Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 178 institutions that hold shares in the stock, with a total of 5.21 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
1,280
shares
|
$67,609
0.01% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,237
shares
|
$65,338
0.0% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,170
shares
|
$61,799
0.0% of portfolio
|
Q3 2022
Added 27.17%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$58,102
0.02% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,062
shares
|
$56,094
0.02% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
950
shares
|
$50,179
0.0% of portfolio
|
Q1 2024
Added 26.67%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
837
shares
|
$44,210
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
820
shares
|
$43,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
800
shares
|
$42,256
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
755
shares
|
$39,879
0.0% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
708
shares
|
$37,396
0.0% of portfolio
|
Q3 2023
Reduced 12.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
663
shares
|
$35,019
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
663
shares
|
$35,019
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
623
shares
|
$32,906
0.0% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
580
shares
|
$30,635
0.0% of portfolio
|
Q3 2018
Reduced 30.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
526
shares
|
$27,783
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
445
shares
|
$23,504
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
370
shares
|
$19,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
368
shares
|
$19,437
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
367
shares
|
$19,384
0.0% of portfolio
|
Q3 2024
Reduced 50.07%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
351
shares
|
$18,539
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
314
shares
|
$16,585
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
275
shares
|
$14,525
0.0% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
273
shares
|
$14,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
255
shares
|
$13,469
0.01% of portfolio
|
Q3 2024
New holding
|