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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,735
shares
|
$228,777
0.01% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,718
shares
|
$226,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,711
shares
|
$225,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
1,700
shares
|
$224,162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
1,625
shares
|
$214,272
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,617
shares
|
$213,217
0.0% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,446
shares
|
$190,669
0.0% of portfolio
|
Q4 2024
Reduced 45.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,352
shares
|
$178,274
0.0% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,147
shares
|
$151,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,109
shares
|
$146,232
0.01% of portfolio
|
Q4 2024
Reduced 21.63%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
962
shares
|
$126,849
0.01% of portfolio
|
Q4 2024
Added 21.01%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
889
shares
|
$117,223
0.0% of portfolio
|
Q4 2024
Added 325.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
652
shares
|
$85,972
0.0% of portfolio
|
Q4 2024
Reduced 96.71%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
630
shares
|
$83,071
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
507
shares
|
$66,853
0.0% of portfolio
|
Q4 2024
Added 645.59%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
451
shares
|
$59,468
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
430
shares
|
$56,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
381
shares
|
$50,238
0.0% of portfolio
|
Q4 2017
Reduced 55.38%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
348
shares
|
$45,887
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
344
shares
|
$45,359
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
314
shares
|
$41,404
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
285
shares
|
$37,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
231
shares
|
$30,459
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
200
shares
|
$26,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
176
shares
|
$23,207
0.01% of portfolio
|
Q3 2024
Added 604.0%
|