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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
City State Bank940$228K0.05%+12513F-HRTimeline
ZynergyRetirementPlanningLLC940$228K0.12%013F-HRTimeline
WESBANCO BANK INC937$227K0.01%013F-HRTimeline
Bellwether Advisors, LLC935$227K0.03%013F-HRTimeline
Scarborough Advisors, LLC968$226K0.03%-24013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC930$225K<0.01%-1,37613F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC920$223K0.05%+84013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC917$222K0.06%-1613F-HRTimeline
E&G Advisors, LLC910$221K0.04%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC900$218K0.01%new13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC900$218K0.01%new13F-HRTimeline
TRUST CO OF VERMONT893$216K0.01%13F-HRTimeline
TCV Trust & Wealth Management, Inc.890$216K0.02%new13F-HRTimeline
Quad-Cities Investment Group, LLC886$215K0.08%new13F-HRTimeline
BRIGHTON JONES LLC883$214K<0.01%new13F-HRTimeline
Intrua Financial, LLC881$214K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC880$213K<0.01%new13F-HRTimelineGroup
Lynx Investment Advisory876$212K0.07%new13F-HRTimeline
Archer Investment Management, LLC873$212K0.07%-13013F-HRTimeline
Berger Financial Group, Inc869$211K0.01%new13F-HRTimeline
Selective Wealth Management, Inc.909$210K0.06%new13F-HRTimeline
WEALTH EFFECTS LLC861$209K0.06%-6713F-HRTimeline
Manchester Capital Management LLC860$208K0.03%013F-HRTimeline
MATHER GROUP, LLC.837$203K<0.01%-7213F-HRTimeline
Barnes Dennig Private Wealth Management…831$201K0.16%013F-HRTimeline
Aldebaran Financial Inc.830$201K0.16%-15813F-HRTimeline
ExodusPoint Capital Management, LP830$201K<0.01%+8013F-HRTimeline
McClarren Financial Advisors, Inc.827$200K0.1%new13F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC826$200K0.13%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC809$196K0.09%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC802$194K0.07%+513F-HRTimeline
SIGNATUREFD, LLC796$193K<0.01%+46713F-HRTimeline
Medallion Wealth Advisors, LLC778$190K0.06%-113F-HRTimeline
Global Trust Asset Management, LLC780$189K0.06%-26413F-HRTimeline
SHP Wealth Management767$186K0.01%+57013F-HRTimeline
FAS Wealth Partners, Inc.731$177K0.01%-6613F-HRTimeline
Acropolis Investment Management, LLC720$175K0.01%013F-HR/ATimeline
Coastline Trust Co700$170K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aviso Financial Inc.696$169K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC692$168K0.02%13F-HRTimeline
North Star Investment Management Corp.662$160K0.01%013F-HRTimeline
Wagner Wealth Management, LLC659$160K0.03%+113F-HRTimeline
Central Pacific Bank - Trust Division656$159K0.02%013F-HRTimeline
GROUP ONE TRADING LLC620$150K<0.01%-4813F-HRTimeline
Financial Perspectives, Inc611$148K0.04%013F-HRTimeline
Bulwark Capital Corp607$147K0.08%-13013F-HRTimeline
McMillan Office, Inc.600$145K0.02%013F-HRTimeline
Commonwealth Retirement Investments LLC587$142K0.04%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC582$141K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC580$141K0.07%new13F-HRTimeline
Swisher Financial Concepts, Inc.571$138K0.09%-91013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC565$137K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.560$136K0.03%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…560$136K0.1%-16313F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP555$135K0.01%new13F-HRTimelineGroup
UMB Bank, n.a.550$133K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Activest Wealth Management544$132K0.03%+36913F-HRTimeline
Mascoma Wealth Management LLC542$131K0.02%-2613F-HRTimeline
Twin Tree Management, LP537$130K0.02%+12613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC512$124K<0.01%+32413F-HRTimelineGroup
GODSEY & GIBB, INC510$124K0.01%013F-HRTimeline
Parkside Financial Bank & Trust500$121K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC481$117K0.01%+14113F-HRTimeline
Cassaday & Co Wealth Management LLC466$113K<0.01%+813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT462$112K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC441$107K0.01%-15113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC440$107K0.01%+11113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO429$104K<0.01%+413F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.425$103K0.23%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL424$103K0.02%-6,01713F-HRTimeline
Buck Wealth Strategies, LLC423$103K0.01%new13F-HRTimeline
Costello Asset Management, INC421$102K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC417$101K0.05%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.412$99.9K0.04%013F-HRTimeline
Clark Wealth Partners398$96.4K0.05%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC397$96.2K<0.01%-3813F-HRTimeline
Hughes Financial Services, LLC385$93.3K0.01%013F-HRTimeline
FIRST HORIZON CORP377$91.4K<0.01%-37713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$88K<0.01%013F-HRTimeline
Key Financial Inc360$87.3K0.01%013F-HRTimeline
Aventura Private Wealth, LLC357$86.6K0.03%+9213F-HRTimeline
Murphy & Mullick Capital Management Corp356$86.3K0.05%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp355$86.1K<0.01%-13513F-HRTimelineGroup
OAKWORTH CAPITAL, INC.350$85.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.326$79K<0.01%+3513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bernard Wealth Management Corp.325$78.8K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC315$77.2K<0.01%013F-HRTimeline
J.Safra Asset Management Corp303$73.5K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.300$72.7K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…300$72.7K0.02%new13F-HRTimeline
Dynamic Wealth Strategies, LLC285$69.1K0.04%-77913F-HRTimeline
Markowski Investments280$67.9K0.01%13F-HRTimeline
Redwood Park Advisors LLC277$67.1K0.05%013F-HRTimeline
Avion Wealth275$66K0.01%+2113F-HRTimeline
Harbor Asset Planning, Inc.272$65.8K0.05%013F-HRTimeline
REYL & Cie S.A.300$65.8K0.08%13F-HRTimeline
Cedar Mountain Advisors, LLC270$65.4K0.01%013F-HRTimeline
REAP Financial Group, LLC268$65K0.01%013F-HRTimeline
ADIRONDACK TRUST CO266$64.5K0.02%013F-HRTimeline
Copia Wealth Management257$62.3K0.04%+613F-HRTimeline
DT Investment Partners, LLC255$61.8K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)255$61.8K0.05%-513F-HRTimeline
WPG Advisers, LLC255$61.8K0.04%013F-HRTimeline
Community Financial Services Group, LLC250$61K0.01%+14713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners248$60K0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.247$60K0.02%013F-HRTimeline
Abound Wealth Management238$57.8K0.01%013F-HRTimeline
Downshift Financial, LLC226$54.8K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC225$54.6K0.01%+113F-HRTimeline
ESL Trust Services, LLC224$54.3K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp222$53.8K<0.01%new13F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC220$53.4K0.02%-6013F-HRTimeline
Prestige Wealth Management Group LLC220$53.3K0.01%-1513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …220$53.3K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding223$53.1K+23Timeline
1 NORTH WEALTH SERVICES LLC216$52.4K0.02%013F-HRTimeline
Lodestone Wealth Management LLC214$51.9K0.02%-2913F-HRTimeline
Cherry Tree Wealth Management, LLC212$51.4K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS211$51.2K0.01%new13F-HRTimeline
LifeSteps Financial, Inc.211$51.2K0.02%new13F-HRTimeline
Bangor Savings Bank204$49.5K<0.01%new13F-HRTimeline
Basepoint Wealth LLC201$48.7K0.03%+413F-HRTimeline
Fortitude Family Office, LLC200$48.5K0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…195$47.3K0.02%-3413F-HRTimeline
Kiker Wealth Management, LLC192$46.5K0.02%+10013F-HRTimeline
PFS Partners, LLC191$46.2K0.02%013F-HRTimeline
Rialto Wealth Management, LLC190$46.1K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC184$44.6K0.01%new13F-HRTimeline
Key Capital Management, INC180$43.6K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc176$42.8K0.01%-8713F-HRTimeline
Signature Resources Capital Management,…175$42.4K0.02%+9513F-HRTimeline
AMERIFLEX GROUP, INC.166$40.2K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC164$39.8K0.02%-18313F-HRTimeline
Triumph Capital Management162$39.3K0.01%-1413F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC160$38.8K<0.01%013F-HRTimeline
Pflug Koory, LLC160$38.8K0.02%013F-HRTimeline
Networth Advisors, LLC156$37.8K0.02%-1613F-HRTimeline
BOKF, NAin group BOKF, NA150$36.4K<0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp150$36.4K<0.01%013F-HRTimeline
Glassman Wealth Services150$36.4K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.142$34.5K<0.01%013F-HRTimeline
SRH ADVISORS, LLC142$34.4K0.01%013F-HRTimeline
Dunhill Financial, LLC136$33.1K0.01%+713F-HRTimeline
WEBSTER BANK, N. A.135$32.7K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…135$32.7K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC132$32K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co125$30.3K0.01%-3013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC125$30.3K0.01%-713F-HRTimeline
Ankerstar Wealth, LLC125$30.3K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC123$29.8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.123$29.8K<0.01%013F-HRTimeline
Fairscale Capital, LLC123$29.8K0.02%013F-HRTimeline
Robinswood Financial LLC123$29.8K0.01%new13F-HRTimeline
SWAN Capital LLC122$29.7K0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.120$29.1K<0.01%+2513F-HRTimeline
New Republic Capital, LLC111$26.9K0.01%013F-HRTimeline
Continuum Advisory, LLC108$26.2K<0.01%new13F-HRTimeline
EASTERN BANK102$24.7K<0.01%-2313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.102$24.7K0.01%new13F-HRTimelineGroup
Financial Avengers, Inc.100$24.3K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN100$24.2K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.100$24.2K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB100$24.2K<0.01%-10913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…100$24.2K<0.01%013F-HRTimeline
PlanVest Financial, Inc98$23.8K0.02%013F-HRTimeline
Nvest Wealth Strategies, Inc.97$23.5K0.01%+6213F-HRTimeline
HM PAYSON & CO87$21.1K<0.01%new13F-HRTimeline
Anchor Bay Capital, Inc.81$20.4K0.01%13F-HRTimeline
Silver Grove Financial Group, Inc.81$19.6K0.01%new13F-HRTimeline
Financial Life Planners78$18.9K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC75$18.2K<0.01%013F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC75$18.2K0.01%013F-HRTimeline
Larson Financial Group LLC73$17.7K<0.01%-3813F-HRTimeline
Anchor Investment Management, LLC72$17.5K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC100$17.5K0.01%-13,25213F-HRTimeline
Rosenberg Matthew Hamilton72$17.5K<0.01%013F-HRTimeline
Heritage Wealth Advisors62$15K<0.01%013F-HRTimeline
Byrne Asset Management LLC60$14.6K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.59$14.3K<0.01%-2,93313F-HRTimeline
Bogart Wealth, LLC58$14.1K<0.01%-5713F-HRTimeline
HAZLETT, BURT & WATSON, INC.59$14K<0.01%+1013F-HRTimeline
PITTENGER & ANDERSON INC52$12.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.52$12.6K0.01%-113F-HRTimeline
Plante Moran Financial Advisors, LLC50$12.1K<0.01%013F-HRTimeline
Trust Co50$12.1K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC50$12.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC50$12.1K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management49$12K<0.01%-15213F-HRTimeline
CENTRAL TRUST Co48$11.6K<0.01%-1213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC48$11.6K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC46$11.2K<0.01%013F-HRTimeline
High Note Wealth, LLC45$10.9K<0.01%013F-HRTimeline
NBH Bank42$10.2K<0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC40$9.7K<0.01%-5613F-HRTimeline
Raleigh Capital Management Inc.38$9.13K<0.01%+1513F-HRTimeline
St. Johns Investment Management Company…35$8.48K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.34$8.24K0.01%013F-HRTimeline
Highland Investment Advisors LLC33$7.9K<0.01%13F-HRTimeline
Montgomery Financial Services LLC30$7.27K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28$6.72K<0.01%013F-HRTimeline