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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
275
shares
|
$14,580
0.0% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
273
shares
|
$14,474
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
255
shares
|
$13,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
250
shares
|
$13,255
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
200
shares
|
$10,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
149
shares
|
$7,899
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
148
shares
|
$7,846
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
106
shares
|
$5,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
101
shares
|
$5,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
100
shares
|
$5,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
100
shares
|
$5,302
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$5,302
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
95
shares
|
$5,036
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
94
shares
|
$4,983
0.0% of portfolio
|
Q3 2024
Added 161.11%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
87
shares
|
$4,612
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
85
shares
|
$4,506
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
83
shares
|
$4,400
0.0% of portfolio
|
Q3 2024
Reduced 50.6%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
78
shares
|
$4,135
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
36
shares
|
$1,908
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
27
shares
|
$1,431
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
16
shares
|
$848
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
11
shares
|
$583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4
shares
|
$212
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$53
0.01% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|