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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
8,758
shares
|
$473,895
0.15% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,701
shares
|
$470,811
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,207
shares
|
$444,080
0.01% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,143
shares
|
$440,617
0.04% of portfolio
|
Q2 2025
Added 169.73%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
7,992
shares
|
$432,447
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
7,140
shares
|
$386,345
0.1% of portfolio
|
Q4 2023
Added 2.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,972
shares
|
$377,254
0.0% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,638
shares
|
$359,182
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
6,624
shares
|
$358,424
0.2% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
6,490
shares
|
$351,173
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,385
shares
|
$345,492
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,382
shares
|
$345,330
0.01% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,308
shares
|
$341,325
0.0% of portfolio
|
Q2 2025
Reduced 23.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,301
shares
|
$340,947
0.0% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,264
shares
|
$338,945
0.06% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,129
shares
|
$331,640
0.01% of portfolio
|
Q2 2025
Reduced 83.22%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,122
shares
|
$331,261
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,007
shares
|
$325,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,804
shares
|
$314,054
0.01% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
5,595
shares
|
$302,745
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
5,548
shares
|
$300,202
0.04% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,367
shares
|
$290,408
0.01% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,217
shares
|
$282,291
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,068
shares
|
$274,229
0.13% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$270,550
0.02% of portfolio
|
Q2 2024
Reduced 12.28%
|