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 |
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
21,407
shares
|
$3.36 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,140
shares
|
$3.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
20,905
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
20,750
shares
|
$3.26 Million
0.4% of portfolio
|
Q1 2025
Added 372.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,527
shares
|
$3.22 Million
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
20,517
shares
|
$3.22 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
20,022
shares
|
$3.14 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,937
shares
|
$3.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
19,716
shares
|
$3.09 Million
1.81% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
19,703
shares
|
$3.09 Million
0.05% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
19,701
shares
|
$3.09 Million
0.26% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
19,673
shares
|
$3.09 Million
0.07% of portfolio
|
Q1 2025
Added 57.46%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
19,654
shares
|
$3.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,229
shares
|
$3.02 Million
0.08% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
19,013
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
18,873
shares
|
$2.96 Million
1.45% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
18,848
shares
|
$2.96 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
18,600
shares
|
$2.92 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,552
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.04%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
18,482
shares
|
$2.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
18,218
shares
|
$2.86 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
18,122
shares
|
$2.84 Million
1.63% of portfolio
|
Q1 2025
Added 311.96%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
18,083
shares
|
$2.84 Million
1.03% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
17,908
shares
|
$2.81 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
17,899
shares
|
$2.81 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.42%
|