# ISHARES TR (IAT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IAT/

- Reporting holders: 8
- Reported value: $3.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $1.2M | 20,672 | 0.3% | 9 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $867.0K | 15,166 | 0.7% | 4 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $557.6K | 9,745 | 0.3% | 5 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $317.8K | 5,554 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $108.1K | 1,889 | 0.0% | 9 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $73.2K | 1,280 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $72.4K | 1,265 | 0.0% | 9 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $29.4K | 515 | 0.0% | 11 |
| [Westwind Capital](https://holderbook.com/funds/1729269-westwind-capital/) | $2.3K | 40,076 | 0.5% | 3 |
| [NEVILLE RODIE & SHAW INC](https://holderbook.com/funds/71210-neville-rodie-shaw-inc/) | $371 | 6,490 | 0.0% | 24 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $197 | 3,441 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $3.2M |
| Q2 2026 | 177 | $324.5M |
| Q1 2026 | 169 | $299.9M |
| Q4 2025 | 175 | $261.2M |
| Q3 2025 | 166 | $297.7M |
| Q2 2025 | 166 | $328.2M |
| Q1 2025 | 186 | $333.9M |
| Q4 2024 | 197 | $355.6M |
| Q3 2024 | 158 | $262.6M |
| Q2 2024 | 149 | $217.8M |
| Q1 2024 | 157 | $311.1M |
| Q4 2023 | 182 | $339.5M |