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 |
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,100
shares
|
$48,235
0.02% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,077
shares
|
$47,226
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$43,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
950
shares
|
$41,657
0.0% of portfolio
|
Q1 2024
Added 26.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
870
shares
|
$38,149
0.0% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
800
shares
|
$35,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
773
shares
|
$33,896
0.0% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
663
shares
|
$29,072
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
663
shares
|
$29,072
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
623
shares
|
$27,318
0.0% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
580
shares
|
$25,433
0.0% of portfolio
|
Q3 2018
Reduced 30.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
532
shares
|
$23,328
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
469
shares
|
$20,565
0.02% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
445
shares
|
$19,513
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
430
shares
|
$18,855
0.0% of portfolio
|
Q1 2025
Reduced 82.3%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
400
shares
|
$17,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
370
shares
|
$16,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
368
shares
|
$16,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
360
shares
|
$15,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
351
shares
|
$15,391
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
314
shares
|
$13,768
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
291
shares
|
$12,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
288
shares
|
$12,628
0.0% of portfolio
|
Q1 2025
Added 209.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
282
shares
|
$12,365
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
275
shares
|
$12,058
0.0% of portfolio
|
Q3 2024
Reduced 42.11%
|