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Disclosery

ITA ISHARES TR

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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
BAROMETER CAPITAL MANAGEMENT INC.2,330$357K0.13%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,309$353K0.02%-1913F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…2,297$352K0.05%-7613F-HRTimeline
MEANS INVESTMENT CO., INC.2,285$350K0.04%-65913F-HRTimeline
Lewis Asset Management, LLC2,268$347K0.29%-62413F-HRTimeline
Tepp RIA, LLC2,263$346K0.47%-93513F-HRTimeline
Narwhal Capital Management2,260$346K0.03%013F-HRTimeline
Rollins Financial Advisors, LLC2,243$343K0.06%+65813F-HR/ATimeline
Meridian Wealth Management, LLC2,224$340K0.02%-613F-HRTimeline
HCR Wealth Advisors2,218$340K0.04%-7113F-HRTimeline
AdvisorNet Financial, Inc2,208$338K0.03%+2813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,206$338K0.02%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,177$333K0.04%-613F-HRTimeline
SG Americas Securities, LLC2,171$332K<0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,155$330K0.06%013F-HRTimeline
Traction Financial Partners, LLC2,150$329K0.26%-11213F-HRTimeline
Burns Matteson Capital Management, LLC2,141$328K0.18%-15913F-HRTimeline
Ifrah Financial Services, Inc.2,134$327K0.09%-8013F-HRTimeline
Dynamic Wealth Strategies, LLC2,113$324K0.27%-313F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,099$321K0.01%+46813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC2,093$321K0.28%-28713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,083$319K0.29%013F-HRTimeline
Coordinated Financial Services, Inc./CO2,060$315K0.24%13F-HRTimeline
Moloney Securities Asset Management, LLC2,058$315K0.04%013F-HRTimeline
Trilogy Capital Inc.2,052$314K0.02%+65813F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.2,042$313K0.14%-3413F-HRTimeline
Vigilare Wealth Management2,036$312K0.12%-25513F-HRTimeline
HOLDERNESS INVESTMENTS CO2,028$310K0.07%-5513F-HRTimeline
Tidemark, LLC2,015$309K0.11%+42913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,000$306K<0.01%013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP1,970$302K<0.01%new13F-HRTimeline
LPWM LLC1,958$300K0.1%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,950$299K<0.01%013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC1,949$298K0.02%+313F-HRTimeline
Coastal Bridge Advisors, LLC1,921$294K0.03%new13F-HR/ATimeline
Tyler-Stone Wealth Management1,910$292K0.05%+113F-HRTimeline
WESPAC Advisors, LLC1,905$292K0.24%-11513F-HRTimeline
Strategic Blueprint, LLC1,890$289K0.02%new13F-HRTimeline
Quantum Portfolio Management LLC1,881$288K0.15%013F-HRTimeline
SYNOVUS FINANCIAL CORP1,874$287K<0.01%-713F-HRTimeline
Fortitude Advisory Group L.L.C.1,905$285K0.2%013F-HRTimeline
Medallion Wealth Advisors, LLC1,845$285K0.13%+69213F-HRTimeline
AMERIFLEX GROUP, INC.1,860$285K0.12%013F-HRTimeline
WEALTH EFFECTS LLC1,857$284K0.12%-30013F-HRTimeline
Synergy Investment Management, LLC1,856$284K0.12%013F-HRTimeline
HB Wealth Management, LLC1,852$284K<0.01%-14,55813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,850$283K0.02%013F-HRTimeline
Providence First Trust Co1,850$283K0.11%013F-HRTimeline
Axis Wealth Partners, LLC1,847$283K0.21%+7713F-HRTimeline
Powell Investment Advisors, LLC1,845$282K0.14%013F-HRTimeline
Koshinski Asset Management, Inc.1,834$281K0.02%+713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,822$279K0.02%new13F-HRTimeline
Segment Wealth Management, LLC1,820$279K0.02%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,805$276K0.2%+1,29913F-HRTimeline
Obsidian Personal Planning Solutions LLC1,761$276K0.12%013F-HRTimeline
Diligent Investors, LLC1,800$276K0.07%013F-HRTimeline
L & S Advisors Inc1,795$275K0.03%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,793$275K0.01%-16,10613F-HRTimelineGroup
Mayfair Advisory Group, LLC1,784$273K0.16%-9513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,748$268K0.13%new13F-HRTimeline
Keel Point, LLC1,739$266K0.02%013F-HRTimeline
Anson Capital, Inc.1,735$266K0.23%013F-HRTimeline
CoreCap Advisors, LLC1,734$265K0.01%013F-HRTimeline
Fiduciary Alliance LLC1,728$265K0.03%+5713F-HRTimeline
Register Financial Advisors LLC1,727$264K0.14%-7313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,720$263K0.01%+72013F-HRTimelineGroup
FreeGulliver LLC1,700$260K0.13%013F-HRTimeline
TrueWealth Advisors, LLC1,700$260K0.09%-96813F-HRTimeline
Plotkin Financial Advisors, LLC1,699$260K0.16%013F-HRTimeline
Verity Asset Management, Inc.1,692$259K0.11%+213F-HRTimeline
Darden Wealth Group Inc1,665$255K0.2%+5013F-HRTimeline
Swisher Financial Concepts, Inc.1,662$254K0.21%new13F-HRTimeline
SAXON INTERESTS, INC.1,634$250K0.12%+4013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,630$250K0.02%013F-HRTimeline
TCI Wealth Advisors, Inc.1,624$249K0.02%013F-HRTimeline
Centric Wealth Management1,602$245K0.06%-5913F-HRTimeline
Journey Advisory Group, LLC1,600$245K0.02%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,590$243K<0.01%new13F-HRTimelineGroup
Aurora Private Wealth, Inc.1,585$243K0.19%-1,49313F-HR/ATimeline
Clearstead Advisors, LLC1,581$242K<0.01%-6513F-HRTimeline
Kovack Advisors, Inc.1,574$241K0.03%-42613F-HRTimeline
Farther Finance Advisors, LLC1,556$240K0.01%-61413F-HRTimeline
Beaumont Financial Advisors, LLC1,560$239K0.02%new13F-HRTimeline
Runnymede Capital Advisors, Inc.1,539$236K0.23%-4013F-HRTimeline
Magnus Financial Group LLC1,537$235K0.02%-27013F-HRTimeline
Alteri Wealth LLC1,533$235K0.1%-30013F-HRTimeline
Callan Family Office, LLC1,533$235K0.02%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,513$232K0.12%+213F-HRTimeline
CHILTON INVESTMENT CO INC.1,510$231K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,501$230K<0.01%-60013F-HRTimelineGroup
Gruss & Co., LLC1,500$230K1%013F-HRTimeline
Merrion Investment Management Co, LLC1,500$230K0.16%013F-HRTimeline
Visionary Wealth Advisors1,497$229K0.01%-1,94613F-HRTimeline
JDM Financial Group LLC1,492$228K0.12%-3413F-HRTimeline
Mesirow Financial Investment Management…1,490$228K<0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.1,485$227K0.11%013F-HRTimeline
Heritage Wealth Management, Inc.1,480$227K0.08%-2513F-HRTimeline
TOWNSQUARE CAPITAL LLC1,476$226K<0.01%+7013F-HRTimeline
BlackDiamond Wealth Management, LLC1,369$224K0.15%-24513F-HRTimeline
ROCKLAND TRUST CO1,443$221K0.01%013F-HRTimeline
Weaver Consulting Group1,443$221K0.07%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,437$220K0.15%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,434$220K<0.01%+82613F-HRTimelineGroup
USAdvisors Wealth Management, LLC1,428$218K0.08%+213F-HRTimeline
UNIQUE WEALTH, LLC1,421$218K0.04%013F-HRTimeline
RFG Advisory, LLC1,405$215K0.01%-16513F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,400$214K0.04%013F-HRTimeline
ORG Partners LLC1,380$213K0.05%+1,06513F-HRTimeline
NWF Advisory Services Inc.1,377$211K0.03%-32213F-HRTimeline
GTS SECURITIES LLC1,376$211K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC1,368$209K0.01%-83313F-HRTimeline
Kera Capital Partners, Inc.1,366$209K0.06%new13F-HRTimeline
Concorde Asset Management, LLC1,395$209K0.11%013F-HRTimeline
Centerpoint Advisory Group1,348$206K0.2%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC1,344$206K0.02%new13F-HRTimeline
Milestone Asset Management Group, LLC1,343$206K0.19%-58513F-HRTimeline
Glen Eagle Advisors, LLC1,342$205K0.03%-3613F-HRTimeline
Redhawk Wealth Advisors, Inc.1,340$205K0.03%new13F-HRTimeline
Choate Investment Advisors1,330$204K0.01%new13F-HRTimeline
Advantage Trust Co1,318$202K0.12%013F-HRTimeline
Meixler Investment Management, Ltd.1,308$200K0.14%-50513F-HRTimeline
Biltmore Family Office, LLC1,299$199K0.03%013F-HRTimeline
Icon Wealth Advisors, LLC1,287$197K0.02%-3313F-HRTimeline
10Elms LLP1,250$191K0.19%+15013F-HRTimeline
SOA Wealth Advisors, LLC.32,265$190K0.04%+31,23113F-HRTimeline
Global Trust Asset Management, LLC1,170$179K0.11%+22513F-HRTimeline
GPS Wealth Strategies Group, LLC1,167$179K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,062$163K<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,015$157K0.05%new13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC1,016$156K0.16%+1613F-HRTimeline
Park Square Financial Group, LLC965$148K0.12%-17513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd936$143K0.01%+8513F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC928$142K0.05%+513F-HRTimeline
Acropolis Investment Management, LLC920$141K0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC964$140K0.1%013F-HRTimeline
City State Bank915$140K0.05%+17013F-HRTimeline
Winch Advisory Services, LLC893$137K0.04%+213F-HRTimeline
GROUP ONE TRADING LLC886$136K0.01%+51113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC873$134K0.06%-6213F-HRTimeline
LANARK FINANCIAL, INC.867$132K0.01%new13F-HRTimeline
NorthRock Partners, LLC857$131K<0.01%+45013F-HRTimeline
Blue Trust, Inc.837$128K<0.01%+80013F-HRTimeline
Barnes Dennig Private Wealth Management…831$127K0.19%13F-HRTimeline
First Horizon Advisors, Inc.819$125K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC806$123K0.07%+113F-HRTimeline
Provenance Wealth Advisors, LLC798$122K0.02%+11613F-HRTimeline
SJS Investment Consulting Inc.760$116K0.02%new13F-HRTimeline
Mascoma Wealth Management LLC752$115K0.03%013F-HRTimeline
Missouri Trust & Investment Co750$115K0.04%-2513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources744$114K<0.01%+36813F-HRTimelineGroup
Aptus Capital Advisors, LLC732$112K<0.01%-6513F-HRTimeline
FAS Wealth Partners, Inc.728$111K0.01%+213F-HRTimeline
Avion Wealth767$111K0.03%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC668$102K0.01%-27513F-HRTimeline
Clark Wealth Partners604$92.5K0.07%+113F-HRTimeline
NFSG Corp587$89.9K0.02%+2913F-HRTimeline
Garde Capital, Inc.562$86K<0.01%new13F-HRTimeline
Costello Asset Management, INC543$83.2K0.03%new13F-HRTimeline
MATHER GROUP, LLC.535$81.9K<0.01%+20713F-HRTimeline
Murphy & Mullick Capital Management Corp531$81.3K0.08%013F-HRTimeline
GODSEY & GIBB, INC510$78.1K0.01%013F-HRTimeline
Manchester Capital Management LLC500$76.5K0.01%+23013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.500$76.5K0.26%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC500$76.5K0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd458$70.1K<0.01%-22,55713F-HRTimeline
SIGNATUREFD, LLC448$68.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC435$66.6K<0.01%-3113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO425$65.1K<0.01%013F-HRTimelineGroup
Abound Wealth Management422$64.6K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC417$63.8K0.05%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.412$63.1K0.03%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.410$62.8K0.02%013F-HRTimeline
Bellwether Advisors, LLC400$61.2K0.01%013F-HRTimeline
Inlight Wealth Management, LLC394$60.3K0.04%new13F-HRTimeline
Hughes Financial Services, LLC385$59.4K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.383$58.6K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.370$56.6K<0.01%-3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$55.6K<0.01%013F-HRTimeline
Graney & King, LLC334$51.1K0.04%+113F-HRTimeline
Golden State Wealth Management, LLC329$50.4K0.01%-913F-HR/ATimeline
Briaud Financial Planning Inc331$50K0.02%new13F-HRTimeline
Bernard Wealth Management Corp.325$49.8K0.02%013F-HRTimeline
Founders Financial Alliance, LLC323$49.4K0.01%+113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC320$49K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC315$48.2K<0.01%-1513F-HRTimeline
ALBION FINANCIAL GROUP /UT300$45.9K<0.01%+8513F-HRTimeline
TRUST CO OF VERMONT300$45.9K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC300$45.9K0.03%013F-HRTimeline
Horizon Investments, LLC291$44.6K<0.01%013F-HRTimeline
Redwood Park Advisors LLC290$44.4K0.04%013F-HRTimeline
Cypress Capital Management LLC (WY)266$40.7K0.05%013F-HRTimeline
Archer Investment Corp260$39.8K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT258$39.5K<0.01%-7513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …254$38.9K<0.01%-8013F-HRTimelineGroup
SYM FINANCIAL Corp250$38.3K<0.01%013F-HRTimeline
WASHINGTON TRUST Co250$38.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC250$38.3K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT250$38K<0.01%-5013F-HRTimeline
DHJJ Financial Advisors, Ltd.247$37.9K0.02%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…246$37.7K0.03%-3113F-HRTimeline