Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 5.46 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
54,957
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
46,861
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
45,620
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
42,006
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
38,779
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 26.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
37,627
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.67%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
36,947
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
36,674
shares
|
$1.84 Million
0.27% of portfolio
|
Q2 2022
Reduced 1.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
34,406
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 34.37%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
33,536
shares
|
$1.68 Million
0.39% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
30,459
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
30,316
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
26,663
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
24,960
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,310
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
22,162
shares
|
$1.11 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,049
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
21,027
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 77.56%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
20,768
shares
|
$1.04 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
20,000
shares
|
$1 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,753
shares
|
$992,193
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,133
shares
|
$961,050
0.0% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
18,700
shares
|
$939,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
18,484
shares
|
$928,451
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
17,850
shares
|
$896,605
0.28% of portfolio
|
Q2 2024
New holding
|
|