Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 3.87 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
38,341
shares
|
$5.08 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
37,727
shares
|
$5 Million
0.93% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
36,428
shares
|
$4.82 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
36,328
shares
|
$4.81 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
34,455
shares
|
$4.56 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
33,745
shares
|
$4.47 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
30,410
shares
|
$4.03 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
28,026
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.25%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
26,941
shares
|
$3.57 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
26,252
shares
|
$3.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 36.45%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
26,150
shares
|
$3.46 Million
1.37% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
25,691
shares
|
$3.4 Million
4.81% of portfolio
|
Q1 2025
Added 596.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,102
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
24,466
shares
|
$3.24 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,906
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
23,320
shares
|
$3.09 Million
0.02% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
23,305
shares
|
$3.09 Million
2.55% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,883
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.65%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
21,484
shares
|
$2.85 Million
0.08% of portfolio
|
Q1 2025
Added 113.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
20,984
shares
|
$2.78 Million
0.08% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,515
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
20,367
shares
|
$2.7 Million
0.22% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
19,485
shares
|
$2.58 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
17,289
shares
|
$2.29 Million
1.14% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,972
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Added 15.62%
|