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 |
|---|---|---|---|---|---|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
1,750
shares
|
$94,692
0.04% of portfolio
|
Q4 2023
Reduced 98.69%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,567
shares
|
$84,790
0.0% of portfolio
|
Q2 2025
Added 22.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,530
shares
|
$82,788
0.0% of portfolio
|
Q2 2025
Added 75.86%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,525
shares
|
$82,517
0.03% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,488
shares
|
$80,515
0.01% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,480
shares
|
$80,082
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,420
shares
|
$76,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,350
shares
|
$73,048
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,332
shares
|
$72,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,294
shares
|
$70,018
0.0% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,280
shares
|
$69,260
0.01% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,216
shares
|
$65,797
0.0% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,170
shares
|
$63,308
0.0% of portfolio
|
Q3 2022
Added 27.17%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,100
shares
|
$59,521
0.02% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,095
shares
|
$59,250
0.0% of portfolio
|
Q2 2025
Added 559.64%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,086
shares
|
$58,763
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
836
shares
|
$45,235
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
800
shares
|
$43,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
755
shares
|
$40,853
0.01% of portfolio
|
Q2 2025
Reduced 89.11%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
725
shares
|
$39,229
0.0% of portfolio
|
Q2 2025
Reduced 34.63%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
700
shares
|
$37,877
0.0% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
663
shares
|
$35,874
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
663
shares
|
$35,874
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
623
shares
|
$33,710
0.0% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
591
shares
|
$31,979
0.0% of portfolio
|
Q2 2025
Added 103.09%
|