Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 4.99 Million shares, which have been reported (via 13F filing form) to have a value of $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
6,900
shares
|
$345,138
0.03% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
6,626
shares
|
$331,432
0.06% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,533
shares
|
$326,780
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,412
shares
|
$320,728
0.0% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,225
shares
|
$311,374
0.0% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,122
shares
|
$306,222
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,026
shares
|
$301,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,688
shares
|
$284,513
0.02% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,674
shares
|
$283,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
5,627
shares
|
$281,462
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
5,616
shares
|
$280,912
0.01% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
5,367
shares
|
$268,457
0.01% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,250
shares
|
$262,605
0.14% of portfolio
|
Q2 2024
Added 6.06%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,107
shares
|
$255,452
0.01% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
5,105
shares
|
$255,352
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,042
shares
|
$252,200
0.02% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$250,100
0.03% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,931
shares
|
$246,648
0.05% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,841
shares
|
$242,146
0.01% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$228,841
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,450
shares
|
$222,589
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,316
shares
|
$215,886
0.0% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,893
shares
|
$194,727
0.0% of portfolio
|
Q2 2024
Reduced 25.03%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,301
shares
|
$165,116
0.01% of portfolio
|
Q2 2023
Added 43.83%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
3,292
shares
|
$164,665
0.15% of portfolio
|
Q3 2024
New holding
|