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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
Concord Wealth Partnersin group Concord Wealth Partners244$37.4K0.01%013F-HRTimelineGroup
WPG Advisers, LLC237$36.3K0.03%+5013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC236$36.2K0.02%+113F-HRTimeline
Cedar Mountain Advisors, LLC231$35.3K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC224$34.4K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC220$33.7K0.01%013F-HR/ATimeline
Arax Advisory Partners218$33.4K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC217$33.2K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC206$31.5K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc202$29.4K0.01%013F-HRTimeline
Asset Dedication, LLC191$29.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC195$28.4K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC184$28.2K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…179$27.5K<0.01%+5013F-HRTimeline
Copia Wealth Management170$26K0.02%+213F-HRTimeline
Pflug Koory, LLC160$24.5K0.01%013F-HRTimeline
WealthCollab, LLC160$24.5K0.02%013F-HRTimeline
SYNTAX RESEARCH, INC.158$24.2K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…157$24K<0.01%+8313F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors150$23K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA150$23K<0.01%-14013F-HRTimelineGroup
Glassman Wealth Services150$23K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC144$22K<0.01%+13413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC141$22K<0.01%+713F-HRTimelineGroup
Opal Wealth Advisors, LLC142$21.7K0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.140$21.4K0.01%013F-HRTimeline
Dunhill Financial, LLC138$21.2K0.01%013F-HRTimeline
Aventura Private Wealth, LLC129$19.8K0.01%+6713F-HRTimeline
Indiana Trust & Investment Management Co125$19.1K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC123$18.8K<0.01%new13F-HRTimeline
GKV Capital Management Co., Inc.109$16.7K0.01%013F-HR/ATimeline
Wood Tarver Financial Group, LLC105$16.1K0.01%-9413F-HRTimeline
Global Wealth Strategies & Associates105$16.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC100$15.4K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp100$15.3K<0.01%new13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN100$15.3K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC100$15.3K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$15.3K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC100$15.3K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…100$15.3K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC95$14.5K<0.01%013F-HRTimeline
New Republic Capital, LLC92$14.1K0.01%013F-HRTimeline
Kiker Wealth Management, LLC92$14.1K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.91$14K0.01%013F-HRTimeline
Brooklyn Investment Group89$13.6K<0.01%new13F-HRTimeline
Bogart Wealth, LLC84$12.9K<0.01%+8313F-HRTimeline
PFS Partners, LLC84$12.8K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.80$12.2K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC72$11K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton72$11K<0.01%013F-HRTimeline
American Capital Advisory, LLC71$10.9K0.01%013F-HRTimeline
Continuum Advisory, LLC69$10.6K<0.01%+4613F-HRTimeline
TSFG, LLC66$10K<0.01%013F-HRTimeline
Heritage Wealth Advisors62$9.49K<0.01%013F-HRTimeline
PSI Advisors, LLC60$9.19K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.49$8K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management49$8K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC52$7.96K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC50$7.66K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …50$7.66K<0.01%13F-HRTimelineGroup
Princeton Global Asset Management LLC50$7.66K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…50$7.66K<0.01%013F-HRTimeline
Sound Income Strategies, LLC48$7.39K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC46$7.04K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.46$7.04K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.46$6.97K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC45$6.89K0.01%013F-HRTimeline
High Note Wealth, LLC45$6.89K<0.01%013F-HRTimeline
CENTRAL TRUST Co44$6.74K<0.01%-2013F-HRTimeline
Signature Resources Capital Management,…41$6.28K0.01%013F-HRTimeline
Slocum, Gordon & Co LLP39$6.14K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC39$5.97K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC35$5.36K0.01%013F-HRTimeline
AllSquare Wealth Management LLC35$5.36K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division32$4.9K<0.01%013F-HRTimeline
Sandy Spring Bank30$4.59K<0.01%-12213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24$4K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC23$3.52K<0.01%-7713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$3.39K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV21$3.15K<0.01%-6413F-HRTimeline
Spectrum Wealth Counsel, LLC19$2.91K<0.01%-9713F-HRTimeline
Quent Capital, LLC19$2.91K<0.01%013F-HRTimeline
Pineridge Advisors LLC15$2.31K<0.01%013F-HRTimeline
TD Capital Management LLC15$2.3K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC15$2.3K<0.01%-1413F-HRTimeline
New Millennium Group LLC15$2.24K<0.01%-4013F-HRTimeline
WFA Asset Management Corp17$2.19K<0.01%013F-HRTimeline
HARRIS ASSOCIATES L P14$2.14K<0.01%new13F-HRTimeline
Navigoe, LLC15$2K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC8$1.24K<0.01%013F-HRTimeline
Larson Financial Group LLC8$1.23K<0.01%013F-HRTimeline
Key Financial Inc7$1.07K<0.01%013F-HRTimeline
CNB Bank5$766<0.01%013F-HRTimeline
Innovative Advisory Group, LLC5$766<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$84<0.01%-24613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5,84713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.