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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,860
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.87%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
14,689
shares
|
$1.94 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,679
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 392.42%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
14,363
shares
|
$1.89 Million
0.39% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
13,860
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,820
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,496
shares
|
$1.78 Million
0.3% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
12,735
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
12,675
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,276
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
12,171
shares
|
$1.6 Million
0.1% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
12,063
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 47.08%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
11,540
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 278.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,860
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,515
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,069
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,554
shares
|
$1.26 Million
0.58% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,455
shares
|
$1.25 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,099
shares
|
$1.2 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
8,822
shares
|
$1.16 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,781
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 121.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,062
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
7,899
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Added 36.87%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,672
shares
|
$1.01 Million
0.84% of portfolio
|
Q4 2024
Added 41.24%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
7,136
shares
|
$940,952
0.74% of portfolio
|
Q4 2024
Reduced 6.58%
|