Who Owns ISHARES TR (ITA)? -- Institutional Holders (2026-03-31)
1,120 institutions reported holding $6.64B of ISHARES TR (ITA) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($656.5M), BANK OF AMERICA CORP /DE/ ($655.8M), LPL Financial LLC ($507.9M), UBS Group AG ($378.3M), WELLS FARGO & COMPANY/MN ($298.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $656.5M | 3.0M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $655.8M | 3.0M | Added |
| 3 | LPL Financial LLC | $507.9M | 2.3M | Trimmed |
| 4 | UBS Group AG | $378.3M | 1.7M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $298.5M | 1.4M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $204.8M | 943,175 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $169.1M | 773,234 | Added |
| 8 | BlackRock, Inc. | $157.2M | 718,807 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $152.7M | 697,903 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $128.7M | 588,542 | Added |
| 11 | Royal Bank of Canada | $122.3M | 559,124 | Added |
| 12 | JPMORGAN CHASE & CO | $121.8M | 578,027 | Trimmed |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $116.4M | 531,976 | Added |
| 14 | OSAIC HOLDINGS, INC. | $109.4M | 499,791 | Added |
| 15 | Cetera Investment Advisers | $83.5M | 381,674 | Trimmed |
| 16 | MML INVESTORS SERVICES, LLC | $73.1M | 334,192 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $73.0M | 333,668 | Trimmed |
| 18 | Dynasty Wealth Management, LLC | $68.5M | 313,175 | Added |
| 19 | JANE STREET GROUP, LLC | $63.4M | 289,843 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $59.1M | 270,376 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $50.3M | 229,990 | Added |
| 22 | CITIGROUP INC | $48.9M | 223,478 | Added |
| 23 | STIFEL FINANCIAL CORP | $47.2M | 215,949 | Trimmed |
| 24 | JONES FINANCIAL COMPANIES LLLP | $46.5M | 215,251 | Added |
| 25 | Point72 Asset Management, L.P. | $46.0M | 210,498 | Added |
Source: SEC Form 13F filings · as of 2026-03-31