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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$299,230
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 21, 2026 Q4 2025 |
1,452
shares
|
$299,024
0.23% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,451
shares
|
$298,818
0.1% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,445
shares
|
$297,583
0.01% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,442
shares
|
$296,965
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
1,437
shares
|
$295,935
0.16% of portfolio
|
Q4 2024
Added 73.13%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
1,433
shares
|
$295,112
0.29% of portfolio
|
Q4 2025
Reduced 68.53%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,429
shares
|
$294,288
0.0% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
1,425
shares
|
$293,464
0.02% of portfolio
|
Q4 2025
Added 1.79%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
1,413
shares
|
$290,993
0.18% of portfolio
|
Q4 2025
Added 48.58%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 23, 2026 Q4 2025 |
1,400
shares
|
$288,316
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
1,394
shares
|
$287,080
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
1,394
shares
|
$287,080
0.1% of portfolio
|
Q4 2025
Added 8.48%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
1,379
shares
|
$283,991
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,373
shares
|
$282,755
0.04% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,356
shares
|
$279,254
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
1,354
shares
|
$278,842
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
1,344
shares
|
$276,783
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
1,341
shares
|
$276,165
0.05% of portfolio
|
Q4 2025
Added 23.37%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
1,339
shares
|
$275,753
0.18% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
1,337
shares
|
$275,341
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,335
shares
|
$274,929
0.03% of portfolio
|
Q2 2023
Added 15.09%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
1,332
shares
|
$274,312
0.09% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
1,331
shares
|
$274,106
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
1,318
shares
|
$271,428
0.12% of portfolio
|
Q4 2024
Reduced 16.48%
|
|