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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
Mattern Wealth Management LLC939$205K0.04%new13F-HRTimeline
WESBANCO BANK INC937$205K0.01%new13F-HRTimeline
Bravias Capital Group, LLC937$205K0.13%new13F-HRTimeline
Bellwether Advisors, LLC935$205K0.03%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC933$204K0.06%-1213F-HRTimeline
Axecap Investments, LLC931$204K0.14%-3,33613F-HRTimeline
WEALTH EFFECTS LLC928$203K0.07%new13F-HRTimeline
NFSG Corp920$201K0.03%+9013F-HRTimeline
NWAM LLC917$201K0.01%+1013F-HRTimeline
MATHER GROUP, LLC.909$199K<0.01%new13F-HRTimeline
Manchester Capital Management LLC860$188K0.03%+36013F-HRTimeline
Barnes Dennig Private Wealth Management…831$182K0.18%013F-HRTimeline
City State Bank815$178K0.05%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC809$177K0.09%+113F-HRTimeline
FAS Wealth Partners, Inc.797$174K0.01%+6713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC797$174K0.07%+4613F-HRTimeline
Medallion Wealth Advisors, LLC779$171K0.06%-4813F-HRTimeline
FIRST HORIZON CORP754$165K0.01%-25113F-HRTimeline
ExodusPoint Capital Management, LP750$164K<0.01%new13F-HRTimeline
Bulwark Capital Corp737$161K0.1%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…723$158K0.12%-3813F-HRTimeline
Acropolis Investment Management, LLC720$158K0.01%new13F-HRTimeline
Aviso Financial Inc.696$152K0.01%new13F-HRTimeline
GROUP ONE TRADING LLC668$146K<0.01%new13F-HRTimeline
North Star Investment Management Corp.662$145K0.01%013F-HRTimeline
Wagner Wealth Management, LLC658$144K0.03%013F-HRTimeline
MSA Advisors, LLC656$144K0.04%new13F-HRTimeline
Central Pacific Bank - Trust Division656$144K0.02%+62413F-HRTimeline
Richard Bernstein Advisors LLC638$140K<0.01%-1013F-HRTimeline
Financial Perspectives, Inc611$134K0.04%new13F-HRTimeline
McMillan Office, Inc.600$131K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC592$130K0.01%-2,63113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC582$127K0.01%013F-HRTimeline
Mascoma Wealth Management LLC568$124K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC565$124K<0.01%new13F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.560$122K0.03%+15013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC555$121K0.03%-8,82113F-HRTimeline
UMB Bank, n.a.550$120K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GODSEY & GIBB, INC510$112K0.01%013F-HRTimeline
Parkside Financial Bank & Trust500$109K0.01%+2013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp490$107K<0.01%+6513F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT462$101K<0.01%+14613F-HRTimeline
Cassaday & Co Wealth Management LLC458$100K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC435$95.2K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO425$93K<0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.425$93K0.27%013F-HRTimeline
Costello Asset Management, INC421$92.1K0.03%-8913F-HRTimeline
Frazier Financial Advisors, LLC417$91.2K0.05%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.412$90.1K0.04%013F-HRTimeline
Twin Tree Management, LP411$89.9K0.02%new13F-HRTimeline
MONTAG A & ASSOCIATES INC402$87.9K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC400$87.5K0.01%013F-HRTimeline
Clark Wealth Partners397$86.9K0.06%013F-HRTimeline
Hughes Financial Services, LLC385$84.2K0.01%013F-HRTimeline
WFA of San Diego, LLC378$82.7K0.07%-2313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…363$79.4K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates361$79K0.02%+25613F-HRTimeline
Key Financial Inc360$78.8K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp356$77.9K0.06%013F-HRTimeline
OAKWORTH CAPITAL, INC.350$76.6K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC347$75.9K0.04%+19013F-HRTimeline
VALLEY NATIONAL ADVISERS INC340$74K0.01%+13713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC329$72K<0.01%+4913F-HRTimeline
SIGNATUREFD, LLC329$72K<0.01%+6013F-HRTimeline
Bernard Wealth Management Corp.325$71.1K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC315$70.9K<0.01%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd313$68.5K0.01%013F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.300$65.6K0.01%-2713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.291$64K<0.01%+18613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MARSHALL INVESTMENT MANAGEMENT, LLC280$61.2K0.03%new13F-HRTimeline
Redwood Park Advisors LLC277$60.5K0.04%+113F-HRTimeline
Merkkuri Wealth Advisors LLC275$60.3K0.04%new13F-HRTimeline
Harbor Asset Planning, Inc.272$59.4K0.05%+18813F-HRTimeline
Cedar Mountain Advisors, LLC270$59K0.01%+113F-HRTimeline
REAP Financial Group, LLC268$58.6K0.01%-2413F-HRTimeline
ADIRONDACK TRUST CO266$58.2K0.02%new13F-HRTimeline
Aventura Private Wealth, LLC265$58K0.02%+13513F-HRTimeline
Glass Jacobson Investment Advisors llc263$57.5K0.02%+413F-HRTimeline
Cypress Capital Management LLC (WY)260$56.9K0.05%013F-HRTimeline
DT Investment Partners, LLC255$55.8K<0.01%013F-HRTimeline
WPG Advisers, LLC255$55.8K0.04%+513F-HRTimeline
Avion Wealth254$55K0.01%-25013F-HRTimeline
Copia Wealth Management251$54.9K0.04%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich250$54.7K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.247$54.1K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…247$54K0.01%new13F-HRTimeline
Horizons Wealth Management247$54K0.04%013F-HRTimeline
Lodestone Wealth Management LLC243$53.2K0.02%013F-HR/ATimeline
Abound Wealth Management238$52.1K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC235$51.4K0.01%+1513F-HRTimeline
Opal Wealth Advisors, LLC230$50.3K0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…229$50.1K0.03%+6513F-HRTimeline
HHM Wealth Advisors, LLC224$49.1K0.01%013F-HRTimeline
ESL Trust Services, LLC224$49K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …220$48.1K<0.01%-6713F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC216$47.2K0.02%+1013F-HRTimeline
Cherry Tree Wealth Management, LLC212$46.4K0.01%013F-HRTimeline
VESTOR CAPITAL, LLC208$46K<0.01%-60113F-HRTimeline
MassMutual Private Wealth & Trust, FSB209$45.7K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management201$44K0.01%+15213F-HRTimeline
Silicon Valley Capital Partners200$43.8K<0.01%new13F-HRTimeline
SHP Wealth Management197$43.1K<0.01%+3613F-HRTimeline
Basepoint Wealth LLC197$43.1K0.02%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding200$42.6K0Timeline
PFS Partners, LLC191$41.7K0.02%+10713F-HRTimeline
Rialto Wealth Management, LLC190$41.6K0.01%013F-HRTimeline
Wellington Grp LLC188$41.1K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC188$41K<0.01%-10,12013F-HRTimelineGroup
Triumph Capital Management176$38.5K0.01%+13513F-HRTimeline
Activest Wealth Management175$38.3K0.01%013F-HRTimeline
Networth Advisors, LLC172$37.6K0.03%013F-HRTimeline
Arax Advisory Partners170$37.2K<0.01%-9413F-HRTimeline
AMERIFLEX GROUP, INC.166$36.2K0.02%-1313F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC160$35K<0.01%new13F-HRTimeline
Pflug Koory, LLC160$35K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co155$33.9K0.01%+3013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC155$33.9K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA150$32.8K<0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp150$32.8K<0.01%013F-HRTimeline
Glassman Wealth Services150$32.8K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.142$31.1K<0.01%013F-HRTimeline
SRH ADVISORS, LLC142$31.1K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC136$29.8K0.01%-12,00813F-HRTimeline
Atlantic Edge Private Wealth Management…135$29.5K0.01%+1013F-HRTimeline
WEBSTER BANK, N. A.135$29.5K<0.01%+3013F-HRTimeline
FINANCIAL CONSULATE, INC132$28.9K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC132$28.9K0.01%-17113F-HRTimeline
Team Financial Group, LLC131$28.6K0.01%+3913F-HRTimeline
Dunhill Financial, LLC129$28.3K0.01%-213F-HRTimeline
Clearstead Trust, LLC129$28.2K<0.01%new13F-HRTimeline
EASTERN BANK125$27.3K<0.01%+1213F-HRTimeline
Ankerstar Wealth, LLC125$27.3K0.03%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC123$26.9K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.123$26.9K<0.01%013F-HRTimeline
Fairscale Capital, LLC123$26.9K0.02%013F-HRTimeline
SWAN Capital LLC117$25.7K0.01%+1013F-HRTimeline
Bogart Wealth, LLC115$25.2K<0.01%+9413F-HRTimeline
Larson Financial Group LLC111$24.3K<0.01%+10313F-HRTimeline
New Republic Capital, LLC111$24.3K0.01%-29113F-HRTimeline
Destiny Wealth Partners, LLC110$24.1K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC103$23K<0.01%new13F-HRTimeline
Versant Capital Management, Inc101$22.1K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$22K0.02%new13F-HRTimeline
Financial Avengers, Inc.100$21.9K0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN100$21.9K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.100$21.9K<0.01%-11513F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…100$21.9K<0.01%013F-HRTimeline
PlanVest Financial, Inc98$21.4K0.02%13F-HRTimeline
Hilton Head Capital Partners, LLC96$21K0.01%+2313F-HRTimeline
Physician Wealth Advisors, Inc.95$20.8K<0.01%-2413F-HRTimeline
Kiker Wealth Management, LLC92$20.1K0.01%new13F-HRTimeline
Capital Investment Counsel, Inc85$18.6K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC85$18.6K0.02%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC84$18.4K0.01%new13F-HRTimeline
Signature Resources Capital Management,…80$17.5K0.01%+2813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC80$17.5K<0.01%-6513F-HRTimeline
Financial Life Planners78$17.1K0.01%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA75$16.7K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC75$16.4K<0.01%new13F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC75$16.4K0.01%013F-HRTimeline
Anchor Investment Management, LLC72$15.8K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton72$15.8K<0.01%013F-HRTimeline
Heritage Wealth Advisors62$13.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co60$13.1K<0.01%+1613F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC56$12.2K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.53$11.6K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC52$11.4K<0.01%013F-HRTimeline
Capital Advisor Network LLC52$11.4K0.02%13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.49$11K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC50$10.9K<0.01%013F-HRTimeline
Trust Co50$10.9K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC50$10.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC50$10.7K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC48$10.5K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC46$10.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…45$9.84K<0.01%-16,08213F-HRTimelineGroup
High Note Wealth, LLC45$9.84K<0.01%013F-HRTimeline
2UniFi Bank42$9.19K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.35$7.66K0.01%new13F-HRTimeline
St. Johns Investment Management Company…35$7.66K<0.01%013F-HRTimeline
Rice Partnership, LLC35$7.66K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC35$7.66K0.01%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.34$7.44K0.01%-5,63813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28$6.06K<0.01%013F-HRTimeline
Atomic Invest LLC27$5.68K<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24$5.25K<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.23$4.96K<0.01%-2,56713F-HRTimeline
Smallwood Wealth Investment Management,…22$4.81K<0.01%013F-HRTimeline
Pacific Center for Financial Services21$4.59K<0.01%new13F-HRTimeline
Keystone Financial Group, Inc.19$4.2K<0.01%new13F-HRTimeline
Operose Advisors LLC19$4.16K<0.01%013F-HRTimeline
Quent Capital, LLC19$4.16K<0.01%-3613F-HRTimeline
LM Advisors LLC866$3.96K0.07%+2513F-HRTimeline
Nemes Rush Group LLC18$3.94K<0.01%013F-HRTimeline
Rossby Financial, LCC16$3.58K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT15$3.28K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/15$3.28K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC15$3.28K<0.01%-1013F-HRTimeline
Root Financial Partners, LLC14$3.06K<0.01%+413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST12$2.62K<0.01%013F-HRTimeline