Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,129
shares
|
$320,730
0.01% of portfolio
|
Q2 2025
Reduced 83.22%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,122
shares
|
$320,364
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,882
shares
|
$307,805
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,692
shares
|
$297,862
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
5,671
shares
|
$296,763
0.06% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
5,595
shares
|
$292,786
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
5,548
shares
|
$290,326
0.04% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,433
shares
|
$284,308
0.11% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,413
shares
|
$283,262
0.0% of portfolio
|
Q1 2025
Added 354.87%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
5,367
shares
|
$280,855
0.01% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,237
shares
|
$274,052
0.0% of portfolio
|
Q4 2024
Reduced 54.05%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,175
shares
|
$270,807
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,068
shares
|
$265,208
0.13% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$261,650
0.02% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
4,976
shares
|
$260,394
0.01% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,690
shares
|
$245,427
0.01% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,540
shares
|
$237,578
0.0% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,511
shares
|
$236,060
0.0% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,456
shares
|
$233,182
0.01% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,450
shares
|
$232,868
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
4,362
shares
|
$228,263
0.0% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,300
shares
|
$225,019
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
4,249
shares
|
$222,350
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,559
shares
|
$186,242
0.01% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,412
shares
|
$178,549
0.0% of portfolio
|
Q1 2025
Added 0.09%
|