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Disclosery

ITA ISHARES TR

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SHS (fund)

872 managers (884 13F filers) reported a position in ITA shares at 2025-09-30, 33,024,345 shares in all. 176 filers opened a position and 41 filers sold out during the quarter.

Managers
872
13F filers
884
New
176
Added
355
Reduced
185
Sold out
41
Shares held by filers
33,024,345

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,182,503$1.08B+4,908,659Timeline
LPL Financial LLC2,827,371$592M0.17%+1,335,98813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,822,112$591M0.04%+984,08913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,758,477$577M0.04%-243,37113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,122,387$235M0.05%+229,62613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS912,502$191M0.15%+302,77413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC877,965$184M0.04%+100,29913F-HRTimelineGroup
UBS Group AGin group UBS Group AG728,077$152M0.03%+121,94513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC650,152$136M0.36%+374,39413F-HRTimeline
Cetera Investment Advisers601,819$126M0.15%+347,88113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC596,044$125M0.04%+72,21813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500,449$105M0.02%+91,60013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO495,315$104M0.01%+330,96313F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC483,301$101M0.79%+462,03113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.456,326$95.5M<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC437,468$91.5M0.28%+409,61813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC389,656$81.5M0.11%+85,85213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.364,377$73.6M0.1%+58,87713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP318,576$66.7M0.06%+108,86413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC299,479$62.7M0.01%-33,48913F-HRTimelineGroup
Janney Montgomery Scott LLC267,896$56.1M0.13%+213,20413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP229,015$47.9M0.06%+49,89013F-HRTimelineGroup
HighTower Advisors, LLC195,957$41M0.05%+6,89813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC195,254$40.9M0.03%+145,95313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…194,676$40.7M0.03%+48,92013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…183,398$38.4M0.08%+44413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp167,881$35.1M0.01%+163,99113F-HRTimelineGroup
Foundations Investment Advisors, LLC166,918$34.9M0.51%new13F-HRTimeline
JB Capital LLC158,190$33.1M1.43%new13F-HRTimeline
NewEdge Advisors, LLC154,564$32.3M0.15%+126,42713F-HRTimeline
Cambridge Investment Research Advisors,…150,409$31.5M0.09%+45,07313F-HRTimeline
SPC Financial, Inc.149,415$31.3M2.44%+22,58413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…143,684$30.6M0.05%+3,26813F-HRTimeline
Aptus Capital Advisors, LLC142,509$29.8M0.27%+141,50013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/124,953$26.1M0.01%+7,41213F-HRTimelineGroup
IFP Advisors, Inc114,181$23.9M0.62%+5,70713F-HR/ATimeline
McElhenny Sheffield Capital Management,…108,981$22.8M5.4%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd108,837$22.8M0.27%new13F-HRTimelineGroup
Janney Capital Management LLC106,211$22.2M1.38%-2,35813F-HRTimeline
MinichMacGregor Wealth Management, LLC105,210$22M4.29%+20,82313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…100,730$21.1M0.15%+99,28413F-HRTimelineGroup
Cadent Capital Advisors, LLC100,014$20.9M5.55%-2,99013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP98,350$20.2M0.01%+18,43913F-HRTimelineGroup
Advisory Services Network, LLC94,747$19.8M0.29%+17,56513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.92,476$19.4M0.03%+4,95113F-HRTimelineGroup
Ocean Park Asset Management, LLC90,844$19M0.78%+40,66713F-HRTimeline
Atria Investments, Inc90,404$18.9M0.22%+54,92613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …83,261$17.9M0.6%+2,77413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding83,343$17.4M+13,503Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC76,300$16M0.12%-6,00013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…75,635$15.8M0.03%+34,51013F-HRTimelineGroup
Chicago Wealth Management, Inc.74,999$15.7M6.84%-45613F-HRTimeline
Steward Partners Investment Advisory, L…74,643$15.6M0.09%+18,40013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC74,255$15.5M0.25%-5,75613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.71,535$15M0.11%+34,18113F-HRTimelineGroup
TD Waterhouse Canada Inc.68,756$14.4M0.09%+43,34213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV65,467$13.7M0.02%+5,62213F-HRTimeline
Prospera Financial Services Inc65,084$13.6M0.23%-1,70513F-HRTimeline
SURIENCE PRIVATE WEALTH LLC64,527$13.5M12.78%-2,60013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding62,149$13M+29,877Timeline
POTOMAC FUND MANAGEMENT INC /ADV58,686$12.3M0.52%+4,40013F-HRTimeline
Sanctuary Advisors, LLC56,980$11.9M0.07%+35,37813F-HR/ATimeline
Private Advisor Group, LLC54,418$11.4M0.06%+8,64813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,984$11.1M0.27%+6,18113F-HRTimeline
Icon Wealth Advisors, LLC52,273$10.9M0.74%+50,98513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC51,628$10.8M0.73%-2,26513F-HRTimeline
Mariner, LLCin group Mariner, LLC50,918$10.7M0.01%+10,41713F-HRTimelineGroup
WealthCare Investment Partners, LLC50,782$10.6M3.45%+2,55313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,118$10.5M0.01%+39,83313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.48,004$10M0.19%+4,67313F-HRTimeline
Orion Porfolio Solutions, LLC45,338$9.49M0.07%+25,80713F-HRTimeline
Merit Financial Group, LLC44,398$9.29M0.09%+14,70513F-HR/ATimeline
ARRIEN INVESTMENTS, INC.43,274$9.06M5.3%-2,23613F-HRTimeline
Trek Financial, LLC42,125$8.82M0.52%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,043$8.59M0.01%+4,82013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding40,956$8.57M+5,948Timeline
J. Goldman & Co LP39,054$8.17M0.31%new13F-HRTimeline
Creative Planningin group Creative Planning36,542$7.65M0.01%+2,89113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,516$7.64M0.09%-62513F-HRTimelineGroup
FOCUS Wealth Advisors, LLC35,913$7.52M3.61%-34013F-HRTimeline
Arkadios Wealth Advisors35,855$7.5M0.18%-7,30713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,660$7.46M0.13%+8,66313F-HRTimelineGroup
MRA Advisory Group35,339$7.4M3.23%+1,04513F-HRTimeline
Well Done, LLC35,165$7.36M1.25%+1,35613F-HRTimeline
Federation des caisses Desjardins du Qu…35,097$7.34M0.03%+2,29313F-HRTimeline
SteelPeak Wealth, LLC33,534$7.02M0.24%new13F-HRTimeline
SCOTIA CAPITAL INC.32,322$6.76M0.03%+9,48713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA32,026$6.7M0.01%-26,13013F-HRTimelineGroup
VestGen Advisors, LLC30,563$6.4M0.21%+15,48213F-HRTimeline
Yarbrough Capital, LLC30,393$6.36M0.2%013F-HRTimeline
5th Street Advisors, LLC29,633$6.2M3.07%-9613F-HRTimeline
Integrated Wealth Concepts LLC28,996$6.07M0.05%+9,48113F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.28,303$5.92M3.74%+6413F-HRTimeline
Stonegate Management LLC27,958$5.85M3.88%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH ALLIANCE, LLC27,917$5.84M0.6%+24,60813F-HRTimeline
Ignite Planners, LLC27,881$5.83M0.96%+1,19413F-HRTimeline
BCS Private Wealth Management, Inc.26,865$5.62M2.01%+1,14513F-HRTimeline
Bluesphere Advisors LLC26,594$5.57M2.55%-98013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.26,519$5.55M4.05%-1,93813F-HRTimeline
WNY Asset Management, LLC26,365$5.52M0.53%+4,33213F-HRTimeline
Principle Wealth Partners LLC26,337$5.51M0.32%+513F-HRTimeline
Summit Financial, LLC26,244$5.49M0.08%+2,04513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding26,185$5.48M-1,017Timeline
Geneos Wealth Management Inc.25,895$5.42M0.14%-43113F-HRTimeline
BLAIR WILLIAM & CO/IL25,726$5.38M0.01%+3,12913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV25,386$5.31M1.01%+5,00713F-HRTimeline
Stone House Investment Management, LLC25,224$5.28M0.89%new13F-HRTimeline
Richard Bernstein Advisors LLC25,090$5.25M0.15%-1,09613F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.25,055$5.24M0.23%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,714$5.17M0.01%+1,46113F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC24,663$5.16M0.76%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.24,371$5.1M0.12%+3,48013F-HRTimeline
Sharkey, Howes & Javer23,858$4.99M0.64%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC23,827$4.99M0.27%+7,33013F-HRTimeline
Bristlecone Advisors, LLC23,560$4.93M0.41%-15813F-HRTimeline
BANQUE PICTET & CIE SA23,535$4.93M0.05%-7,00013F-HRTimeline
Accel Wealth Management23,495$4.92M1.43%+4,74213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,472$4.91M0.01%-30,70013F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC23,066$4.83M3.52%+28313F-HRTimeline
BigSur Wealth Management LLC22,943$4.8M1.18%-5,01013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,855$4.78M0.02%+1,90413F-HRTimelineGroup
SWMG, LLC21,956$4.74M1.43%new13F-HRTimeline
Snowden Capital Advisors LLC22,446$4.7M0.13%+12,61413F-HRTimeline
WCG Wealth Advisors LLC22,193$4.64M0.29%+2,27213F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…22,094$4.62M2.95%+13513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,330$4.46M0.07%+7,01913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC21,317$4.46M0.01%-3,52713F-HRTimelineGroup
FMR LLCin group FMR LLC21,269$4.45M<0.01%+75013F-HRTimelineGroup
Union Bancaire Privee, UBP SA3,400$4.45M0.06%new13F-HRTimeline
Prime Capital Investment Advisors, LLC21,223$4.44M0.06%+71813F-HRTimeline
Financial Partners Group, Inc21,163$4.43M0.55%-10513F-HRTimeline
VICUS CAPITAL21,143$4.42M0.34%-1,82713F-HRTimeline
High Falls Advisors, Inc20,980$4.39M0.9%new13F-HRTimeline
&PARTNERS20,807$4.35M0.03%+10,95713F-HRTimeline
PAX Financial Group, LLC20,457$4.28M0.77%new13F-HRTimeline
Financial Advocates Investment Manageme…19,979$4.18M2.35%-37513F-HRTimeline
Main Street Financial Solutions, LLC19,905$4.17M0.27%-63213F-HRTimeline
Tudor Financial Inc.19,841$4.15M2.21%+34313F-HRTimeline
Csenge Advisory Group19,834$4.15M0.2%+4,72713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.19,621$4.11M0.05%-11,53713F-HR/ATimelineGroup
WOLVERINE TRADING, LLC19,622$4.03M0.08%-5,27213F-HRTimeline
Evolution Wealth Advisors, LLC19,258$4.03M0.54%+1,35013F-HRTimeline
TigerOak Management, L.L.C.18,715$3.92M1.22%-1,06413F-HRTimeline
Sigma Planning Corp18,522$3.88M0.11%+2,23213F-HRTimeline
PHILADELPHIA TRUST CO18,324$3.83M0.27%-10013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,337$3.83M<0.01%+4,02813F-HRTimelineGroup
Blue Trust, Inc.18,007$3.77M0.04%+17,07813F-HRTimeline
Clark Capital Management Group, Inc.17,778$3.72M0.02%-3,04313F-HRTimeline
Waverly Advisors, LLC17,763$3.72M0.04%+24013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,696$3.7M0.04%+14,24413F-HRTimelineGroup
Guerra Advisors Inc17,643$3.69M1.36%new13F-HRTimeline
HERBST GROUP, LLC17,411$3.64M2.26%-76713F-HRTimeline
Legacy Financial Group LLC17,183$3.6M0.47%new13F-HRTimeline
Global Retirement Partners, LLC16,858$3.53M0.08%+6,13113F-HRTimeline
Ausdal Financial Partners, Inc.16,782$3.51M0.17%+6,46813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,545$3.46M-11,250Timeline
Steele Capital Management, Inc.16,477$3.45M0.15%+5,01013F-HRTimeline
PATTEN & PATTEN INC/TN16,469$3.45M0.2%+5,76413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,388$3.43M0.2%new13F-HRTimeline
Farther Finance Advisors, LLC16,370$3.43M0.05%+14,28613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,198$3.39M0.12%-70013F-HRTimeline
NorthRock Partners, LLC16,029$3.35M0.06%new13F-HRTimeline
Invst, LLC15,758$3.3M0.37%new13F-HRTimeline
SHARPEPOINT LLC15,737$3.29M2.97%-1,47113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,569$3.26M0.01%-32913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management15,298$3.2M0.11%-3,08513F-HRTimelineGroup
NewEdge Wealth, LLC15,141$3.17M0.05%013F-HRTimeline
Sovran Advisors, LLC14,548$3.13M0.28%+9,38613F-HRTimeline
Game Plan Financial Advisors, LLC14,730$3.08M1.28%-47013F-HRTimeline
Trilogy Capital Inc.14,638$3.06M0.14%+33913F-HRTimeline
FSM Wealth Advisors, LLC14,632$3.06M0.43%-20913F-HRTimeline
MFA WEALTH ADVISORS, LLC14,599$3.05M0.67%-30613F-HRTimeline
CHILTON INVESTMENT CO INC.14,500$3.03M0.06%new13F-HRTimeline
Ayalon Insurance Comp Ltd.14,456$3.02M0.76%013F-HRTimeline
RPg Family Wealth Advisory, LLC14,308$2.99M0.66%+57913F-HRTimeline
Sunbelt Securities, Inc.14,189$2.97M0.21%-84013F-HRTimeline
Regal Investment Advisors LLC14,125$2.96M0.19%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC14,029$2.94M<0.01%-72,20213F-HR/ATimelineGroup
WealthShield Partners, LLC13,878$2.9M0.33%+13,82413F-HRTimeline
Wealthfront Advisers LLC13,793$2.89M0.01%+2,12313F-HRTimeline
Certified Advisory Corp13,571$2.84M0.27%+1,87213F-HRTimeline
CALTON & ASSOCIATES, INC.13,545$2.83M0.43%+3,39513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,389$2.8M0.15%new13F-HRTimelineGroup
Tandem Financial, LLC13,287$2.78M1.04%-25313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC13,205$2.76M0.03%new13F-HRTimeline
Great Diamond Partners, LLC12,957$2.71M0.53%-10213F-HRTimeline
WHITTIER TRUST CO12,934$2.71M0.03%-23613F-HRTimeline
BCGM Wealth Management, LLC12,728$2.66M0.69%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,717$2.66M0.02%-50213F-HR/ATimelineGroup
Maxele Advisors, LLC12,640$2.65M2.28%+99513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC12,489$2.61M0.95%+2,30113F-HRTimeline
Bulltick Wealth Management, LLC12,350$2.58M0.61%new13F-HRTimeline
ARS Investment Partners, LLC12,301$2.57M0.17%-4,36513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.12,280$2.57M1.39%-8,06813F-HRTimeline
Jupiter Wealth Management LLC12,249$2.56M1.21%+50013F-HRTimeline
Indie Asset Partners, LLC12,230$2.56M3.41%+8,30313F-HRTimeline
Keebeck Wealth Management11,755$2.46M0.29%new13F-HRTimeline
Bay Harbor Wealth Management, LLC11,736$2.46M0.66%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC11,667$2.44M0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC11,652$2.44M0.06%+3,71213F-HRTimeline