Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 192 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
445
shares
|
$23,647
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
370
shares
|
$19,661
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
368
shares
|
$19,555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
367
shares
|
$19,502
0.0% of portfolio
|
Q3 2024
Reduced 50.07%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
360
shares
|
$19,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
351
shares
|
$18,652
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
314
shares
|
$16,685
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
280
shares
|
$14,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
275
shares
|
$14,613
0.0% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
273
shares
|
$14,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
260
shares
|
$13,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
255
shares
|
$13,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
250
shares
|
$13,285
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
200
shares
|
$10,628
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
166
shares
|
$8,821
0.0% of portfolio
|
Q4 2024
Added 514.81%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
149
shares
|
$7,917
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
148
shares
|
$7,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
106
shares
|
$5,632
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
101
shares
|
$5,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$5,314
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
100
shares
|
$5,314
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
100
shares
|
$5,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
95
shares
|
$5,048
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
94
shares
|
$4,995
0.0% of portfolio
|
Q3 2024
Added 161.11%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
87
shares
|
$4,623
0.0% of portfolio
|
Q2 2024
New holding
|