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 $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
51,762
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
46,528
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 80.58%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
44,716
shares
|
$2.25 Million
0.06% of portfolio
|
Q3 2024
Added 64.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
37,364
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
37,331
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
36,674
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2022
Reduced 1.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
36,079
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
34,496
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 44.53%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
34,247
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 598.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,092
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
30,928
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
29,642
shares
|
$1.49 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
29,115
shares
|
$1.47 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,433
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
26,290
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,015
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
23,926
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
22,124
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 235.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,049
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
20,535
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 41.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
20,293
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
20,000
shares
|
$1.01 Million
0.33% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,133
shares
|
$963,537
0.0% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,696
shares
|
$941,530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
18,484
shares
|
$930,854
0.02% of portfolio
|
Q1 2024
New holding
|