ITA — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns ITA? 47 Institutions Hold $62M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (ITA)? 47 institutions reported holding $62.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cadent Capital Advisors, LLC ($13.1M), Ferguson Wellman Capital Management, Inc ($12.6M), MRA Advisory Group ($7.1M).

Rank	Institution	Value	Shares	Change
1	Cadent Capital Advisors, LLC	$13.1M	63,327	Trimmed
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$12.6M	60,788	Trimmed
3	MRA Advisory Group	$7.1M	34,109	Trimmed
4	Ayalon Insurance Comp Ltd.	$6.2M	29,689	Added
5	CX Institutional	$6.0M	28,767	Added
6	MFA WEALTH ADVISORS, LLC	$3.1M	15,062	Trimmed
7	Farther Finance Advisors, LLC	$2.1M	10,337	Trimmed
8	Castle Rock Wealth Management, LLC	$1.7M	8,200	Trimmed
9	Roxbury Financial LLC	$1.0M	4,992	Added
10	CYPRESS ASSET MANAGEMENT INC/TX	$800,958	3,866	Trimmed
11	Wisconsin Wealth Advisors, LLC	$793,729	3,831	Trimmed
12	Avidian Wealth Enterprises, LLC	$706,950	3,412	Trimmed
13	MAGNOLIA CAPITAL MANAGEMENT LTD	$625,000	3,015	Hold
14	First Heartland Consultants, Inc.	$542,614	2,619	Added
15	PRIVATE CLIENT SERVICES, LLC	$494,855	2,389	Hold
16	Retirement Wealth Solutions LLC	$459,733	2,219	Trimmed
17	Investment Partners Asset Management, Inc.	$410,838	1,983	Hold
18	CoreCap Advisors, LLC	$401,308	1,937	Added
19	Planning Strategies Inc.	$388,048	1,873	Added
20	TITLEIST ASSET MANAGEMENT, LLC	$387,360	1,870	Added
21	WINEBRENNER CAPITAL MANAGEMENT LLC	$377,410	1,822	Trimmed
22	Weaver Consulting Group	$317,400	1,532	Hold
23	Tactive Advisors, LLC	$310,770	1,500	Trimmed
24	ROCKLAND TRUST CO	$309,320	1,493	Hold
25	TrueWealth Advisors, LLC	$274,866	1,327	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30