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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,945
shares
|
$971,003
0.0% of portfolio
|
Q2 2025
Reduced 76.59%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
17,850
shares
|
$965,863
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
16,580
shares
|
$897,143
0.0% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,100
shares
|
$817,061
0.16% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
14,500
shares
|
$784,595
0.06% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,974
shares
|
$756,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
13,728
shares
|
$742,822
0.02% of portfolio
|
Q2 2025
Added 84.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
13,616
shares
|
$736,761
0.02% of portfolio
|
Q2 2025
Reduced 23.39%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
13,593
shares
|
$735,517
0.5% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,189
shares
|
$713,656
0.03% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,915
shares
|
$644,720
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,809
shares
|
$638,984
0.07% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,619
shares
|
$628,704
0.02% of portfolio
|
Q2 2025
Added 104.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
11,256
shares
|
$609,062
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,250
shares
|
$608,737
0.0% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
11,210
shares
|
$606,573
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
11,209
shares
|
$606,518
0.01% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
11,087
shares
|
$599,917
0.01% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,847
shares
|
$586,931
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
10,314
shares
|
$558,090
0.32% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
10,307
shares
|
$557,711
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
10,042
shares
|
$543,372
0.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
9,145
shares
|
$494,835
0.03% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
9,000
shares
|
$486,990
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
8,970
shares
|
$485,366
0.03% of portfolio
|
Q2 2025
Added 0.39%
|