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Disclosery

ITA ISHARES TR

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SHS (fund)

872 managers (884 13F filers) reported a position in ITA shares at 2025-09-30, 33,024,345 shares in all. 176 filers opened a position and 41 filers sold out during the quarter.

Managers
872
13F filers
884
New
176
Added
355
Reduced
185
Sold out
41
Shares held by filers
33,024,345

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Winthrop Capital Management, LLC11,631$2.43M0.59%-313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,587$2.42M1.04%+4,06913F-HRTimeline
JBR Co Financial Management Inc11,407$2.39M1.01%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding11,403$2.39M+2,980Timeline
IFG Advisory, LLC11,384$2.38M0.11%+82413F-HRTimeline
Family Legacy, Inc.11,344$2.37M0.73%-45913F-HRTimeline
Western Wealth Management, LLC11,198$2.34M0.12%+1,18213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,157$2.33M0.03%+3,25413F-HRTimelineGroup
Fisher Asset Management, LLC11,100$2.32M<0.01%-48613F-HRTimeline
Prairie Wealth Advisors, Inc.10,821$2.26M0.93%-2913F-HRTimeline
Apeiron RIA LLC10,741$2.25M0.51%+7,13413F-HRTimeline
World Investment Advisors10,704$2.24M0.05%+3,06913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,733$2.23M1.43%-35713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,636$2.23M0.54%-12013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,504$2.2M0.14%+1,40013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,378$2.17M0.25%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,356$2.17M0.06%+10,22513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,314$2.16M<0.01%+2,58713F-HRTimeline
Global Financial Private Client, LLC10,219$2.14M0.76%+89213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC10,209$2.14M1.55%-8,83813F-HRTimeline
Darwin Wealth Management, LLC9,935$2.08M0.66%+26413F-HRTimeline
Bryn Mawr Trust Advisors, LLC9,894$2.07M0.1%-1,58213F-HRTimeline
CIBC WORLD MARKET INC.9,846$2.06M<0.01%-26513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,838$2.06M0.21%-24313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,807$2.05M0.09%+4,76113F-HRTimeline
Cobblestone Asset Management LLC9,755$2.04M0.93%new13F-HRTimeline
Intrepid Financial Planning Group LLC9,728$2.04M0.78%-7013F-HRTimeline
AE Wealth Management LLC9,684$2.03M0.01%+3,10013F-HRTimeline
SS&H Financial Advisors, Inc.9,675$2.02M0.62%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,640$2.02M0.1%+4,66513F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,605$2.01M0.05%+7,59713F-HRTimeline
Kraft, Davis & Associates, LLC9,345$1.99M0.48%+15713F-HRTimeline
Gotham Asset Management, LLC9,489$1.99M0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC9,474$1.98M0.08%+40513F-HRTimeline
Focus Financial Network, Inc.9,462$1.98M0.07%+86513F-HRTimeline
Allworth Financial LP9,390$1.96M0.01%-25213F-HRTimeline
Moors & Cabot, Inc.9,361$1.96M0.09%+75513F-HRTimeline
KM Capital Management Ltd.9,331$1.95M0.9%new13F-HRTimeline
Cardinal Point Capital Management ULC9,170$1.92M0.13%013F-HRTimeline
SigFig Wealth Management, LLC9,311$1.91M0.06%new13F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,073$1.9M0.63%+5213F-HRTimeline
Global Assets Advisory, LLC9,047$1.89M0.56%+94413F-HRTimeline
Owen LaRue, LLC9,013$1.89M0.74%+1113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,005$1.88M<0.01%+18013F-HRTimelineGroup
GTS SECURITIES LLC8,994$1.88M0.07%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,936$1.87M0.22%-3,87613F-HRTimeline
Parallel Advisors, LLC8,737$1.83M0.03%-30313F-HRTimeline
Somerset Group LLC8,702$1.82M1.44%-3813F-HRTimeline
Modern Wealth Management, LLC8,698$1.82M0.04%+6,87413F-HRTimeline
Vestmark Advisory Solutions, Inc.8,675$1.82M0.03%new13F-HRTimeline
PFG Investments, LLC8,675$1.82M0.09%+66613F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL8,650$1.81M0.83%+3,57513F-HRTimeline
PFG Advisors8,608$1.8M0.07%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC8,559$1.79M1.01%+34413F-HR/ATimeline
D.A. DAVIDSON & CO.8,546$1.79M0.01%+2,84013F-HRTimeline
Beckerman Institutional, LLC8,521$1.78M1.05%+58313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,430$1.76M0.12%+40013F-HRTimeline
Artemis Wealth Advisors, LLC8,414$1.76M0.3%+3113F-HRTimeline
Financial Management Professionals, Inc.8,369$1.75M0.18%-81413F-HRTimeline
True Vision MN LLC8,356$1.75M0.91%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,334$1.74M0.78%new13F-HRTimeline
Sowell Financial Services LLC8,327$1.74M0.07%+10413F-HRTimeline
Capital Advisors, Ltd. LLC8,280$1.73M0.2%013F-HRTimeline
Genesee Capital Advisors, LLC8,276$1.73M0.75%-27113F-HRTimeline
EVOKE WEALTH, LLC8,270$1.73M0.04%+2013F-HRTimeline
Massachusetts Wealth Management8,207$1.72M0.85%+42513F-HRTimeline
Cornerstone Advisory, LLC8,201$1.72M0.17%013F-HRTimeline
Cornerstone Wealth Management, LLC8,174$1.71M0.09%+20013F-HRTimeline
TSFG, LLC8,146$1.71M0.27%+8,08013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV8,112$1.7M0.74%+6,59913F-HRTimeline
DAVENPORT & Co LLC8,008$1.68M0.01%+1,18713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,005$1.68M<0.01%+1,54513F-HRTimelineGroup
McGuire Investment Group, LLC7,926$1.66M0.19%-3213F-HRTimeline
MAI Capital Management7,918$1.66M0.01%+87513F-HRTimeline
Midwest Financial Network, LLC7,907$1.65M1.34%new13F-HRTimeline
FLC Capital Advisors7,862$1.65M0.32%013F-HRTimeline
Pacific Sun Financial Corp7,856$1.64M0.79%-1513F-HRTimeline
Knoll Capital Management, LLC7,650$1.6M0.86%013F-HRTimeline
SYKON CAPITAL LLC7,646$1.6M0.53%-1,16813F-HRTimeline
Cypress Wealth Services, LLC7,604$1.59M0.26%new13F-HRTimeline
BridgePort Financial Solutions, LLC7,542$1.58M0.42%new13F-HRTimeline
CHOREO, LLC7,528$1.58M0.02%+213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,513$1.57M0.54%+7,39813F-HRTimeline
Raleigh Capital Management Inc.7,486$1.57M0.6%+7,48513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,470$1.56M0.12%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,440$1.56M0.09%+15613F-HRTimelineGroup
Archer Investment Management, LLC7,433$1.56M0.96%new13F-HRTimeline
EWG Elevate Inc.7,327$1.53M0.48%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,309$1.53M0.02%+88413F-HRTimeline
BURNS J W & CO INC/NY7,297$1.53M0.17%-30013F-HRTimeline
Mutual Advisors, LLC7,068$1.52M0.03%+1,82213F-HRTimeline
RFG Advisory, LLC7,184$1.5M0.03%+5,69113F-HRTimeline
Beacon Pointe Advisors, LLC7,128$1.49M0.01%+80213F-HRTimeline
Rollins Financial Advisors, LLC7,107$1.49M0.23%+1,87413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,024$1.47M0.02%-3613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,976$1.46M<0.01%+99213F-HRTimelineGroup
IHT Wealth Management, LLC6,948$1.45M0.04%+1,10613F-HRTimeline
Salomon & Ludwin, LLC6,870$1.44M0.13%013F-HRTimeline
WESPAC Advisors, LLC6,875$1.44M0.84%-313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,798$1.42M0.65%-413F-HRTimeline
Raab & Moskowitz Asset Management LLC6,766$1.42M0.32%-3813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding6,688$1.4M+990Timeline
SeaCrest Wealth Management, LLC6,504$1.4M0.15%-16613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,685$1.4M+2,987Timeline
Wealthspire Advisors, LLC6,614$1.38M0.01%+43813F-HRTimeline
Gateway Wealth Partners, LLC6,580$1.38M0.19%new13F-HRTimeline
Independent Wealth Network Inc.6,548$1.37M0.44%-85113F-HRTimeline
Joseph P. Lucia & Associates, LLC6,545$1.37M0.52%+69813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,462$1.35M0.08%+1,30013F-HRTimeline
COMERICA BANK6,318$1.32M<0.01%+1,26213F-HRTimeline
WorthPointe, LLC6,307$1.32M0.49%new13F-HRTimeline
Interchange Capital Partners, LLC6,229$1.3M0.26%+3,01413F-HRTimeline
LANDAAS & CO /WI /ADV6,223$1.3M0.3%+58313F-HRTimeline
Crescent Grove Advisors, LLC6,208$1.3M0.12%+30413F-HRTimeline
Tillman Hartley LLC6,130$1.28M0.33%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,076$1.27M0.06%+97313F-HRTimelineGroup
Lantz Financial LLC6,057$1.27M0.28%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,992$1.25M0.03%+41013F-HRTimelineGroup
BlackDiamond Wealth Management, LLC5,932$1.24M0.68%+4,81613F-HRTimeline
Chicago Partners Investment Group LLC5,686$1.24M0.03%+36913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,906$1.24M0.17%new13F-HRTimeline
Avondale Wealth Management5,900$1.23M0.66%013F-HRTimeline
Allen Capital Group, LLC5,753$1.2M0.11%+5313F-HRTimeline
FineMark National Bank & Trust5,663$1.19M0.04%013F-HRTimeline
Clear Creek Financial Management, LLC5,617$1.18M0.1%new13F-HRTimeline
WEDBUSH SECURITIES INC5,589$1.17M0.04%+1,62113F-HRTimeline
Brookwood Investment Group LLC5,551$1.16M0.15%+19213F-HRTimeline
BFSG, LLC5,549$1.16M0.11%new13F-HRTimeline
Quadcap Wealth Management, LLC5,546$1.16M0.14%-413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,517$1.15M<0.01%-4513F-HRTimelineGroup
Retirement Wealth Solutions LLC5,503$1.15M0.76%new13F-HRTimeline
SFMG, LLC5,423$1.13M0.08%+90913F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.5,418$1.13M0.45%-1,80013F-HRTimeline
WARNER FINANCIAL, INC5,386$1.13M0.42%+313F-HRTimeline
First Heartland Consultants, Inc.5,381$1.13M0.09%+2,50213F-HRTimeline
Ewing Morris & Co. Investment Partners …5,363$1.12M0.48%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …5,322$1.11M0.03%-1913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC5,319$1.11M0.03%+2,59613F-HRTimeline
Realta Investment Advisors5,277$1.1M0.37%-2,86013F-HRTimeline
Prepared Retirement Institute LLC5,200$1.09M0.57%+1,40713F-HRTimeline
Wealth Quarterback LLC5,162$1.08M0.42%+24513F-HRTimeline
Cresset Asset Management, LLC5,156$1.08M<0.01%+21313F-HR/ATimeline
Ring Mountain Capital, LLC5,122$1.07M0.59%+10113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,100$1.07M<0.01%new13F-HRTimelineGroup
Rehmann Capital Advisory Group5,099$1.07M0.06%-6613F-HRTimeline
Hoxton Planning & Management, LLC5,096$1.07M0.34%new13F-HRTimeline
OneDigital Investment Advisors LLC5,088$1.06M0.01%+2,94413F-HRTimeline
Independent Advisor Alliance5,078$1.06M0.03%-2,54013F-HRTimeline
CoreCap Advisors, LLC5,066$1.06M0.04%+3,30413F-HRTimeline
Kingsview Wealth Management, LLC5,008$1.05M0.02%+27713F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC5,000$1.05M0.33%013F-HRTimeline
Purus Wealth Management, LLC4,958$1.04M0.33%-113F-HRTimeline
Brendel Financial Advisors LLC4,913$1.03M0.53%new13F-HRTimeline
Barnes Wealth Management Group, Inc4,897$1.02M0.56%new13F-HRTimeline
IBEX WEALTH ADVISORS4,874$1.02M0.1%+813F-HRTimeline
SeaBridge Investment Advisors LLC4,844$1.01M0.16%-1,61613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,829$1.01M<0.01%+1,69613F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC4,783$1M0.39%+89113F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,773$999K0.05%+30713F-HRTimelineGroup
ELLERSON GROUP INC /ADV4,759$996K0.62%-3513F-HRTimeline
Tradition Wealth Management, LLC4,744$993K0.07%+42813F-HRTimeline
Simplicity Wealth,LLC4,724$988K0.06%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,317$984K0.08%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,685$980K0.04%new13F-HRTimeline
Wisconsin Wealth Advisors, LLC4,607$964K0.92%-9513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,603$963K0.03%+1,82713F-HRTimelineGroup
EPG Wealth Management LLC4,592$961K0.26%-76113F-HRTimeline
Belpointe Asset Management LLC4,557$954K0.04%-23013F-HRTimeline
Caprock Group, LLC4,804$953K0.02%13F-HRTimeline
Fulcrum Equity Management4,553$953K0.96%new13F-HRTimeline
Charter Oak Capital Management, LLC4,548$952K0.07%+2313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC4,509$944K0.75%+3,06413F-HRTimeline
FINANCIAL LIFE ADVISORS4,446$930K0.3%new13F-HRTimeline
Qube Research & Technologies Ltd4,442$930K<0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,439$929K0.06%013F-HRTimeline
Firestone Capital Management4,424$926K0.2%013F-HRTimeline
Fusion Capital, LLC4,278$923K0.27%-3213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC4,242$923K0.15%-59813F-HRTimeline
SIMPLEX TRADING, LLC4,387$918K0.02%-5,12713F-HRTimeline
Capital Investment Advisory Services, L…4,386$918K0.07%+1,43813F-HRTimeline
WealthBridge Capital Management, LLC4,308$901K0.21%-15013F-HRTimeline
Cornerstone Planning Group LLC4,177$899K0.14%new13F-HRTimeline
Pekin Hardy Strauss, Inc.4,297$899K0.09%013F-HRTimeline
Onyx Bridge Wealth Group LLC4,291$898K0.1%-5213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,275$895K0.02%+66813F-HRTimelineGroup
WORLD EQUITY GROUP, INC.4,250$889K0.2%new13F-HRTimeline
Commonwealth Retirement Investments LLC4,217$882K0.3%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,212$882K0.27%+25213F-HRTimeline
Sequoia Financial Advisors, LLC4,210$881K0.01%-12813F-HRTimeline
Ameliora Wealth Management Ltd.4,210$881K0.29%013F-HRTimeline
Avior Wealth Management, LLC4,194$878K0.03%+33713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,183$875K0.21%-19313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,142$867K0.01%+32513F-HRTimeline
Shared Vision Wealth Group LLC4,090$861K0.36%new13F-HRTimeline
Roxbury Financial LLC4,111$860K0.79%-1413F-HRTimeline
Wealth Management Partners, LLC4,081$854K0.27%+15113F-HRTimeline
Secure Asset Management, LLC4,035$844K0.14%-7713F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,033$844K0.04%+82213F-HRTimeline
LM Advisors LLC4,015$840K0.12%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,000$837K0.01%+2,00013F-HRTimelineGroup