Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,049
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
21,706
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 73.26%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
21,326
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
20,362
shares
|
$956,403
0.0% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
20,000
shares
|
$939,400
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,133
shares
|
$898,677
0.0% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
18,484
shares
|
$868,193
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
18,262
shares
|
$857,766
0.01% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
17,850
shares
|
$838,414
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
17,772
shares
|
$834,750
0.03% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
16,786
shares
|
$788,438
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
15,774
shares
|
$740,904
0.59% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,100
shares
|
$709,247
0.16% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,500
shares
|
$681,065
0.05% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
14,180
shares
|
$666,034
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,974
shares
|
$656,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,189
shares
|
$619,487
0.03% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,809
shares
|
$554,668
0.07% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
11,680
shares
|
$548,609
0.04% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
11,604
shares
|
$545,039
0.18% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
11,143
shares
|
$523,386
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,806
shares
|
$507,557
0.02% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
10,801
shares
|
$507,322
0.01% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,286
shares
|
$483,133
0.0% of portfolio
|
Q1 2025
Added 103.2%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
10,278
shares
|
$482,757
0.31% of portfolio
|
Q1 2025
New holding
|