Who Owns ISHARES TR (IAT)? -- Institutional Holders (2026-06-30)
191 institutions reported holding $318.3M of ISHARES TR (IAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($34.5M), WELLS FARGO & COMPANY/MN ($33.0M), JPMORGAN CHASE & CO ($24.7M), MORGAN STANLEY ($16.1M), Royal Bank of Canada ($15.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $34.5M | 555,302 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $33.0M | 530,533 | Added |
| 3 | JPMORGAN CHASE & CO | $24.7M | 394,972 | Added |
| 4 | MORGAN STANLEY | $16.1M | 258,635 | Trimmed |
| 5 | Royal Bank of Canada | $15.7M | 252,179 | Added |
| 6 | LPL Financial LLC | $14.9M | 239,501 | Trimmed |
| 7 | GW HENSSLER & ASSOCIATES LTD | $12.0M | 192,861 | Added |
| 8 | Lido Advisors, LLC | $11.8M | 190,193 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $9.8M | 158,274 | Added |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $9.4M | 151,000 | Added |
| 11 | TRUIST FINANCIAL CORP | $9.1M | 147,053 | Added |
| 12 | US BANCORP \DE\ | $7.3M | 116,841 | Trimmed |
| 13 | GOLDMAN SACHS GROUP INC | $6.9M | 111,541 | Added |
| 14 | UBS Group AG | $6.8M | 110,075 | Trimmed |
| 15 | Monument Capital Management | $5.8M | 92,951 | New |
| 16 | JONES FINANCIAL COMPANIES LLLP | $5.1M | 81,487 | Trimmed |
| 17 | Steward Partners Investment Advisory, LLC | $5.0M | 81,011 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $4.5M | 72,049 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 69,510 | Trimmed |
| 20 | Equitable Holdings, Inc. | $4.2M | 67,857 | Added |
| 21 | MARTIN & CO INC /TN/ | $4.0M | 63,829 | Trimmed |
| 22 | Cetera Investment Advisers | $3.6M | 57,305 | Added |
| 23 | KCM INVESTMENT ADVISORS LLC | $3.6M | 57,254 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $3.1M | 49,343 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 49,263 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30