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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,287
shares
|
$165,533
0.0% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
3,147
shares
|
$158,482
0.0% of portfolio
|
Q4 2022
Added 200.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
2,941
shares
|
$148,108
0.07% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,469
shares
|
$124,338
0.0% of portfolio
|
Q3 2024
Reduced 26.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,430
shares
|
$122,374
0.01% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,350
shares
|
$118,346
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,076
shares
|
$104,547
0.0% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,065
shares
|
$103,993
0.01% of portfolio
|
Q3 2022
Added 113.99%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,013
shares
|
$101,374
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,800
shares
|
$90,648
0.0% of portfolio
|
Q4 2017
Added 70.5%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,777
shares
|
$89,489
0.0% of portfolio
|
Q3 2024
Added 38.72%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
1,750
shares
|
$88,130
0.04% of portfolio
|
Q4 2023
Reduced 98.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,747
shares
|
$87,978
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
1,525
shares
|
$76,799
0.02% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,429
shares
|
$71,964
0.0% of portfolio
|
Q3 2024
Reduced 54.37%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,397
shares
|
$70,352
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,389
shares
|
$69,950
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,386
shares
|
$69,798
0.0% of portfolio
|
Q3 2024
Reduced 47.76%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,350
shares
|
$67,986
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
1,280
shares
|
$64,460
0.01% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,237
shares
|
$62,295
0.0% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,170
shares
|
$58,921
0.0% of portfolio
|
Q3 2022
Added 27.17%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,150
shares
|
$57,914
0.02% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,062
shares
|
$53,482
0.02% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
950
shares
|
$47,842
0.0% of portfolio
|
Q1 2024
Added 26.67%
|