# ISHARES TR (ITA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ITA/

- Reporting holders: 37
- Reported value: $49.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $13.1M | 63,327 | 2.8% | 15 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $12.6M | 60,788 | 0.2% | 17 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $7.1M | 34,109 | 2.6% | 19 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $3.1M | 15,062 | 0.5% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.1M | 10,337 | 0.0% | 16 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.7M | 8,200 | 0.3% | 4 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $1.0M | 4,992 | 0.8% | 8 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $801.0K | 3,866 | 0.2% | 18 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $793.7K | 3,831 | 0.7% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $707.0K | 3,412 | 0.0% | 5 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $542.6K | 2,619 | 0.0% | 32 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $494.9K | 2,389 | 0.1% | 7 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $459.7K | 2,219 | 0.2% | 5 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $410.8K | 1,983 | 0.2% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $401.3K | 1,937 | 0.0% | 9 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $388.0K | 1,873 | 0.2% | 2 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $387.4K | 1,870 | 0.0% | 5 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $377.4K | 1,822 | 0.2% | 8 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $317.4K | 1,532 | 0.1% | 9 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $310.8K | 1,500 | 0.1% | 4 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $309.3K | 1,493 | 0.0% | 11 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $274.9K | 1,327 | 0.1% | 9 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $264.9K | 1,275 | 0.1% | 5 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $255.7K | 1,234 | 0.1% | 6 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $227.7K | 1,099 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 37 | $49.3M |
| Q2 2026 | 1,049 | $8.1B |
| Q1 2026 | 1,024 | $7.2B |
| Q4 2025 | 989 | $7.6B |
| Q3 2025 | 889 | $7.3B |
| Q2 2025 | 758 | $4.1B |
| Q1 2025 | 703 | $3.0B |
| Q4 2024 | 700 | $2.9B |
| Q3 2024 | 653 | $2.9B |
| Q2 2024 | 622 | $3.3B |
| Q1 2024 | 614 | $3.8B |
| Q4 2023 | 628 | $3.7B |