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 |
---|---|---|---|---|---|
Neville Rodie & Shaw Inc
|
Jul 01, 2024 Q2 2024 |
6,975
shares
|
$292,880
0.02% of portfolio
|
Q4 2023
Reduced 2.11%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
6,848
shares
|
$287,547
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
6,400
shares
|
$268,736
0.03% of portfolio
|
Q1 2024
Reduced 42.99%
|
|
Etfidea, LLC
Syracuse, NY |
May 03, 2024 Q1 2024 |
6,270
shares
|
$263,277
0.09% of portfolio
|
Q1 2024
Added 27.28%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
6,030
shares
|
$253,199
0.04% of portfolio
|
Q1 2024
Reduced 35.78%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
5,979
shares
|
$251,058
0.0% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
5,700
shares
|
$239,343
0.03% of portfolio
|
Q4 2023
New holding
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
5,627
shares
|
$236,277
0.06% of portfolio
|
Q4 2023
New holding
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
5,441
shares
|
$228,467
0.02% of portfolio
|
Q1 2024
Reduced 9.63%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
5,387
shares
|
$226,200
0.01% of portfolio
|
Q3 2023
Reduced 3.72%
|
|
Joel Isaacson & Co., LLC
|
Apr 29, 2024 Q1 2024 |
5,357
shares
|
$224,940
0.01% of portfolio
|
Q4 2023
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
5,242
shares
|
$220,111
0.05% of portfolio
|
Q1 2024
Added 0.02%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
5,193
shares
|
$218,054
0.0% of portfolio
|
Q1 2024
Reduced 20.1%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
5,172
shares
|
$217,172
0.0% of portfolio
|
Q1 2024
Reduced 14.7%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
5,145
shares
|
$216,038
0.02% of portfolio
|
Q1 2024
Added 6.94%
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
May 15, 2024 Q1 2024 |
5,125
shares
|
$215,198
0.02% of portfolio
|
Q1 2024
Reduced 17.5%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
5,121
shares
|
$215,030
0.02% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
5,104
shares
|
$214,316
0.0% of portfolio
|
Q1 2023
Added 7.66%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
5,076
shares
|
$213,141
0.01% of portfolio
|
Q1 2024
Added 2.73%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
5,013
shares
|
$210,495
0.01% of portfolio
|
Q1 2024
Added 0.72%
|
|
Game Plan Financial Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
4,950
shares
|
$207,850
0.13% of portfolio
|
Q1 2024
Added 23.75%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,900
shares
|
$205,751
0.0% of portfolio
|
Q1 2024
Reduced 15.21%
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2024 Q1 2024 |
4,885
shares
|
$205,121
0.04% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
3,751
shares
|
$157,504
0.01% of portfolio
|
Q1 2024
Added 351.38%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
3,500
shares
|
$146,965
0.01% of portfolio
|
Q1 2024
New holding
|