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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
663
shares
|
$33,302
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
591
shares
|
$29,685
0.0% of portfolio
|
Q2 2025
Added 103.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
580
shares
|
$29,133
0.0% of portfolio
|
Q3 2018
Reduced 30.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
538
shares
|
$27,023
0.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
477
shares
|
$23,959
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
455
shares
|
$22,854
0.0% of portfolio
|
Q3 2025
Reduced 76.55%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
445
shares
|
$22,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
430
shares
|
$21,598
0.0% of portfolio
|
Q1 2025
Reduced 82.3%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
384
shares
|
$19,288
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
368
shares
|
$18,484
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
360
shares
|
$18,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
351
shares
|
$17,630
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
339
shares
|
$17,027
0.0% of portfolio
|
Q3 2025
Reduced 74.55%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
314
shares
|
$15,772
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
305
shares
|
$15,320
0.0% of portfolio
|
Q4 2019
Added 394.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
288
shares
|
$14,466
0.0% of portfolio
|
Q1 2025
Added 209.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
286
shares
|
$14,365
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
285
shares
|
$14,315
0.0% of portfolio
|
Q2 2025
Reduced 70.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
275
shares
|
$13,813
0.0% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$10,046
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
157
shares
|
$7,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
151
shares
|
$7,584
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
150
shares
|
$7,534
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
148
shares
|
$7,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
100
shares
|
$5,023
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|