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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,728
shares
|
$255,832
0.0% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,690
shares
|
$253,775
0.01% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,450
shares
|
$240,789
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,373
shares
|
$236,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
4,275
shares
|
$231,320
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
4,249
shares
|
$229,913
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
4,090
shares
|
$221,309
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
4,032
shares
|
$218,171
0.0% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,011
shares
|
$217,035
0.0% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,620
shares
|
$195,878
0.0% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,583
shares
|
$193,876
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
3,393
shares
|
$183,595
0.0% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,301
shares
|
$178,617
0.01% of portfolio
|
Q2 2023
Added 43.83%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,147
shares
|
$170,284
0.0% of portfolio
|
Q4 2022
Added 200.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
3,056
shares
|
$165,360
0.14% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
3,006
shares
|
$162,654
0.08% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
3,000
shares
|
$162,330
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,466
shares
|
$133,435
0.01% of portfolio
|
Q2 2025
Reduced 24.36%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,402
shares
|
$129,972
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,311
shares
|
$125,048
0.01% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,076
shares
|
$112,332
0.0% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,065
shares
|
$111,737
0.01% of portfolio
|
Q3 2022
Added 113.99%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,940
shares
|
$104,973
0.0% of portfolio
|
Q2 2025
Reduced 64.16%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,922
shares
|
$103,999
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,800
shares
|
$97,398
0.0% of portfolio
|
Q4 2017
Added 70.5%
|