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 |
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,262
shares
|
$449,988
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
10,198
shares
|
$447,182
0.07% of portfolio
|
Q4 2024
Reduced 50.34%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
9,971
shares
|
$437,228
0.04% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
9,323
shares
|
$408,813
0.33% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
9,000
shares
|
$394,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
8,935
shares
|
$391,799
0.03% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
8,732
shares
|
$382,898
0.33% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
8,571
shares
|
$375,838
0.0% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,508
shares
|
$373,075
0.0% of portfolio
|
Q4 2024
Added 322.65%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
8,475
shares
|
$371,628
0.0% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8,418
shares
|
$369,129
0.15% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,338
shares
|
$365,621
0.0% of portfolio
|
Q1 2025
Reduced 75.48%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,052
shares
|
$353,080
0.01% of portfolio
|
Q4 2024
Reduced 78.45%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
7,992
shares
|
$350,449
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
7,925
shares
|
$347,511
0.0% of portfolio
|
Q1 2025
Reduced 81.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,807
shares
|
$342,336
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,433
shares
|
$325,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
7,240
shares
|
$317,474
0.29% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
7,140
shares
|
$313,089
0.1% of portfolio
|
Q4 2023
Added 2.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,001
shares
|
$306,993
0.0% of portfolio
|
Q4 2024
Reduced 62.55%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
6,977
shares
|
$305,941
0.1% of portfolio
|
Q1 2025
Reduced 55.89%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
6,934
shares
|
$304,055
0.1% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
6,875
shares
|
$301,468
0.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,638
shares
|
$291,076
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
6,610
shares
|
$289,848
0.23% of portfolio
|
Q1 2025
New holding
|