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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,204
shares
|
$813,926
0.0% of portfolio
|
Q3 2025
Added 44.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,515
shares
|
$779,318
0.0% of portfolio
|
Q3 2025
Reduced 13.54%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,100
shares
|
$758,473
0.16% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,860
shares
|
$746,417
0.0% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
14,500
shares
|
$728,335
0.05% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,974
shares
|
$701,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
13,324
shares
|
$669,264
0.5% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,189
shares
|
$662,483
0.03% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
12,415
shares
|
$623,605
0.04% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
12,372
shares
|
$621,445
0.01% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,002
shares
|
$602,860
0.0% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,809
shares
|
$593,166
0.07% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
11,403
shares
|
$572,772
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
11,135
shares
|
$559,311
0.02% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,983
shares
|
$551,676
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,165
shares
|
$510,587
0.02% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
10,107
shares
|
$507,674
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,762
shares
|
$490,345
0.01% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
9,469
shares
|
$475,627
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
9,035
shares
|
$453,828
0.03% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
8,979
shares
|
$451,015
0.01% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
8,970
shares
|
$450,563
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
8,866
shares
|
$445,339
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
8,765
shares
|
$440,265
0.01% of portfolio
|
Q3 2025
Added 37.27%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,752
shares
|
$439,612
0.0% of portfolio
|
Q3 2025
New holding
|
|