Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 192 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,028
shares
|
$532,887
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
9,923
shares
|
$527,308
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,204
shares
|
$489,100
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
9,000
shares
|
$478,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
8,935
shares
|
$474,805
0.03% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
8,802
shares
|
$467,738
0.17% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
7,992
shares
|
$424,694
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,908
shares
|
$420,231
0.05% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,707
shares
|
$409,549
0.0% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
7,262
shares
|
$385,902
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
7,140
shares
|
$379,419
0.1% of portfolio
|
Q4 2023
Added 2.0%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
6,975
shares
|
$370,651
0.03% of portfolio
|
Q4 2023
Reduced 2.11%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
6,818
shares
|
$362,308
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
6,626
shares
|
$352,105
0.06% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,533
shares
|
$347,163
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,412
shares
|
$340,733
0.0% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,225
shares
|
$330,796
0.0% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,122
shares
|
$325,323
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,026
shares
|
$320,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,750
shares
|
$305,555
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,688
shares
|
$302,260
0.02% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,674
shares
|
$301,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
5,616
shares
|
$298,434
0.01% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,597
shares
|
$297,424
0.06% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,367
shares
|
$285,202
0.01% of portfolio
|
Q2 2024
Reduced 0.37%
|