Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 993 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 08, 2026 Q4 2025 |
940
shares
|
$193,583
0.12% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
933
shares
|
$192,142
0.02% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
909
shares
|
$187,199
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
909
shares
|
$187,199
0.01% of portfolio
|
Q4 2025
Reduced 15.91%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
903
shares
|
$185,963
0.0% of portfolio
|
Q3 2025
Added 44.25%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
897
shares
|
$184,728
0.04% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
895
shares
|
$184,316
0.08% of portfolio
|
Q4 2025
Reduced 59.41%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
886
shares
|
$182,462
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
870
shares
|
$179,167
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
847
shares
|
$174,431
0.01% of portfolio
|
Q3 2025
Reduced 56.27%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
831
shares
|
$171,136
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
821
shares
|
$169,076
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
819
shares
|
$168,664
0.0% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
815
shares
|
$167,841
0.05% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
808
shares
|
$166,399
0.08% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
790
shares
|
$162,692
0.02% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
790
shares
|
$162,692
0.04% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
754
shares
|
$155,278
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
751
shares
|
$154,660
0.07% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
750
shares
|
$154,455
0.05% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
737
shares
|
$151,777
0.11% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
730
shares
|
$150,336
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
724
shares
|
$149,100
0.09% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
716
shares
|
$147,453
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
662
shares
|
$136,332
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|