Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 4.99 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
501,877
shares
|
$25.5 Million
0.0% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
364,710
shares
|
$18.5 Million
0.0% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
272,752
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
266,986
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
240,879
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
193,950
shares
|
$9.86 Million
0.0% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
192,256
shares
|
$9.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
182,576
shares
|
$9.28 Million
0.0% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
168,942
shares
|
$8.59 Million
0.0% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
149,707
shares
|
$7.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
111,899
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
109,869
shares
|
$5.59 Million
0.51% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
104,817
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
Added 144.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
103,159
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2024
Added 24.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,084
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.38%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
86,462
shares
|
$4.4 Million
2.78% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
85,731
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
80,344
shares
|
$4.09 Million
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
79,847
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Added 74.25%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
65,655
shares
|
$3.34 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
64,693
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Added 4667.35%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
63,009
shares
|
$3.2 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
59,804
shares
|
$3.04 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
59,416
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
56,789
shares
|
$2.89 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.69%
|