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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
24
shares
|
$4,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
24
shares
|
$4,942
0.0% of portfolio
|
Q4 2024
Reduced 82.86%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
23
shares
|
$4,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
22
shares
|
$4,530
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
21
shares
|
$4,324
0.0% of portfolio
|
Q1 2025
Reduced 75.29%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
19
shares
|
$3,912
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
19
shares
|
$3,912
0.0% of portfolio
|
Q1 2025
Reduced 83.62%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
17
shares
|
$3,500
0.0% of portfolio
|
Q4 2023
Added 6.25%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
15
shares
|
$3,089
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
15
shares
|
$3,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
12
shares
|
$2,471
0.0% of portfolio
|
Q4 2025
Reduced 50.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$2,471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
11
shares
|
$2,265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
11
shares
|
$2,265
0.0% of portfolio
|
Q2 2025
Reduced 86.9%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
10
shares
|
$2,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
8
shares
|
$1,647
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
8
shares
|
$1,647
0.0% of portfolio
|
Q3 2025
Reduced 96.21%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
7
shares
|
$1,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4
shares
|
$823
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3
shares
|
$617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
2
shares
|
$411
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1
shares
|
$205
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|