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 |
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
17,898
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
17,407
shares
|
$2.73 Million
0.04% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
17,239
shares
|
$2.7 Million
0.03% of portfolio
|
Q1 2025
Added 786.32%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
16,988
shares
|
$2.67 Million
2.33% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
16,361
shares
|
$2.57 Million
0.1% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
16,313
shares
|
$2.56 Million
1.89% of portfolio
|
Q1 2025
Reduced 47.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,194
shares
|
$2.54 Million
0.08% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,095
shares
|
$2.53 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
16,089
shares
|
$2.52 Million
0.03% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
16,073
shares
|
$2.52 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
15,878
shares
|
$2.49 Million
0.02% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
15,782
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 38.14%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
15,360
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
15,190
shares
|
$2.38 Million
0.13% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
15,107
shares
|
$2.37 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,835
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,765
shares
|
$2.32 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
14,536
shares
|
$2.28 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,468
shares
|
$2.27 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
14,456
shares
|
$2.27 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
14,412
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
14,157
shares
|
$2.22 Million
0.29% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
13,979
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
13,976
shares
|
$2.19 Million
0.6% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
13,728
shares
|
$2.15 Million
2.27% of portfolio
|
Q1 2025
Reduced 8.03%
|