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Disclosery

ITA ISHARES TR

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SHS (fund)

1,034 managers (1,047 13F filers) reported a position in ITA shares at 2026-06-30, 29,309,783 shares in all. 105 filers opened a position and 93 filers sold out during the quarter.

Managers
1,034
13F filers
1,047
New
105
Added
375
Reduced
329
Sold out
93
Shares held by filers
29,309,783

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
Clearwave Capital, LLC4,222$1.02M0.56%+213F-HRTimeline
Ameliora Wealth Management Ltd.4,210$1.02M0.3%013F-HRTimeline
RATIONAL ADVISORS, INC.4,172$1.01M0.09%-1,11013F-HRTimeline
Solstein Capital, LLC4,070$987K0.34%013F-HRTimeline
Onyx Bridge Wealth Group LLC4,050$982K0.09%-11713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,000$970K0.01%013F-HRTimelineGroup
V2 Financial group LLC4,000$970K0.36%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,971$963K0.06%-40013F-HRTimeline
Schuylkill Financial LLC3,967$962K0.89%13F-HRTimeline
CRA Financial Services, LLC3,958$959K0.11%+30513F-HRTimeline
LM Advisors LLC3,957$959K0.11%+3,09113F-HRTimeline
PRIVATE TRUST CO NA3,922$951K0.08%+24213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX3,888$943K0.18%+20513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,878$940K0.01%-45813F-HRTimelineGroup
Betterment LLC3,821$926K<0.01%-66213F-HRTimeline
WealthBridge Capital Management, LLC3,817$925K0.18%-12013F-HRTimeline
GRANVILLE CAPITAL, INC.3,810$924K0.41%+213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,800$921K0.11%+113F-HRTimeline
Prostatis Group LLC3,795$920K0.21%-1,05713F-HRTimeline
SIMPLEX TRADING, LLC3,757$911K0.02%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,740$907K0.07%-86413F-HRTimelineGroup
Guardian Asset Advisors, LLC3,692$895K0.41%+10913F-HRTimeline
Advyzon Investment Management, LLC3,674$891K0.06%-1,36313F-HRTimeline
SeaCrest Wealth Management, LLC3,665$888K0.1%-3,29013F-HRTimeline
Retirement Wealth Solutions LLC3,662$888K0.49%+68113F-HRTimeline
Belvedere Trading LLC3,609$875K0.07%-5,27813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,602$873K0.03%+30113F-HRTimelineGroup
Ackerman Asset Management, LLC3,579$868K0.52%013F-HRTimeline
One Wealth Advisors, LLC3,566$864K0.1%-89913F-HRTimeline
Unify Financial Advisors3,560$863K0.8%+10113F-HRTimeline
Rollins Financial Advisors, LLC3,553$861K0.11%-3,39613F-HRTimeline
Ellis Investment Partners, LLC3,538$858K0.13%+213F-HRTimeline
Symphony Financial, Ltd. Co.3,554$850K0.09%+52313F-HRTimeline
Mission Hills Financial Advisory, LLC3,503$849K0.37%013F-HRTimeline
KKM Financial LLC3,484$845K0.12%-13013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,484$845K0.01%-15213F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,477$843K<0.01%-1,15013F-HRTimelineGroup
Symphony Financial Services, Inc.3,467$840K0.38%+59613F-HRTimeline
10Elms LLP3,459$839K0.35%+1,41013F-HRTimeline
NWAM LLC3,458$838K0.04%+2,54113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,458$838K<0.01%-713F-HRTimelineGroup
Avidian Wealth Enterprises, LLC3,452$837K0.02%+7813F-HRTimeline
Cheviot Value Management, LLC3,449$836K0.08%+80013F-HRTimeline
Hudock, Inc.3,447$836K0.11%+113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …3,442$834K0.02%-5613F-HRTimelineGroup
WEALTHGARDEN F.S. LLC3,398$824K0.47%-913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,365$816K0.03%-2,94313F-HRTimelineGroup
PLANNING DIRECTIONS INC3,347$812K0.38%+8513F-HRTimeline
Independent Wealth Advisors LLC3,347$811K0.73%-9013F-HRTimeline
CVA Family Office, LLC3,338$809K0.07%013F-HRTimeline
Darden Wealth Group Inc3,320$805K0.32%-26413F-HRTimeline
HighPoint Advisor Group LLC3,320$805K0.03%+6113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,254$789K0.12%+2313F-HRTimeline
Innovative Asset Advisors Group, LLC3,239$785K0.34%013F-HRTimeline
Capital Investment Advisors, LLC3,222$781K0.01%-113F-HRTimeline
OneDigital Investment Advisors LLC3,169$768K0.01%-6813F-HRTimeline
Sonoma Private Wealth LLC3,143$762K0.82%-67413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,114$755K0.44%+17513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…3,040$755K0.59%new13F-HRTimeline
Centurion Wealth Management LLC3,109$754K0.18%-74713F-HRTimeline
CENTAURUS FINANCIAL, INC.3,107$753K0.03%-22713F-HRTimeline
Arax Advisory Partners3,106$753K<0.01%+2,93613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,100$752K<0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC3,093$750K0.04%+9113F-HRTimeline
Summit Wealth Partners, LLC3,039$737K0.1%+19213F-HRTimeline
Krilogy Financial LLC3,034$736K0.02%+8313F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,015$731K0.5%-85013F-HRTimeline
BFI Infinity Ltd.2,987$724K0.35%013F-HRTimeline
NVWM, LLC2,986$724K0.15%-46213F-HRTimeline
Caldwell Trust Co2,977$722K0.06%+20013F-HRTimeline
Midwest Trust Co2,974$721K0.01%-23913F-HRTimeline
WORLD EQUITY GROUP, INC.2,960$718K0.16%+1,02413F-HRTimeline
Venturi Wealth Management, LLC2,959$717K0.03%+4413F-HRTimeline
Register Financial Advisors LLC2,949$715K0.22%+1213F-HRTimeline
Interchange Capital Partners, LLC2,949$715K0.13%+27313F-HRTimeline
Mullooly Asset Management, Inc.2,930$710K0.22%+413F-HRTimeline
JT Stratford LLC2,913$706K0.08%+4813F-HRTimeline
JM2 Capital Inc.2,912$706K0.48%+4413F-HRTimeline
RWA WEALTH PARTNERS, LLC2,895$702K0.01%+95013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,894$702K0.29%+213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,833$701K<0.01%-10813F-HRTimelineGroup
Modern Wealth Management, LLC2,872$696K0.01%+16213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,867$695K0.01%+49513F-HRTimelineGroup
Berkeley Capital Partners, LLC2,855$692K0.14%+413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,853$692K0.11%+79613F-HRTimeline
Cornerstone Management, Inc.2,817$683K0.1%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC2,816$683K0.38%013F-HRTimeline
Clearstead Advisors, LLC2,813$682K0.01%-17113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC2,782$674K0.19%+59913F-HRTimeline
Magnus Financial Group LLC2,767$671K0.05%-3013F-HRTimeline
Fox Hill Wealth Management2,754$668K0.27%+4013F-HRTimeline
SeaBridge Investment Advisors LLC2,749$666K0.1%-1,60713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,713$658K0.06%013F-HRTimeline
Compound Planning, Inc.2,700$655K0.02%+85413F-HRTimeline
Larry Mathis Financial Planning, LLC2,678$649K0.49%+33713F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,676$649K0.02%+8413F-HRTimelineGroup
SMART Wealth LLC2,676$649K0.14%new13F-HRTimeline
Nuveen, LLCin group TIAA2,654$643K<0.01%new13F-HRTimelineGroup
W1M Asset Management Ltd2,651$643K0.01%013F-HRTimeline
Integrated Advisors Network LLC2,644$641K0.03%-37013F-HRTimeline
Keel Point, LLC2,640$640K0.04%-9,64713F-HRTimeline
Quartz Partners, LLC2,628$637K0.21%-60513F-HRTimeline
New England Private Wealth Advisors LLC2,647$636K0.06%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,621$635K0.06%-97713F-HRTimeline
YANKCOM Partnership2,600$630K0.23%013F-HRTimeline
Round Rock Advisors LLC2,584$626K0.08%-1,37013F-HRTimeline
First Heartland Consultants, Inc.2,582$626K0.04%-7213F-HRTimeline
Beaumont Financial Advisors, LLC2,579$625K0.04%+31413F-HRTimeline
HB Wealth Management, LLC2,573$624K<0.01%+3613F-HRTimeline
Duncan Williams Asset Management, LLC2,565$622K0.14%+2913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,550$618K0.09%-2513F-HRTimeline
PINNACLE ASSOCIATES LTD2,519$611K0.01%+5913F-HRTimeline
Winthrop Advisory Group LLC2,518$610K0.04%+1,12313F-HRTimeline
Merrion Investment Management Co, LLC2,500$606K0.29%+50013F-HRTimeline
LEIGH BALDWIN & CO., LLC2,483$602K0.32%-50013F-HRTimeline
Rothschild Wealth LLC2,450$594K0.05%-19,16513F-HRTimeline
PCG Wealth Advisors, LLC2,434$590K0.13%+57513F-HRTimeline
Gateway Wealth Partners, LLC2,417$586K0.04%-1,05313F-HRTimeline
Plan Group Financial, LLC2,414$585K0.12%-3,13413F-HRTimeline
Founders Financial Alliance, LLC2,415$585K0.08%+15313F-HRTimeline
CGN Advisors LLC2,406$583K0.04%013F-HRTimeline
Perigon Wealth Management, LLC2,402$582K0.01%-32313F-HRTimeline
Grantvest Financial Group LLC2,395$581K0.34%+8713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,389$579K0.15%-4013F-HRTimeline
Kingdom Financial Group LLC.2,386$578K0.15%-56513F-HRTimeline
IMC-Chicago, LLC2,378$576K0.01%-47213F-HRTimeline
Octavia Wealth Advisors, LLC2,371$575K0.05%-5113F-HRTimeline
Crestwood Advisors Group, LLC2,358$572K0.01%new13F-HRTimeline
Poehling Capital Management, INC.2,350$570K0.12%013F-HRTimeline
WULFF, HANSEN & CO.2,337$567K0.43%013F-HRTimeline
Cypress Wealth Services, LLC2,313$561K0.07%+44113F-HRTimeline
Hoxton Planning & Management, LLC2,312$560K0.15%new13F-HRTimeline
Provenance Wealth Advisors, LLC2,311$560K0.05%+14913F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.2,309$560K0.2%+15013F-HRTimeline
MEANS INVESTMENT CO., INC.2,304$558K0.04%+2113F-HRTimeline
Quantum Portfolio Management LLC2,297$557K0.2%-3313F-HRTimeline
CITY HOLDING CO2,280$553K0.06%-21513F-HRTimeline
Lewis Asset Management, LLC2,275$552K0.19%-2713F-HRTimeline
Simplicity Wealth,LLC2,266$549K0.02%new13F-HRTimeline
Narwhal Capital Management2,260$548K0.04%013F-HRTimeline
Financial Management Professionals, Inc.2,249$545K0.05%-5,82313F-HRTimeline
AdvisorNet Financial, Inc2,240$543K0.02%+913F-HRTimeline
Edgestream Partners, L.P.2,221$538K0.02%+91513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,216$537K0.03%+1,22613F-HRTimeline
Centerpoint Advisory Group2,210$536K0.34%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,206$535K0.02%013F-HRTimeline
Financial Management, Inc.2,187$530K0.43%+113F-HRTimeline
Confluence Wealth Services, Inc.2,150$521K0.01%new13F-HRTimeline
Traction Financial Partners, LLC2,150$521K0.28%013F-HRTimeline
Briaud Financial Planning Inc2,149$521K0.14%013F-HRTimeline
Eagle Strategies LLC2,143$520K0.05%new13F-HRTimeline
Valmark Advisers, Inc.2,121$514K0.01%+78813F-HRTimeline
ARS Investment Partners, LLC2,084$505K0.02%-4013F-HRTimeline
Keebeck Wealth Management2,084$505K0.05%-84313F-HRTimeline
Karnit Road Accident Victims Compensati…2,080$504K0.29%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,081$504K0.02%013F-HRTimeline
Ifrah Financial Services, Inc.2,073$503K0.12%-813F-HRTimeline
Chicago Wealth Management, Inc.2,036$493K0.18%-72,30413F-HRTimeline
Investment Management Trust, LLC2,026$491K0.44%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,018$489K0.05%-813F-HRTimeline
IMA Advisory Services, Inc.2,015$489K0.03%new13F-HRTimeline
Savvy Advisors, Inc.2,015$488K0.01%+63613F-HRTimeline
Compagnie Lombard Odier SCmA2,000$486K0.01%013F-HRTimeline
Third View Private Wealth, LLC2,000$485K0.06%013F-HRTimeline
Hamilton Wealth, LLC1,994$483K0.09%new13F-HRTimeline
Investment Partners Asset Management, I…1,983$481K0.27%-54413F-HRTimeline
LPWM LLC1,967$477K0.11%+113F-HRTimeline
Alteri Wealth LLC1,966$477K0.13%+21313F-HRTimeline
Wealth Management Partners, LLC1,966$477K0.11%-6,44513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,958$475K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,950$473K<0.01%013F-HRTimelineGroup
Envision Financial Transparency, LLC3,719$471K0.4%new13F-HRTimeline
Argent Trust Co1,929$468K0.01%-5513F-HRTimeline
Juno Financial Group LLC1,917$465K0.16%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,915$464K0.03%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,913$464K0.45%-30713F-HRTimeline
CoreCap Advisors, LLC1,909$463K0.01%-16913F-HRTimeline
Axis Wealth Partners, LLC1,905$462K0.22%-913F-HRTimeline
WESPAC Advisors, LLC1,901$461K0.22%013F-HRTimeline
Concorde Asset Management, LLC1,900$461K0.27%-37213F-HRTimeline
Purkiss Capital Advisors LLC1,884$457K0.17%-56613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC1,881$456K0.28%-213F-HRTimeline
Heritage Investment Group, Inc.1,881$456K0.06%013F-HRTimeline
CARLSON FINANCIAL, INC.1,882$456K0.23%+313F-HRTimeline
Xcel Wealth Management, LLC1,880$456K0.11%+44513F-HRTimeline
RMR Capital Management, LLC1,860$451K0.31%013F-HRTimeline
Koshinski Asset Management, Inc.1,857$450K0.02%-3713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,850$448K0.02%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,834$445K0.03%+7113F-HRTimeline
Fiduciary Alliance LLC1,830$444K0.03%-10313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,816$440K<0.01%-1,87213F-HRTimelineGroup
Mayfair Advisory Group, LLC1,830$440K0.13%-17213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,804$437K0.24%013F-HRTimeline
Vermillion Wealth Management, Inc.1,802$437K0.1%-3013F-HRTimeline
Tepp RIA, LLC1,799$436K0.3%-7,01513F-HRTimeline
HCR Wealth Advisors1,799$436K0.04%-10513F-HRTimeline
Aurora Private Wealth, Inc.1,785$433K0.27%-13513F-HRTimeline
Burns Matteson Capital Management, LLC1,781$432K0.14%+113F-HRTimeline
Atlatl Advisers LLC1,772$430K0.1%+24113F-HRTimeline
ProCore Advisors, LLC1,769$429K0.53%+12313F-HRTimeline