Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 752 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
2,380
shares
|
$368,281
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,373
shares
|
$367,198
0.05% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
2,369
shares
|
$366,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
2,359
shares
|
$365,031
0.15% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
2,350
shares
|
$363,639
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,328
shares
|
$360,234
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
2,300
shares
|
$355,902
0.19% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,291
shares
|
$354,509
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,289
shares
|
$354,199
0.04% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
2,262
shares
|
$350,021
0.26% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
2,260
shares
|
$349,712
0.03% of portfolio
|
Q2 2024
Added 15.31%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,230
shares
|
$345,070
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
2,214
shares
|
$342,594
0.09% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
2,206
shares
|
$341,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,201
shares
|
$340,582
0.01% of portfolio
|
Q4 2024
Reduced 43.77%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
2,183
shares
|
$337,797
0.04% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,180
shares
|
$337,333
0.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,171
shares
|
$335,940
0.0% of portfolio
|
Q2 2024
Added 171.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,170
shares
|
$335,785
0.01% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,157
shares
|
$333,774
0.12% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
2,155
shares
|
$333,464
0.06% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
2,152
shares
|
$333,000
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,151
shares
|
$332,845
0.01% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
2,116
shares
|
$327,429
0.27% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,103
shares
|
$325,418
0.1% of portfolio
|
Q2 2022
New holding
|