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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
837
shares
|
$41,866
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
820
shares
|
$41,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
755
shares
|
$37,765
0.0% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
711
shares
|
$35,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
708
shares
|
$35,414
0.0% of portfolio
|
Q3 2023
Reduced 12.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
663
shares
|
$33,163
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
663
shares
|
$33,163
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
623
shares
|
$31,162
0.0% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
592
shares
|
$29,611
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
580
shares
|
$29,011
0.0% of portfolio
|
Q3 2018
Reduced 30.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
526
shares
|
$26,310
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
445
shares
|
$22,258
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
370
shares
|
$18,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
368
shares
|
$18,407
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
367
shares
|
$18,357
0.0% of portfolio
|
Q3 2024
Reduced 50.07%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
351
shares
|
$17,557
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
314
shares
|
$15,706
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
275
shares
|
$13,755
0.0% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
273
shares
|
$13,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
259
shares
|
$12,955
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
255
shares
|
$12,755
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
250
shares
|
$12,505
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
200
shares
|
$10,004
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
148
shares
|
$7,402
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
148
shares
|
$7,402
0.0% of portfolio
|
Q3 2024
New holding
|