IAT — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IAT)? 12 institutions reported holding $6.07M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Westwind Capital ($2.3M), Cadent Capital Advisors, LLC ($1.2M), Asempa Wealth Advisors ($867,031).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westwind Capital | $2.3M | 40,076 | Added |
| 2 | Cadent Capital Advisors, LLC | $1.2M | 20,672 | Trimmed |
| 3 | Asempa Wealth Advisors | $867,031 | 15,166 | Added |
| 4 | Gallagher Capital Advisors, LLC | $557,627 | 9,745 | Added |
| 5 | NEVILLE RODIE & SHAW INC | $371,000 | 6,490 | Hold |
| 6 | Breakwater Capital Group | $317,800 | 5,554 | Added |
| 7 | CX Institutional | $197,000 | 3,441 | Trimmed |
| 8 | CoreCap Advisors, LLC | $108,089 | 1,889 | Added |
| 9 | TOTH FINANCIAL ADVISORY CORP | $73,242 | 1,280 | Hold |
| 10 | Farther Finance Advisors, LLC | $72,383 | 1,265 | Trimmed |
| 11 | Bullock Wealth Management Group | $29,450 | 515 | Added |
| 12 | Monument Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30