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Disclosery

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
MORGAN STANLEYin group MORGAN STANLEY3,001,157$657M0.04%+7,66013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,997,974$656M0.05%+104,80213F-HRTimelineGroup
LPL Financial LLC2,321,685$508M0.14%-830,71213F-HRTimeline
UBS Group AGgroup of 2 filers holding1,732,718$379M+1,088,202Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,364,622$299M0.06%+94,03613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC943,175$205M0.05%+170,79713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC773,234$169M0.05%+55,31813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding721,378$158M-4,413,760Timeline
BlackRock, Inc.in group BlackRock, Inc.718,807$157M<0.01%+257,41113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA559,124$122M0.02%+59,32313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO578,027$122M0.01%-105,18813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…531,976$116M0.07%+100,62813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.499,791$109M0.16%+78,53313F-HRTimelineGroup
Cetera Investment Advisers381,674$83.5M0.09%-251,94513F-HRTimeline
MML INVESTORS SERVICES, LLC334,192$73.1M0.2%-390,84313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC333,668$73M0.1%-92,36513F-HRTimeline
Dynasty Wealth Management, LLC313,175$68.5M0.6%+90,89613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…229,990$50.3M0.09%+40,50613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP215,949$47.2M0.04%-107,80113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP215,251$46.5M0.02%+84,47613F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding193,955$41.3M+98,118Timeline
Janney Montgomery Scott LLC188,154$41.2M0.1%-95,33313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP186,144$40.7M0.05%-46,71913F-HRTimelineGroup
HighTower Advisors, LLC177,817$38.9M0.04%+3,11713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC173,088$37.9M<0.01%-24,10613F-HRTimelineGroup
Cambridge Investment Research Advisors,…167,916$36.7M0.09%-22013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.167,739$36.2M0.23%+70,91313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/148,508$32.5M0.01%+11,07513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC146,539$32.1M0.58%+44,65213F-HRTimeline
Qube Research & Technologies Ltd145,342$31.8M0.05%+135,85713F-HRTimeline
OpenArc Corporate Advisory, LLC136,311$29.8M0.43%+23,01813F-HRTimeline
AlphaCore Capital LLC134,383$29.4M0.7%-8,98913F-HRTimeline
MinichMacGregor Wealth Management, LLC128,568$28.1M4.96%+23,72313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.127,774$27.9M0.02%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC114,778$25.1M0.02%-59,56713F-HRTimelineGroup
IFP Advisors, Inc107,384$23.5M0.49%-6,24513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.105,077$23M0.04%+5,11913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding96,261$21.1M+6,352Timeline
TD Waterhouse Canada Inc.94,123$21M0.06%+11,36013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.93,217$20.4M0.23%+18,92013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC89,697$19.6M0.02%+3,92813F-HRTimelineGroup
Cadent Capital Advisors, LLC85,744$18.8M4.96%-10,54413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC85,107$18.6M0.15%-407,10713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,808$18.4M0.04%-69,38813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…79,322$17.3M0.03%-10,90213F-HRTimelineGroup
Steward Partners Investment Advisory, L…75,819$16.6M0.08%-14,84613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC75,209$16.5M0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,842$16.4M0.01%+22,76313F-HRTimelineGroup
Chicago Wealth Management, Inc.74,340$16.3M6.49%-90413F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV70,900$15.5M0.54%new13F-HRTimeline
Prospera Financial Services Inc69,131$15.1M0.24%+2,00313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC68,083$14.9M0.09%+30,28313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV67,640$14.8M0.02%+1013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC66,679$14.6M0.2%-1,42313F-HRTimeline
360 Financial, Inc.65,869$14.4M4.34%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC61,102$14.2M0.8%+3,61213F-HR/ATimeline
Advisory Services Network, LLC59,432$13M0.17%-34,80713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS59,388$13M0.01%-203,31813F-HRTimelineGroup
Royal Fund Management, LLC59,202$13M1.24%new13F-HRTimeline
Arkadios Wealth Advisors59,015$12.9M0.21%+19,35113F-HRTimeline
Private Advisor Group, LLC57,572$12.6M0.06%-3113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,112$12.3M<0.01%-124,29013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC55,944$12.2M0.27%+1,07813F-HR/ATimeline
WealthCare Investment Partners, LLC52,153$11.8M3.27%+15513F-HRTimeline
NorthRock Partners, LLC51,095$11.2M0.18%+19,51513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,976$11.2M0.01%+17,26513F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding50,051$10.9M-737Timeline
Stone House Investment Management, LLC49,138$10.7M1.93%+20,96413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…48,041$10.5M0.11%+3,23513F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC47,386$10.4M3.63%+36,38613F-HRTimeline
NewEdge Advisors, LLC45,967$10.1M0.04%-105,14313F-HR/ATimeline
Atria Investments, Inc45,381$9.93M0.11%-47,37513F-HRTimeline
EFG International AGin group EFG International AG44,711$9.78M0.21%+15,69013F-HRTimelineGroup
Creative Planningin group Creative Planning43,211$9.45M0.01%+5,60913F-HRTimelineGroup
Merit Financial Group, LLC43,164$9.44M0.07%-8,49013F-HRTimeline
SCOTIA CAPITAL INC.42,932$9.39M0.04%+5,81013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding41,456$9.07M+15,428Timeline
Well Done, LLC40,468$8.85M1.3%+1,45613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,227$8.58M0.1%+2,26613F-HRTimelineGroup
Ignite Planners, LLC38,927$8.52M1.31%+5,55413F-HRTimeline
CWM, LLCin group CWM, LLC37,986$8.31M0.02%-415,86713F-HRTimelineGroup
Kraft, Davis & Associates, LLC38,014$8.27M1.76%+29,00313F-HRTimeline
MRA Advisory Group37,593$8.22M3.36%-4013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC37,212$8.14M2.07%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP36,900$8.07M0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.36,680$8.02M0.12%+12,33713F-HRTimeline
Quantitative Investment Management, LLC36,541$7.99M0.83%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC35,953$7.86M0.02%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…35,069$7.66M0.03%+4,24213F-HRTimeline
CADINHA & CO LLC34,388$7.52M1.4%new13F-HRTimeline
FOCUS Wealth Advisors, LLC34,018$7.44M3.64%-1,49313F-HRTimeline
WNY Asset Management, LLC33,983$7.43M0.77%13F-HRTimeline
Deane Retirement Strategies, Inc.33,876$7.4M2.98%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.33,061$7.23M3.92%-10513F-HRTimeline
WCG Wealth Advisors LLC32,863$7.19M0.2%-48713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,826$7.06M0.01%+96513F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.31,398$6.87M0.01%new13F-HRTimelineGroup
Bluesphere Advisors LLC31,180$6.82M2.42%+4,73913F-HRTimeline
Sanctuary Advisors, LLC31,180$6.82M0.04%-31,73213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.28,622$6.74M3.83%+31913F-HRTimeline
Yarbrough Capital, LLC30,393$6.65M0.23%013F-HRTimeline
5th Street Advisors, LLC29,320$6.41M2.78%+27213F-HRTimeline
BLAIR WILLIAM & CO/IL28,960$6.33M0.02%+3,51113F-HRTimeline
Kilter Group LLC28,878$6.32M2.72%+7,55413F-HRTimeline
Accel Wealth Management28,809$6.3M1.64%+2,55913F-HRTimeline
INTEGRITY ALLIANCE, LLC.28,442$6.22M0.24%-3,47213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding28,382$6.21M+701Timeline
PW Nova Financial Services LLC28,226$6.17M1.55%+4,25413F-HRTimeline
Integrated Wealth Concepts LLC27,812$6.08M0.05%-8,63313F-HRTimeline
Mutual Advisors, LLC27,465$6.01M0.13%+21,05513F-HRTimeline
Beacon Pointe Advisors, LLC27,429$6M0.03%+20,10513F-HRTimeline
Xcelsior Advisor Partners LLC27,358$5.98M2.29%+13613F-HRTimeline
BCS Private Wealth Management, Inc.27,351$5.98M1.82%+52513F-HRTimeline
Western Wealth Management, LLC26,860$5.88M0.22%-3,07513F-HR/ATimeline
FMR LLCin group FMR LLC26,628$5.82M<0.01%+3,37713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC26,553$5.81M0.01%+2,95113F-HRTimelineGroup
Principle Wealth Partners LLC25,867$5.66M0.32%-40013F-HRTimeline
Elo Mutual Pension Insurance Co25,618$5.6M0.09%new13F-HRTimeline
Snowden Capital Advisors LLC25,082$5.49M0.15%+2,34413F-HRTimeline
Lineweaver Wealth Advisors, LLC25,016$5.47M0.74%-11313F-HRTimeline
Summit Financial, LLC24,872$5.44M0.07%+1,55013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC24,715$5.41M3.81%+1,32613F-HRTimeline
CX Institutional24,312$5.32M0.16%+22,71513F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.24,091$5.27M3.96%-1,94513F-HRTimeline
BANQUE PICTET & CIE SA23,535$5.15M0.06%013F-HRTimeline
Wealthfront Advisers LLC23,392$5.12M0.01%+7,50913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,143$5.06M0.01%-35,02413F-HRTimelineGroup
Steele Capital Management, Inc.23,017$5.03M0.21%+2,04013F-HRTimeline
Ayalon Insurance Comp Ltd.22,889$5.01M1.02%+8,43313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd22,808$4.99M0.09%new13F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…22,319$4.88M3%+32513F-HRTimelineGroup
VICUS CAPITAL22,041$4.82M0.35%-91013F-HRTimeline
Financial Partners Group, Inc21,831$4.78M0.57%+50713F-HRTimeline
Monument Capital Management21,667$4.74M1.19%new13F-HRTimeline
World Investment Advisors21,667$4.74M0.08%-2,37113F-HRTimeline
Rothschild Wealth LLC21,615$4.73M0.43%+1,72313F-HRTimeline
Prime Capital Investment Advisors, LLC21,430$4.69M0.05%-64013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,253$4.65M0.02%-1,80813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,261$4.62M<0.01%new13F-HRTimelineGroup
WILLIAM JOHN SEMPOLINSKI21,058$4.61M2.31%+1,54313F-HRTimeline
Independent Advisor Alliance20,810$4.55M0.05%+15,61213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA20,766$4.54M0.01%+6,70013F-HRTimelineGroup
D.A. DAVIDSON & CO.20,424$4.47M0.03%+3,01313F-HRTimeline
PATTEN & PATTEN INC/TN20,283$4.44M0.27%+64613F-HRTimeline
Y-Intercept (Hong Kong) Ltd20,095$4.4M0.08%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,115$4.39M<0.01%+1,71113F-HRTimelineGroup
JACKSON SQUARE CAPITAL, LLC20,030$4.38M0.92%new13F-HRTimeline
Main Street Financial Solutions, LLC19,929$4.36M0.32%+63813F-HRTimeline
FINANCIAL LIFE ADVISORS19,746$4.32M1.35%+1,17813F-HRTimeline
Sigma Planning Corp19,623$4.29M0.12%+1,36013F-HRTimeline
Kovack Advisors, Inc.19,104$4.22M0.22%+10,45713F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC19,054$4.17M0.23%-99313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC18,832$4.12M0.03%+2,25413F-HRTimeline
Evolution Wealth Advisors, LLC18,738$4.1M0.42%+99013F-HRTimeline
Patriot Financial Group Insurance Agenc…18,698$4.09M0.23%+9,83213F-HRTimeline
HERBST GROUP, LLC18,558$4.06M2.51%-313F-HRTimeline
Waverly Advisors, LLC18,490$4.04M0.03%+76213F-HRTimeline
PHILADELPHIA TRUST CO18,090$3.96M0.28%+12213F-HRTimeline
Smartleaf Asset Management LLC18,590$3.92M0.14%+16,78013F-HRTimeline
TigerOak Management, L.L.C.17,861$3.91M1.23%-9613F-HRTimeline
Tudor Financial Inc.17,649$3.86M1.97%-25113F-HR/ATimeline
BigSur Wealth Management LLC17,607$3.85M1.08%-5,35013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd17,410$3.81M0.05%-202,47313F-HRTimelineGroup
Ausdal Financial Partners, Inc.17,084$3.74M0.17%-5,51613F-HRTimeline
Arete Wealth Advisors, LLC17,035$3.72M0.28%new13F-HR/ATimeline
EP Wealth Advisors, LLC17,004$3.72M0.02%+1,89913F-HRTimeline
RPg Family Wealth Advisory, LLC16,889$3.69M0.77%+2,04413F-HRTimeline
Risk Paradigm Group, LLC16,889$3.69M3.15%+2,04413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,088$3.52M-1,220Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,750$3.45M0.18%+1,29313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,748$3.44M0.05%-16,56413F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC15,552$3.4M0.67%+28713F-HRTimeline
Csenge Advisory Group15,534$3.4M0.16%-5,36013F-HRTimeline
Capital Wealth Alliance, LLC15,195$3.32M1.5%new13F-HRTimeline
NewEdge Wealth, LLC15,129$3.31M0.04%-5013F-HRTimeline
SBI Okasan Asset Management Co.Ltd.15,680$3.31M0.14%+8,25013F-HRTimeline
Trilogy Capital Inc.14,914$3.26M0.15%+36813F-HRTimeline
SHARPEPOINT LLC14,896$3.26M1.94%-31513F-HRTimeline
FSM Wealth Advisors, LLC14,880$3.26M0.42%+7413F-HRTimeline
Clear Creek Financial Management, LLC14,843$3.25M0.25%+6,26713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,559$3.18M0.1%-1,43313F-HRTimeline
Certified Advisory Corp14,408$3.15M0.28%+39213F-HRTimeline
TSFG, LLC14,107$3.09M0.47%+31313F-HRTimeline
Div Capital Phoenix Assets Ltd14,000$3.06M0.7%new13F-HRTimeline
CALTON & ASSOCIATES, INC.13,946$3.05M0.44%+29013F-HRTimeline
&PARTNERS13,886$3.02M0.01%-10,02613F-HRTimeline
Systelligence, LLC13,736$3M0.58%new13F-HRTimeline
Sunbelt Securities, Inc.13,504$2.95M0.19%-22913F-HRTimeline
Game Plan Financial Advisors, LLC13,352$2.92M1.31%013F-HRTimeline
Indie Asset Partners, LLC13,221$2.89M3.3%+88613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,189$2.89M0.21%+3,07213F-HRTimeline
WHITTIER TRUST CO12,754$2.87M0.03%-4013F-HRTimeline
Foundations Investment Advisors, LLC12,975$2.84M0.04%-162,84713F-HRTimeline
Tandem Financial, LLC12,872$2.82M0.95%-1,84013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,853$2.81M0.01%-2,15713F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,689$2.78M0.02%+2013F-HRTimelineGroup
Jupiter Wealth Management LLC12,249$2.76M1.09%013F-HRTimeline
Orion Porfolio Solutions, LLC12,596$2.76M0.02%-37,50713F-HRTimeline
UNIQUE WEALTH, LLC12,389$2.71M0.37%+19913F-HRTimeline
Keel Point, LLC12,287$2.69M0.18%+19913F-HRTimeline