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Disclosery

ITA ISHARES TR

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SHS (fund)

1,018 managers (1,034 13F filers) reported a position in ITA shares at 2026-03-31, 29,085,103 shares in all. 151 filers opened a position and 105 filers sold out during the quarter.

Managers
1,018
13F filers
1,034
New
151
Added
404
Reduced
280
Sold out
105
Shares held by filers
29,085,103

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cypress Wealth Services, LLC1,872$410K0.06%-7,91113F-HRTimeline
Interchange Capital Partners, LLC2,676$407K0.13%-3,36713F-HRTimeline
RMR Capital Management, LLC1,860$407K0.29%013F-HRTimeline
PCG Wealth Advisors, LLC1,859$407K0.1%+67013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,850$405K0.02%013F-HRTimeline
Providence First Trust Co1,850$405K0.14%013F-HRTimeline
Compound Planning, Inc.1,846$404K0.01%+16913F-HRTimeline
Vermillion Wealth Management, Inc.1,832$401K0.16%-1,21813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,825$399K0.1%-2,10113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,804$395K0.25%+113F-HRTimeline
Burns Matteson Capital Management, LLC1,780$389K0.15%+3913F-HRTimeline
Anson Capital, Inc.1,774$388K0.27%-3013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,763$386K0.03%-213F-HRTimeline
Alteri Wealth LLC1,753$384K0.12%+24313F-HRTimeline
ELCO Management Co., LLC1,750$383K0.18%+25013F-HRTimeline
Plotkin Financial Advisors, LLC1,699$372K0.19%013F-HRTimeline
Coastal Bridge Advisors, LLC1,698$371K0.03%+13813F-HRTimeline
Meridian Wealth Management, LLC1,694$370K0.01%-76713F-HRTimeline
Index Technologies Group LLC1,685$369K0.4%+3213F-HRTimeline
Kera Capital Partners, Inc.1,674$366K0.04%+813F-HRTimeline
Verity Asset Management, Inc.1,653$361K0.15%+413F-HRTimeline
GTS SECURITIES LLC1,650$361K0.01%-36,11113F-HRTimeline
Journey Advisory Group, LLC1,650$361K0.03%013F-HRTimeline
ProCore Advisors, LLC1,646$360K0.55%+54113F-HRTimeline
SAXON INTERESTS, INC.1,634$357K0.12%013F-HRTimeline
TCI Wealth Advisors, Inc.1,624$355K0.02%013F-HRTimeline
Pathfinder Wealth Consulting, Inc.1,608$352K0.23%013F-HRTimeline
Weaver Consulting Group1,597$349K0.08%+26513F-HRTimeline
Collaborative Wealth Managment Inc.1,580$346K0.16%013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,579$345K0.02%+14513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,577$345K0.11%new13F-HRTimeline
Mesirow Financial Investment Management…1,565$342K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.1,565$342K0.29%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,554$340K0.01%013F-HRTimeline
Callan Family Office, LLC1,533$335K0.01%013F-HRTimeline
Atlatl Advisers LLC1,531$335K0.25%-1,44413F-HRTimeline
ROCKLAND TRUST CO1,518$332K0.01%013F-HRTimeline
Synergy Investment Management, LLC1,516$332K0.11%013F-HRTimeline
Capital Planning Advisors, LLC1,516$332K0.05%+8213F-HRTimeline
Carter Financial Group, INC.1,515$331K0.2%+113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,509$330K0.03%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC1,529$328K0.02%013F-HRTimeline
Avalon Trust Co1,500$328K0.02%013F-HRTimeline
MACKENZIE FINANCIAL CORP1,500$328K<0.01%013F-HRTimeline
Gruss & Co., LLC1,500$328K0.77%013F-HRTimeline
JDM Financial Group LLC1,496$327K0.13%+113F-HRTimeline
Advantage Trust Co1,490$326K0.15%013F-HRTimeline
Signal Advisors Wealth, LLC1,487$325K0.02%+38713F-HRTimeline
L & S Advisors Inc1,483$324K0.04%013F-HRTimeline
Swisher Financial Concepts, Inc.1,481$324K0.18%+4113F-HRTimeline
IPG Investment Advisors LLC1,476$323K0.06%+40013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,474$322K0.01%+2913F-HRTimeline
Platt Wealth Management LLC1,450$317K0.31%013F-HRTimeline
Platform Technology Partners1,444$316K0.06%-2413F-HRTimeline
LFA - Lugano Financial Advisors SA1,437$314K0.16%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,437$314K0.2%013F-HRTimeline
Xcel Wealth Management, LLC1,435$314K0.09%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,425$312K0.02%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,419$310K0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC1,414$309K0.02%+2013F-HRTimeline
Strategic Blueprint, LLC1,411$309K0.02%-1,17913F-HRTimeline
Ironwood Financial, llc1,405$307K0.05%-9113F-HRTimeline
CVFG LLC1,405$307K0.04%+15013F-HRTimeline
MATAURO, LLC1,404$307K0.04%-24113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,404$307K<0.01%-2513F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…1,403$307K0.04%-17,18113F-HRTimeline
Leeward Financial Partners, LLC1,401$306K0.09%013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,400$306K0.06%013F-HRTimeline
Winthrop Advisory Group LLC1,395$305K0.02%+113F-HRTimeline
Ballew Advisors, Inc1,315$305K0.17%+4013F-HRTimeline
SMITH, MOORE & CO.1,390$304K0.02%+30313F-HRTimeline
TrueWealth Advisors, LLC1,385$303K0.08%-24813F-HRTimeline
Regal Investment Advisors LLC1,384$303K0.02%-15,89113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,379$302K0.04%+3813F-HRTimeline
Savvy Advisors, Inc.1,379$302K0.01%+27913F-HRTimeline
Quotient Wealth Partners, LLC1,378$301K0.01%+15013F-HRTimeline
Mountain Capital Investment Advisors In…1,395$301K0.04%+19513F-HRTimeline
Zullo Investment Group, Inc.1,367$299K0.11%+31713F-HRTimeline
Headlands Technologies LLC1,367$299K0.03%new13F-HRTimeline
Centric Wealth Management1,395$299K0.06%-13813F-HRTimeline
Sound Income Strategies, LLC1,326$296K0.01%-21813F-HRTimeline
Thompson David Blair1,355$296K0.17%new13F-HRTimeline
Glen Eagle Advisors, LLC1,353$296K0.04%013F-HRTimeline
COFG Advisors, LLC1,346$294K0.07%+11713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,344$294K0.02%+7913F-HRTimeline
Wingate Wealth Advisors, Inc.1,339$293K0.16%+4213F-HRTimeline
Rockport Wealth LLC1,337$292K0.05%013F-HRTimeline
Milestone Asset Management Group, LLC1,336$292K0.17%-313F-HRTimeline
Valmark Advisers, Inc.1,333$292K<0.01%+13813F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,331$291K0.02%013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,327$290K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.1,322$289K0.03%+13713F-HRTimeline
Saxony Capital Management, LLC1,319$289K0.17%new13F-HRTimeline
Winch Advisory Services, LLC1,310$287K0.07%+38913F-HRTimeline
Edgestream Partners, L.P.1,306$286K0.01%+5413F-HRTimeline
Biltmore Family Office, LLC1,299$284K0.04%013F-HRTimeline
Sound View Wealth Advisors Group, LLC1,294$283K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC1,287$281K0.02%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,280$280K<0.01%new13F-HRTimelineGroup
Tidemark, LLC1,277$279K0.07%+22213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,274$279K<0.01%new13F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,268$277K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC1,262$276K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC1,253$274K0.02%+75213F-HRTimeline
TRUE Private Wealth Advisors1,252$274K0.03%+1813F-HRTimeline
Modera Wealth Management, LLC1,248$273K<0.01%+2513F-HRTimeline
Cornerstone Planning Group LLC1,264$272K0.04%-3,20313F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,239$271K0.01%013F-HR/ATimeline
Gallagher Capital Advisors, LLC1,232$269K0.18%+113F-HRTimeline
Werba Rubin Papier Wealth Management1,226$268K0.04%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC1,219$267K0.14%+113F-HRTimeline
Columbus Macro, LLC1,217$266K0.03%+15113F-HRTimeline
Foguth Wealth Management, LLC.1,128$266K0.03%-15713F-HRTimeline
DIVERSIFIED TRUST CO1,212$265K<0.01%013F-HRTimeline
Composition Wealth, LLC1,211$265K<0.01%-2813F-HRTimeline
Forza Wealth Management, LLC1,210$265K0.09%013F-HRTimeline
Scarborough Advisors, LLC1,208$264K0.03%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,205$264K0.11%-8813F-HRTimeline
CFS Investment Advisory Services, LLC1,136$263K0.02%+4113F-HRTimeline
HOLDERNESS INVESTMENTS CO1,204$263K0.05%+2013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,200$262K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,194$261K0.03%+70313F-HRTimeline
Horizon Wealth Management, LLC1,190$260K0.04%+113F-HRTimeline
GUERRA PAN ADVISORS, LLC1,184$259K0.16%013F-HRTimeline
Procyon Advisors, LLC1,176$257K0.01%-2613F-HRTimeline
Ironwood Investment Counsel, LLC1,169$256K0.04%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,164$255K<0.01%+13213F-HRTimelineGroup
Trek Financial, LLC1,162$254K0.01%-16,63313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,159$254K0.01%+4713F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.1,155$253K0.04%+8213F-HRTimeline
LANARK FINANCIAL, INC.1,144$250K0.02%+17413F-HRTimeline
Herold Advisors, Inc.1,142$250K0.05%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,141$250K0.02%+3513F-HRTimeline
Montecito Bank & Trust1,139$249K0.04%+4313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,139$249K<0.01%+11913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …1,140$249K0.03%013F-HRTimelineGroup
Fort Sheridan Advisors LLC1,124$246K0.03%new13F-HRTimeline
Chung Wu Investment Group, LLC1,120$245K0.21%+94013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,149$243K0.01%+24013F-HRTimelineGroup
Visionary Wealth Advisors1,108$242K0.01%-11813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,106$242K0.01%new13F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,105$242K0.14%13F-HRTimeline
PeakShares LLC1,100$241K0.22%new13F-HRTimeline
First National Trust Co1,098$240K0.01%+4213F-HRTimeline
Stelac Advisory Services LLC1,090$238K0.05%013F-HRTimeline
SBI Securities Co., Ltd.1,085$237K0.01%new13F-HRTimeline
Mosley Wealth Management1,131$237K0.11%-19713F-HRTimeline
Mason & Associates Inc1,122$236K0.05%new13F-HRTimeline
SFG Wealth Management, LLC.1,079$236K0.1%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,071$234K<0.01%013F-HRTimelineGroup
ONE Advisory Partners, LLC1,065$233K0.07%-32913F-HRTimeline
Dynamic Wealth Strategies, LLC1,064$233K0.13%-2513F-HRTimeline
SOA Wealth Advisors, LLC.1,062$232K0.04%013F-HRTimeline
Maltin Wealth Management, Inc.1,062$232K0.09%+2913F-HRTimeline
Vigilare Wealth Management1,061$232K0.08%013F-HRTimeline
Three Cord True Wealth Management, LLC1,060$232K0.13%013F-HRTimeline
Southeast Asset Advisors, LLC1,060$232K0.03%new13F-HRTimeline
Black Diamond Financial, LLC1,054$231K0.03%new13F-HRTimeline
Investment Planning Advisors, Inc.1,054$231K0.06%new13F-HRTimeline
Global Trust Asset Management, LLC1,044$228K0.09%+14913F-HRTimeline
Financial Engines Advisors L.L.C.1,043$228K<0.01%new13F-HRTimeline
Pure Financial Advisors, LLC1,041$228K<0.01%new13F-HRTimeline
LexAurum Advisors, LLC1,037$227K0.03%13F-HRTimeline
CFO CAPITAL MANAGEMENT LLC1,076$227K0.19%+2313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,033$226K<0.01%-14913F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC1,025$224K0.1%new13F-HRTimeline
Accurate Wealth Management, LLC976$224K0.03%new13F-HRTimeline
STEVENS CAPITAL PARTNERS1,021$223K0.05%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…1,057$223K<0.01%new13F-HRTimeline
Richmond Investment Services, LLC1,018$223K0.04%-90913F-HRTimeline
Texas Capital Bank Wealth Management Se…1,015$222K0.01%new13F-HRTimeline
BCGM Wealth Management, LLC1,014$222K0.06%-12,01013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,012$221K0.01%013F-HRTimelineGroup
Caerus Investment Advisors, LLC1,010$221K0.09%013F-HRTimeline
True Vision MN LLC1,004$220K0.11%-7,38113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,004$220K<0.01%+5113F-HRTimelineGroup
Archer Investment Management, LLC1,003$219K0.09%-4,22213F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP775$219K0.1%new13F-HRTimeline
SCHULHOFF & CO INC1,000$219K0.09%new13F-HRTimeline
Segment Wealth Management, LLC1,000$219K0.01%013F-HRTimeline
HC Advisors, LLC1,000$219K0.15%013F-HRTimeline
Sanchez Gaunt Capital Management, LLC997$218K0.14%13F-HRTimeline
Dynamic Advisor Solutions LLC996$218K0.01%new13F-HRTimeline
WESPAC Advisors SoCal, LLC992$217K0.05%new13F-HRTimeline
Valeo Financial Advisors, LLC992$217K0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …990$217K0.01%-2,04313F-HRTimeline
Urban Wealth Management, LLC989$216K0.22%013F-HRTimeline
Aldebaran Financial Inc.988$216K0.21%new13F-HRTimeline
MCMORGAN & CO LLC987$216K0.03%-7513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED986$216K0.02%new13F-HRTimeline
Advocate Investing Services LLC985$216K0.18%new13F-HRTimeline
Embree Financial Group984$215K0.03%+113F-HRTimeline
USAdvisors Wealth Management, LLC1,017$214K0.07%+113F-HRTimeline
Asempa Wealth Advisors955$214K0.19%-2513F-HRTimeline
Insight Advisors, LLC/ PA953$209K0.04%-1,22313F-HRTimeline
Hennion & Walsh Asset Management, Inc.950$208K0.01%013F-HRTimeline
Berbice Capital Management LLC950$208K0.14%new13F-HRTimeline
Eagle Capital Management, LLC945$207K0.08%013F-HRTimeline
Second Half Financial Partners, LLC941$206K0.09%new13F-HRTimeline
ZynergyRetirementPlanningLLC940$206K0.12%013F-HRTimeline