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 |
---|---|---|---|---|---|
Angeles Wealth Management, LLC
|
May 08, 2024 Q1 2024 |
100
shares
|
$4,199
0.0% of portfolio
|
Q1 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
97
shares
|
$4,073
0.0% of portfolio
|
Q1 2024
Added 1.04%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
95
shares
|
$3,989
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
85
shares
|
$3,569
0.0% of portfolio
|
Q1 2024
Reduced 97.92%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
78
shares
|
$3,275
0.0% of portfolio
|
Q4 2021
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
53
shares
|
$2,225
0.0% of portfolio
|
Q1 2024
Added 10.42%
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 13, 2024 Q1 2024 |
36
shares
|
$1,511
0.0% of portfolio
|
Q2 2022
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
27
shares
|
$1,133
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
25
shares
|
$1,049
0.0% of portfolio
|
Q1 2022
New holding
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
16
shares
|
$671
0.0% of portfolio
|
Q1 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
9
shares
|
$377
0.0% of portfolio
|
Q2 2023
Reduced 79.07%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4
shares
|
$167
0.0% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|