Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,332
shares
|
$568,751
0.02% of portfolio
|
Q4 2024
Added 22.98%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
12,280
shares
|
$566,353
0.04% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
11,903
shares
|
$548,966
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,730
shares
|
$540,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
11,184
shares
|
$515,806
0.01% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,262
shares
|
$473,283
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
10,198
shares
|
$470,331
0.07% of portfolio
|
Q4 2024
Reduced 50.34%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
10,060
shares
|
$463,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
9,923
shares
|
$457,648
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
9,590
shares
|
$442,290
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
9,193
shares
|
$423,981
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Pictet & Cie (Europe) Sa
|
Mar 05, 2025 Q4 2024 |
9,000
shares
|
$415,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
8,994
shares
|
$414,803
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
8,935
shares
|
$412,082
0.03% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
8,684
shares
|
$400,506
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
8,628
shares
|
$397,923
0.17% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,508
shares
|
$392,388
0.0% of portfolio
|
Q4 2024
Added 322.65%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,143
shares
|
$375,555
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,052
shares
|
$371,358
0.01% of portfolio
|
Q4 2024
Reduced 78.45%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
7,992
shares
|
$368,591
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,908
shares
|
$364,716
0.05% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,807
shares
|
$360,058
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
7,262
shares
|
$334,923
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
7,140
shares
|
$329,296
0.1% of portfolio
|
Q4 2023
Added 2.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,001
shares
|
$322,886
0.0% of portfolio
|
Q4 2024
Reduced 62.55%
|