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 |
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$10,962
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
220
shares
|
$9,647
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$8,770
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
166
shares
|
$7,279
0.0% of portfolio
|
Q4 2024
Added 514.81%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
157
shares
|
$6,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
150
shares
|
$6,577
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
148
shares
|
$6,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
106
shares
|
$4,648
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
101
shares
|
$4,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
100
shares
|
$4,385
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
100
shares
|
$4,385
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
95
shares
|
$4,165
0.0% of portfolio
|
Q1 2025
Reduced 61.69%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
95
shares
|
$4,165
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
87
shares
|
$3,814
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
85
shares
|
$3,727
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
78
shares
|
$3,420
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
75
shares
|
$3,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
71
shares
|
$3,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
50
shares
|
$2,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
37
shares
|
$1,622
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
32
shares
|
$1,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
16
shares
|
$701
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
11
shares
|
$482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4
shares
|
$175
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|