Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 191 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 |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
24,248,343
shares
|
$1.2 Billion
0.18% of portfolio
|
Q2 2025
Added 277595.19%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
471,034
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
469,951
shares
|
$23.3 Million
0.0% of portfolio
|
Q2 2025
Added 119.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
390,505
shares
|
$19.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
358,678
shares
|
$17.8 Million
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
244,359
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
212,575
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
208,230
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
186,509
shares
|
$9.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
174,308
shares
|
$8.65 Million
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
159,565
shares
|
$7.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
143,150
shares
|
$7.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.27%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
142,066
shares
|
$7.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
109,869
shares
|
$5.45 Million
0.51% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
108,499
shares
|
$5.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
106,403
shares
|
$5.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,084
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
93,699
shares
|
$4.65 Million
0.0% of portfolio
|
Q2 2025
Added 23.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
81,688
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
78,783
shares
|
$3.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
75,900
shares
|
$3.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
75,272
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Added 32.4%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
60,120
shares
|
$2.98 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
59,528
shares
|
$2.95 Million
0.16% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
57,593
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.43%
|