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 |
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
13,233
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,232
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 31.48%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
13,227
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
13,196
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
12,976
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
12,840
shares
|
$2.01 Million
1.04% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
12,826
shares
|
$2.01 Million
0.31% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
12,795
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
12,675
shares
|
$1.99 Million
0.72% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12,669
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
12,542
shares
|
$1.97 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,500
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2022
Added 53.52%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
12,346
shares
|
$1.94 Million
0.52% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
12,340
shares
|
$1.94 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
12,086
shares
|
$1.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 56.82%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
12,059
shares
|
$1.89 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,010
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
11,775
shares
|
$1.85 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
11,699
shares
|
$1.84 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
11,660
shares
|
$1.83 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11,376
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
11,223
shares
|
$1.76 Million
0.11% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
11,048
shares
|
$1.73 Million
1.01% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
10,850
shares
|
$1.7 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
10,845
shares
|
$1.7 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.69%
|