Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $524 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
352,460
shares
|
$48 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
259,456
shares
|
$35.4 Million
0.01% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
163,839
shares
|
$22.3 Million
2.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
159,813
shares
|
$21.8 Million
0.01% of portfolio
|
Q1 2025
Added 42.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
147,161
shares
|
$20.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
122,748
shares
|
$16.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
118,446
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
115,413
shares
|
$15.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
112,787
shares
|
$15.4 Million
0.32% of portfolio
|
Q1 2025
Added 84.78%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
97,851
shares
|
$13.3 Million
0.27% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
86,768
shares
|
$11.8 Million
2.84% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
81,475
shares
|
$11.1 Million
0.03% of portfolio
|
Q4 2024
Added 39.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
72,743
shares
|
$9.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
71,539
shares
|
$9.75 Million
1.18% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
68,942
shares
|
$9.39 Million
0.01% of portfolio
|
Q1 2025
Added 1264.92%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
67,000
shares
|
$9.13 Million
0.22% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
65,907
shares
|
$8.98 Million
2.41% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
62,104
shares
|
$8.46 Million
4.17% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
61,565
shares
|
$8.39 Million
5.79% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
57,460
shares
|
$7.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
56,820
shares
|
$7.74 Million
3.33% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
54,787
shares
|
$7.47 Million
1.8% of portfolio
|
Q1 2025
Reduced 38.84%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
54,070
shares
|
$7.37 Million
0.3% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
51,624
shares
|
$7.03 Million
5.23% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
48,044
shares
|
$6.55 Million
0.03% of portfolio
|
Q1 2025
New holding
|