Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 760 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
28,593
shares
|
$4.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,562
shares
|
$4.48 Million
0.04% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
28,223
shares
|
$4.43 Million
3.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
27,975
shares
|
$4.39 Million
0.12% of portfolio
|
Q1 2025
Added 402.51%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
27,479
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
27,330
shares
|
$4.29 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
27,320
shares
|
$4.29 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
27,170
shares
|
$4.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
27,006
shares
|
$4.24 Million
0.03% of portfolio
|
Q1 2025
Added 1729.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
26,974
shares
|
$4.23 Million
0.02% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
26,885
shares
|
$4.22 Million
0.35% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
26,610
shares
|
$4.18 Million
0.02% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,582
shares
|
$4.01 Million
0.06% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,514
shares
|
$4 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
25,177
shares
|
$3.95 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
24,066
shares
|
$3.78 Million
0.3% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
23,888
shares
|
$3.75 Million
0.06% of portfolio
|
Q1 2025
Added 37.43%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
23,228
shares
|
$3.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,156
shares
|
$3.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
23,015
shares
|
$3.61 Million
0.0% of portfolio
|
Q4 2024
Added 592.18%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
22,760
shares
|
$3.57 Million
2.76% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
22,664
shares
|
$3.56 Million
0.63% of portfolio
|
Q1 2025
Added 250.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,589
shares
|
$3.54 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
22,387
shares
|
$3.51 Million
0.72% of portfolio
|
Q1 2025
Added 62.53%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
21,750
shares
|
$3.41 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.94%
|