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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,393
shares
|
$492,814
0.02% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
2,390
shares
|
$492,196
0.04% of portfolio
|
Q3 2025
Reduced 38.56%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,382
shares
|
$490,549
0.29% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,359
shares
|
$485,812
0.12% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
2,358
shares
|
$485,606
0.16% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
2,350
shares
|
$483,959
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
2,350
shares
|
$483,959
0.06% of portfolio
|
Q3 2025
Reduced 37.58%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
2,344
shares
|
$482,723
0.23% of portfolio
|
Q3 2025
Added 46.32%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
2,337
shares
|
$481,281
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,329
shares
|
$479,634
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,317
shares
|
$477,162
0.01% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
2,308
shares
|
$475,309
0.52% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
2,301
shares
|
$473,867
0.2% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,283
shares
|
$470,161
0.04% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
2,264
shares
|
$466,248
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
2,260
shares
|
$465,424
0.04% of portfolio
|
Q2 2024
Added 15.31%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
2,256
shares
|
$464,600
0.02% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,250
shares
|
$463,365
0.25% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
2,229
shares
|
$459,040
0.05% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,217
shares
|
$456,568
0.34% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
2,192
shares
|
$451,420
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
2,168
shares
|
$446,477
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
2,150
shares
|
$442,771
0.28% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,126
shares
|
$437,828
0.2% of portfolio
|
Q3 2025
Added 52.4%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,111
shares
|
$434,739
0.0% of portfolio
|
Q3 2025
Added 10.41%
|
|