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Disclosery

ITA ISHARES TR

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SHS (fund)

749 managers (757 13F filers) reported a position in ITA shares at 2025-06-30, 19,747,056 shares in all. 103 filers opened a position and 51 filers sold out during the quarter.

Managers
749
13F filers
757
New
103
Added
258
Reduced
207
Sold out
51
Shares held by filers
19,747,056

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Wagner Wealth Management, LLC655$124K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…626$118K<0.01%+46913F-HRTimelineGroup
Clark Wealth Partners605$114K0.08%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC598$113K0.01%-7013F-HRTimeline
Belvedere Trading LLC589$111K0.01%new13F-HRTimeline
Garde Capital, Inc.567$107K0.01%+513F-HRTimeline
NFSG Corp547$103K0.02%-4013F-HRTimeline
Costello Asset Management, INC543$103K0.04%013F-HRTimeline
GODSEY & GIBB, INC510$96.2K0.01%013F-HRTimeline
Avion Wealth504$95K0.02%-26313F-HR/ATimeline
Manchester Capital Management LLC500$94.3K0.01%013F-HRTimeline
Parkside Financial Bank & Trust480$90.5K0.01%new13F-HRTimeline
WFA of San Diego, LLC466$87.9K0.06%13F-HRTimeline
SIGNATUREFD, LLC448$84.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC435$82.1K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp431$81.3K0.07%-10013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO425$80.2K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.425$80.2K0.04%+10013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT423$79.8K<0.01%+16513F-HRTimeline
Abound Wealth Management422$79.6K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC417$78.7K0.06%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.412$77.7K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.410$77.3K0.02%013F-HRTimeline
Hughes Financial Services, LLC385$76K0.01%013F-HRTimeline
Bellwether Advisors, LLC400$75.5K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.400$75.5K0.23%-10013F-HRTimeline
Inlight Wealth Management, LLC394$74.3K0.04%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$68.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC323$60.9K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC321$60.6K0.02%-60713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC320$60.4K<0.01%013F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC315$59.4K<0.01%013F-HRTimeline
Kilter Group LLC300$56.6K0.03%new13F-HRTimeline
TRUST CO OF VERMONT300$56.6K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC300$56.6K0.04%013F-HRTimeline
Horizon Investments, LLC291$54.9K<0.01%013F-HRTimeline
Redwood Park Advisors LLC290$54.8K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc276$52.1K0.02%+7413F-HRTimeline
Cedar Mountain Advisors, LLC269$50.7K0.01%+3813F-HRTimeline
Cypress Capital Management LLC (WY)260$49K0.05%-613F-HRTimeline
Archer Investment Corp260$49K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …254$47.9K<0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp250$47.2K0.01%013F-HRTimeline
AlphaCore Capital LLC250$47.2K<0.01%013F-HRTimeline
WPG Advisers, LLC250$47.2K0.04%+1313F-HRTimeline
DHJJ Financial Advisors, Ltd.247$46.7K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners244$46.1K0.01%013F-HRTimelineGroup
Copia Wealth Management233$44K0.04%+6313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC233$43.9K<0.01%+3813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…229$43.3K0.01%+5013F-HRTimeline
HHM Wealth Advisors, LLC224$42.3K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC220$41.5K0.01%013F-HR/ATimeline
Creekmur Asset Management LLC217$40.9K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC214$40.4K0.01%new13F-HRTimeline
Larson Financial Group LLC211$39.8K<0.01%+20313F-HRTimeline
MassMutual Private Wealth & Trust, FSB209$39.4K<0.01%new13F-HRTimeline
Key Financial Inc207$39K0.01%+20013F-HRTimeline
1 NORTH WEALTH SERVICES LLC206$38.9K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC203$38K0.01%+5913F-HRTimeline
Private Wealth Asset Management, LLC200$37.7K0.01%new13F-HRTimeline
Asset Dedication, LLC191$36K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC190$35.8K0.01%+13813F-HRTimeline
Opal Wealth Advisors, LLC188$35.5K0.01%+4613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC188$35.4K0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…186$35.1K0.02%-6013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC184$34.7K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp165$31.1K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC160$30.2K0.02%013F-HRTimeline
Pflug Koory, LLC160$30.2K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA150$28.3K<0.01%013F-HRTimelineGroup
Glassman Wealth Services150$28.3K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors150$28.1K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT150$28K<0.01%-10013F-HRTimeline
Riggs Asset Managment Co. Inc.140$26.4K0.01%013F-HRTimeline
Dunhill Financial, LLC135$25.6K0.01%-313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC131$25K<0.01%-1013F-HRTimelineGroup
Aventura Private Wealth, LLC129$24.4K0.01%013F-HRTimeline
Fairscale Capital, LLC123$24.2K0.02%new13F-HRTimeline
Indiana Trust & Investment Management Co125$23.6K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…125$23.6K0.01%+7513F-HRTimeline
N.E.W. Advisory Services LLC123$23.3K<0.01%+2313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC123$23.2K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC115$22.7K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates105$19.8K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC105$19K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp100$18.9K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN100$18.9K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC100$18.9K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$18.9K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…100$18.9K<0.01%013F-HRTimeline
CX Institutional94$18K<0.01%-2,77613F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC95$17.9K<0.01%013F-HRTimeline
Team Financial Group, LLC92$17.4K0.01%new13F-HRTimeline
New Republic Capital, LLC92$17.4K0.01%013F-HRTimeline
Kiker Wealth Management, LLC92$17.4K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.91$17.2K0.01%013F-HRTimeline
Brooklyn Investment Group84$15.8K<0.01%-513F-HR/ATimeline
Golden State Wealth Management, LLC84$15.8K<0.01%-24513F-HRTimeline
PFS Partners, LLC84$15.8K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.83$15.7K0.02%13F-HRTimeline
NewSquare Capital LLC78$14.7K<0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC75$14.1K0.01%-2513F-HRTimeline
Anchor Investment Management, LLC72$13.6K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton72$13.6K<0.01%013F-HRTimeline
TSFG, LLC66$12K<0.01%013F-HRTimeline
Heritage Wealth Advisors62$11.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC60$11.4K<0.01%+1213F-HRTimeline
WealthShield Partners, LLC54$10.2K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC50$9.43K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC50$9.43K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.49$9K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management49$9K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC46$8.68K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.46$8.68K0.01%013F-HRTimeline
High Note Wealth, LLC45$8.49K<0.01%013F-HRTimeline
CENTRAL TRUST Co44$8.3K<0.01%013F-HRTimeline
Signature Resources Capital Management,…41$7.73K<0.01%013F-HRTimeline
Slocum, Gordon & Co LLP40$7.57K0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC39$7.36K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC35$6.6K0.01%013F-HRTimeline
AllSquare Wealth Management LLC35$6.6K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division32$6.04K<0.01%013F-HRTimeline
Beacon Capital Management, LLC30$5.66K<0.01%+1513F-HRTimeline
Smartleaf Asset Management LLC29$5.44K<0.01%+613F-HRTimeline
ALBION FINANCIAL GROUP /UT28$5.28K<0.01%-27213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24$5K<0.01%013F-HR/ATimelineGroup
AFFINITY WEALTH LLC26$4.91K<0.01%new13F-HRTimeline
REAP Financial Group, LLC24$4.62K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST24$4.53K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.23$4.34K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$4.18K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV21$3.89K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC17$3.21K<0.01%new13F-HRTimeline
Pineridge Advisors LLC15$2.85K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/15$2.83K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12$2.26K<0.01%new13F-HRTimeline
WFA Asset Management Corp17$2.19K<0.01%013F-HRTimeline
Bogart Wealth, LLC11$2.14K<0.01%-7313F-HRTimeline
Navigoe, LLC15$2K<0.01%013F-HRTimeline
MTM Investment Management, LLC10$1.89K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC8$1.53K<0.01%013F-HRTimeline
CNB Bank5$943<0.01%013F-HRTimeline
Innovative Advisory Group, LLC5$943<0.01%013F-HRTimeline
Arax Advisory Partners4$755<0.01%-21413F-HRTimeline
Raleigh Capital Management Inc.1$103<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.0$1<0.01%-15813F-HRTimelineAmount filed as zero, left out of ratios.
CKW FINANCIAL GROUP1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.