Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
573,350
shares
|
$23.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.79%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
408,227
shares
|
$16.9 Million
0.02% of portfolio
|
Q1 2024
Added 4.95%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
361,329
shares
|
$15 Million
0.0% of portfolio
|
Q1 2024
Reduced 40.25%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
286,063
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2024
Added 23.53%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
284,005
shares
|
$11.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 25.73%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
272,430
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.66%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
244,518
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 38.22%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
244,056
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
187,846
shares
|
$7.79 Million
0.01% of portfolio
|
Q1 2024
Added 2.68%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
170,011
shares
|
$7.05 Million
0.0% of portfolio
|
Q1 2024
Added 93.86%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
163,701
shares
|
$6.79 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.49%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
144,478
shares
|
$5.99 Million
0.01% of portfolio
|
Q1 2024
Reduced 51.67%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
125,625
shares
|
$5.21 Million
0.0% of portfolio
|
Q1 2024
Added 144.73%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
121,600
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.4%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
109,869
shares
|
$4.56 Million
0.51% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
Abundance Wealth Counselors
|
Apr 19, 2024 Q1 2024 |
99,312
shares
|
$4.12 Million
0.99% of portfolio
|
Q1 2024
Added 8.03%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
80,327
shares
|
$3.33 Million
0.04% of portfolio
|
Q1 2024
Added 23.38%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
67,690
shares
|
$2.81 Million
0.03% of portfolio
|
Q1 2024
Added 188.39%
|
|
Edge Capital Group, LLC
|
May 14, 2024 Q1 2024 |
67,079
shares
|
$2.78 Million
0.15% of portfolio
|
Q1 2024
Added 33.01%
|
|
Crestwood Advisors Group LLC
|
May 08, 2024 Q1 2024 |
64,259
shares
|
$2.66 Million
0.06% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
Martin & CO Inc
Knoxville, TN |
May 13, 2024 Q1 2024 |
63,413
shares
|
$2.63 Million
0.71% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
62,862
shares
|
$2.61 Million
0.13% of portfolio
|
Q1 2024
Reduced 13.82%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
61,546
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.35%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
58,423
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2024
Added 87.46%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
56,492
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2024
Reduced 49.43%
|