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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
MPWM ADVISORY SOLUTIONS, LLC12$2.62K<0.01%013F-HRTimeline
Financial Freedom, LLC10$2.19K<0.01%new13F-HRTimeline
American Capital Advisory, LLC10$2.19K<0.01%013F-HRTimeline
MTM Investment Management, LLC10$2.19K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.10$2.19K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9$1.97K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…9$1.97K<0.01%+713F-HRTimeline
Elevated Capital Advisors, LLC8$1.75K<0.01%013F-HRTimeline
Magnolia Wealth Management, LLC8$1.75K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC6$1.31K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC5$1.09K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC5$1.09K<0.01%-5313F-HRTimeline
Bullseye Investment Management, LLC4$875<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.3$657<0.01%013F-HRTimeline
Orion Capital Management LLC2$438<0.01%new13F-HRTimeline
Imprint Wealth LLC1$219<0.01%013F-HRTimeline
Benson Wealth Management INC1$219<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.