Skip to content
Disclosery

ITA ISHARES TR

Follow

SHS (fund)

697 managers (702 13F filers) reported a position in ITA shares at 2025-03-31, 18,127,371 shares in all. 67 filers opened a position and 59 filers sold out during the quarter.

Managers
697
13F filers
702
New
67
Added
211
Reduced
254
Sold out
59
Shares held by filers
18,127,371

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,242,692$496M0.04%-852,99813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,789,148$274M0.02%-125,68113F-HRTimelineGroup
LPL Financial LLC1,111,205$170M0.07%-2,65613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN839,283$128M0.03%+12,01113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC723,956$111M0.03%-52,56913F-HRTimelineGroup
UBS Group AGin group UBS Group AG605,993$92.8M0.02%+55,82313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC450,709$69M0.03%-20,19513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC424,645$65M0.01%+151,75713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA379,424$58.1M0.01%-33,65913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC297,302$45.5M0.06%-13,79913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.279,711$42.8M0.1%+18,19713F-HRTimelineGroup
Cetera Investment Advisers250,167$38.3M0.07%+22,94113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding230,651$35.3M+67,416Timeline
MML INVESTORS SERVICES, LLC216,988$33.2M0.11%-28,37313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO202,983$31.1M<0.01%-4,18813F-HRTimelineGroup
HighTower Advisors, LLC179,543$27.5M0.04%+31,53613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP174,358$26.7M0.03%-122,81913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…172,946$26.5M0.07%+26,01513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP159,700$24.5M0.04%+2,75013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS159,076$24.4M0.02%+151,15513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…140,045$21.4M0.02%+4,33713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…133,627$20.5M0.04%+11,76813F-HRTimeline
SPC Financial, Inc.130,969$20.1M1.76%-91613F-HRTimeline
Janney Capital Management LLC111,528$17.1M1.17%-2,25613F-HRTimeline
Cadent Capital Advisors, LLC107,111$16.4M6.23%-2,59513F-HRTimeline
Cambridge Investment Research Advisors,…104,852$16.1M0.05%+15,71513F-HRTimeline
Advisory Services Network, LLC94,460$14.5M0.28%+2,26113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,946$12.9M0.02%-23,55413F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC83,256$12.7M2.86%+8,44113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC82,699$12.7M0.25%-2,22813F-HRTimeline
Marks Wealth, LLC81,901$12.5M4.6%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …76,837$12M0.75%+2,03013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,492$11.9M0.02%+71,55813F-HRTimelineGroup
Chicago Wealth Management, Inc.75,890$11.6M6.09%+1,25913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding68,774$10.5M+5,402Timeline
Prospera Financial Services Inc65,086$9.96M0.23%+4,55313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,676$9.41M0.02%+28,05413F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,865$9.33M0.01%+19,78713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV58,597$8.97M0.02%+37713F-HRTimeline
Geneos Wealth Management Inc.55,580$8.51M0.12%+50,01313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC53,258$8.29M0.7%+33,25113F-HRTimeline
Janney Montgomery Scott LLC52,191$7.99M0.02%-8,28813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC51,396$7.87M0.27%-22,64113F-HRTimeline
Ocean Park Asset Management, LLC50,177$7.68M0.27%+6,12313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.49,800$7.62M0.05%-31,06713F-HRTimeline
Richard Bernstein Advisors LLC47,180$7.22M0.17%-4,93113F-HRTimeline
ARRIEN INVESTMENTS, INC.46,327$7.09M5.09%-65013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC44,600$6.83M<0.01%+36,99813F-HR/ATimelineGroup
WealthCare Investment Partners, LLC46,288$6.78M2.87%+3,15613F-HRTimeline
Arkadios Wealth Advisors41,144$6.3M0.24%+11,95113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …38,867$5.95M0.09%-1,73213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC38,089$5.83M0.01%-13813F-HRTimelineGroup
Atria Investments, Inc37,094$5.68M0.07%+12,72113F-HRTimeline
Private Advisor Group, LLC36,478$5.58M0.03%-21,90313F-HRTimeline
FOCUS Wealth Advisors, LLC36,390$5.57M3.08%-80413F-HRTimeline
Steward Partners Investment Advisory, L…36,113$5.53M0.05%+1,13313F-HRTimeline
5th Street Advisors, LLC35,984$5.51M2.66%+12713F-HRTimeline
CASTLEARK MANAGEMENT LLC35,260$5.4M0.19%013F-HRTimeline
Waverly Advisors, LLC34,962$5.35M0.07%+17,55513F-HRTimeline
MRA Advisory Group34,303$5.25M2.8%+2,02213F-HRTimeline
Creative Planningin group Creative Planning34,300$5.25M<0.01%+78313F-HRTimelineGroup
IFP Advisors, Inc33,830$5.18M0.16%+29,37113F-HRTimeline
Bluesphere Advisors LLC32,901$5.04M2.88%-10013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.32,350$4.95M0.01%+19,15413F-HRTimelineGroup
Atria Wealth Solutions, Inc.32,184$4.93M0.06%-7,62113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.31,739$4.86M3.84%-11713F-HRTimeline
Well Done, LLC33,296$4.84M0.88%+1,18013F-HRTimeline
BANQUE PICTET & CIE SA30,535$4.68M0.05%-21513F-HRTimeline
Yarbrough Capital, LLC30,393$4.65M0.2%013F-HRTimeline
FLOW TRADERS U.S. LLC30,359$4.65M0.2%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding30,228$4.63M-1,425Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding29,030$4.44M-1,681Timeline
BigSur Wealth Management LLC28,753$4.4M1.19%-14213F-HRTimeline
Prime Capital Investment Advisors, LLC28,703$4.39M0.05%+2,66413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.28,593$4.38M0.07%-9,50013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,562$4.37M0.04%+3,20113F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.28,223$4.32M3.38%+4313F-HRTimeline
Quantitative Investment Management, LLC27,816$4.26M0.39%+49613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC27,479$4.21M<0.01%+5,23013F-HRTimelineGroup
Principle Wealth Partners LLC27,330$4.18M0.3%-33213F-HRTimeline
NewEdge Wealth, LLC27,170$4.16M0.08%-2,77213F-HRTimeline
TD Waterhouse Canada Inc.27,006$4.14M0.03%+25,53013F-HRTimeline
CWM, LLCin group CWM, LLC26,974$4.13M0.02%+24513F-HRTimelineGroup
NewEdge Advisors, LLC26,585$4.07M0.02%-2513F-HRTimeline
Merit Financial Group, LLC25,582$3.92M0.06%+4,09813F-HRTimeline
Bristlecone Advisors, LLC24,066$3.68M0.3%+1,83013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,888$3.66M0.06%+6,50613F-HRTimelineGroup
SCOTIA CAPITAL INC.23,228$3.56M0.02%-1,09213F-HRTimeline
Ignite Planners, LLC22,387$3.55M0.69%+8,61313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,156$3.55M0.01%-28313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…23,024$3.54M0.02%+5,12613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC22,760$3.48M2.56%+2,26313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth22,546$3.45M0.01%-1,88513F-HR/ATimelineGroup
Sanctuary Advisors, LLC21,984$3.37M0.02%-60513F-HRTimeline
Global Assets Advisory, LLC22,664$3.33M0.63%+16,19213F-HRTimeline
Financial Partners Group, Inc21,750$3.33M0.51%-1,37313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…21,739$3.33M2.66%-81013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC21,256$3.25M0.02%+35113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,140$3.24M0.09%-2,41013F-HRTimeline
WNY Asset Management, LLC20,750$3.18M0.38%+16,36213F-HRTimeline
WCG Wealth Advisors LLC20,561$3.15M0.24%new13F-HR/ATimeline
INTERACTIVE FINANCIAL ADVISORS, INC.20,517$3.14M1.66%-14713F-HRTimeline
Financial Advocates Investment Manageme…20,022$3.07M0.22%-1,50813F-HRTimeline
FMR LLCin group FMR LLC20,020$3.07M<0.01%+4,08013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management19,937$3.05M0.1%-91813F-HRTimelineGroup
Tudor Financial Inc.19,716$3.02M1.81%+2413F-HRTimeline
Main Street Financial Solutions, LLC19,701$3.02M0.26%+1213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,673$3.01M0.07%+7,17913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,654$3.01M0.04%-2,63013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL19,013$2.91M0.01%-11713F-HRTimeline
Vivid Wealth Management, LLC18,873$2.89M1.45%-65113F-HRTimeline
TigerOak Management, L.L.C.18,848$2.89M1.11%-35413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,709$2.86M0.01%-27,59213F-HR/ATimelineGroup
PHILADELPHIA TRUST CO18,482$2.83M0.24%-91913F-HRTimeline
B. Riley Wealth Advisors, Inc.18,449$2.82M0.09%-2,07813F-HRTimeline
Grant/GrossMendelsohn, LLC18,122$2.82M1.57%+13,72313F-HRTimeline
Accel Wealth Management18,083$2.77M1%+72013F-HRTimeline
Evolution Wealth Advisors, LLC17,908$2.74M0.46%-41013F-HRTimeline
ARS Investment Partners, LLC18,600$2.7M0.24%-2413F-HRTimeline
SHARPEPOINT LLC16,988$2.66M2.33%+72313F-HRTimeline
RWA WEALTH PARTNERS, LLC17,239$2.64M0.03%+15,29413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,847$2.58M0.12%+48613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,733$2.56M<0.01%new13F-HRTimelineGroup
HERBST GROUP, LLC16,313$2.5M1.77%-14,80513F-HRTimeline
Sigma Planning Corp16,194$2.48M0.08%+72613F-HRTimeline
MFA WEALTH ADVISORS, LLC16,073$2.46M0.61%-20213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,782$2.42M0.01%+4,35713F-HRTimelineGroup
Game Plan Financial Advisors, LLC15,725$2.41M1.17%-37013F-HRTimeline
EP Wealth Advisors, LLC15,711$2.41M0.02%-16713F-HRTimeline
Perbak Capital Partners LLP15,630$2.39M1.77%new13F-HRTimeline
Wealthfront Advisers LLC15,360$2.35M0.01%-93713F-HRTimeline
Clark Capital Management Group, Inc.15,329$2.35M0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC15,157$2.32M0.03%-93213F-HRTimeline
Csenge Advisory Group15,190$2.27M0.13%+1,29713F-HRTimeline
Sunbelt Securities, Inc.14,536$2.23M0.2%-49313F-HRTimeline
Ayalon Insurance Comp Ltd.14,456$2.21M0.71%013F-HRTimeline
Capital Advisors, Ltd. LLC14,157$2.17M0.29%-4,15413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,979$2.14M0.02%new13F-HRTimelineGroup
Great Diamond Partners, LLC13,976$2.14M0.58%+31113F-HRTimeline
Tandem Financial, LLC13,728$2.1M2.29%-1,19813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,412$2.09M0.05%+60213F-HRTimelineGroup
RPg Family Wealth Advisory, LLC13,672$2.09M0.6%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,233$2.03M0.02%-12713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,232$2.03M<0.01%+3,16813F-HRTimelineGroup
Fisher Asset Management, LLC13,227$2.03M<0.01%+38913F-HRTimeline
Belmont Capital, LLC13,205$2.02M0.36%new13F-HRTimeline
Jupiter Wealth Management LLC11,549$2M1.21%-1,29113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,976$1.98M<0.01%+82713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…12,826$1.97M0.3%+8313F-HRTimeline
D.A. DAVIDSON & CO.12,795$1.96M0.02%+61513F-HRTimeline
SS&H Financial Advisors, Inc.12,675$1.94M0.72%013F-HRTimeline
WHITTIER TRUST CO12,669$1.94M0.03%013F-HRTimeline
JBR Co Financial Management Inc12,542$1.92M1.12%-5013F-HRTimeline
Winthrop Capital Management, LLC12,346$1.89M0.52%+21513F-HRTimeline
VestGen Advisors, LLC12,340$1.89M0.09%13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV12,086$1.85M0.41%-15,90113F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,059$1.85M0.11%-90813F-HRTimeline
Family Legacy, Inc.11,699$1.79M0.61%-85213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,660$1.79M0.22%-22913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,602$1.78M<0.01%-24,85713F-HRTimelineGroup
J. Goldman & Co LP11,420$1.75M0.06%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.11,379$1.74M1.18%-39613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,376$1.74M<0.01%-56113F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC11,048$1.69M0.98%+2,71513F-HRTimeline
Maxele Advisors, LLC11,025$1.69M1.63%+10013F-HRTimeline
Prairie Wealth Advisors, Inc.10,850$1.66M0.82%-23013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,845$1.66M0.47%-7513F-HRTimeline
HRT FINANCIAL LP10,605$1.62M0.01%+3,28313F-HRTimeline
Allworth Financial LP10,559$1.61M0.01%-2,35213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,485$1.61M<0.01%-3,38713F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA10,421$1.6M<0.01%-3,31013F-HR/ATimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC10,248$1.57M0.69%-76713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,202$1.56M0.19%+1513F-HRTimeline
CIBC WORLD MARKET INC.10,194$1.56M<0.01%-42,89913F-HRTimeline
Summit Financial, LLC10,007$1.53M0.04%+5,72113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,126$1.53M<0.01%+2,18113F-HRTimelineGroup
SIMPLEX TRADING, LLC9,903$1.52M0.05%-21,40213F-HRTimeline
Western Wealth Management, LLC9,756$1.49M0.1%-9313F-HRTimeline
Intrepid Financial Planning Group LLC9,718$1.49M0.69%-46013F-HRTimeline
Snowden Capital Advisors LLC9,699$1.48M0.05%-8513F-HRTimeline
&PARTNERS9,593$1.47M0.02%+30013F-HRTimeline
Darwin Wealth Management, LLC10,065$1.46M0.49%013F-HRTimeline
CALTON & ASSOCIATES, INC.9,527$1.46M0.33%+1,47113F-HR/ATimeline
Secure Asset Management, LLC9,448$1.45M0.29%-24213F-HRTimeline
AE Wealth Management LLC9,378$1.44M0.01%+3,81113F-HRTimeline
Owen LaRue, LLC9,299$1.42M0.71%-19313F-HRTimeline
Global Financial Private Client, LLC9,276$1.42M0.54%-1,17513F-HRTimeline
Parallel Advisors, LLC9,255$1.42M0.03%+1,25313F-HRTimeline
Gladstone Institutional Advisory LLC8,932$1.37M0.06%-1113F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,879$1.36M0.05%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd8,756$1.36M0.25%+2,35613F-HRTimeline
SeaBridge Investment Advisors LLC8,678$1.33M0.29%new13F-HRTimeline
Cornerstone Advisory, LLC8,200$1.31M0.15%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,513$1.3M0.1%-47913F-HRTimeline
Smith Anglin Financial, LLC8,447$1.29M0.14%+1213F-HRTimeline
Somerset Group LLC8,410$1.29M1.17%+89613F-HRTimeline
Ausdal Financial Partners, Inc.8,384$1.28M0.1%+4,21013F-HRTimeline
Artemis Wealth Advisors, LLC8,375$1.28M0.27%+1313F-HRTimeline
NVWM, LLC8,322$1.27M0.34%+7613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management8,300$1.27M<0.01%new13F-HRTimelineGroup