Who Owns ISHARES TR (ITA)? -- Institutional Holders (2026-06-30)
1,125 institutions reported holding $7.42B of ISHARES TR (ITA) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($731.4M), MORGAN STANLEY ($642.1M), LPL Financial LLC ($562.2M), WELLS FARGO & COMPANY/MN ($353.3M), Phoenix Financial Ltd. ($310.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $731.4M | 3.0M | Added |
| 2 | MORGAN STANLEY | $642.1M | 2.6M | Trimmed |
| 3 | LPL Financial LLC | $562.2M | 2.3M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $353.3M | 1.5M | Added |
| 5 | Phoenix Financial Ltd. | $310.1M | 1.3M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $274.6M | 1.1M | Added |
| 7 | BlackRock, Inc. | $190.7M | 786,640 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $185.5M | 765,331 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $159.0M | 655,978 | Trimmed |
| 10 | Royal Bank of Canada | $149.7M | 617,649 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $149.5M | 616,653 | Added |
| 12 | UBS Group AG | $143.7M | 592,720 | Trimmed |
| 13 | JANE STREET GROUP, LLC | $136.3M | 562,286 | Added |
| 14 | JPMORGAN CHASE & CO | $133.9M | 560,045 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $129.3M | 533,033 | Added |
| 16 | CITADEL ADVISORS LLC | $119.9M | 494,390 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $97.9M | 403,807 | Added |
| 18 | Cetera Investment Advisers | $96.6M | 398,559 | Added |
| 19 | GOLDMAN SACHS GROUP INC | $88.7M | 366,065 | Added |
| 20 | Dynasty Wealth Management, LLC | $84.5M | 348,483 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $83.3M | 343,700 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $74.9M | 308,931 | Added |
| 23 | JONES FINANCIAL COMPANIES LLLP | $64.3M | 271,717 | Added |
| 24 | STIFEL FINANCIAL CORP | $53.1M | 218,958 | Added |
| 25 | Rockefeller Capital Management L.P. | $52.0M | 214,403 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30