Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 990 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 |
|---|---|---|---|---|---|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
26,519
shares
|
$5.46 Million
4.05% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
26,365
shares
|
$5.43 Million
0.57% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
26,337
shares
|
$5.42 Million
0.35% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
26,250
shares
|
$5.41 Million
1.57% of portfolio
|
Q4 2025
Added 11.73%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
26,244
shares
|
$5.4 Million
0.09% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
25,895
shares
|
$5.33 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,726
shares
|
$5.3 Million
0.01% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
25,386
shares
|
$5.23 Million
1.03% of portfolio
|
Q3 2025
Added 24.57%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
25,224
shares
|
$5.19 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
25,177
shares
|
$5.18 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
25,129
shares
|
$5.18 Million
0.82% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
25,090
shares
|
$5.17 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
25,055
shares
|
$5.16 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,371
shares
|
$5.02 Million
0.13% of portfolio
|
Q3 2025
Added 16.66%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
23,927
shares
|
$4.93 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
23,560
shares
|
$4.85 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
23,535
shares
|
$4.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
23,472
shares
|
$4.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.67%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
23,389
shares
|
$4.82 Million
3.81% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
22,943
shares
|
$4.72 Million
1.27% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
22,855
shares
|
$4.71 Million
0.02% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,446
shares
|
$4.62 Million
0.13% of portfolio
|
Q3 2025
Added 128.3%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
22,193
shares
|
$4.57 Million
0.31% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
21,984
shares
|
$4.53 Million
0.02% of portfolio
|
Q3 2025
Added 159.19%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
21,956
shares
|
$4.52 Million
1.51% of portfolio
|
Q3 2025
New holding
|
|