ISHARES TR (ITA) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling ITA?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on ITA?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into ITA?

137 institutional investors hold ISHARES TR (ITA). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about ITA?

Track institutional sentiment and conviction scores for ISHARES TR (ITA) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

ITA·464288760·US·etf·Unknown - Unknown

US AER DEF ETF

ITA (ISHARES TR) is held by 137 institutional investors as of Q4 2025. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($1B), LPL Financial LLC ($676.8M), MORGAN STANLEY ($642.7M). Net institutional sentiment: Bullish.

137

Holders

Avg rating(16 Elite)

$5.7B

Total Value

70% (143)

Fund Consensus

77 buying - 36 selling

Smart Money Verdict- Q4 2025View all

68Positive Momentum (Unconfirmed)Single Source

Held by 137 funds

16 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	4.7M(-1.3%)	$1B	0.3%	+21.57%	0
LPL Financial LLC	Increased	3.2M(+11.5%)	$676.8M	0.2%	+44.75%	42
MORGAN STANLEY	Increased	3M(+6.1%)	$642.7M	0.0%	+51.66%	34
BANK OF AMERICA CORP /DE/	Increased	2.9M(+4.9%)	$621.1M	0.0%	+65.39%	33
WELLS FARGO & COMPANY/MN	Increased	1.3M(+13.2%)	$272.8M	0.0%	+69.05%	35
AMERIPRISE FINANCIAL INC	Decreased	772,378(-12.0%)	$165.8M	0.0%	+107.17%	0
MML INVESTORS SERVICES, LLC	Increased	725,035(+11.5%)	$155.7M	0.4%	+37.41%	40
RAYMOND JAMES FINANCIAL INC	Increased	717,916(+20.4%)	$154.1M	0.0%	+46.41%	36
JPMORGAN CHASE & CO	Increased	683,215(+37.9%)	$146.7M	0.0%	+26.38%	40
UBS Group AG	Decreased	644,118(-11.5%)	$138.3M	0.0%	+93.09%	0
Cetera Investment Advisers	Increased	633,619(+5.3%)	$136M	0.1%	+39.38%	38
ROYAL BANK OF CANADA	Decreased	499,801(-0.1%)	$107.3M	0.0%	+54.69%	0
BlackRock, Inc.	Increased	461,396(+1.1%)	$99.1M	0.0%	+19.18%	30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	431,348(+121.6%)	$92.6M	0.1%	+34.07%	48
COMMONWEALTH EQUITY SERVICES, LLC	Increased	426,033(+9.3%)	$91.5M	0.1%	+80.02%	39
OSAIC HOLDINGS, INC.	Increased	421,258(+15.6%)	$90.5M	0.1%	+79.58%	41
Envestnet Portfolio Solutions, Inc.	Increased	419,163(+4.2%)	$90M	0.3%	+19.35%	37
STIFEL FINANCIAL CORP	Increased	323,750(+1.6%)	$69.5M	0.1%	+63.82%	30
BNP PARIBAS FINANCIAL MARKETS	Decreased	262,706(-71.2%)	$56.4M	0.0%	+31.16%	0
TRUIST FINANCIAL CORP	Increased	232,863(+1.7%)	$50M	0.1%	+76.62%	30
Dynasty Wealth Management, LLC	New	222,279	$47.7M	0.5%	+13.24%	48
Quadrature Capital Ltd	Increased	219,883(+102.0%)	$47.2M	0.5%	+16.13%	56
GOLDMAN SACHS GROUP INC	Decreased	197,194(-34.1%)	$42.3M	0.0%	+66.03%	0
Rockefeller Capital Management L.P.	Increased	189,484(+3.3%)	$40.7M	0.1%	+94.31%	30
Bank of New York Mellon Corp	Increased	180,402(+7.5%)	$38.7M	0.0%	+20.03%	31
HighTower Advisors, LLC	Decreased	174,700(-10.8%)	$37.5M	0.0%	+76.09%	0
CITIGROUP INC	Decreased	174,345(-10.7%)	$37.4M	0.0%	+25.61%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	152,196(+5.9%)	$35M	0.0%	+66.58%	31
NewEdge Advisors, LLC	Decreased	151,110(-2.2%)	$32.4M	0.1%	+29.33%	0
BANK OF MONTREAL /CAN/	Increased	137,433(+10.0%)	$29.5M	0.0%	+31.24%	32
JONES FINANCIAL COMPANIES LLLP	Increased	130,775(+33.0%)	$28.1M	0.0%	+38.06%	37
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	105,433(+4.7%)	$22.6M	0.1%	+19.43%	36
Baird Financial Group, Inc.	Increased	99,958(+8.1%)	$21.5M	0.0%	+80.44%	31
Equitable Holdings, Inc.	Increased	96,826(+35.4%)	$20.8M	0.1%	+36.39%	44
Steward Partners Investment Advisory, LLC	Increased	90,665(+21.5%)	$19.5M	0.1%	+44.08%	41
Mariner, LLC	Increased	85,769(+68.5%)	$18.4M	0.0%	+45.24%	42
TD Waterhouse Canada Inc.	Increased	82,763(+20.4%)	$17.7M	0.1%	+28.69%	40
Kestra Advisory Services, LLC	Increased	70,044(+10.7%)	$15M	0.1%	+89.99%	31
MERCER GLOBAL ADVISORS INC /ADV	Increased	67,630(+3.3%)	$14.5M	0.0%	+111.31%	29
Sanctuary Advisors, LLC	Increased	62,912(+10.4%)	$13.5M	0.1%	+35.51%	31
JANE STREET GROUP, LLC	Increased	58,167(+147.8%)	$12.5M	0.0%	+24.34%	45
Private Advisor Group, LLC	Increased	57,603(+5.8%)	$12.4M	0.1%	+76.38%	30
US BANCORP \DE\	Increased	52,564(+4.9%)	$11.3M	0.0%	+30.21%	29
CITADEL ADVISORS LLC	New	52,079	$11.2M	0.0%	+13.24%	38
Merit Financial Group, LLC	Increased	51,654(+16.4%)	$11.1M	0.1%	+46.49%	32
Orion Porfolio Solutions, LLC	Increased	50,103(+10.5%)	$10.8M	0.1%	+25.76%	31
PRUDENTIAL PLC	Decreased	37,800(-50.5%)	$8.1M	0.1%	+31.11%	0
Creative Planning	Increased	37,602(+2.9%)	$8.1M	0.0%	+104.48%	28
SCOTIA CAPITAL INC.	Increased	37,122(+14.8%)	$8M	0.0%	+69.76%	31
Integrated Wealth Concepts LLC	Increased	36,445(+25.7%)	$7.8M	0.1%	+50.47%	34
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	33,711(-17.9%)	$7.2M	0.0%	+55.94%	0
Corient Private Wealth LLC	Increased	31,861(+356.7%)	$6.8M	0.0%	+22.12%	44
Federation des caisses Desjardins du Quebec	Decreased	30,827(-12.2%)	$6.6M	0.0%	+78.25%	0
Focus Partners Wealth	Increased	27,681(+12.0%)	$5.9M	0.0%	+63.81%	30
BLAIR WILLIAM & CO/IL	Decreased	25,449(-1.1%)	$5.5M	0.0%	+84.61%	0
&PARTNERS	Increased	23,912(+14.9%)	$5.1M	0.0%	+35.32%	31
Cerity Partners LLC	Increased	23,602(+10.7%)	$5.1M	0.0%	+78.41%	30
BANQUE PICTET & CIE SA	Unchanged	23,535	$5M	0.0%	+86.81%	0
FMR LLC	Increased	23,251(+9.3%)	$5M	0.0%	+57.95%	29
Lido Advisors, LLC	Increased	23,061(+0.9%)	$4.8M	0.0%	+93.73%	27
Phoenix Financial Ltd.	Decreased	19,593(-0.1%)	$4.2M	0.0%	+92.19%	0
Farther Finance Advisors, LLC	Increased	19,330(+18.1%)	$4.1M	0.0%	+22.28%	31
NATIONAL BANK OF CANADA /FI/	Increased	18,404(+0.4%)	$3.9M	0.0%	+69.23%	27
Waverly Advisors, LLC	Decreased	17,728(-0.2%)	$3.8M	0.0%	+71.66%	0
D.A. DAVIDSON & CO.	Increased	17,411(+103.7%)	$3.7M	0.0%	+32.78%	43
MONETA GROUP INVESTMENT ADVISORS LLC	New	16,578	$3.6M	0.0%	+13.24%	37
Vontobel Holding Ltd.	Increased	16,445(+5.6%)	$3.5M	0.0%	+108.01%	28
Wealthfront Advisers LLC	Increased	15,883(+15.2%)	$3.4M	0.0%	+62.66%	30
NewEdge Wealth, LLC	Increased	15,179(+0.3%)	$3.3M	0.0%	+84.90%	26
EP Wealth Advisors, LLC	Increased	15,105(+1.1%)	$3.2M	0.0%	+115.93%	27
ASSETMARK, INC	Increased	15,010(+314.8%)	$3.2M	0.0%	+16.99%	43
BANK OF NOVA SCOTIA	Decreased	14,066(-56.1%)	$3M	0.0%	+36.62%	0
WHITTIER TRUST CO	Decreased	12,794(-1.1%)	$2.9M	0.0%	+175.47%	0
GATEWAY INVESTMENT ADVISERS LLC	Unchanged	13,205	$2.8M	0.0%	+19.25%	0
REGIONS FINANCIAL CORP	Decreased	12,669(-0.4%)	$2.7M	0.0%	+119.90%	0
Gotham Asset Management, LLC	Increased	12,274(+29.4%)	$2.6M	0.0%	+40.83%	33
BENJAMIN EDWARDS INC	Increased	11,917(+6.8%)	$2.6M	0.0%	+47.89%	28
CIBC WORLD MARKET INC.	Increased	11,386(+15.6%)	$2.4M	0.0%	+65.69%	30
Fisher Asset Management, LLC	Increased	11,382(+2.5%)	$2.4M	0.0%	+112.13%	27
CAPTRUST FINANCIAL ADVISORS	Increased	10,873(+5.4%)	$2.3M	0.0%	+63.40%	28
AXXCESS WEALTH MANAGEMENT, LLC	New	9,552	$2.1M	0.0%	+13.24%	36
Qube Research & Technologies Ltd	Increased	9,485(+113.5%)	$2M	0.0%	+15.97%	42
Allworth Financial LP	Decreased	9,226(-1.8%)	$2M	0.0%	+81.75%	0
Clark Capital Management Group, Inc.	Decreased	8,796(-50.5%)	$1.9M	0.0%	+51.63%	0
CIBC Private Wealth Group LLC	Increased	8,513(+6.3%)	$1.8M	0.0%	+77.58%	27
AE Wealth Management LLC	Decreased	8,220(-15.1%)	$1.8M	0.0%	+54.59%	0
BROWN ADVISORY INC	Decreased	8,087(-10.2%)	$1.7M	0.0%	+97.55%	0
MAI Capital Management	Decreased	7,903(-0.2%)	$1.7M	0.0%	+88.96%	0
DAVENPORT & Co LLC	Decreased	7,896(-1.4%)	$1.7M	0.0%	+83.91%	0
BALYASNY ASSET MANAGEMENT L.P.	New	7,400	$1.6M	0.0%	+13.24%	35
Beacon Pointe Advisors, LLC	Increased	7,324(+2.8%)	$1.6M	0.0%	+84.46%	26
Wealthspire Advisors, LLC	Increased	7,131(+7.8%)	$1.5M	0.0%	+79.91%	28
Pathstone Holdings, LLC	Increased	7,006(+160.8%)	$1.5M	0.0%	+19.43%	41
COMERICA BANK	Increased	6,958(+10.1%)	$1.5M	0.0%	+84.54%	28
NORTHERN TRUST CORP	Increased	6,835(+41.5%)	$1.5M	0.0%	+35.47%	34
Tidal Investments LLC	Decreased	6,320(-45.8%)	$1.4M	0.0%	+19.25%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	5,505(-0.2%)	$1.2M	0.0%	+132.08%	0
Cresset Asset Management, LLC	Increased	5,309(+3.0%)	$1.1M	0.0%	+90.24%	26
OneDigital Investment Advisors LLC	Increased	5,119(+0.6%)	$1.1M	0.0%	+39.90%	25
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	4,825(+16.5%)	$1M	0.0%	+71.52%	29
Sequoia Financial Advisors, LLC	Increased	4,746(+12.7%)	$1M	0.0%	+67.86%	28
SIMPLEX TRADING, LLC	Increased	4,727(+7.8%)	$1M	0.0%	+63.39%	27
KEYBANK NATIONAL ASSOCIATION/OH	Increased	4,007(+3.4%)	$860,262	0.0%	+148.44%	26
GAMCO INVESTORS, INC. ET AL	Unchanged	4,000	$858,760	0.0%	+38.96%	0
Aptus Capital Advisors, LLC	Decreased	3,848(-97.3%)	$826,127	0.0%	+19.44%	0
Rathbones Group PLC	Increased	3,831(+4.6%)	$822,477	0.0%	+118.36%	26
Neuberger Berman Group LLC	Increased	3,458(+167.8%)	$742,398	0.0%	+27.26%	40
Belvedere Trading LLC	Increased	3,400(+5296.8%)	$729,946	0.0%	+13.53%	40
COMMERCE BANK	Decreased	3,364(-6.0%)	$722,217	0.0%	+162.35%	0
Verition Fund Management LLC	Unchanged	3,314	$711,483	0.0%	+69.20%	0
Allspring Global Investments Holdings, LLC	Increased	3,105(+10.7%)	$700,799	0.0%	+21.28%	27
Compagnie Lombard Odier SCmA	New	3,200	$685,536	0.0%	+13.24%	34
Pinnacle Financial Partners, Inc.	New	3,025	$650,239	0.0%	+13.24%	34
Quantinno Capital Management LP	Increased	2,995(+41.9%)	$643,142	0.0%	+24.49%	33
London & Capital Asset Management Ltd	New	2,656	$570,031	0.0%	+13.24%	34
GLENMEDE TRUST CO NA	Unchanged	1,950	$418,645	0.0%	+76.48%	0
RWA WEALTH PARTNERS, LLC	Unchanged	1,945	$417,485	0.0%	+64.01%	0
HB Wealth Management, LLC	Unchanged	1,783	$382,811	0.0%	+44.95%	0
IEQ CAPITAL, LLC	Unchanged	1,743	$374,301	0.0%	+66.71%	0
MILLENNIUM MANAGEMENT LLC	New	1,667	$357,888	0.0%	+13.24%	33
Jefferies Financial Group Inc.	New	1,538	$330,193	0.0%	+13.24%	33
MACKENZIE FINANCIAL CORP	Unchanged	1,500	$323,872	0.0%	+60.63%	0
NATIXIS	Unchanged	1,461	$317,490	0.0%	+19.25%	0
FRANKLIN RESOURCES INC	Unchanged	1,429	$306,793	0.0%	+48.60%	0
Walleye Trading LLC	Decreased	1,302(-88.6%)	$279,526	0.0%	+21.57%	0
AQR CAPITAL MANAGEMENT LLC	New	1,138	$244,242	0.0%	+13.24%	32
DEUTSCHE BANK AG\	Decreased	1,071(-58.5%)	$229,933	0.0%	+110.81%	0
Russell Investments Group, Ltd.	Increased	1,032(+14.3%)	$221,549	0.0%	+29.56%	26
ZACKS INVESTMENT MANAGEMENT	New	1,020	$218,928	0.0%	+13.24%	32
HUNTINGTON NATIONAL BANK	Decreased	920(-10.3%)	$197,515	0.0%	+69.83%	0
PICTON MAHONEY ASSET MANAGEMENT	Increased	750(+400.0%)	$161,029	0.0%	+24.27%	36
BROWN BROTHERS HARRIMAN & CO	Unchanged	425	$91,243	0.0%	+128.07%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	398	$85,447	0.0%	+13.24%	33
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Unchanged	363	$77,901	0.0%	+119.08%	0
FIFTH THIRD BANCORP	Decreased	116(-50.2%)	$24,904	0.0%	+19.25%	0
First Command Advisory Services, Inc.	Decreased	59(-98.3%)	$12,667	0.0%	+73.13%	0
HRT FINANCIAL LP	New	9,160	$1,966	0.0%	+13.24%	15
XTX Topco Ltd	Exited	0(-100.0%)	$2.8M	0.0%	+5.31%	0
GROUP ONE TRADING LLC	Exited	0(-100.0%)	$177,243	0.0%	+27.52%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$183,781	0.0%	+5.31%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$502,359	0.0%	+12.60%	0
BARCLAYS PLC	Exited	0(-100.0%)	$2.9M	0.0%	+29.98%	0
MARSHALL WACE, LLP	Exited	0(-100.0%)	$1.1M	0.0%	+5.31%	0

ISHARES TR

Continue exploring