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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
580
shares
|
$31,383
0.0% of portfolio
|
Q3 2018
Reduced 30.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
535
shares
|
$28,948
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
500
shares
|
$27,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
474
shares
|
$25,648
0.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
430
shares
|
$23,267
0.0% of portfolio
|
Q1 2025
Reduced 82.3%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
381
shares
|
$20,615
0.01% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
368
shares
|
$19,912
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
360
shares
|
$19,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
351
shares
|
$18,992
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
334
shares
|
$18,072
0.0% of portfolio
|
Q2 2025
Added 215.09%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
314
shares
|
$16,990
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
288
shares
|
$15,583
0.0% of portfolio
|
Q1 2025
Added 209.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
285
shares
|
$15,421
0.0% of portfolio
|
Q2 2025
Reduced 70.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
284
shares
|
$15,367
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
275
shares
|
$14,880
0.0% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
250
shares
|
$13,527
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
200
shares
|
$10,822
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
157
shares
|
$8,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
150
shares
|
$8,116
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
148
shares
|
$8,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
100
shares
|
$5,411
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
95
shares
|
$5,140
0.0% of portfolio
|
Q1 2025
Reduced 61.69%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
87
shares
|
$4,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
85
shares
|
$4,599
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
78
shares
|
$4,220
0.0% of portfolio
|
Q4 2021
New holding
|