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Disclosery

ITA ISHARES TR

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SHS (fund)

1,028 managers (1,041 13F filers) reported a position in ITA shares at 2026-06-30, 29,317,661 shares in all. 105 filers opened a position and 92 filers sold out during the quarter.

Managers
1,028
13F filers
1,041
New
105
Added
374
Reduced
329
Sold out
92
Shares held by filers
29,317,661

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,017,072$731M0.05%+19,09813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,648,724$642M0.03%-352,43313F-HRTimelineGroup
LPL Financial LLC2,318,935$562M0.13%-2,75013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,457,545$353M0.06%+92,92313F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,278,993$310M2.12%+1,273,20013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,132,506$275M0.06%+189,33113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.786,640$191M<0.01%+67,83313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC765,331$186M0.05%-7,90313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding680,764$165M-40,614Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA617,649$150M0.03%+58,52513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…616,653$149M0.08%+84,67713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding595,144$144M-1,137,574Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO560,045$134M0.01%-17,98213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.533,033$129M0.15%+33,24213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC403,807$97.9M0.2%+69,61513F-HRTimeline
Cetera Investment Advisers398,559$96.6M0.09%+16,88513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC366,065$88.7M0.01%+192,97713F-HRTimelineGroup
Dynasty Wealth Management, LLC348,483$84.5M0.63%+35,30813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC343,700$83.3M0.1%+10,03213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP271,717$64.3M0.03%+56,46613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP218,958$53.1M0.04%+3,00913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…214,403$52M0.08%-15,58713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS207,319$50.3M0.03%+147,93113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.202,455$49.1M0.29%+34,71613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP193,637$46.9M0.06%+7,49313F-HRTimelineGroup
Janney Montgomery Scott LLC188,688$45.7M0.09%+53413F-HRTimeline
HighTower Advisors, LLC177,711$43.1M0.04%-10613F-HRTimeline
Cambridge Investment Research Advisors,…169,244$41M0.09%+1,32813F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC161,313$39.1M0.6%+14,77413F-HRTimeline
OpenArc Corporate Advisory, LLC157,421$38.2M0.45%+21,11013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding133,340$32.5M-60,615Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/127,944$31M0.01%-20,56413F-HRTimelineGroup
AlphaCore Capital LLC126,827$30.7M0.57%-7,55613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC119,943$29.1M0.01%+5,16513F-HRTimelineGroup
IFP Advisors, Inc109,759$26.6M0.48%+2,37513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC107,690$26.1M0.01%+32,84813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.98,679$23.9M0.24%+5,46213F-HRTimelineGroup
Cadent Capital Advisors, LLC91,179$22.1M4.59%+5,43513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,461$21.9M0.03%-14,61613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD90,081$21.8M0.15%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,817$21.5M0.04%+7,00913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC88,191$21.4M0.01%+12,98213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding87,716$21.3M-8,545Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC84,794$20.6M0.13%-31313F-HRTimelineGroup
Private Advisor Group, LLC79,250$19.2M0.09%+21,67813F-HRTimeline
Prospera Financial Services Inc72,809$17.7M0.26%+3,67813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV71,785$17.4M0.02%+4,14513F-HR/ATimeline
VESTOR CAPITAL, LLC191,220$17.3M1.09%+191,01213F-HRTimeline
MinichMacGregor Wealth Management, LLC68,882$16.7M2.53%-59,68613F-HRTimeline
360 Financial, Inc.68,015$16.5M4.19%+2,14613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,922$16.2M0.03%-12,40013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC66,008$16M0.2%-67113F-HRTimeline
Advisory Services Network, LLC64,909$15.7M0.18%+5,47713F-HRTimeline
Steward Partners Investment Advisory, L…59,421$14.4M0.07%-16,39813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC56,892$13.8M0.26%+94813F-HRTimeline
Stone House Investment Management, LLC55,650$13.5M1.79%+6,51213F-HRTimeline
Arkadios Wealth Advisors55,500$13.5M0.21%-3,51513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,866$12.8M0.11%+4,82513F-HRTimelineGroup
WealthCare Investment Partners, LLC51,841$12.6M3.05%-31213F-HRTimeline
NorthRock Partners, LLC51,275$12.4M0.18%+18013F-HRTimeline
SCOTIA CAPITAL INC.50,883$12.3M0.05%+7,95113F-HRTimeline
TD Waterhouse Canada Inc.48,878$11.9M0.03%-45,24513F-HRTimeline
Atria Investments, Inc48,121$11.7M0.12%+2,74013F-HRTimeline
Creative Planningin group Creative Planning47,028$11.4M0.01%+3,81713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…46,429$11.3M0.03%+11,36013F-HRTimeline
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…44,300$10.7M1.33%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC43,889$10.6M0.1%+22,45913F-HRTimeline
Qube Research & Technologies Ltd43,602$10.6M0.01%-101,74013F-HRTimeline
NewEdge Advisors, LLC43,049$10.4M0.03%-2,91813F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC43,008$10.4M2.32%+5,79613F-HRTimeline
Merit Financial Group, LLC42,992$10.4M0.06%-17213F-HR/ATimeline
Integrated Wealth Concepts LLC42,080$10.2M0.05%+14,26813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding41,398$10M-8,653Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding40,018$9.7M-1,438Timeline
J.W. COLE ADVISORS, INC.39,088$9.48M0.16%new13F-HRTimeline
Kraft, Davis & Associates, LLC39,541$9.46M1.98%+1,52713F-HRTimeline
Ignite Planners, LLC38,600$9.36M1.29%-32713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,982$9.21M0.1%-1,24513F-HRTimelineGroup
MRA Advisory Group37,956$9.2M3.34%+36313F-HRTimeline
HARBOUR INVESTMENTS, INC.37,663$9.13M0.12%+98313F-HRTimeline
Well Done, LLC37,594$9.11M1.23%-2,87413F-HRTimeline
WNY Asset Management, LLC35,997$8.73M0.78%+2,01413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP35,171$8.53M0.01%+2,34513F-HR/ATimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC34,670$8.4M0.43%-26,43213F-HRTimeline
Trek Financial, LLC34,330$8.32M0.41%+33,16813F-HRTimeline
Kilter Group LLC34,326$8.32M3.01%+5,44813F-HRTimeline
FOCUS Wealth Advisors, LLC33,667$8.16M3.78%-35113F-HRTimeline
TSFG, LLC32,979$8M1.01%+18,87213F-HRTimeline
CADINHA & CO LLC32,693$7.93M1.17%-1,69513F-HRTimeline
Mariner, LLCin group Mariner, LLC32,463$7.87M0.01%-57,23413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32,379$7.85M0.19%+32,33413F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.32,282$7.83M3.95%-77913F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC31,762$7.7M4.64%+7,04713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,731$7.69M0.01%-19,24513F-HRTimelineGroup
Beacon Pointe Advisors, LLC30,951$7.5M0.03%+3,52213F-HRTimeline
EFG International AGin group EFG International AG30,735$7.46M0.14%-13,97613F-HRTimelineGroup
Bluesphere Advisors LLC30,772$7.46M2.3%-40813F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.31,115$7.46M4.01%+2,49313F-HRTimeline
Yarbrough Capital, LLC30,393$7.37M0.22%013F-HRTimeline
Accel Wealth Management30,190$7.32M1.65%+1,38113F-HRTimeline
Xcelsior Advisor Partners LLC28,932$7.01M0.93%+1,57413F-HRTimeline
Sanctuary Advisors, LLC28,656$6.95M0.03%-2,52413F-HRTimeline
PW Nova Financial Services LLC28,444$6.9M1.48%+21813F-HRTimeline
BCS Private Wealth Management, Inc.28,094$6.81M2.05%+74313F-HRTimeline
BLAIR WILLIAM & CO/IL27,875$6.76M0.02%-1,08513F-HRTimeline
Principle Wealth Partners LLC27,311$6.62M0.33%+1,44413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding27,012$6.55M-1,370Timeline
HRT FINANCIAL LP26,891$6.52M0.01%+15,69613F-HRTimeline
Summit Financial, LLC26,886$6.52M0.07%+2,01413F-HRTimeline
FMR LLCin group FMR LLC26,229$6.36M<0.01%-39913F-HRTimelineGroup
PATTEN & PATTEN INC/TN25,841$6.26M0.33%+5,55813F-HRTimeline
Lineweaver Wealth Advisors, LLC25,782$6.25M0.74%+76613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,213$6.11M0.01%+16,58813F-HRTimelineGroup
Ausdal Financial Partners, Inc.24,907$6.04M0.24%+7,82313F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.24,472$5.93M4.31%+38113F-HRTimeline
CX Institutional24,084$5.84M0.17%-22813F-HRTimeline
VICUS CAPITAL23,722$5.75M0.37%+1,68113F-HRTimeline
BANQUE PICTET & CIE SA23,535$5.72M0.06%013F-HRTimeline
Steele Capital Management, Inc.23,467$5.69M0.21%+45013F-HRTimeline
Sigma Planning Corp23,273$5.64M0.14%+3,65013F-HRTimeline
Mosley Wealth Management23,205$5.63M1.79%+22,07413F-HRTimeline
Ayalon Insurance Comp Ltd.22,889$5.55M0.68%013F-HRTimeline
Monument Capital Management22,661$5.49M1.1%+99413F-HRTimeline
Western Wealth Management, LLC22,645$5.49M0.18%-4,21513F-HRTimeline
5th Street Advisors, LLC22,526$5.46M2.12%-6,79413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,406$5.42M<0.01%+2,29113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC21,895$5.31M0.01%-4,65813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC21,575$5.23M0.02%+32213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.21,430$5.2M<0.01%-106,34413F-HRTimelineGroup
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…21,426$5.19M3.13%13F-HRTimelineGroup
Wealthfront Advisers LLC21,246$5.15M0.01%-2,14613F-HRTimeline
Global Retirement Partners, LLC21,038$5.1M0.08%13F-HRTimeline
Financial Partners Group, Inc20,594$4.99M0.51%-1,23713F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP20,571$4.99M8.92%new13F-HRTimelineGroup
FINANCIAL LIFE ADVISORS20,433$4.95M1.41%+68713F-HRTimeline
Stonebridge Financial Group, LLC/CA20,067$4.86M0.67%13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC20,027$4.85M0.68%-313F-HRTimeline
Main Street Financial Solutions, LLC20,019$4.85M0.31%+9013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI19,893$4.82M1.95%-1,16513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC19,717$4.78M0.04%+88513F-HRTimeline
VestGen Advisors, LLC19,532$4.74M0.14%+15,02813F-HRTimeline
SURIENCE PRIVATE WEALTH LLC19,487$4.72M4.15%new13F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding19,298$4.68M+7,066Timeline
HERBST GROUP, LLC19,140$4.64M2.53%+58213F-HRTimeline
World Investment Advisors20,913$4.62M0.08%-75413F-HRTimeline
Evolution Wealth Advisors, LLC18,877$4.58M0.54%+13913F-HRTimeline
WCG Wealth Advisors LLC18,800$4.56M0.11%-14,06313F-HRTimeline
Waverly Advisors, LLC18,777$4.55M0.03%+28713F-HRTimeline
Beacon Bridge Wealth Partners, LLC18,516$4.49M1.28%+8,13313F-HRTimeline
D.A. DAVIDSON & CO.18,369$4.45M0.02%-2,05513F-HRTimeline
Smartleaf Asset Management LLC18,590$4.45M0.14%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding18,300$4.44M+2,212Timeline
TigerOak Management, L.L.C.18,136$4.4M1.23%+27513F-HRTimeline
EP Wealth Advisors, LLC18,129$4.39M0.02%+1,12513F-HRTimeline
RPg Family Wealth Advisory, LLC18,058$4.38M0.73%+1,16913F-HR/ATimeline
Risk Paradigm Group, LLC18,058$4.38M3.43%+1,16913F-HRTimeline
PHILADELPHIA TRUST CO18,055$4.38M0.28%-3513F-HRTimeline
BigSur Wealth Management LLC17,564$4.26M1.02%-4313F-HRTimeline
Capital Wealth Alliance, LLC16,946$4.11M1.91%+1,75113F-HRTimeline
Foundations Investment Advisors, LLC16,872$4.09M0.04%+3,89713F-HRTimeline
Tudor Financial Inc.16,835$4.08M1.83%-81413F-HR/ATimeline
Sowell Financial Services LLC16,624$4.03M0.13%+7,61313F-HRTimeline
MAI Capital Management16,622$4.03M0.02%+8,20013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,604$4.03M<0.01%+12,37113F-HRTimelineGroup
Oasis Advisors, LLC16,219$3.93M2.55%new13F-HRTimeline
&PARTNERS16,282$3.89M0.02%+2,39613F-HRTimeline
Csenge Advisory Group16,006$3.88M0.16%+47213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,859$3.84M0.14%+2,67013F-HRTimeline
NewEdge Wealth, LLC15,660$3.8M0.04%+53113F-HRTimeline
Certified Advisory Corp15,596$3.78M0.3%+1,18813F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.15,568$3.77M0.03%new13F-HRTimeline
Snowden Capital Advisors LLC15,566$3.77M0.09%-9,51613F-HRTimeline
SBI Okasan Asset Management Co.Ltd.15,680$3.75M0.12%013F-HRTimeline
MFA WEALTH ADVISORS, LLC15,251$3.7M0.63%-30113F-HRTimeline
Gotham Asset Management, LLC15,235$3.69M0.01%+2,96813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,205$3.69M0.18%-54513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,828$3.59M0.04%-92013F-HRTimelineGroup
Trilogy Capital Inc.14,717$3.57M0.14%-19713F-HRTimeline
FSM Wealth Advisors, LLC14,474$3.51M0.38%-40613F-HRTimeline
Parallel Advisors, LLC14,420$3.5M0.05%+2,15213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,241$3.45M0.09%-31813F-HRTimeline
UNIQUE WEALTH, LLC13,934$3.38M0.39%+1,54513F-HRTimeline
Indie Asset Partners, LLC13,853$3.36M3.22%+63213F-HRTimeline
SHARPEPOINT LLC13,828$3.35M1.68%-1,06813F-HRTimeline
WEALTH ALLIANCE, LLC13,765$3.34M0.28%+7,80413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.13,518$3.28M<0.01%+1,93413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC13,459$3.26M0.01%+60613F-HRTimelineGroup
Maxele Advisors, LLC13,310$3.23M2.25%13F-HRTimeline
WHITTIER TRUST CO12,754$3.2M0.03%013F-HRTimeline
Keystone Financial Group13,087$3.17M0.19%+5,06613F-HRTimeline
Wealth Quarterback LLC13,080$3.17M0.98%+1,68713F-HRTimeline
Tandem Financial, LLC12,927$3.13M1.01%+5513F-HRTimeline
KM Capital Management Ltd.12,702$3.08M1.45%new13F-HRTimeline
CALTON & ASSOCIATES, INC.12,634$3.06M0.45%-1,31213F-HRTimeline
MGO ONE SEVEN LLC12,605$3.06M0.05%+57413F-HRTimeline
Icon Wealth Advisors, LLC12,371$3M0.18%+48413F-HRTimeline
Jupiter Wealth Management LLC12,249$2.97M1.19%013F-HRTimeline
IFG Advisory, LLC12,113$2.94M0.1%new13F-HRTimeline
Wealthspire Advisors, LLC12,087$2.93M0.02%+4,06413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,040$2.92M0.09%+50513F-HRTimelineGroup