Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 214 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
558,641
shares
|
$26.6 Million
0.0% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
493,313
shares
|
$23.5 Million
0.0% of portfolio
|
Q4 2024
Added 80.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
342,559
shares
|
$16.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
329,872
shares
|
$15.7 Million
0.0% of portfolio
|
Q4 2024
Added 23.55%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
235,082
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
213,529
shares
|
$10.2 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
212,881
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 42.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
208,878
shares
|
$9.93 Million
0.0% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
200,161
shares
|
$9.52 Million
0.0% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
170,892
shares
|
$8.13 Million
0.0% of portfolio
|
Q4 2024
Added 65.66%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
154,487
shares
|
$7.35 Million
0.02% of portfolio
|
Q4 2024
Added 885.37%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
151,601
shares
|
$7.21 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
139,490
shares
|
$6.63 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
126,174
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
117,740
shares
|
$5.6 Million
0.01% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
116,910
shares
|
$5.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
113,815
shares
|
$5.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.8%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
109,869
shares
|
$5.23 Million
0.51% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
109,413
shares
|
$5.2 Million
0.01% of portfolio
|
Q4 2024
Added 27.62%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
103,563
shares
|
$4.93 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
103,563
shares
|
$4.93 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,084
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
91,497
shares
|
$4.35 Million
0.0% of portfolio
|
Q4 2024
Added 495.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
89,782
shares
|
$4.27 Million
0.04% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
87,825
shares
|
$4.18 Million
3.61% of portfolio
|
Q4 2024
Added 1.58%
|