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Disclosery

ITA ISHARES TR

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SHS (fund)

872 managers (884 13F filers) reported a position in ITA shares at 2025-09-30, 33,024,345 shares in all. 176 filers opened a position and 41 filers sold out during the quarter.

Managers
872
13F filers
884
New
176
Added
355
Reduced
185
Sold out
41
Shares held by filers
33,024,345

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
JDM Financial Group LLC1,495$313K0.13%+213F-HRTimeline
Ironwood Financial, llc1,490$312K0.06%new13F-HRTimeline
Heritage Wealth Management, Inc.1,490$312K0.09%+1013F-HRTimeline
Lifeworks Advisors, LLC1,488$311K0.04%new13F-HRTimeline
Collaborative Wealth Managment Inc.1,485$311K0.13%013F-HRTimeline
Swisher Financial Concepts, Inc.1,480$310K0.19%013F-HRTimeline
Mission Creek Capital Partners, Inc.1,462$306K0.06%new13F-HRTimeline
Vinland Capital Management Gestora de R…1,460$306K3.94%new13F-HRTimeline
PCG Wealth Advisors, LLC1,456$305K0.09%new13F-HRTimeline
NATIXISin group Natixis Investment Managers1,461$304K<0.01%new13F-HRTimelineGroup
Alteri Wealth LLC1,451$304K0.1%+4013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,445$302K0.01%+16713F-HRTimeline
ROCKLAND TRUST CO1,443$302K0.01%013F-HRTimeline
Perennial Investment Advisors, LLC1,442$302K0.02%new13F-HRTimeline
Avantra Family Wealth, Inc.1,442$302K0.23%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,437$301K0.16%013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,436$301K0.02%+16613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,429$299K<0.01%+4013F-HRTimelineGroup
UNIQUE WEALTH, LLC1,421$297K0.04%013F-HRTimeline
Virtue Capital Management, LLC272$293K0.05%-1,12313F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,400$293K0.02%new13F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,400$293K0.05%013F-HRTimeline
Winthrop Advisory Group LLC1,394$292K0.03%+413F-HRTimeline
Grantvest Financial Group LLC1,379$289K0.2%new13F-HRTimeline
Glen Eagle Advisors, LLC1,373$287K0.04%+3113F-HRTimeline
COZAD ASSET MANAGEMENT INC1,344$281K0.02%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,339$280K0.02%new13F-HRTimeline
Milestone Asset Management Group, LLC1,339$280K0.18%+313F-HRTimeline
Rockport Wealth LLC1,337$280K0.06%013F-HRTimeline
Weaver Consulting Group1,332$279K0.07%+2513F-HRTimeline
Advantage Trust Co1,318$276K0.12%013F-HRTimeline
Edgestream Partners, L.P.1,301$272K0.01%new13F-HRTimeline
Ironwood Investment Counsel, LLC1,299$272K0.04%+14513F-HRTimeline
Biltmore Family Office, LLC1,299$272K0.04%013F-HRTimeline
NWAM LLC1,296$272K0.01%new13F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,291$270K<0.01%-29913F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC1,291$270K0.04%new13F-HRTimeline
ONE Advisory Partners, LLC1,285$269K0.08%new13F-HRTimeline
Ballew Advisors, Inc1,275$269K0.15%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC1,271$266K0.04%new13F-HRTimeline
Gallagher Capital Advisors, LLC1,231$264K0.15%+513F-HRTimeline
Dorsey & Whitney Trust CO LLC1,262$264K0.01%013F-HRTimeline
Semus Wealth Partners LLC1,250$262K0.15%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,239$259K0.01%new13F-HRTimeline
TRUE Private Wealth Advisors1,234$258K0.03%+4213F-HRTimeline
Aspire Private Capital, LLC1,227$257K0.06%new13F-HR/ATimeline
Werba Rubin Papier Wealth Management1,226$257K0.04%+9013F-HRTimeline
GPS Wealth Strategies Group, LLC1,223$256K0.03%+113F-HRTimeline
Founders Financial Alliance, LLC1,214$254K0.05%+89113F-HRTimeline
DIVERSIFIED TRUST CO1,212$254K0.01%-14613F-HRTimeline
Jaffetilchin Investment Partners, LLC1,211$253K0.02%+9913F-HRTimeline
Forza Wealth Management, LLC1,210$253K0.1%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO1,208$253K0.05%+2013F-HRTimeline
CVFG LLC1,200$251K0.18%+13513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,200$251K0.01%013F-HRTimeline
United Advisor Group, LLC1,198$251K0.03%new13F-HRTimeline
Vigilare Wealth Management1,194$250K0.09%-10113F-HRTimeline
PLANNING DIRECTIONS INC1,188$249K0.13%new13F-HRTimeline
Institute for Wealth Management, LLC.1,185$248K0.03%-113F-HRTimeline
GUERRA PAN ADVISORS, LLC1,184$248K0.15%013F-HRTimeline
Procyon Advisors, LLC1,182$247K0.01%+2313F-HRTimeline
Dynamic Advisor Solutions LLC1,181$247K0.01%+6913F-HRTimeline
Lion Street Advisors, LLC2,358$246K0.09%-60713F-HRTimeline
Global View Capital Management LLC1,165$244K0.05%new13F-HRTimeline
Valmark Advisers, Inc.1,162$243K<0.01%+7213F-HRTimeline
Medallion Wealth Advisors, LLC1,149$241K0.09%-4013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,151$241K0.1%-10213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,135$238K0.07%-113F-HRTimeline
CFS Investment Advisory Services, LLC1,095$237K0.02%new13F-HRTimeline
IPG Investment Advisors LLC1,128$236K0.04%+2713F-HRTimeline
Tidemark, LLC1,116$234K0.07%-87313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…1,109$233K0.1%new13F-HRTimeline
Veracity Capital LLC1,108$232K0.07%new13F-HRTimeline
Signal Advisors Wealth, LLC1,101$230K0.02%new13F-HRTimeline
Montecito Bank & Trust1,096$229K0.04%13F-HRTimeline
Stelac Advisory Services LLC1,090$228K0.08%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,087$228K0.04%-1013F-HRTimeline
SMITH, MOORE & CO.1,087$227K0.02%new13F-HRTimeline
Argent Trust Co1,081$226K0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,081$225K0.01%-26313F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC1,075$225K0.01%+413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,062$222K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,062$222K0.04%+2813F-HRTimeline
Three Cord True Wealth Management, LLC1,060$222K0.15%new13F-HRTimeline
First National Trust Co1,056$221K0.01%new13F-HRTimeline
Modera Wealth Management, LLC1,054$221K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC1,052$220K0.03%+25413F-HRTimeline
Hutchens & Kramer Investment Management…1,049$220K0.09%new13F-HRTimeline
Kelly Financial Services LLC1,048$219K0.06%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,044$218K0.09%new13F-HRTimeline
Maltin Wealth Management, Inc.1,033$216K0.09%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,033$216K0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC1,028$215K0.01%new13F-HRTimeline
USAdvisors Wealth Management, LLC1,016$212K0.07%-7113F-HRTimeline
Compound Planning, Inc.1,013$212K0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,012$212K0.01%new13F-HRTimelineGroup
Caerus Investment Advisors, LLC1,010$211K0.09%new13F-HRTimeline
Choate Investment Advisors1,002$210K<0.01%-32813F-HRTimeline
Segment Wealth Management, LLC1,000$209K0.01%-64013F-HRTimeline
HC Advisors, LLC1,000$209K0.15%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC994$208K0.02%new13F-HRTimeline
Two West Capital Advisors LLC951$206K0.12%new13F-HRTimeline
LexAurum Advisors, LLC984$206K0.03%-61713F-HRTimeline
Embree Financial Group983$206K0.03%new13F-HRTimeline
ZynergyRetirementPlanningLLC964$202K0.13%new13F-HRTimeline
Zullo Investment Group, Inc.962$201K0.07%new13F-HRTimeline
LANARK FINANCIAL, INC.933$195K0.02%+4013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…903$189K<0.01%+27713F-HRTimelineGroup
Winch Advisory Services, LLC897$188K0.04%+313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…886$185K0.02%new13F-HRTimelineGroup
MATHER GROUP, LLC.878$184K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC847$177K0.01%-1,09013F-HRTimeline
Barnes Dennig Private Wealth Management…831$174K0.19%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd821$172K0.02%013F-HRTimelineGroup
City State Bank815$171K0.05%-10013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC808$169K0.08%+213F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.790$165K0.04%+7013F-HRTimeline
FIRST HORIZON CORP754$158K0.01%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC751$157K0.07%-12313F-HRTimeline
Missouri Trust & Investment Co750$157K0.05%013F-HRTimeline
Bulwark Capital Corp750$157K0.12%-8213F-HRTimeline
FAS Wealth Partners, Inc.730$153K0.01%+213F-HRTimeline
Friedenthal Financial724$152K0.08%+3813F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…720$151K<0.01%013F-HRTimelineGroup
Texas Capital Bancshares Inc/TX716$150K0.06%new13F-HRTimeline
North Star Investment Management Corp.662$138K0.01%+113F-HRTimeline
Wagner Wealth Management, LLC658$138K0.03%+313F-HRTimeline
Costello Asset Management, INC604$126K0.04%+6113F-HRTimeline
SIGNATUREFD, LLC603$126K<0.01%+15513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC582$122K0.01%-1613F-HRTimeline
TRUST CO OF VERMONT575$120K0.01%+27513F-HRTimeline
Mascoma Wealth Management LLC568$119K0.03%-18413F-HRTimeline
Cape Investment Advisory, Inc.562$118K0.12%new13F-HRTimeline
NFSG Corp519$109K0.02%-2813F-HRTimeline
GODSEY & GIBB, INC510$107K0.01%013F-HRTimeline
Avion Wealth504$105K0.02%013F-HRTimeline
Parkside Financial Bank & Trust480$100K0.01%013F-HRTimeline
Abound Wealth Management450$94.2K0.02%+2813F-HRTimeline
Murphy & Mullick Capital Management Corp431$92.8K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC435$91K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp425$88.9K<0.01%+26013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO425$88.9K<0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.425$88.9K0.25%+2513F-HRTimeline
Bernard Wealth Management Corp.425$88.9K0.04%013F-HRTimeline
WFA of San Diego, LLC423$88.5K0.06%-4313F-HRTimeline
Frazier Financial Advisors, LLC417$87.3K0.05%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.412$86.2K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.410$85.8K0.02%013F-HRTimeline
Clark Wealth Partners397$85.2K0.05%-20813F-HRTimeline
Jackson Hole Capital Partners, LLC400$83.7K0.01%new13F-HRTimeline
Inlight Wealth Management, LLC394$82.4K0.04%013F-HRTimeline
Hughes Financial Services, LLC385$81.2K0.01%013F-HRTimeline
New Republic Capital, LLC377$78.9K0.02%+28513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC365$76.4K<0.01%+4513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$76K<0.01%013F-HRTimeline
Key Financial Inc360$75.3K0.01%+15313F-HRTimeline
OAKWORTH CAPITAL, INC.350$73.2K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT316$66.1K<0.01%-10713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC315$66K<0.01%013F-HRTimeline
Kilter Group LLC300$62.8K0.03%013F-HRTimeline
Manchester Capital Management LLC300$62.8K0.01%-20013F-HRTimeline
Steigerwald, Gordon & Koch Inc.300$62.8K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC300$62.8K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redwood Park Advisors LLC291$61K0.05%+113F-HRTimeline
MONTAG A & ASSOCIATES INC281$58.8K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…278$58.2K0.03%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC275$57.5K0.02%-4613F-HRTimeline
Cedar Mountain Advisors, LLC269$56.4K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc268$56.2K0.02%-813F-HRTimeline
Cypress Capital Management LLC (WY)260$54.4K0.05%013F-HRTimeline
Archer Investment Corp260$54.4K0.01%013F-HRTimeline
DT Investment Partners, LLC255$53.4K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …254$53.2K<0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp250$52.3K0.01%013F-HRTimeline
AlphaCore Capital LLC250$52.3K<0.01%013F-HRTimeline
WPG Advisers, LLC250$52.3K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.247$51.8K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners245$51.3K0.01%+113F-HRTimelineGroup
REAP Financial Group, LLC236$49.4K0.01%+21213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC233$48.8K<0.01%013F-HRTimeline
Copia Wealth Management233$48.8K0.04%013F-HRTimeline
Golden State Wealth Management, LLC229$47.9K0.01%+14513F-HRTimeline
HHM Wealth Advisors, LLC224$47K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC220$46K0.01%013F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC212$44K0.01%+913F-HRTimeline
MassMutual Private Wealth & Trust, FSB209$43.7K<0.01%013F-HRTimeline
Creekmur Asset Management LLC209$43.7K0.01%-813F-HRTimeline
1 NORTH WEALTH SERVICES LLC206$43.1K0.02%013F-HRTimeline
Sound Income Strategies, LLC200$42.3K<0.01%+14013F-HRTimeline
VESTOR CAPITAL, LLC203$42K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC200$41.9K0.01%-1413F-HRTimeline
Asset Dedication, LLC191$40K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC190$39.8K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…186$38.9K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC184$38.5K<0.01%013F-HRTimelineGroup
Chung Wu Investment Group, LLC180$37.7K0.03%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding180$37.1K+30Timeline
N.E.W. Advisory Services LLC169$35.3K<0.01%+4613F-HRTimeline
Pflug Koory, LLC160$33.5K0.02%013F-HRTimeline
WealthCollab, LLC160$33.5K0.02%013F-HRTimeline