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 |
|---|---|---|---|---|---|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
1,702
shares
|
$350,509
0.17% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
1,699
shares
|
$349,892
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
1,689
shares
|
$347,832
0.13% of portfolio
|
Q2 2025
Added 66.4%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,667
shares
|
$343,301
0.12% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
1,666
shares
|
$343,096
0.06% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,664
shares
|
$342,684
0.01% of portfolio
|
Q3 2025
Added 1670.21%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
1,653
shares
|
$340,418
0.11% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,650
shares
|
$339,801
0.03% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
1,645
shares
|
$338,771
0.05% of portfolio
|
Q4 2025
Reduced 11.32%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
1,643
shares
|
$338,359
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
1,638
shares
|
$337,329
0.07% of portfolio
|
Q4 2025
Added 40.6%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
1,634
shares
|
$336,505
0.13% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,633
shares
|
$336,300
0.11% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
1,632
shares
|
$336,094
0.03% of portfolio
|
Q4 2025
Reduced 41.98%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
1,629
shares
|
$335,476
0.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,624
shares
|
$334,446
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
1,597
shares
|
$328,886
0.22% of portfolio
|
Q3 2025
Reduced 26.98%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
1,594
shares
|
$328,268
0.08% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
1,584
shares
|
$326,208
0.19% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
1,575
shares
|
$324,355
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
1,566
shares
|
$322,502
0.07% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,565
shares
|
$322,296
0.01% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,563
shares
|
$321,884
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
1,558
shares
|
$320,854
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
1,558
shares
|
$320,854
0.08% of portfolio
|
Q3 2025
New holding
|
|