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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,777
shares
|
$94,429
0.0% of portfolio
|
Q3 2024
Added 38.72%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
1,750
shares
|
$92,995
0.04% of portfolio
|
Q4 2023
Reduced 98.69%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,525
shares
|
$81,038
0.03% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,463
shares
|
$77,743
0.01% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,429
shares
|
$75,937
0.0% of portfolio
|
Q3 2024
Reduced 54.37%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,389
shares
|
$73,811
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,386
shares
|
$73,652
0.0% of portfolio
|
Q3 2024
Reduced 47.76%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,350
shares
|
$71,739
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,280
shares
|
$68,019
0.01% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,220
shares
|
$64,830
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,170
shares
|
$62,173
0.0% of portfolio
|
Q3 2022
Added 27.17%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$58,454
0.02% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,071
shares
|
$56,912
0.02% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
950
shares
|
$50,483
0.0% of portfolio
|
Q1 2024
Added 26.67%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
837
shares
|
$44,478
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
820
shares
|
$43,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
800
shares
|
$42,512
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
755
shares
|
$40,120
0.0% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
708
shares
|
$37,623
0.0% of portfolio
|
Q3 2023
Reduced 12.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
663
shares
|
$35,231
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
663
shares
|
$35,231
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
623
shares
|
$33,106
0.0% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
580
shares
|
$30,821
0.0% of portfolio
|
Q3 2018
Reduced 30.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
526
shares
|
$27,951
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
467
shares
|
$24,816
0.02% of portfolio
|
Q4 2024
New holding
|