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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,546
shares
|
$318,383
0.0% of portfolio
|
Q3 2025
Added 431.27%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,544
shares
|
$317,971
0.02% of portfolio
|
Q4 2025
Added 672.0%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
1,538
shares
|
$316,735
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
1,533
shares
|
$315,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
1,529
shares
|
$314,882
0.02% of portfolio
|
Q4 2025
Added 48.74%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,520
shares
|
$313,028
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
1,518
shares
|
$312,616
0.01% of portfolio
|
Q4 2025
Added 5.2%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,514
shares
|
$311,793
0.19% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
1,513
shares
|
$311,587
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
1,506
shares
|
$310,145
0.12% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Gruss & Co., LLC
|
Nov 05, 2025 Q3 2025 |
1,500
shares
|
$308,910
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$308,910
0.28% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$308,910
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
1,500
shares
|
$308,910
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
1,496
shares
|
$308,086
0.05% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
1,495
shares
|
$307,880
0.13% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
1,490
shares
|
$306,850
0.09% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,488
shares
|
$306,438
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
1,485
shares
|
$305,820
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
1,480
shares
|
$304,791
0.21% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,470
shares
|
$302,731
0.21% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,462
shares
|
$301,084
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,461
shares
|
$300,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,456
shares
|
$299,848
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$299,230
0.03% of portfolio
|
Q3 2024
New holding
|
|