Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
39,408
shares
|
$5.2 Million
1.81% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,406
shares
|
$5.06 Million
0.01% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
36,477
shares
|
$4.81 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
36,290
shares
|
$4.79 Million
0.84% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
36,032
shares
|
$4.75 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
34,495
shares
|
$4.55 Million
0.35% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
33,946
shares
|
$4.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
30,775
shares
|
$4.06 Million
2.14% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
26,941
shares
|
$3.55 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
26,310
shares
|
$3.47 Million
1.08% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
25,342
shares
|
$3.34 Million
1.16% of portfolio
|
Q4 2024
Added 51.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,102
shares
|
$3.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
24,505
shares
|
$3.23 Million
1.81% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
23,320
shares
|
$3.07 Million
0.02% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,163
shares
|
$3.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,899
shares
|
$2.76 Million
2.03% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,515
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
20,367
shares
|
$2.69 Million
0.22% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
20,114
shares
|
$2.65 Million
0.21% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
19,730
shares
|
$2.6 Million
0.46% of portfolio
|
Q4 2024
Added 19.03%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
17,100
shares
|
$2.25 Million
0.27% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,875
shares
|
$2.23 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
16,601
shares
|
$2.19 Million
0.98% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
16,497
shares
|
$2.18 Million
0.06% of portfolio
|
Q4 2024
Added 799.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,217
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|