Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
69,389
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.08%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
68,909
shares
|
$3.02 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
62,835
shares
|
$2.76 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
61,132
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2025
Added 327.2%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
60,484
shares
|
$2.65 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
59,528
shares
|
$2.61 Million
0.16% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
59,434
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Added 38.12%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
54,126
shares
|
$2.37 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
52,557
shares
|
$2.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
44,997
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
41,912
shares
|
$1.84 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
41,270
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
40,841
shares
|
$1.79 Million
1.14% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
36,674
shares
|
$1.61 Million
0.27% of portfolio
|
Q2 2022
Reduced 1.48%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
36,530
shares
|
$1.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 32.2%
|
|
|
Spence Asset Management
|
Apr 24, 2025 Q1 2025 |
35,165
shares
|
$1.54 Million
0.41% of portfolio
|
Q1 2025
Added 65.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
31,895
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
30,155
shares
|
$1.32 Million
0.32% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
29,232
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
28,711
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 29.77%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
25,220
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
24,733
shares
|
$1.08 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
23,730
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
22,277
shares
|
$976,846
0.0% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,049
shares
|
$966,848
0.0% of portfolio
|
Q3 2024
Reduced 25.13%
|