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 |
|---|---|---|---|---|---|
|
Grant
|
May 01, 2025 Q1 2025 |
18,122
shares
|
$3.73 Million
1.63% of portfolio
|
Q1 2025
Added 311.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
18,007
shares
|
$3.71 Million
0.04% of portfolio
|
Q3 2025
Added 1838.32%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
17,778
shares
|
$3.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17,763
shares
|
$3.66 Million
0.04% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
17,696
shares
|
$3.64 Million
0.05% of portfolio
|
Q3 2025
Added 412.63%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
17,643
shares
|
$3.63 Million
1.36% of portfolio
|
Q3 2025
New holding
|
|
|
Herbst Group, LLC
Westport, CT |
Nov 14, 2025 Q3 2025 |
17,411
shares
|
$3.59 Million
2.58% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,881
shares
|
$3.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 47.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
16,858
shares
|
$3.47 Million
0.08% of portfolio
|
Q3 2025
Added 57.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
16,782
shares
|
$3.46 Million
0.19% of portfolio
|
Q3 2025
Added 62.71%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
16,477
shares
|
$3.39 Million
0.15% of portfolio
|
Q3 2025
Added 43.69%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
16,469
shares
|
$3.39 Million
0.22% of portfolio
|
Q3 2025
Added 53.84%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
16,388
shares
|
$3.37 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,370
shares
|
$3.37 Million
0.05% of portfolio
|
Q3 2025
Added 685.51%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
16,198
shares
|
$3.34 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
16,065
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2025
Reduced 42.2%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
16,029
shares
|
$3.3 Million
0.07% of portfolio
|
Q3 2025
Added 1774.74%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
15,737
shares
|
$3.24 Million
2.97% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
15,569
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
15,298
shares
|
$3.15 Million
0.12% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,141
shares
|
$3.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 44.27%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
15,107
shares
|
$3.11 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
14,940
shares
|
$3.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,835
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,765
shares
|
$3.04 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.97%
|
|