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Disclosery

ITA ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 46 13F filers report a position in ITA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Cadent Capital Advisors, LLC63,327$13.1M2.81%-27,85213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC60,788$12.6M0.15%-5,22013F-HRTimeline
MRA Advisory Group34,109$7.07M2.65%-3,84713F-HRTimeline
Ayalon Insurance Comp Ltd.29,689$6.15M0.51%+6,80013F-HRTimeline
CX Institutional28,767$5.96M0.16%+4,68313F-HRTimeline
MFA WEALTH ADVISORS, LLC15,062$3.12M0.53%-18913F-HRTimeline
JBR Co Financial Management Inc10,752$2.62M1%013F-HRTimeline
Farther Finance Advisors, LLC10,337$2.14M0.02%-14913F-HRTimeline
Family Legacy, Inc.9,393$1.95M0.54%-21613F-HRTimeline
Castle Rock Wealth Management, LLC8,200$1.71M0.32%-1,44113F-HRTimeline
Avior Wealth Management, LLC6,221$1.29M0.03%-5,81913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC6,153$1.28M0.87%-8313F-HRTimeline
Roxbury Financial LLC4,992$1.03M0.8%+15313F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX3,866$801K0.16%-2213F-HRTimeline
Wisconsin Wealth Advisors, LLC3,831$794K0.67%-64013F-HRTimeline
Avidian Wealth Enterprises, LLC3,412$707K0.02%-4013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,015$625K0.44%013F-HRTimeline
Midwest Financial Network, LLC2,704$560K0.38%-2,96713F-HRTimeline
First Heartland Consultants, Inc.2,619$543K0.04%+3713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,389$495K0.13%013F-HRTimeline
Retirement Wealth Solutions LLC2,219$460K0.24%-1,44313F-HRTimeline
Investment Partners Asset Management, I…1,983$411K0.22%013F-HRTimeline
CoreCap Advisors, LLC1,937$401K0.01%+2813F-HRTimeline
Planning Strategies Inc.1,873$388K0.23%+62313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,870$387K0.03%+10113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC1,822$377K0.24%-5913F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,579$327K0.09%-913F-HRTimeline
Weaver Consulting Group1,532$317K0.06%013F-HRTimeline
Tactive Advisors, LLC1,500$311K0.07%-5013F-HRTimeline
ROCKLAND TRUST CO1,493$309K0.01%013F-HRTimeline
TrueWealth Advisors, LLC1,327$275K0.06%-2613F-HRTimeline
Ballew Advisors, Inc1,275$265K0.13%013F-HRTimeline
Gallagher Capital Advisors, LLC1,234$256K0.14%+113F-HRTimeline
Montecito Bank & Trust1,099$228K0.03%013F-HRTimeline
Acropolis Investment Management, LLC720$149K0.01%013F-HRTimeline
Coastline Trust Co700$145K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Central Pacific Bank - Trust Division656$136K0.01%013F-HRTimeline
GK Wealth Management LLC518$107K0.06%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC446$92.3K0.01%+613F-HRTimeline
Horizons Wealth Management247$51.2K0.03%13F-HRTimeline
Bangor Savings Bank204$42.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB100$20.7K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton72$14.9K<0.01%013F-HRTimeline
Byrne Asset Management LLC60$12.5K0.01%013F-HRTimeline
Trust Co50$10.4K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.6$1.24K<0.01%013F-HRTimeline