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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
204
shares
|
$27,260
0.0% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
177
shares
|
$23,652
0.0% of portfolio
|
Q2 2025
Added 704.55%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
155
shares
|
$20,712
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
153
shares
|
$20,445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
149
shares
|
$19,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
140
shares
|
$18,708
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$13,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
91
shares
|
$12,160
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
55
shares
|
$7,349
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
53
shares
|
$7,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
50
shares
|
$6,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
45
shares
|
$6,013
0.0% of portfolio
|
Q3 2025
Reduced 69.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38
shares
|
$5,077
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
35
shares
|
$4,677
0.0% of portfolio
|
Q3 2025
Added 59.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
32
shares
|
$4,276
0.0% of portfolio
|
Q3 2025
Added 146.15%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
29
shares
|
$3,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
29
shares
|
$3,875
0.0% of portfolio
|
Q3 2025
Reduced 92.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$3,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
27
shares
|
$3,608
0.0% of portfolio
|
Q3 2025
Reduced 87.56%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
20
shares
|
$2,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
19
shares
|
$2,538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
15
shares
|
$2,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8
shares
|
$1,069
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|