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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,500
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2022
Added 53.52%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
12,489
shares
|
$2.57 Million
0.95% of portfolio
|
Q3 2025
Added 22.59%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
12,350
shares
|
$2.54 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
12,301
shares
|
$2.53 Million
0.22% of portfolio
|
Q3 2025
Reduced 26.19%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
12,280
shares
|
$2.53 Million
1.44% of portfolio
|
Q3 2025
Reduced 39.65%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
12,249
shares
|
$2.52 Million
1.23% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
12,230
shares
|
$2.52 Million
3.67% of portfolio
|
Q3 2025
Added 211.43%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,755
shares
|
$2.42 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
11,736
shares
|
$2.42 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
11,667
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,652
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2025
Added 46.75%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
11,631
shares
|
$2.4 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
11,587
shares
|
$2.39 Million
1.07% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
11,407
shares
|
$2.35 Million
1.01% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
11,403
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 372.57%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,384
shares
|
$2.34 Million
0.11% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
11,344
shares
|
$2.34 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,198
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,157
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2025
Added 41.17%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
11,100
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
10,821
shares
|
$2.23 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
10,741
shares
|
$2.21 Million
0.57% of portfolio
|
Q3 2025
Added 197.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
10,733
shares
|
$2.21 Million
1.43% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
10,704
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Added 40.2%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
10,636
shares
|
$2.19 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.12%
|
|