Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 976 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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
133
shares
|
$27,390
0.01% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
132
shares
|
$27,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
126
shares
|
$25,948
0.02% of portfolio
|
Q3 2025
Reduced 99.53%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
125
shares
|
$25,742
0.01% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
125
shares
|
$25,742
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
123
shares
|
$25,330
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
123
shares
|
$25,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
115
shares
|
$23,683
0.01% of portfolio
|
Q4 2023
Reduced 46.51%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
115
shares
|
$23,683
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
112
shares
|
$23,065
0.01% of portfolio
|
Q3 2025
Reduced 83.38%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
107
shares
|
$22,035
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
106
shares
|
$21,829
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
105
shares
|
$21,623
0.01% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$20,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$20,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$20,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
100
shares
|
$20,594
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
100
shares
|
$20,594
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
95
shares
|
$19,564
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
92
shares
|
$18,946
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
92
shares
|
$18,946
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
92
shares
|
$18,946
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
84
shares
|
$17,298
0.02% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
84
shares
|
$17,298
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
83
shares
|
$17,093
0.0% of portfolio
|
Q3 2025
Added 186.21%
|
|