Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 3.8 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
352,460
shares
|
$45.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
259,456
shares
|
$33.6 Million
0.01% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
218,926
shares
|
$28.3 Million
0.52% of portfolio
|
Q2 2025
Added 94.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
159,813
shares
|
$20.7 Million
0.01% of portfolio
|
Q1 2025
Added 42.57%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
157,319
shares
|
$20.4 Million
1.79% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
147,161
shares
|
$19 Million
0.07% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
122,748
shares
|
$15.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
118,446
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
115,413
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
97,851
shares
|
$12.7 Million
0.27% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
89,592
shares
|
$11.6 Million
2.85% of portfolio
|
Q2 2025
Added 35.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
81,475
shares
|
$10.5 Million
0.03% of portfolio
|
Q4 2024
Added 39.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
72,743
shares
|
$9.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
71,910
shares
|
$9.3 Million
0.19% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
71,539
shares
|
$9.26 Million
1.18% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
69,142
shares
|
$8.95 Million
2.12% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
64,165
shares
|
$8.3 Million
3.86% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
57,460
shares
|
$7.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
54,070
shares
|
$7 Million
0.3% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
52,718
shares
|
$6.82 Million
3.02% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
50,879
shares
|
$6.58 Million
4.55% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
48,044
shares
|
$6.22 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
41,990
shares
|
$5.43 Million
1.08% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
38,582
shares
|
$4.99 Million
1.71% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,406
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2024
Added 15.04%
|