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 |
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10,559
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,485
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
10,421
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
10,248
shares
|
$1.61 Million
0.69% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
10,202
shares
|
$1.6 Million
0.2% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,194
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.8%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,043
shares
|
$1.58 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,025
shares
|
$1.57 Million
0.62% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
10,007
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Added 133.48%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
9,903
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,820
shares
|
$1.54 Million
0.29% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,784
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,756
shares
|
$1.53 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
9,718
shares
|
$1.52 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
9,448
shares
|
$1.48 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
9,378
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 68.46%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
9,299
shares
|
$1.46 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
9,293
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 181.18%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
9,276
shares
|
$1.46 Million
0.54% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
9,255
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,945
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,943
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2024
Added 72.08%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
8,678
shares
|
$1.36 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
8,577
shares
|
$1.35 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,574
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.41%
|