Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 29.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
56,828
shares
|
$3.07 Million
0.05% of portfolio
|
Q2 2025
Added 42.79%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
55,555
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
55,508
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
51,532
shares
|
$2.79 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,540
shares
|
$2.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
45,620
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
39,538
shares
|
$2.14 Million
0.4% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
36,947
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
36,674
shares
|
$1.98 Million
0.27% of portfolio
|
Q2 2022
Reduced 1.48%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
35,671
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
33,536
shares
|
$1.81 Million
0.39% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,663
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,691
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
27,186
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
25,620
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
25,605
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 24.1%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
25,064
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
24,920
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,722
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2025
Reduced 67.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,049
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,823
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
20,000
shares
|
$1.08 Million
0.28% of portfolio
|
Q1 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,505
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,133
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
18,484
shares
|
$1 Million
0.02% of portfolio
|
Q1 2024
New holding
|