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 |
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,875
shares
|
$2.23 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,746
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 683.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
15,972
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.05%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
14,363
shares
|
$1.9 Million
0.39% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
14,050
shares
|
$1.86 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
13,860
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
13,776
shares
|
$1.82 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
13,775
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
13,593
shares
|
$1.8 Million
0.33% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
12,660
shares
|
$1.68 Million
0.07% of portfolio
|
Q1 2025
Added 632900.0%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
12,246
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
11,783
shares
|
$1.56 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
11,540
shares
|
$1.53 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
|
$1.44 Million
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
9,797
shares
|
$1.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 50.34%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
9,545
shares
|
$1.26 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,461
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.71%
|
|
|
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%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,337
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
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%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,249
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
7,700
shares
|
$1.02 Million
0.92% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,423
shares
|
$983,027
0.0% of portfolio
|
Q1 2025
Added 27.76%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
7,119
shares
|
$942,769
0.13% of portfolio
|
Q1 2025
Reduced 58.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,891
shares
|
$912,575
0.01% of portfolio
|
Q4 2024
New holding
|