Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 3.79 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
15,628
shares
|
$1.98 Million
1.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
14,691
shares
|
$1.86 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,896
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,352
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
13,168
shares
|
$1.67 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,300
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
11,540
shares
|
$1.46 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
|
$1.37 Million
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,828
shares
|
$1.37 Million
1.07% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,515
shares
|
$1.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,432
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,069
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,554
shares
|
$1.21 Million
0.58% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,455
shares
|
$1.2 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
9,455
shares
|
$1.2 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
9,430
shares
|
$1.19 Million
0.87% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,148
shares
|
$1.16 Million
0.58% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
8,822
shares
|
$1.12 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
8,821
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 84.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,299
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
7,899
shares
|
$1 Million
0.13% of portfolio
|
Q4 2024
Added 36.87%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
7,288
shares
|
$922,660
0.13% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
7,136
shares
|
$903,417
0.74% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,692
shares
|
$847,207
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,244
shares
|
$790,490
0.01% of portfolio
|
Q3 2024
Added 5.96%
|