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Disclosery

ITA ISHARES TR

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SHS (fund)

749 managers (757 13F filers) reported a position in ITA shares at 2025-06-30, 19,747,056 shares in all. 103 filers opened a position and 51 filers sold out during the quarter.

Managers
749
13F filers
757
New
103
Added
258
Reduced
207
Sold out
51
Shares held by filers
19,747,056

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,001,848$566M0.05%-240,84413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,838,023$347M0.02%+48,87513F-HRTimelineGroup
LPL Financial LLC1,491,383$281M0.09%+380,17813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN892,761$168M0.04%+53,47813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC777,666$147M0.04%+53,71013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS609,728$115M0.09%+450,65213F-HRTimelineGroup
UBS Group AGin group UBS Group AG606,132$114M0.02%+13913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC523,826$98.8M0.03%+73,11713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA408,849$77.1M0.02%+29,42513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC332,968$62.8M0.01%-91,67713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.305,500$57.6M0.1%+25,78913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC303,804$57.3M0.08%+6,50213F-HRTimeline
MML INVESTORS SERVICES, LLC275,758$52M0.15%+58,77013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding273,844$51.7M+43,193Timeline
Cetera Investment Advisers253,938$47.9M0.08%+3,77113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP209,712$39.6M0.04%+35,35413F-HRTimelineGroup
HighTower Advisors, LLC189,059$35.7M0.04%+9,51613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…182,954$34.5M0.08%+10,00813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP179,125$33.8M0.05%+19,42513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO164,352$31M<0.01%-38,63113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…145,756$27.5M0.02%+5,71113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…140,416$26.2M0.04%+6,78913F-HRTimeline
SPC Financial, Inc.126,831$23.9M2%-4,13813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/117,541$22.2M0.01%+104,30913F-HRTimelineGroup
Janney Capital Management LLC108,569$20.5M1.32%-2,95913F-HRTimeline
IFP Advisors, Inc108,474$20.5M0.58%+74,64413F-HRTimeline
Cambridge Investment Research Advisors,…105,336$19.9M0.06%+48413F-HRTimeline
Cadent Capital Advisors, LLC103,004$19.4M6.36%-4,10713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.87,525$16.5M0.03%+3,57913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC86,231$16.3M0.01%+41,63113F-HR/ATimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …80,487$16M0.61%+3,65013F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC84,387$15.9M3.4%+1,13113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC82,300$15.5M0.09%new13F-HRTimelineGroup
Advisory Services Network, LLC77,182$15.2M0.24%-17,27813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC80,011$15.1M0.27%-2,68813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,911$15M0.01%+19,04613F-HRTimelineGroup
Chicago Wealth Management, Inc.75,455$14.2M6.78%-43513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,184$13.4M0.01%+59,58213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding69,840$13.2M+1,066Timeline
SURIENCE PRIVATE WEALTH LLC67,127$12.7M11.9%new13F-HRTimeline
Prospera Financial Services Inc66,789$12.6M0.23%+1,70313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.64,274$12.1M0.07%+14,47413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.62,157$11.7M0.01%+29,80713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV59,845$11.3M0.03%+1,24813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA58,156$11M0.02%+47,73513F-HRTimelineGroup
KADENSA CAPITAL Ltd56,693$10.7M1.7%new13F-HRTimeline
Steward Partners Investment Advisory, L…56,243$10.6M0.08%+20,13013F-HRTimeline
Janney Montgomery Scott LLC54,692$10.3M0.03%+2,50113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV54,286$10.2M0.59%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,172$10.2M0.02%+35,46313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC53,893$10.2M0.77%+63513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,301$9.3M0.01%+21,82213F-HRTimelineGroup
WealthCare Investment Partners, LLC48,229$9.01M3.24%+1,94113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,803$8.83M0.24%-4,59313F-HRTimeline
Private Advisor Group, LLC45,770$8.63M0.05%+9,29213F-HRTimeline
ARRIEN INVESTMENTS, INC.45,510$8.58M5.42%-81713F-HRTimeline
J.W. COLE ADVISORS, INC.43,331$8.17M0.17%+36,26813F-HRTimeline
Arkadios Wealth Advisors43,162$8.14M0.24%+2,01813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,125$7.76M0.02%-19,55113F-HR/ATimelineGroup
Ocean Park Asset Management, LLC50,177$7.68M0.27%013F-HRTimeline
Mariner, LLCin group Mariner, LLC40,501$7.64M0.01%+2,41213F-HRTimelineGroup
Accurate Wealth Management, LLC37,989$7.17M1.1%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,354$7.05M0.06%+8,79213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,141$7.01M0.09%-1,72613F-HRTimelineGroup
FOCUS Wealth Advisors, LLC36,253$6.84M3.55%-13713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,223$6.83M0.01%-41,26913F-HRTimelineGroup
Atria Investments, Inc35,478$6.69M0.08%-1,61613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding35,008$6.6M+4,780Timeline
MRA Advisory Group34,294$6.47M3.03%-913F-HRTimeline
Well Done, LLC33,809$6.38M1.2%+51313F-HRTimeline
Creative Planningin group Creative Planning33,651$6.35M0.01%-64913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…32,804$6.19M0.03%+9,78013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding32,272$6.09M+8,384Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.31,158$5.88M0.08%+2,56513F-HRTimelineGroup
BANQUE PICTET & CIE SA30,535$5.76M0.06%013F-HRTimeline
Yarbrough Capital, LLC30,393$5.73M0.2%013F-HRTimeline
5th Street Advisors, LLC29,729$5.61M2.78%-6,25513F-HRTimeline
Merit Financial Group, LLC29,693$5.6M0.06%+4,11113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.28,457$5.37M4.15%-3,28213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.28,239$5.33M3.64%+1613F-HRTimeline
NewEdge Advisors, LLC28,137$5.31M0.03%+1,55213F-HRTimeline
BigSur Wealth Management LLC27,953$5.27M1.33%-80013F-HRTimeline
CWM, LLCin group CWM, LLC27,850$5.25M0.02%+87613F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,795$5.24M0.15%+25,02013F-HRTimelineGroup
Ignite Planners, LLC26,687$5.23M0.91%+4,30013F-HR/ATimeline
Bluesphere Advisors LLC27,574$5.2M2.59%-5,32713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27,560$5.2M0.14%+25,76713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding27,202$5.13M-1,828Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,997$5.09M0.1%+7,32413F-HRTimelineGroup
Financially Speaking Inc26,737$5.04M3.32%new13F-HRTimeline
Principle Wealth Partners LLC26,332$4.97M0.31%-99813F-HRTimeline
Geneos Wealth Management Inc.26,326$4.97M0.12%-29,25413F-HRTimeline
Richard Bernstein Advisors LLC26,186$4.94M0.12%-20,99413F-HRTimeline
BCS Private Wealth Management, Inc.25,720$4.85M1.82%13F-HRTimeline
TD Waterhouse Canada Inc.25,414$4.69M0.03%-1,59213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,844$4.69M0.01%+1,68813F-HRTimelineGroup
WOLVERINE TRADING, LLC24,894$4.67M0.12%+19,45313F-HRTimeline
Summit Financial, LLC24,199$4.56M0.1%+14,19213F-HRTimeline
Bristlecone Advisors, LLC23,718$4.47M0.38%-34813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth23,253$4.39M0.01%+70713F-HRTimelineGroup
VICUS CAPITAL22,970$4.33M0.36%+19,91513F-HRTimeline
SCOTIA CAPITAL INC.22,835$4.31M0.02%-39313F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC22,783$4.3M2.89%+2313F-HRTimeline
BLAIR WILLIAM & CO/IL22,597$4.26M0.01%+3,58413F-HRTimeline
WNY Asset Management, LLC22,033$4.16M0.46%+1,28313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…21,959$4.14M3.01%+22013F-HRTimelineGroup
Sanctuary Advisors, LLC21,602$4.08M0.03%-38213F-HRTimeline
Financial Partners Group, Inc21,268$4.01M0.55%-48213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,270$4.01M0.04%+1,61613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC20,951$3.95M0.02%-30513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.20,891$3.94M0.1%-24913F-HRTimeline
Clark Capital Management Group, Inc.20,821$3.93M0.03%+5,49213F-HRTimeline
Main Street Financial Solutions, LLC20,537$3.87M0.28%+83613F-HRTimeline
FMR LLCin group FMR LLC20,519$3.87M<0.01%+49913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC20,505$3.87M0.05%-8,19813F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV20,379$3.84M0.77%+8,29313F-HRTimeline
Financial Advocates Investment Manageme…20,354$3.84M0.31%+33213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.20,348$3.84M1.87%-16913F-HRTimeline
WCG Wealth Advisors LLC19,921$3.76M0.24%-64013F-HRTimeline
TigerOak Management, L.L.C.19,779$3.73M1.28%+93113F-HRTimeline
Orion Porfolio Solutions, LLC19,531$3.68M0.03%+15,56113F-HR/ATimeline
Integrated Wealth Concepts LLC19,515$3.68M0.04%+4,35813F-HRTimeline
Tudor Financial Inc.19,498$3.68M2.08%-21813F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC19,047$3.56M2.69%new13F-HRTimeline
Accel Wealth Management18,753$3.54M1.18%+67013F-HRTimeline
PHILADELPHIA TRUST CO18,424$3.48M0.27%-5813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,383$3.47M0.12%-1,55413F-HRTimelineGroup
HERBST GROUP, LLC18,178$3.43M2.05%+1,86513F-HRTimeline
Evolution Wealth Advisors, LLC17,908$3.38M0.49%013F-HRTimeline
Waverly Advisors, LLC17,523$3.31M0.04%-17,43913F-HRTimeline
SHARPEPOINT LLC17,208$3.25M3.34%+22013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,898$3.19M0.12%+5113F-HRTimeline
Atria Wealth Solutions, Inc.16,881$3.18M0.07%-15,30313F-HRTimeline
ARS Investment Partners, LLC16,666$3.14M0.23%-1,93413F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC16,497$3.11M0.18%new13F-HRTimeline
Sigma Planning Corp16,290$3.07M0.09%+9613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,898$3M0.01%+11613F-HRTimelineGroup
NewEdge Wealth, LLC15,141$2.98M0.05%-12,02913F-HRTimeline
Game Plan Financial Advisors, LLC15,200$2.87M1.25%-52513F-HRTimeline
VestGen Advisors, LLC15,081$2.84M0.11%+2,74113F-HRTimeline
EP Wealth Advisors, LLC14,940$2.82M0.02%-77113F-HRTimeline
MFA WEALTH ADVISORS, LLC14,905$2.81M0.66%-1,16813F-HRTimeline
FSM Wealth Advisors, LLC14,841$2.79M0.45%new13F-HRTimeline
Ayalon Insurance Comp Ltd.14,456$2.73M0.79%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,311$2.7M0.05%-10113F-HRTimelineGroup
Trilogy Capital Inc.14,299$2.7M0.13%+12,24713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,309$2.69M<0.01%+1,33313F-HR/ATimelineGroup
Csenge Advisory Group15,107$2.68M0.14%-8313F-HRTimeline
RPg Family Wealth Advisory, LLC13,729$2.59M0.69%+5713F-HRTimeline
Tandem Financial, LLC13,540$2.55M2.4%-18813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,219$2.49M0.02%-1413F-HRTimelineGroup
Belmont Capital, LLC13,205$2.49M0.38%013F-HRTimeline
WHITTIER TRUST CO13,170$2.48M0.03%+50113F-HRTimeline
Great Diamond Partners, LLC13,059$2.46M0.52%-91713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,812$2.42M0.33%-1413F-HRTimeline
Jupiter Wealth Management LLC11,749$2.31M1.17%+20013F-HRTimeline
Family Legacy, Inc.11,803$2.23M0.72%+10413F-HRTimeline
Certified Advisory Corp11,699$2.21M0.23%+4,16813F-HRTimeline
Wealthfront Advisers LLC11,670$2.2M0.01%-3,69013F-HRTimeline
Maxele Advisors, LLC11,645$2.2M1.92%+62013F-HRTimeline
Winthrop Capital Management, LLC11,634$2.19M0.55%-71213F-HRTimeline
Fisher Asset Management, LLC11,586$2.19M<0.01%-1,64113F-HRTimeline
Sunbelt Securities, Inc.15,029$2.18M0.19%+49313F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,476$2.16M0.12%-58313F-HRTimeline
Steele Capital Management, Inc.11,467$2.16M0.1%new13F-HRTimeline
JBR Co Financial Management Inc11,407$2.15M1.06%-1,13513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.11,090$2.08M1.41%-28913F-HRTimeline
Prairie Wealth Advisors, Inc.10,850$2.05M0.87%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,756$2.03M0.53%-8913F-HRTimeline
Global Retirement Partners, LLC10,727$2.02M0.05%13F-HRTimeline
PATTEN & PATTEN INC/TN10,705$2.02M0.13%+3,64813F-HRTimeline
IFG Advisory, LLC10,560$1.99M0.1%+7,59713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,377$1.96M0.23%+17513F-HRTimeline
Ausdal Financial Partners, Inc.10,314$1.95M0.13%+1,93013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,285$1.94M<0.01%-1,09113F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC10,188$1.92M0.74%-6013F-HRTimeline
CALTON & ASSOCIATES, INC.10,150$1.91M0.33%+62313F-HRTimeline
CIBC WORLD MARKET INC.10,111$1.91M<0.01%-8313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,081$1.9M0.22%-1,57913F-HRTimeline
Western Wealth Management, LLC10,016$1.89M0.11%+26013F-HRTimeline
&PARTNERS9,850$1.86M0.01%+25713F-HRTimeline
Snowden Capital Advisors LLC9,832$1.85M0.05%+13313F-HRTimeline
Intrepid Financial Planning Group LLC9,798$1.85M0.78%+8013F-HRTimeline
SS&H Financial Advisors, Inc.9,675$1.83M0.61%-3,00013F-HRTimeline
Darwin Wealth Management, LLC9,671$1.82M0.63%-39413F-HRTimeline
Kraft, Davis & Associates, LLC9,188$1.82M0.5%+61113F-HRTimeline
Allworth Financial LP9,642$1.82M0.01%-91713F-HRTimeline
SIMPLEX TRADING, LLC9,514$1.79M0.05%-38913F-HRTimeline
Gotham Asset Management, LLC9,489$1.79M0.01%+2,48913F-HRTimeline
Global Financial Private Client, LLC9,327$1.76M0.66%+5113F-HRTimeline
Financial Management Professionals, Inc.9,183$1.73M0.19%new13F-HRTimeline
Cardinal Point Capital Management ULC9,170$1.73M0.14%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,104$1.72M0.12%+59113F-HRTimeline
Gladstone Institutional Advisory LLC9,069$1.71M0.07%+13713F-HRTimeline
Parallel Advisors, LLC9,040$1.71M0.03%-21513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,021$1.7M0.59%new13F-HRTimeline
Owen LaRue, LLC9,002$1.7M0.72%-29713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,825$1.66M<0.01%+98113F-HRTimelineGroup
SYKON CAPITAL LLC8,814$1.66M0.61%new13F-HRTimeline
Somerset Group LLC8,740$1.65M1.4%+33013F-HRTimeline