Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 3.68 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
39,104
shares
|
$5.23 Million
1.43% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,406
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
35,608
shares
|
$4.76 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
32,796
shares
|
$4.38 Million
0.91% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
32,630
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2025
Added 40.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
32,398
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2025
Added 46.94%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
30,765
shares
|
$4.11 Million
0.15% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
27,014
shares
|
$3.61 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
26,326
shares
|
$3.52 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
25,739
shares
|
$3.44 Million
2.74% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
24,135
shares
|
$3.23 Million
1.72% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,791
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Added 60.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,515
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
20,367
shares
|
$2.72 Million
0.22% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
19,535
shares
|
$2.61 Million
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,067
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,875
shares
|
$2.26 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
16,840
shares
|
$2.25 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
14,363
shares
|
$1.92 Million
0.39% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
13,630
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
13,405
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,124
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,279
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
12,058
shares
|
$1.61 Million
0.49% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,944
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 221.42%
|
|