Skip to content
Disclosery

ITA ISHARES TR

Follow

SHS (fund)

1,018 managers (1,034 13F filers) reported a position in ITA shares at 2026-03-31, 29,085,103 shares in all. 151 filers opened a position and 105 filers sold out during the quarter.

Managers
1,018
13F filers
1,034
New
151
Added
404
Reduced
280
Sold out
105
Shares held by filers
29,085,103

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Parallel Advisors, LLC12,268$2.68M0.05%+2,70813F-HR/ATimeline
Gotham Asset Management, LLC12,267$2.68M0.01%-713F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding12,232$2.67M+10,771Timeline
Fort Baker Capital Management LP12,083$2.64M0.23%new13F-HRTimeline
MGO ONE SEVEN LLC12,031$2.63M0.05%-1,75013F-HRTimeline
Waratah Capital Advisors Ltd.11,970$2.62M0.23%new13F-HRTimeline
Great Diamond Partners, LLC11,856$2.59M0.5%-1,03413F-HRTimeline
CDKV HOLDINGS LLC11,847$2.59M2.27%+38813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.11,584$2.53M<0.01%13F-HRTimelineGroup
Icon Wealth Advisors, LLC11,887$2.53M0.16%-42,68713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,535$2.52M0.09%+15913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management11,531$2.52M0.03%-9,50913F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.11,398$2.49M1.63%-37013F-HRTimeline
Wealth Quarterback LLC11,393$2.49M0.98%+7,09413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding11,390$2.49MnewTimeline
Focus Financial Network, Inc.11,332$2.48M0.09%+60113F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,293$2.47M0.06%+2,96213F-HRTimeline
Clark Capital Management Group, Inc.11,274$2.47M0.02%+2,47813F-HRTimeline
Future Financial Wealth Managment LLC10,482$2.45M1.58%+36313F-HRTimeline
HRT FINANCIAL LP11,195$2.45M0.01%+2,03513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,122$2.43M0.01%+7,75813F-HRTimelineGroup
Resolute Wealth Strategies, LLC11,120$2.43M1.05%new13F-HRTimeline
JBR Co Financial Management Inc11,182$2.4M1.01%013F-HRTimeline
Winthrop Capital Management, LLC10,959$2.4M0.62%-36413F-HRTimeline
Prairie Wealth Advisors, Inc.0$2.35M1.02%013F-HRTimelineAmount filed as zero, left out of ratios.
Fisher Asset Management, LLC10,708$2.34M<0.01%-67413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC10,663$2.33M0.77%-4,19313F-HRTimeline
Global Financial Private Client, LLC10,404$2.28M0.74%+28813F-HRTimeline
Beacon Bridge Wealth Partners, LLC10,383$2.27M0.76%+5713F-HRTimeline
PFG Investments, LLC10,285$2.25M0.1%+52013F-HRTimeline
CIBC WORLD MARKET INC.10,224$2.24M<0.01%-1,16213F-HRTimeline
Cornerstone Wealth Management, LLC10,217$2.23M0.11%+1,59013F-HRTimeline
Darwin Wealth Management, LLC10,198$2.23M0.69%+55813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,135$2.22M0.25%-24313F-HRTimeline
Breachway Investments LLC9,799$2.19M2.1%+9613F-HRTimeline
Union Square Park Capital Management, L…10,000$2.19M1.91%new13F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,961$2.18M0.02%-1,95613F-HRTimelineGroup
Moors & Cabot, Inc.9,916$2.17M0.09%+55613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC9,897$2.16M0.54%-48913F-HRTimeline
BlueCrest Capital Management Ltd9,867$2.16M0.2%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,750$2.13M0.21%-4113F-HRTimeline
Patton Albertson Miller Group, LLC9,660$2.11M0.25%-61213F-HRTimeline
Aster Capital Management (DIFC) Ltd13,741$2.1M0.69%new13F-HRTimeline
Family Legacy, Inc.9,579$2.1M0.63%-1,76113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,552$2.09M<0.01%-43,01213F-HRTimelineGroup
PFG Advisors9,539$2.09M0.1%+21413F-HRTimeline
Base Wealth Management LLC9,504$2.08M1.16%new13F-HRTimeline
Ciovacco Capital Management LLC9,500$2.08M1.21%new13F-HRTimeline
Intrepid Financial Planning Group LLC9,479$2.07M0.84%-24513F-HRTimeline
BlackDiamond Wealth Management, LLC9,478$2.07M1%+2,50913F-HRTimeline
Centerline Wealth Advisors, LLC9,420$2.06M0.74%+51313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.9,405$2.06M1.35%-82413F-HRTimeline
Private Wealth Advisors, LLC9,398$2.06M0.58%new13F-HRTimeline
Somerset Group LLC8,800$2.04M1.52%-813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,272$2.03M<0.01%-1,60113F-HRTimeline
Allworth Financial LP9,123$2M0.01%-10313F-HRTimeline
Sovran Advisors, LLC9,097$1.99M0.16%-5,80813F-HRTimeline
Sowell Financial Services LLC9,011$1.97M0.07%+73213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV8,835$1.97M0.71%+113F-HRTimeline
Belvedere Trading LLC8,887$1.94M0.26%+5,48713F-HRTimeline
Tepp RIA, LLC8,814$1.93M1.51%+7,01413F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,804$1.93M0.09%-54113F-HRTimeline
Kingsview Wealth Management, LLC8,765$1.92M0.03%+2,97413F-HRTimeline
Farther Finance Advisors, LLC8,546$1.91M0.02%-10,78413F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL8,650$1.89M0.8%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,625$1.89M<0.01%+53813F-HRTimelineGroup
AE Wealth Management LLC8,591$1.88M0.01%+37113F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC8,482$1.86M0.67%-11113F-HRTimeline
Vision Retirement, LLC8,437$1.85M0.52%+10313F-HRTimeline
Beckerman Institutional, LLC8,435$1.85M0.98%-9013F-HRTimeline
MAI Capital Management8,422$1.84M0.01%+51913F-HRTimeline
Artemis Wealth Advisors, LLC8,420$1.84M0.28%+613F-HRTimeline
Wealth Management Partners, LLC8,411$1.84M0.53%+3,81213F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC8,300$1.82M0.87%new13F-HRTimeline
Capital Advisors, Ltd. LLC8,280$1.81M0.21%013F-HRTimeline
EVOKE WEALTH, LLC8,270$1.81M0.03%013F-HRTimeline
Cardinal Point Capital Management ULC8,270$1.81M0.11%-90013F-HRTimeline
McGuire Investment Group, LLC8,234$1.8M0.2%+38713F-HRTimeline
FLOW TRADERS U.S. LLC8,233$1.8M0.06%new13F-HRTimeline
Owen LaRue, LLC8,188$1.79M0.69%-22413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding8,164$1.79M+323Timeline
Gladstone Institutional Advisory LLC8,162$1.79M0.07%-1,72813F-HRTimeline
Geneos Wealth Management Inc.8,112$1.77M0.04%-17,34113F-HRTimeline
Financial Management Professionals, Inc.8,072$1.77M0.2%-26013F-HRTimeline
Wealthspire Advisors, LLC8,023$1.76M0.01%+89213F-HRTimeline
Keystone Financial Group8,021$1.75M0.12%+68413F-HRTimeline
IHT Wealth Management, LLC7,988$1.75M0.04%+1,44813F-HRTimeline
Massachusetts Wealth Management7,935$1.74M0.75%-5713F-HRTimeline
Realta Investment Advisors7,911$1.73M0.6%+2,58413F-HRTimeline
Pacific Sun Financial Corp7,910$1.73M0.84%+2413F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,892$1.73M1.39%+3,04313F-HRTimeline
WEDBUSH SECURITIES INC7,880$1.72M0.05%-13013F-HRTimeline
CHOREO, LLC7,878$1.72M0.02%+1,17113F-HRTimeline
Castle Rock Wealth Management, LLC7,740$1.72M0.37%+62113F-HRTimeline
Wagner Wealth Management, Corp7,778$1.7M1.53%+12113F-HRTimeline
Missouri Trust & Investment Co7,755$1.7M0.5%+7,00513F-HRTimeline
Prepared Retirement Institute LLC7,724$1.69M0.84%+1,04913F-HR/ATimeline
Knoll Capital Management, LLC7,650$1.67M0.93%013F-HRTimeline
Tradition Wealth Management, LLC7,645$1.67M0.12%+2,90113F-HRTimeline
FLC Capital Advisors7,602$1.66M0.3%-26013F-HRTimeline
Odyssey Capital Advisors, Inc.7,600$1.66M1.49%+3513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,595$1.66M0.09%+7113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC7,581$1.66M0.07%-1,36313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,548$1.65M<0.01%+71313F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC7,470$1.63M0.12%013F-HRTimeline
Genesee Capital Advisors, LLC7,385$1.62M0.68%-62913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,370$1.61M+4,006Timeline
SYKON CAPITAL LLC7,324$1.6M0.53%-33613F-HRTimeline
Storen Legacy Partners, LLC7,282$1.59M0.5%new13F-HRTimeline
Cornerstone Advisory, LLC7,204$1.58M0.15%-49713F-HRTimeline
BURNS J W & CO INC/NY7,185$1.57M0.18%-10213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,164$1.57M0.02%-6013F-HRTimelineGroup
Asset One Wealth Management LLC6,963$1.55M0.17%+29213F-HRTimeline
DAVENPORT & Co LLC7,094$1.55M0.01%-80213F-HRTimeline
Ashton Thomas Private Wealth, LLC7,084$1.55M0.04%+1,22813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,006$1.53M0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC6,870$1.52M0.14%013F-HRTimeline
Able Wealth Management LLC6,968$1.52M0.41%+5,86513F-HRTimeline
SeaCrest Wealth Management, LLC6,955$1.52M0.16%+95613F-HRTimeline
Rollins Financial Advisors, LLC6,949$1.52M0.24%+1,57813F-HRTimeline
Ridgeline Wealth Planning, LLC6,939$1.52M1.11%-10313F-HRTimeline
B. Riley Wealth Advisors, Inc.7,174$1.51M0.1%-2,47313F-HRTimeline
Total Wealth Planning & Management, Inc.6,854$1.5M1.19%+25713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,830$1.49M0.01%-9,61513F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC6,704$1.47M0.52%+5113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,687$1.46M0.03%+71413F-HRTimeline
Independent Wealth Network Inc.6,648$1.45M0.43%-2913F-HRTimeline
Gen-Wealth Partners Inc6,542$1.43M0.45%-13513F-HRTimeline
Brookwood Investment Group LLC6,502$1.42M0.18%+55513F-HRTimeline
Midwest Financial Network, LLC6,475$1.42M1.13%-1,87813F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,441$1.41M0.34%-3213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,409$1.4M0.59%-18513F-HRTimeline
Vestmark Advisory Solutions, Inc.6,388$1.4M0.02%+62613F-HRTimeline
Cresset Asset Management, LLC6,374$1.39M0.01%+1,06513F-HRTimeline
LANDAAS & CO /WI /ADV6,371$1.39M0.31%+14813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,308$1.38M0.07%+87113F-HRTimelineGroup
Avior Wealth Management, LLC6,258$1.37M0.04%+48413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,195$1.36M0.03%+1,40413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC6,188$1.35M0.06%-1,04413F-HRTimeline
Crescent Grove Advisors, LLC6,166$1.35M0.13%+12613F-HRTimeline
NWF Advisory Services Inc.6,160$1.35M0.15%+1,62913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,153$1.35M0.02%+2,11713F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC6,015$1.32M0.29%-56113F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.5,989$1.31M0.32%+1,70013F-HRTimelineGroup
WEALTH ALLIANCE, LLC5,961$1.3M0.13%-22,40113F-HRTimeline
Allen Capital Group, LLC5,943$1.3M0.12%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,793$1.27M0.01%-13,80013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC5,757$1.26M0.07%+33013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,742$1.26M0.16%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,665$1.24M0.03%-63913F-HRTimelineGroup
1607 Capital Partners, LLC5,645$1.23M0.09%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,622$1.23M<0.01%+11713F-HRTimelineGroup
KINTRA WEALTH, LLC5,569$1.22M0.09%new13F-HRTimeline
Purus Wealth Management, LLC5,559$1.22M0.39%+61613F-HRTimeline
MCF Advisors LLC5,555$1.22M0.05%013F-HRTimeline
Avondale Wealth Management5,550$1.21M0.6%-35013F-HRTimeline
Plan Group Financial, LLC5,548$1.21M0.28%+1,89513F-HRTimeline
Ring Mountain Capital, LLC5,501$1.2M0.66%+14913F-HRTimeline
BridgePort Financial Solutions, LLC5,492$1.2M0.34%-2,00413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,473$1.2M0.04%+9413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…5,437$1.19M0.03%-18313F-HRTimeline
SFMG, LLC5,423$1.19M0.08%013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.5,418$1.19M0.56%013F-HRTimeline
WARNER FINANCIAL, INC5,386$1.18M0.4%013F-HRTimeline
Chicago Partners Investment Group LLC5,346$1.17M0.03%-213F-HRTimeline
ELLERSON GROUP INC /ADV5,354$1.17M0.77%+44513F-HRTimeline
Nova Wealth Management, Inc.5,342$1.17M0.76%+1,59413F-HRTimeline
BFSG, LLC5,328$1.17M0.11%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,317$1.16M0.01%+49213F-HRTimeline
Evergreen Wealth Partners LLC5,316$1.16M0.89%+55613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,312$1.16M0.88%+1,23613F-HRTimeline
RATIONAL ADVISORS, INC.5,282$1.16M0.12%+1,69913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC5,130$1.14M0.78%-4,44713F-HRTimeline
Caprock Group, LLC5,159$1.13M0.03%+33013F-HRTimeline
Rehmann Capital Advisory Group5,108$1.12M0.06%+913F-HRTimeline
Capital Investment Advisory Services, L…5,099$1.12M0.08%+43113F-HRTimeline
Polaris Investment Advisors, LLC5,095$1.11M0.81%-3,00613F-HRTimeline
Quantinno Capital Management LP5,084$1.11M<0.01%+2,08913F-HRTimeline
Advyzon Investment Management, LLC5,037$1.1M0.1%-4,69513F-HRTimeline
Quadcap Wealth Management, LLC5,024$1.1M0.13%+313F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC5,000$1.09M0.33%013F-HRTimeline
Sequoia Financial Advisors, LLC4,998$1.09M0.01%+25213F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC5,007$1.09M1.01%new13F-HRTimeline
IBEX WEALTH ADVISORS4,992$1.09M0.1%new13F-HRTimeline
Charter Oak Capital Management, LLC4,936$1.08M0.08%+26313F-HRTimeline
Bramshill Investments, LLC4,890$1.07M0.09%+2,50013F-HRTimeline
Powell Investment Advisors, LLC4,881$1.07M0.37%+2,03613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC4,868$1.06M0.34%+3,40413F-HRTimeline
Prostatis Group LLC4,852$1.06M0.27%new13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC4,740$1.04M0.76%+15213F-HRTimeline
Secure Asset Management, LLC4,730$1.03M0.16%+40213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,728$1.03M0.01%-1,95613F-HRTimeline
NORTHLAND SECURITIES, INC.4,706$1.03M0.98%+7113F-HRTimeline
VestGen Advisors, LLC4,504$1.02M0.03%-17,01913F-HRTimeline
EPG Wealth Management LLC4,640$1.02M0.28%+4113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,627$1.01M0.01%-100,80613F-HRTimelineGroup
Safe Harbor Fiduciary, LLC4,619$1.01M0.96%-513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,612$1.01M0.12%-1513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,604$1.01M0.09%-51413F-HRTimelineGroup
ATLas Financial Planning LLC4,590$1M0.9%+4013F-HRTimeline