Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 760 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
111,528
shares
|
$17.5 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
107,500
shares
|
$16.9 Million
0.03% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
107,111
shares
|
$16.8 Million
6.23% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
104,852
shares
|
$16.5 Million
0.05% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
92,199
shares
|
$14.5 Million
0.26% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
89,724
shares
|
$14.1 Million
0.21% of portfolio
|
Q2 2024
Added 3.87%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
83,256
shares
|
$13.1 Million
3.04% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
82,699
shares
|
$13 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
81,901
shares
|
$12.9 Million
4.6% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
77,492
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Added 1205.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
76,837
shares
|
$12.1 Million
0.75% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
75,890
shares
|
$11.9 Million
6.42% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
60,676
shares
|
$9.52 Million
0.03% of portfolio
|
Q1 2025
Added 86.0%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
60,533
shares
|
$9.5 Million
0.21% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
58,220
shares
|
$9.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
53,258
shares
|
$8.36 Million
0.72% of portfolio
|
Q1 2025
Added 166.2%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
52,191
shares
|
$8.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
50,177
shares
|
$7.87 Million
0.28% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
49,800
shares
|
$7.81 Million
0.05% of portfolio
|
Q1 2025
Reduced 38.42%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
49,071
shares
|
$7.7 Million
0.04% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,072
shares
|
$7.54 Million
0.47% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
47,180
shares
|
$7.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
46,327
shares
|
$7.27 Million
5.09% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,301
shares
|
$7.27 Million
0.0% of portfolio
|
Q4 2024
Added 166.77%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
46,288
shares
|
$7.26 Million
3.02% of portfolio
|
Q1 2025
Added 7.32%
|