Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
734,028
shares
|
$34.5 Million
0.0% of portfolio
|
Q1 2025
Added 48.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
620,039
shares
|
$29.1 Million
0.0% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
358,678
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
287,658
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
247,978
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 23.89%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
230,585
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
215,522
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
214,141
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
213,540
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
198,527
shares
|
$9.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
190,762
shares
|
$8.96 Million
0.0% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
182,742
shares
|
$8.58 Million
0.2% of portfolio
|
Q1 2025
Added 20.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
169,822
shares
|
$7.98 Million
0.0% of portfolio
|
Q1 2025
Added 45.26%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
164,171
shares
|
$7.71 Million
0.01% of portfolio
|
Q1 2025
Added 50.05%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
146,327
shares
|
$6.87 Million
1.63% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
128,261
shares
|
$6.02 Million
0.0% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
115,586
shares
|
$5.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
109,869
shares
|
$5.16 Million
0.51% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,084
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
92,049
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
91,152
shares
|
$4.28 Million
0.04% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
85,181
shares
|
$4 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
82,700
shares
|
$3.88 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
76,662
shares
|
$3.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.21%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
76,017
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2025
Added 151.76%
|