Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 711 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
98,372
shares
|
$15.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
93,147
shares
|
$14.6 Million
0.28% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
90,761
shares
|
$14.2 Million
0.28% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
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%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
82,301
shares
|
$12.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 26.95%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
76,156
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
75,699
shares
|
$11.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
74,815
shares
|
$11.7 Million
2.38% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
74,807
shares
|
$11.7 Million
0.6% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
73,872
shares
|
$11.6 Million
6.25% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
73,829
shares
|
$11.6 Million
0.18% of portfolio
|
Q3 2024
Added 11712.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
70,217
shares
|
$11 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.24%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
66,001
shares
|
$10.3 Million
2.2% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
65,143
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
64,728
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
60,479
shares
|
$9.48 Million
0.02% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
55,781
shares
|
$8.74 Million
0.18% of portfolio
|
Q3 2024
Reduced 88.98%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
53,093
shares
|
$8.32 Million
0.02% of portfolio
|
Q4 2024
Added 347.25%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
48,740
shares
|
$7.64 Million
0.19% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,072
shares
|
$7.53 Million
0.47% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,259
shares
|
$7.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
45,512
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
43,942
shares
|
$6.89 Million
1.21% of portfolio
|
Q4 2024
Added 34.95%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
43,231
shares
|
$6.78 Million
0.28% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
41,952
shares
|
$6.57 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.59%
|