Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 972 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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
43,038
shares
|
$8.86 Million
1.46% of portfolio
|
Q3 2025
Added 2985.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
42,125
shares
|
$8.68 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
41,043
shares
|
$8.45 Million
0.0% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
39,054
shares
|
$8.04 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
36,542
shares
|
$7.53 Million
0.01% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
36,516
shares
|
$7.52 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
35,913
shares
|
$7.4 Million
3.95% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
35,855
shares
|
$7.38 Million
0.2% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
35,660
shares
|
$7.34 Million
0.13% of portfolio
|
Q3 2025
Added 32.09%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
35,339
shares
|
$7.28 Million
3.3% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
35,165
shares
|
$7.24 Million
1.28% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
35,097
shares
|
$7.23 Million
0.03% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
33,534
shares
|
$6.91 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
32,322
shares
|
$6.66 Million
0.03% of portfolio
|
Q3 2025
Added 41.55%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
32,026
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.93%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
30,563
shares
|
$6.29 Million
0.21% of portfolio
|
Q3 2025
Added 102.66%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
30,393
shares
|
$6.26 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
29,633
shares
|
$6.1 Million
3.09% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
28,996
shares
|
$5.97 Million
0.06% of portfolio
|
Q3 2025
Added 48.58%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
28,303
shares
|
$5.83 Million
3.74% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
27,958
shares
|
$5.76 Million
3.88% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
27,917
shares
|
$5.75 Million
0.65% of portfolio
|
Q3 2025
Added 743.67%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
27,881
shares
|
$5.74 Million
1.04% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
26,865
shares
|
$5.53 Million
2.3% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
26,594
shares
|
$5.48 Million
2.67% of portfolio
|
Q3 2025
Reduced 3.55%
|
|