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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,777
shares
|
$771,980
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,596
shares
|
$747,793
0.04% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
5,395
shares
|
$720,933
0.05% of portfolio
|
Q3 2025
Added 14.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,229
shares
|
$698,751
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
4,935
shares
|
$659,464
0.0% of portfolio
|
Q3 2025
Added 73.34%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
4,900
shares
|
$654,787
0.0% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,870
shares
|
$650,778
0.04% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,654
shares
|
$621,914
0.0% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,528
shares
|
$605,076
0.0% of portfolio
|
Q3 2025
Reduced 83.09%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,393
shares
|
$587,036
0.44% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,284
shares
|
$572,470
0.24% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,227
shares
|
$564,854
0.0% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,071
shares
|
$544,007
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
3,978
shares
|
$531,580
0.16% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,911
shares
|
$522,626
0.01% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,729
shares
|
$498,306
0.28% of portfolio
|
Q3 2023
Added 23.44%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
3,500
shares
|
$467,705
0.17% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$467,705
0.04% of portfolio
|
Q1 2023
Reduced 46.15%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
3,396
shares
|
$453,807
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,283
shares
|
$438,707
0.0% of portfolio
|
Q3 2025
Added 69.84%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
3,220
shares
|
$430,288
0.05% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,158
shares
|
$422,003
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,052
shares
|
$407,838
0.02% of portfolio
|
Q3 2025
Reduced 87.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,938
shares
|
$392,604
0.01% of portfolio
|
Q3 2025
Reduced 67.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,833
shares
|
$378,573
0.0% of portfolio
|
Q3 2025
Reduced 6.75%
|
|