Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 166 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 $235 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
708
shares
|
$33,325
0.0% of portfolio
|
Q3 2023
Reduced 12.92%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
663
shares
|
$31,207
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
663
shares
|
$31,207
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
623
shares
|
$29,324
0.0% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
586
shares
|
$27,583
0.01% of portfolio
|
Q2 2024
Reduced 63.53%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
580
shares
|
$27,300
0.0% of portfolio
|
Q3 2018
Reduced 30.09%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
557
shares
|
$26,217
0.0% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
523
shares
|
$24,617
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
475
shares
|
$22,358
0.0% of portfolio
|
Q2 2024
Reduced 45.71%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
445
shares
|
$20,946
0.0% of portfolio
|
Q2 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
368
shares
|
$17,321
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
351
shares
|
$16,521
0.0% of portfolio
|
Q3 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
314
shares
|
$14,779
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
297
shares
|
$13,979
0.0% of portfolio
|
Q4 2023
Added 2.77%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 10, 2024 Q2 2024 |
257
shares
|
$12,096
0.01% of portfolio
|
Q2 2024
Reduced 24.19%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
250
shares
|
$11,767
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
202
shares
|
$9,508
0.0% of portfolio
|
Q2 2024
Added 1.0%
|
|
High Mark Wealth Management LLC
|
Jul 29, 2024 Q2 2024 |
200
shares
|
$9,414
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
168
shares
|
$7,907
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
148
shares
|
$6,966
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
106
shares
|
$4,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
100
shares
|
$4,707
0.0% of portfolio
|
Q1 2023
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
100
shares
|
$4,707
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
98
shares
|
$4,612
0.0% of portfolio
|
Q2 2024
Added 15.29%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
95
shares
|
$4,471
0.0% of portfolio
|
Q4 2023
New holding
|