Skip to content
Disclosery

ITA ISHARES TR

Follow

SHS (fund)

697 managers (702 13F filers) reported a position in ITA shares at 2025-03-31, 18,127,371 shares in all. 67 filers opened a position and 59 filers sold out during the quarter.

Managers
697
13F filers
702
New
67
Added
211
Reduced
254
Sold out
59
Shares held by filers
18,127,371

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,191$1.25M0.02%-90,06913F-HRTimelineGroup
Kraft, Davis & Associates, LLC8,577$1.25M0.4%-22213F-HRTimeline
LEIGH BALDWIN & CO., LLC8,170$1.25M1.01%-90813F-HRTimeline
BURNS J W & CO INC/NY8,012$1.23M0.16%-16013F-HRTimeline
Beckerman Institutional, LLC8,002$1.23M0.89%+27013F-HRTimeline
MGO ONE SEVEN LLC7,993$1.22M0.05%-8013F-HRTimeline
Focus Financial Network, Inc.7,982$1.22M0.05%+1413F-HRTimeline
FLC Capital Advisors7,862$1.2M0.27%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,844$1.2M<0.01%-43213F-HRTimelineGroup
Pacific Sun Financial Corp7,801$1.19M0.68%-613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,736$1.18M0.12%-83713F-HRTimeline
Cornerstone Wealth Management, LLC7,731$1.18M0.08%+213F-HRTimeline
McGuire Investment Group, LLC7,700$1.18M0.18%+19813F-HRTimeline
Knoll Capital Management, LLC7,650$1.17M0.76%013F-HRTimeline
Sowell Financial Services LLC7,636$1.17M0.05%new13F-HRTimeline
Massachusetts Wealth Management7,627$1.17M0.8%-36513F-HRTimeline
World Investment Advisors7,625$1.17M0.03%-15513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,979$1.16M-9Timeline
Certified Advisory Corp7,531$1.15M0.13%+80213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,190$1.11M0.12%013F-HRTimeline
CHOREO, LLC7,240$1.11M0.02%-87913F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.7,218$1.11M0.5%-3513F-HRTimeline
PFG Investments, LLC7,194$1.1M0.07%+53913F-HRTimeline
Independent Wealth Network Inc.7,193$1.1M0.44%+54713F-HRTimeline
PFG Advisors7,178$1.1M0.06%-65013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,115$1.09M0.02%+713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,063$1.08M0.03%-10,79213F-HRTimeline
PATTEN & PATTEN INC/TN7,057$1.08M0.07%+1,66013F-HRTimeline
Raab & Moskowitz Asset Management LLC7,049$1.08M0.27%-56113F-HRTimeline
Gotham Asset Management, LLC7,000$1.07M0.01%new13F-HRTimeline
MAI Capital Management6,962$1.07M0.01%-8813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,923$1.06M0.59%+5413F-HRTimeline
Moors & Cabot, Inc.6,913$1.06M0.05%+2,98513F-HRTimeline
SeaCrest Wealth Management, LLC6,903$1.06M0.12%-6113F-HRTimeline
Caprock Group, LLC6,874$1.05M0.03%-28313F-HRTimeline
Salomon & Ludwin, LLC6,870$1.05M0.11%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,833$1.05M<0.01%+1,22113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,594$1.01M0.02%013F-HRTimeline
LexAurum Advisors, LLC6,471$991K0.19%-1413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,409$981K0.03%+2,00813F-HRTimelineGroup
Avondale Wealth Management6,400$980K0.62%-65013F-HRTimeline
DAVENPORT & Co LLC6,344$971K0.01%-1,53913F-HRTimeline
Beacon Pointe Advisors, LLC6,251$957K0.01%-6013F-HRTimeline
IHT Wealth Management, LLC6,222$953K0.03%+35613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,211$951K0.07%-36913F-HRTimelineGroup
EVOKE WEALTH, LLC6,200$949K0.02%+70013F-HRTimeline
Wealth Quarterback LLC6,187$947K0.53%-7,98713F-HRTimeline
COMERICA BANK6,085$932K<0.01%-1,06613F-HRTimeline
Crescent Grove Advisors, LLC5,904$904K0.09%013F-HRTimeline
Pinnacle Family Advisors, LLC5,757$881K0.48%new13F-HRTimeline
Total Wealth Planning & Management, Inc.5,749$880K0.9%+16813F-HRTimeline
Allen Capital Group, LLC5,700$873K0.1%+33613F-HRTimeline
FineMark National Bank & Trust5,660$867K0.03%+1,03913F-HRTimeline
Quadcap Wealth Management, LLC5,636$863K0.13%+1213F-HRTimeline
Wealthspire Advisors, LLC5,601$857K0.01%+6913F-HRTimeline
Chicago Partners Investment Group LLC5,316$852K0.03%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …5,561$851K0.02%-78813F-HR/ATimelineGroup
EPG Wealth Management LLC5,551$850K0.24%-14813F-HRTimeline
Genesee Capital Advisors, LLC5,501$842K0.42%-2,29613F-HRTimeline
WOLVERINE TRADING, LLC5,441$834K0.03%-13,11113F-HRTimeline
Wisconsin Wealth Advisors, LLC5,401$827K1.19%+13713F-HRTimeline
WARNER FINANCIAL, INC5,383$824K0.36%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,380$824K<0.01%-69813F-HRTimelineGroup
Rehmann Capital Advisory Group5,348$819K0.05%-13013F-HRTimeline
Realta Investment Advisors5,330$816K0.37%+3613F-HRTimeline
LANDAAS & CO /WI /ADV5,280$808K0.22%+1,30013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,263$806K0.37%+19013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,222$799K0.07%-1,10813F-HRTimeline
Cresset Asset Management, LLC5,096$780K<0.01%-78313F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL5,075$777K0.29%-60013F-HRTimeline
KKM Financial LLC5,062$775K0.33%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC5,000$766K0.26%013F-HRTimeline
Purus Wealth Management, LLC4,949$758K0.32%+213F-HRTimeline
Belpointe Asset Management LLC4,889$749K0.04%-6,33413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,878$747K<0.01%013F-HRTimelineGroup
ELLERSON GROUP INC /ADV4,856$743K0.59%+50013F-HRTimeline
RMR Capital Management, LLC4,852$743K0.54%+213F-HRTimeline
RATIONAL ADVISORS, INC.4,838$741K0.07%+1,06713F-HRTimeline
Sovran Advisors, LLC4,922$736K0.1%+25013F-HRTimeline
Brookwood Investment Group LLC4,805$736K0.13%13F-HRTimeline
Ellis Investment Partners, LLC4,779$732K0.15%-24313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,741$726K0.03%-7013F-HRTimeline
Ring Mountain Capital, LLC4,733$725K0.54%+14513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,624$708K0.04%-54313F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,544$696K0.05%+113F-HRTimeline
SFMG, LLC4,514$691K0.05%013F-HRTimeline
Charter Oak Capital Management, LLC4,465$684K0.06%+7613F-HRTimeline
WealthBridge Capital Management, LLC4,458$683K0.19%+2813F-HRTimeline
Firestone Capital Management4,424$677K0.18%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,402$674K0.02%-17413F-HRTimelineGroup
Atom Investors LP4,368$669K0.08%-1,70113F-HRTimeline
Onyx Bridge Wealth Group LLC4,352$666K0.1%-33013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,330$663K<0.01%-3013F-HRTimelineGroup
MGB Wealth Management, LLC4,305$659K0.24%-213F-HRTimeline
Fusion Capital, LLC4,306$659K0.25%-5213F-HRTimeline
Pekin Hardy Strauss, Inc.4,297$658K0.08%-33713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,289$657K0.04%+32313F-HR/ATimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,281$655K0.25%013F-HRTimeline
Mutual Advisors, LLC4,234$655K0.02%-2,88613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,273$654K0.01%+24113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,270$654K<0.01%-1,45713F-HRTimelineGroup
Tradition Wealth Management, LLC4,267$653K0.06%-6313F-HRTimeline
Roxbury Financial LLC4,162$644K0.63%+7813F-HRTimeline
Rathbones Group PLC4,164$638K<0.01%+12013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC4,138$633K0.54%-1,98513F-HRTimeline
Ameliora Wealth Management Ltd.4,110$629K0.24%-10513F-HRTimeline
WEDBUSH SECURITIES INC4,091$626K0.02%-13913F-HRTimeline
Apeiron RIA LLC4,031$617K0.19%-15613F-HRTimeline
LM Advisors LLC4,015$615K0.11%+3213F-HRTimeline
V2 Financial group LLC4,000$612K0.39%013F-HRTimeline
Integrated Advisors Network LLC3,995$612K0.03%-40513F-HRTimeline
Orion Porfolio Solutions, LLC3,970$608K0.01%+13813F-HRTimeline
Orion Portfolio Solutions, LLC3,970$608K0.01%+13813F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC3,952$605K0.06%-2,85413F-HR/ATimeline
MILESTONE ASSET MANAGEMENT, LLC3,944$604K0.13%+7313F-HRTimeline
Wealth Management Partners, LLC3,930$602K0.28%-813F-HRTimeline
Nova Wealth Management, Inc.3,899$597K0.52%+91113F-HR/ATimeline
Bramshill Investments, LLC3,890$596K0.06%+50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,886$595K<0.01%-14213F-HRTimelineGroup
Solstein Capital, LLC3,879$594K0.35%+513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,876$593K<0.01%-35013F-HRTimelineGroup
Avior Wealth Management, LLC3,864$592K0.02%+24113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,825$586K<0.01%+60113F-HRTimeline
Inscription Capital, LLC4,399$580K0.1%13F-HRTimeline
Mission Hills Financial Advisory, LLC3,777$578K0.4%-6813F-HRTimeline
CITY HOLDING CO3,765$576K0.08%-35013F-HRTimeline
Wilmington Savings Fund Society, FSB3,744$573K0.01%+113F-HRTimeline
CRA Financial Services, LLC3,731$571K0.1%-40013F-HRTimeline
Arete Wealth Advisors, LLC3,711$568K0.04%-413F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX3,703$567K0.15%-33013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,627$555K0.1%-113F-HRTimeline
Kingsview Wealth Management, LLC3,625$555K0.01%-36,95613F-HRTimeline
Hudock, Inc.3,614$553K0.1%+413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,594$550K0.03%-97413F-HRTimeline
Guardian Asset Advisors, LLC3,583$549K0.36%-3413F-HRTimeline
Ackerman Asset Management, LLC3,579$548K0.5%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,530$540K0.09%+32413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC3,440$527K0.24%-53313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,397$520K0.02%+28613F-HRTimelineGroup
Axecap Investments, LLC3,332$510K0.43%new13F-HRTimeline
Prepared Retirement Institute LLC3,331$510K0.33%+87413F-HRTimeline
CVA Family Office, LLC3,320$508K0.08%013F-HRTimeline
Verition Fund Management LLC3,314$507K<0.01%013F-HRTimeline
JT Stratford LLC3,288$503K0.09%-4013F-HRTimeline
Interchange Capital Partners, LLC3,299$503K0.14%+59613F-HRTimeline
WEALTH ALLIANCE, LLC3,274$501K0.06%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,223$493K0.02%-30013F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,167$485K<0.01%+63413F-HRTimeline
Procyon Advisors, LLC3,151$482K0.03%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,151$482K0.01%-10113F-HRTimelineGroup
First Heartland Consultants, Inc.3,120$478K0.05%-30013F-HRTimeline
PRIVATE TRUST CO NA3,100$475K0.05%-7913F-HRTimeline
Almanack Investment Partners, LLC.3,088$473K0.09%-39413F-HRTimeline
VICUS CAPITAL3,055$468K0.04%-13813F-HRTimeline
Vermillion Wealth Management, Inc.3,036$465K0.14%-1413F-HRTimeline
Investment Partners Asset Management, I…3,034$465K0.36%+213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,015$462K0.4%013F-HRTimeline
OneDigital Investment Advisors LLC3,017$462K0.01%-2,08013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC3,009$461K0.29%+213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,005$460K<0.01%new13F-HRTimelineGroup
BFI Infinity Ltd.2,987$459K0.5%+1,63213F-HRTimeline
FINANCIAL COUNSELORS INC2,978$456K0.01%new13F-HRTimeline
IFG Advisory, LLC2,963$454K0.03%+27213F-HRTimeline
San Luis Wealth Advisors LLC2,956$453K0.1%-40,98613F-HR/ATimeline
IEQ CAPITAL, LLC2,934$449K<0.01%-36813F-HRTimeline
First Command Advisory Services, Inc.2,933$449K<0.01%013F-HRTimeline
Caldwell Trust Co2,927$448K0.05%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,913$446K0.43%+76113F-HRTimeline
Mullooly Asset Management, Inc.2,915$446K0.2%13F-HR/ATimeline
Headlands Technologies LLC2,879$441K0.05%new13F-HRTimeline
CX Institutional2,870$439K0.02%+2,77113F-HRTimeline
Berkeley Capital Partners, LLC2,863$438K0.12%-4613F-HRTimeline
Lion Street Advisors, LLC2,860$438K0.14%+21513F-HRTimeline
Flaharty Asset Management, LLC2,860$438K0.06%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,804$429K0.03%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,786$427K0.06%-7513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,775$425K0.01%-1,22713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,742$420K0.03%+69813F-HRTimeline
Octavia Wealth Advisors, LLC2,736$419K0.05%-113F-HRTimeline
Good Life Advisors, LLC2,704$414K0.03%+4513F-HRTimeline
Ashton Thomas Private Wealth, LLC2,683$411K0.02%-14713F-HRTimeline
New England Private Wealth Advisors LLC2,645$405K0.06%-50313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,624$402K0.01%-20113F-HRTimelineGroup
Symphony Financial Services, Inc.2,623$402K0.26%-2413F-HRTimeline
Cheviot Value Management, LLC2,474$399K0.05%new13F-HRTimeline
YANKCOM Partnership2,600$398K0.22%013F-HRTimeline
Capital Investment Advisors, LLC2,574$394K0.01%+113F-HRTimeline
DRW Securities, LLC2,562$392K0.03%-34913F-HRTimeline
MATAURO, LLC2,555$391K0.08%+413F-HRTimeline
Capital Investment Advisory Services, L…2,551$391K0.03%-11713F-HRTimeline
Duncan Williams Asset Management, LLC2,532$388K0.14%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,490$381K0.02%-22613F-HRTimelineGroup
Composition Wealth, LLC2,427$372K0.01%-56613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,424$371K0.01%-5713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,410$369K0.15%+5113F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,400$367K<0.01%new13F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC2,392$366K0.42%-9013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,376$364K0.03%-5513F-HRTimeline
Insight Advisors, LLC/ PA2,354$361K0.06%-4913F-HRTimeline
Poehling Capital Management, INC.2,350$360K0.09%013F-HRTimeline