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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
TITLEIST ASSET MANAGEMENT, LLC1,769$429K0.03%+42513F-HRTimeline
COFG Advisors, LLC1,767$428K0.07%+42113F-HRTimeline
L & S Advisors Inc1,745$423K0.04%+26213F-HRTimeline
Thompson David Blair1,716$416K0.21%+36113F-HRTimeline
Plotkin Financial Advisors, LLC1,699$412K0.17%013F-HRTimeline
Meridian Wealth Management, LLC1,698$412K0.01%+413F-HRTimeline
RFG Advisory, LLC1,698$412K0.01%-24713F-HRTimeline
Kera Capital Partners, Inc.1,697$411K0.04%+2313F-HRTimeline
TCI Wealth Advisors, Inc.1,668$404K0.02%+4413F-HRTimeline
Coastal Bridge Advisors, LLC1,667$404K0.02%-3113F-HRTimeline
Index Technologies Group LLC1,660$402K0.32%-2513F-HRTimeline
Anson Capital, Inc.1,658$402K0.26%-11613F-HRTimeline
Verity Asset Management, Inc.1,654$400K0.15%+113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,650$400K<0.01%+64613F-HRTimelineGroup
Journey Advisory Group, LLC1,650$400K0.03%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,644$399K0.01%+9013F-HRTimeline
SAXON INTERESTS, INC.1,633$396K0.11%-113F-HRTimeline
Collaborative Wealth Managment Inc.1,632$396K0.17%+5213F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC1,601$388K0.13%-10413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,591$386K<0.01%+18713F-HRTimelineGroup
Mesirow Financial Investment Management…1,590$386K0.01%+2513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,588$385K0.1%+1113F-HRTimeline
HUB Investment Partners, LLC1,587$385K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC1,579$383K0.03%+32613F-HRTimeline
Blue Trust, Inc.1,563$379K<0.01%-34913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,551$376K0.03%+4213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC1,550$376K0.01%+7613F-HRTimeline
Tactive Advisors, LLC1,550$376K0.09%-45013F-HRTimeline
Horizon Investments, LLC1,548$375K<0.01%-1,65213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC1,533$372K0.01%013F-HRTimelineGroup
Weaver Consulting Group1,532$371K0.08%-6513F-HRTimeline
Strategic Blueprint, LLC1,529$371K0.02%+11813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,524$369K0.09%-1,00213F-HRTimeline
Carter Financial Group, INC.1,516$367K0.19%+113F-HRTimeline
SAX WEALTH ADVISORS, LLC1,665$364K0.01%+13613F-HRTimeline
Gruss & Co., LLC1,500$364K0.95%013F-HRTimeline
Segment Wealth Management, LLC1,500$364K0.02%+50013F-HRTimeline
JDM Financial Group LLC1,496$363K0.12%013F-HRTimeline
ROCKLAND TRUST CO1,493$362K0.01%-2513F-HRTimeline
Heritage Wealth Management, Inc.1,490$361K0.09%new13F-HRTimeline
Advantage Trust Co1,490$361K0.13%013F-HRTimeline
High Net Worth Advisory Group LLC1,486$360K0.08%-82713F-HRTimeline
Perennial Investment Advisors, LLC1,483$359K0.02%-39913F-HRTimeline
Runnymede Capital Advisors, Inc.1,480$359K0.21%-8513F-HRTimeline
Ironwood Financial, llc1,503$353K0.06%+9813F-HRTimeline
STOCK YARDS BANK & TRUST CO1,457$353K0.01%+13013F-HR/ATimeline
Platt Wealth Management LLC1,450$351K0.28%013F-HRTimeline
Platform Technology Partners1,444$350K0.06%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,437$348K0.21%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,437$348K0.2%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,430$347K0.08%+87513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,406$347K0.03%+313F-HRTimeline
CVFG LLC1,428$346K0.04%+2313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,425$345K0.02%013F-HRTimeline
Polaris Investment Advisors, LLC1,418$344K0.22%-3,67713F-HRTimeline
Golden State Wealth Management, LLC1,417$344K0.03%+22313F-HRTimeline
Glen Eagle Advisors, LLC1,416$343K0.04%+6313F-HRTimeline
COZAD ASSET MANAGEMENT INC1,414$343K0.02%013F-HRTimeline
Rinkey Investments1,412$342K0.08%new13F-HRTimeline
MATAURO, LLC1,405$341K0.05%+113F-HRTimeline
Leeward Financial Partners, LLC1,401$340K0.09%013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,400$339K0.06%013F-HRTimeline
Regatta Research & Money Management1,400$339K0.32%13F-HRTimeline
Bramshill Investments, LLC1,390$337K0.03%-3,50013F-HRTimeline
BankChampaign, National Association1,385$336K0.26%-1,44313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC1,371$332K0.13%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,376$332K0.01%+22713F-HRTimelineGroup
IPG Investment Advisors LLC1,368$332K0.05%-10813F-HRTimeline
Pekin Hardy Strauss, Inc.1,362$330K0.03%-1,07013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,355$329K0.01%-22413F-HRTimeline
TrueWealth Advisors, LLC1,353$328K0.07%-3213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,349$327K0.01%new13F-HRTimelineGroup
Wingate Wealth Advisors, Inc.1,346$326K0.14%+713F-HRTimeline
Pure Financial Advisors, LLC1,338$324K<0.01%+29713F-HRTimeline
Rockport Wealth LLC1,337$324K0.05%013F-HRTimeline
Milestone Asset Management Group, LLC1,336$324K0.16%013F-HRTimeline
SMITH, MOORE & CO.1,332$323K0.02%-5813F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,331$323K0.02%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,323$321K0.18%-3,98913F-HRTimeline
Pinnacle Family Advisors, LLC1,320$320K0.13%new13F-HRTimeline
BCGM Wealth Management, LLC1,318$320K0.07%+30413F-HRTimeline
Quotient Wealth Partners, LLC1,311$318K0.01%-6713F-HRTimeline
Winch Advisory Services, LLC1,311$318K0.07%+113F-HRTimeline
SBI Securities Co., Ltd.1,307$317K0.01%+22213F-HRTimeline
Ballew Advisors, Inc1,275$316K0.16%-4013F-HRTimeline
Biltmore Family Office, LLC1,299$315K0.04%013F-HRTimeline
Mountain Capital Investment Advisors In…1,298$315K0.04%-9713F-HRTimeline
Apeiron RIA LLC1,292$313K0.08%-2,20113F-HRTimeline
Tidemark, LLC1,282$311K0.07%+513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,275$309K<0.01%+11113F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC1,266$307K0.01%-15313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,329$307K0.04%-5013F-HRTimeline
Dorsey & Whitney Trust CO LLC1,262$306K0.01%013F-HRTimeline
Zullo Investment Group, Inc.1,255$304K0.1%-11213F-HRTimeline
MONECO ADVISORS, LLC1,252$303K0.02%-3513F-HRTimeline
ELCO Management Co., LLC1,250$303K0.13%-50013F-HRTimeline
Planning Strategies Inc.1,250$303K0.19%13F-HRTimeline
Modera Wealth Management, LLC1,248$303K<0.01%013F-HRTimeline
Perennial Advisors, LLC1,247$302K0.05%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,244$302K0.05%+18213F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,239$300K0.01%013F-HRTimeline
STEVENS CAPITAL PARTNERS1,239$300K0.06%+21813F-HRTimeline
Composition Wealth, LLC1,236$300K<0.01%+2513F-HRTimeline
Centric Wealth Management1,395$299K0.05%013F-HRTimeline
Gallagher Capital Advisors, LLC1,233$299K0.17%+113F-HRTimeline
DIVERSIFIED TRUST CO1,230$298K<0.01%+1813F-HRTimeline
SIMON QUICK ADVISORS, LLC1,222$296K0.01%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC1,220$296K0.13%+19513F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC1,220$296K0.14%+113F-HRTimeline
Sound View Wealth Advisors Group, LLC1,216$295K0.02%-7813F-HRTimeline
Kingsbury Capital Investment Advisors L…1,210$293K0.25%-2,12413F-HRTimeline
KMT WEALTH MANAGEMENT, LLC1,210$293K0.25%new13F-HRTimeline
Forza Wealth Management, LLC1,210$293K0.09%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,208$293K0.07%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,205$292K0.11%013F-HRTimeline
HOLDERNESS INVESTMENTS CO1,204$292K0.05%013F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC1,201$291K0.15%13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,200$291K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,190$289K0.02%+20413F-HRTimeline
Horizon Wealth Management, LLC1,190$288K0.04%013F-HRTimeline
Value Investment Professionals, LLC1,188$288K0.24%new13F-HRTimeline
Institute for Wealth Management, LLC.1,185$287K0.03%-13713F-HRTimeline
Advocate Investing Services LLC1,180$286K0.22%+19513F-HRTimeline
SFG Wealth Management, LLC.1,179$286K0.1%+10013F-HRTimeline
Procyon Advisors, LLC1,175$285K0.01%-113F-HRTimeline
Ironwood Investment Counsel, LLC1,170$284K0.04%+113F-HRTimeline
TRUE Private Wealth Advisors1,166$283K0.02%-8613F-HRTimeline
FNY Investment Advisers, LLC1,164$282K0.1%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.1,155$280K0.04%013F-HR/ATimeline
Visionary Wealth Advisors1,133$275K0.01%+2513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,132$274K0.02%-913F-HRTimeline
BLALOCK WILLIAMS, LLC1,127$273K0.18%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,125$273K<0.01%-1413F-HRTimeline
Fort Sheridan Advisors LLC1,124$272K0.03%013F-HRTimeline
CFS Investment Advisory Services, LLC1,096$272K0.02%-4013F-HRTimeline
Mason & Associates Inc1,122$272K0.04%013F-HRTimeline
Cornerstone Planning Group LLC1,175$272K0.03%-8913F-HRTimeline
Nadler Financial Group, Inc.1,120$272K0.02%new13F-HRTimeline
Synergy Investment Management, LLC1,116$271K0.07%-40013F-HRTimeline
Corecam Pte. Ltd.1,110$269K0.1%new13F-HRTimeline
Fairvoy Private Wealth, LLC1,108$269K0.05%new13F-HRTimeline
Verum Partners LLC1,107$268K0.04%new13F-HRTimeline
Herold Advisors, Inc.1,112$268K0.05%-3013F-HRTimeline
Montecito Bank & Trust1,099$266K0.04%-4013F-HRTimeline
First National Trust Co1,098$266K0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management1,093$265K0.03%-13313F-HRTimeline
Stelac Advisory Services LLC1,090$264K0.05%013F-HRTimeline
PUREfi Wealth, LLC1,085$263K0.14%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,081$262K0.01%-7813F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,080$262K<0.01%-18813F-HR/ATimeline
Financial Engines Advisors L.L.C.1,073$260K<0.01%+3013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,071$260K<0.01%013F-HRTimelineGroup
ZENITH SOLUTIONS, INC.1,063$258K0.23%13F-HRTimeline
Vigilare Wealth Management1,061$257K0.08%013F-HRTimeline
Southeast Asset Advisors, LLC1,060$257K0.03%013F-HRTimeline
Three Cord True Wealth Management, LLC1,060$257K0.12%013F-HRTimeline
Maltin Wealth Management, Inc.1,054$256K0.09%-813F-HRTimeline
Investment Planning Advisors, Inc.1,054$256K0.06%013F-HRTimeline
Shared Vision Wealth Group LLC1,052$255K0.09%new13F-HRTimeline
Caliber Wealth Management, LLC / KS1,050$255K0.02%new13F-HRTimeline
Asempa Wealth Advisors1,045$253K0.19%+9013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…1,057$253K<0.01%013F-HRTimeline
Clark Capital Management Group, Inc.1,042$253K<0.01%-10,23213F-HRTimeline
Bravias Capital Group, LLC1,037$251K0.15%+10013F-HRTimeline
LexAurum Advisors, LLC1,037$251K0.03%013F-HRTimeline
Black Diamond Financial, LLC1,033$251K0.02%-2113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,033$250K0.01%013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC1,031$250K0.04%-79413F-HRTimeline
PKS Advisory Services, LLC1,031$250K0.04%new13F-HRTimeline
Sound Income Strategies, LLC1,031$250K0.01%-29513F-HRTimeline
GUERRA PAN ADVISORS, LLC1,030$250K0.14%-15413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,022$248K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC1,017$247K0.01%+513F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP775$246K0.09%013F-HRTimeline
Texas Capital Bank Wealth Management Se…1,015$246K0.01%013F-HRTimeline
USAdvisors Wealth Management, LLC1,018$246K0.07%+113F-HRTimeline
Saxony Capital Management, LLC1,012$245K0.11%-30713F-HRTimeline
Caerus Investment Advisors, LLC1,010$245K0.08%013F-HRTimeline
ONE Advisory Partners, LLC1,008$244K0.07%-5713F-HRTimeline
Avalon Trust Co1,000$242K0.01%-50013F-HRTimeline
SCHULHOFF & CO INC1,000$242K0.1%013F-HRTimeline
NEPC LLC1,000$242K<0.01%new13F-HRTimeline
HC Advisors, LLC1,000$242K0.15%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,105$242K0.14%013F-HRTimeline
Sanchez Gaunt Capital Management, LLC997$242K0.13%013F-HRTimeline
WESPAC Advisors SoCal, LLC992$240K0.04%013F-HRTimeline
WealthShield Partners, LLC989$240K0.04%-1,45613F-HRTimeline
Kesler, Norman & Wride, LLC986$239K0.04%-1,58313F-HRTimeline
Chung Wu Investment Group, LLC970$235K0.15%-15013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC966$234K<0.01%new13F-HRTimeline
NFSG Corp962$233K0.03%+4213F-HRTimeline
LANARK FINANCIAL, INC.962$233K0.02%-18213F-HRTimeline
Dynamic Advisor Solutions LLC961$233K0.01%-3513F-HRTimeline
Fortis Capital Advisors, LLC961$233K0.03%new13F-HRTimeline
Huntleigh Advisors, Inc.959$232K0.03%new13F-HRTimeline
Insight Advisors, LLC/ PA953$231K0.04%013F-HRTimeline
Retirement Planning Group, LLC950$230K0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.950$230K0.01%013F-HRTimeline
Eagle Capital Management, LLC945$229K0.08%013F-HRTimeline
Hilltop Partners LLC944$229K0.06%new13F-HRTimeline