Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,498
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
23,730
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,049
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
21,199
shares
|
$977,697
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
20,021
shares
|
$923,368
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
20,000
shares
|
$922,400
0.28% of portfolio
|
Q1 2023
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
19,975
shares
|
$921,247
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
19,300
shares
|
$890,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,133
shares
|
$882,413
0.0% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
18,605
shares
|
$858,062
0.03% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
18,484
shares
|
$852,482
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
18,148
shares
|
$836,985
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
17,850
shares
|
$823,242
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
17,670
shares
|
$814,940
0.0% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,486
shares
|
$760,334
0.0% of portfolio
|
Q4 2024
Added 1089.47%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
16,457
shares
|
$758,996
0.0% of portfolio
|
Q4 2024
Reduced 37.4%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
15,818
shares
|
$729,526
0.22% of portfolio
|
Q4 2024
Added 32.39%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
15,751
shares
|
$726,436
0.64% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,100
shares
|
$696,412
0.16% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
14,940
shares
|
$689,032
0.01% of portfolio
|
Q4 2024
Reduced 37.56%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
14,500
shares
|
$668,740
0.05% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,310
shares
|
$659,977
0.0% of portfolio
|
Q4 2024
Reduced 69.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,974
shares
|
$644,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,189
shares
|
$608,276
0.03% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
12,528
shares
|
$577,791
0.0% of portfolio
|
Q4 2024
New holding
|