Who Owns ISHARES TR (IAT)? -- Institutional Holders (2026-03-31)
185 institutions reported holding $268.2M of ISHARES TR (IAT) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($28.1M), WELLS FARGO & COMPANY/MN ($27.7M), JPMORGAN CHASE & CO ($20.0M), MORGAN STANLEY ($14.7M), LPL Financial LLC ($13.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $28.1M | 521,170 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $27.7M | 514,386 | Added |
| 3 | JPMORGAN CHASE & CO | $20.0M | 384,064 | Added |
| 4 | MORGAN STANLEY | $14.7M | 272,311 | Trimmed |
| 5 | LPL Financial LLC | $13.2M | 244,324 | Added |
| 6 | Royal Bank of Canada | $10.4M | 193,585 | Trimmed |
| 7 | Lido Advisors, LLC | $10.3M | 190,938 | New |
| 8 | GW HENSSLER & ASSOCIATES LTD | $10.3M | 190,835 | Added |
| 9 | TRUIST FINANCIAL CORP | $7.7M | 143,576 | Added |
| 10 | US BANCORP \DE\ | $7.2M | 134,592 | Added |
| 11 | UBS Group AG | $6.3M | 116,350 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.2M | 115,721 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $6.1M | 112,687 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $5.8M | 107,384 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $4.3M | 80,323 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $4.3M | 82,488 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $3.9M | 72,200 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 71,281 | Trimmed |
| 19 | Equitable Holdings, Inc. | $3.7M | 67,548 | Added |
| 20 | MARTIN & CO INC /TN/ | $3.4M | 64,078 | Added |
| 21 | CITADEL ADVISORS LLC | $3.4M | 63,884 | Trimmed |
| 22 | KCM INVESTMENT ADVISORS LLC | $3.1M | 58,452 | Added |
| 23 | Independent Advisor Alliance | $3.1M | 57,854 | New |
| 24 | Cetera Investment Advisers | $3.0M | 56,103 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $2.6M | 48,911 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31