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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
17,850
shares
|
$898,926
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,775
shares
|
$895,149
0.0% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
15,711
shares
|
$791,205
0.58% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
15,678
shares
|
$789,544
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,376
shares
|
$774,335
0.0% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,100
shares
|
$760,436
0.16% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,500
shares
|
$730,220
0.05% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,189
shares
|
$664,198
0.03% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
12,280
shares
|
$618,420
0.04% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
11,948
shares
|
$601,701
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
11,396
shares
|
$573,902
0.0% of portfolio
|
Q3 2024
Added 93.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
11,347
shares
|
$571,434
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,256
shares
|
$516,492
0.01% of portfolio
|
Q3 2024
Added 81.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,238
shares
|
$515,585
0.01% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,171
shares
|
$512,211
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,028
shares
|
$505,010
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
9,854
shares
|
$496,247
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,204
shares
|
$463,513
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
8,935
shares
|
$449,966
0.03% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
8,802
shares
|
$443,268
0.17% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
7,992
shares
|
$402,477
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,707
shares
|
$388,124
0.0% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
7,140
shares
|
$359,570
0.09% of portfolio
|
Q4 2023
Added 2.0%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
7,032
shares
|
$354,131
0.04% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
6,975
shares
|
$351,261
0.02% of portfolio
|
Q4 2023
Reduced 2.11%
|