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 |
|---|---|---|---|---|---|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
8,600
shares
|
$431,978
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,500
shares
|
$426,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,381
shares
|
$420,977
0.08% of portfolio
|
Q3 2025
Added 33.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,207
shares
|
$412,237
0.01% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,500
shares
|
$376,725
0.01% of portfolio
|
Q3 2025
Added 390.2%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
7,290
shares
|
$366,176
0.17% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
7,140
shares
|
$358,642
0.1% of portfolio
|
Q4 2023
Added 2.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,103
shares
|
$356,783
0.01% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,988
shares
|
$351,007
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
6,846
shares
|
$343,874
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,726
shares
|
$337,846
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,638
shares
|
$333,426
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
6,490
shares
|
$325,992
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,411
shares
|
$322,024
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,122
shares
|
$307,508
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,023
shares
|
$302,535
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$301,380
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,973
shares
|
$300,023
0.0% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
5,756
shares
|
$289,123
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,702
shares
|
$286,411
0.0% of portfolio
|
Q3 2025
Added 263.88%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
5,694
shares
|
$286,009
0.18% of portfolio
|
Q3 2025
Reduced 44.79%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
5,567
shares
|
$279,630
0.14% of portfolio
|
Q3 2025
Reduced 15.96%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
5,543
shares
|
$278,424
0.04% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
5,375
shares
|
$269,986
0.01% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,367
shares
|
$269,584
0.01% of portfolio
|
Q2 2024
Reduced 0.37%
|
|