Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 5.24 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,931
shares
|
$261,441
0.05% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,841
shares
|
$256,669
0.01% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$242,566
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,520
shares
|
$239,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,450
shares
|
$235,939
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,316
shares
|
$228,834
0.0% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,893
shares
|
$206,406
0.0% of portfolio
|
Q2 2024
Reduced 25.03%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,301
shares
|
$175,019
0.01% of portfolio
|
Q2 2023
Added 43.83%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
3,292
shares
|
$174,541
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,287
shares
|
$174,276
0.0% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
3,147
shares
|
$166,853
0.0% of portfolio
|
Q4 2022
Added 200.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$159,060
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,965
shares
|
$157,204
0.08% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,469
shares
|
$130,906
0.0% of portfolio
|
Q3 2024
Reduced 26.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,430
shares
|
$128,838
0.01% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,350
shares
|
$124,597
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,076
shares
|
$110,069
0.0% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,065
shares
|
$109,486
0.01% of portfolio
|
Q3 2022
Added 113.99%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,013
shares
|
$106,729
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,800
shares
|
$95,436
0.0% of portfolio
|
Q4 2017
Added 70.5%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,777
shares
|
$94,216
0.0% of portfolio
|
Q3 2024
Added 38.72%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
1,750
shares
|
$92,785
0.04% of portfolio
|
Q4 2023
Reduced 98.69%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,525
shares
|
$80,855
0.03% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,463
shares
|
$77,568
0.01% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,429
shares
|
$75,765
0.0% of portfolio
|
Q3 2024
Reduced 54.37%
|