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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
3,268
shares
|
$413,728
0.36% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
3,066
shares
|
$388,155
0.04% of portfolio
|
Q4 2024
Added 22.15%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,014
shares
|
$381,572
0.01% of portfolio
|
Q2 2024
Reduced 23.79%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,981
shares
|
$377,394
0.0% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,789
shares
|
$353,087
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
2,782
shares
|
$352,201
0.02% of portfolio
|
Q3 2024
Added 25.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,731
shares
|
$345,744
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,672
shares
|
$338,275
0.0% of portfolio
|
Q3 2024
Added 33.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,647
shares
|
$335,110
0.0% of portfolio
|
Q3 2024
Added 57.19%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
2,360
shares
|
$298,776
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,191
shares
|
$277,380
0.0% of portfolio
|
Q3 2024
Reduced 93.75%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$253,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,934
shares
|
$244,844
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
1,846
shares
|
$233,703
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,807
shares
|
$228,766
0.0% of portfolio
|
Q3 2024
Reduced 79.71%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,800
shares
|
$227,880
0.0% of portfolio
|
Q4 2020
Added 1700.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,766
shares
|
$223,575
0.01% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,735
shares
|
$219,651
0.01% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,719
shares
|
$217,625
0.0% of portfolio
|
Q3 2024
Reduced 92.34%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,718
shares
|
$217,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
1,625
shares
|
$205,725
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,478
shares
|
$187,114
0.0% of portfolio
|
Q3 2024
Added 343.84%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,415
shares
|
$179,139
0.01% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
1,400
shares
|
$177,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
962
shares
|
$121,789
0.01% of portfolio
|
Q4 2024
Added 21.01%
|