39%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
3,831
shares
|
$788,956
0.0% of portfolio
|
Q4 2025
Added 4.56%
|
|