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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
1,938
shares
|
$399,111
0.04% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 25, 2025 Q3 2025 |
1,906
shares
|
$392,521
0.13% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
1,883
shares
|
$387,785
0.27% of portfolio
|
Q4 2025
Reduced 9.56%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,881
shares
|
$387,373
0.03% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
1,850
shares
|
$380,989
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 23, 2026 Q4 2025 |
1,850
shares
|
$380,989
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,843
shares
|
$379,547
0.03% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
1,820
shares
|
$374,810
0.16% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
1,809
shares
|
$372,545
0.22% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
1,804
shares
|
$371,515
0.34% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,803
shares
|
$371,309
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,799
shares
|
$370,486
0.04% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
1,799
shares
|
$370,486
0.03% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
1,795
shares
|
$369,662
0.0% of portfolio
|
Q3 2025
Added 55.41%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,792
shares
|
$369,044
0.05% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,783
shares
|
$367,191
0.0% of portfolio
|
Q3 2025
Added 66.48%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
1,783
shares
|
$367,191
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,761
shares
|
$362,660
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
1,752
shares
|
$360,806
0.19% of portfolio
|
Q4 2025
Added 47.47%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,743
shares
|
$358,953
0.0% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
1,741
shares
|
$358,541
0.13% of portfolio
|
Q4 2025
Reduced 8.85%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
1,730
shares
|
$356,276
0.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,729
shares
|
$356,070
0.03% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,717
shares
|
$353,598
0.02% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,717
shares
|
$353,598
0.02% of portfolio
|
Q4 2024
Reduced 53.46%
|
|