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 $237 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sweet Financial Partners, LLC
|
Apr 23, 2024 Q1 2024 |
16,315
shares
|
$685,066
0.17% of portfolio
|
Q3 2023
Added 1.59%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
15,139
shares
|
$635,686
0.0% of portfolio
|
Q1 2024
Added 5.05%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
14,500
shares
|
$608,855
0.04% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
13,368
shares
|
$561,322
0.0% of portfolio
|
Q1 2024
Added 11.05%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,189
shares
|
$553,806
0.03% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
Wealth Management Partners, LLC
|
Apr 12, 2024 Q1 2024 |
12,875
shares
|
$540,621
0.29% of portfolio
|
Q1 2024
Added 0.63%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
12,793
shares
|
$537,178
0.04% of portfolio
|
Q4 2023
Reduced 1.29%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
12,670
shares
|
$532,013
0.04% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
10,893
shares
|
$457,397
0.01% of portfolio
|
Q3 2023
Added 3.91%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
10,221
shares
|
$429,179
0.0% of portfolio
|
Q1 2024
Reduced 58.88%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
10,018
shares
|
$420,655
0.01% of portfolio
|
Q1 2024
Added 279.04%
|
|
Sage Financial Group Inc
|
Apr 30, 2024 Q1 2024 |
9,702
shares
|
$407,386
0.04% of portfolio
|
Q1 2024
Added 0.61%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
9,330
shares
|
$391,766
0.0% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
9,229
shares
|
$387,525
0.05% of portfolio
|
Q1 2024
Reduced 78.13%
|
|
Gsa Capital Partners LLP
London, X0 |
May 03, 2024 Q1 2024 |
9,220
shares
|
$387,147
0.03% of portfolio
|
Q1 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
9,114
shares
|
$382,696
0.0% of portfolio
|
Q1 2024
Reduced 43.77%
|
|
Patten & Patten Inc
|
May 10, 2024 Q1 2024 |
8,935
shares
|
$375,180
0.03% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
Bare Financial Services, Inc
Gap, PA |
May 13, 2024 Q1 2024 |
8,680
shares
|
$364,473
0.34% of portfolio
|
Q1 2024
Added 186.85%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
8,542
shares
|
$358,678
0.01% of portfolio
|
Q1 2024
Added 56.62%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 16, 2024 Q1 2024 |
7,992
shares
|
$335,584
0.22% of portfolio
|
Q3 2023
New holding
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
7,916
shares
|
$332,392
0.0% of portfolio
|
Q1 2024
Reduced 20.43%
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
7,794
shares
|
$327,270
0.06% of portfolio
|
Q1 2024
Added 29.66%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
7,214
shares
|
$302,915
0.01% of portfolio
|
Q1 2024
Reduced 30.13%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 11, 2024 Q1 2024 |
7,140
shares
|
$299,808
0.1% of portfolio
|
Q4 2023
Added 2.0%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
7,000
shares
|
$293,930
0.03% of portfolio
|
Q1 2024
Reduced 86.28%
|