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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
11,215
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,860
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,762
shares
|
$1.44 Million
0.65% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,331
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,139
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,060
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
9,917
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,829
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 54.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
9,535
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 57.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,111
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
9,045
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 27.04%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,862
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,323
shares
|
$1.11 Million
0.8% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,808
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7,681
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,172
shares
|
$958,394
0.01% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,119
shares
|
$951,311
0.0% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
7,043
shares
|
$941,156
0.11% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,858
shares
|
$916,434
0.29% of portfolio
|
Q3 2025
Reduced 24.31%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
6,351
shares
|
$848,684
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
6,336
shares
|
$846,679
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
6,209
shares
|
$829,708
0.94% of portfolio
|
Q3 2025
Reduced 59.34%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
6,075
shares
|
$811,802
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,816
shares
|
$777,192
0.03% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
5,802
shares
|
$775,321
0.2% of portfolio
|
Q3 2025
Added 6.54%
|
|