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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
Cape Investment Advisory, Inc.27$6.55K<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24$5.82K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…22$5.33K<0.01%013F-HRTimeline
Pacific Center for Financial Services21$5.09K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.19$4.66K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC19$4.61K<0.01%new13F-HRTimeline
Quent Capital, LLC19$4.61K<0.01%013F-HRTimeline
Nemes Rush Group LLC18$4.36K<0.01%013F-HRTimeline
Rossby Financial, LCC16$3.88K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/15$3.64K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC15$3.64K<0.01%013F-HRTimeline
Atomic Invest LLC15$3.62K<0.01%-1213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12$2.91K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC24$2.78K<0.01%new13F-HRTimeline
American Capital Advisory, LLC10$2.43K<0.01%013F-HRTimeline
MTM Investment Management, LLC10$2.42K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.10$2.42K<0.01%013F-HRTimeline
Signature Equity Partners, LLC10$2.42K<0.01%+513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9$2.19K<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC8$1.94K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC6$1.46K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.6$1.46K<0.01%new13F-HR/ATimeline
Sage Mountain Advisors LLC5$1.21K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC4$971<0.01%new13F-HRTimeline
Bullseye Investment Management, LLC4$970<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.3$728<0.01%013F-HRTimeline
ATWOOD & PALMER INC3$728<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC3$727<0.01%new13F-HRTimeline
Orion Capital Management LLC2$485<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2$485<0.01%-713F-HRTimeline
Imprint Wealth LLC1$242<0.01%013F-HRTimeline
Benson Wealth Management INC1$242<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
PeakShares LLC1,100$267M013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.