Question 1

How many shares of IAT does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 49,343 shares of IAT (ISHARES TR).

Question 2

What is OSAIC HOLDINGS, INC.'s IAT position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s IAT position is worth $3.1M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling IAT?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their IAT position (+0.9% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy IAT?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in IAT in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	49,343	+0.9%	$3.1M	0.0%	$62.21	27
2026-Q1	Decreased	48,911	-1.3%	$2.6M	0.0%	$56.26	0
2025-Q4	Decreased	49,556	-75.6%	$2.7M	0.0%	$55.67	0
2025-Q3	Decreased	203,448	-3.2%	$11M	0.0%	$52.19	0
2025-Q2	Decreased	210,154	-2.5%	$10.4M	0.0%	$48.51	0
2025-Q1	Increased	215,522	+8.4%	$10.1M	0.0%	$44.81	30
2024-Q4	Increased	198,781	+148.9%	$10M	0.0%	$48.75	45
2024-Q3	Increased	79,847	+74.3%	$3.8M	0.0%	$45.23	40

IATShowing 8 of 26 quarters

IAT
Showing 8 of 26 quarters