Institutional Ownership Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,190
shares
|
$54,882
0.0% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,170
shares
|
$53,960
0.0% of portfolio
|
Q3 2022
Added 27.17%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$50,732
0.02% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,071
shares
|
$49,394
0.02% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$46,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
950
shares
|
$43,814
0.0% of portfolio
|
Q1 2024
Added 26.67%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
914
shares
|
$42,153
0.0% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
820
shares
|
$37,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
800
shares
|
$36,896
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
800
shares
|
$36,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
663
shares
|
$30,577
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
663
shares
|
$30,577
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
623
shares
|
$28,732
0.0% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
580
shares
|
$26,749
0.0% of portfolio
|
Q3 2018
Reduced 30.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
530
shares
|
$24,443
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
467
shares
|
$21,538
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
445
shares
|
$20,523
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
400
shares
|
$18,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
370
shares
|
$17,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
368
shares
|
$16,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
360
shares
|
$16,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
351
shares
|
$16,188
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
322
shares
|
$14,850
0.0% of portfolio
|
Q4 2024
Reduced 66.28%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
314
shares
|
$14,481
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
280
shares
|
$12,913
0.0% of portfolio
|
Q4 2024
New holding
|