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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
3,320
shares
|
$683,720
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,314
shares
|
$682,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,283
shares
|
$676,101
0.01% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,272
shares
|
$673,835
0.49% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,261
shares
|
$671,570
0.1% of portfolio
|
Q3 2025
Added 34.7%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,223
shares
|
$663,744
0.04% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,223
shares
|
$663,744
0.03% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
3,217
shares
|
$662,508
0.47% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
3,200
shares
|
$659,008
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
3,193
shares
|
$657,566
0.03% of portfolio
|
Q3 2025
Reduced 29.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,166
shares
|
$652,006
0.03% of portfolio
|
Q4 2023
Reduced 37.68%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,140
shares
|
$646,651
0.01% of portfolio
|
Q4 2025
Added 5.09%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
3,105
shares
|
$639,443
0.0% of portfolio
|
Q4 2025
Added 10.7%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
3,050
shares
|
$628,117
0.17% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,041
shares
|
$626,263
0.1% of portfolio
|
Q2 2025
Added 59.21%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
3,033
shares
|
$624,616
0.04% of portfolio
|
Q4 2025
Reduced 81.49%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,030
shares
|
$623,998
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
3,015
shares
|
$620,909
0.48% of portfolio
|
Q1 2024
Added 7.49%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2026 Q4 2025 |
2,987
shares
|
$615,142
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
2,978
shares
|
$613,289
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jan 21, 2026 Q4 2025 |
2,951
shares
|
$607,728
0.3% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,946
shares
|
$606,699
0.04% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
2,942
shares
|
$605,875
0.39% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,927
shares
|
$602,786
0.06% of portfolio
|
Q4 2019
Added 14.14%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
2,925
shares
|
$602,374
0.23% of portfolio
|
Q3 2025
Added 0.27%
|
|