Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 155 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
428,154
shares
|
$54 Million
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
248,856
shares
|
$31.4 Million
0.01% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
218,558
shares
|
$27.5 Million
0.1% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
167,421
shares
|
$21.1 Million
1.91% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
167,347
shares
|
$21.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
154,535
shares
|
$19.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
152,328
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
151,985
shares
|
$19.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
128,526
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
110,528
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Added 111.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
94,342
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 49.2%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
90,562
shares
|
$11.4 Million
2.63% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
79,809
shares
|
$10.1 Million
0.21% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
62,070
shares
|
$7.82 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
58,628
shares
|
$7.39 Million
0.89% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
54,064
shares
|
$6.81 Million
4.82% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
53,709
shares
|
$6.77 Million
0.0% of portfolio
|
Q3 2024
Added 64.44%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
50,523
shares
|
$6.37 Million
1.53% of portfolio
|
Q3 2024
Added 1097.23%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
49,299
shares
|
$6.21 Million
0.17% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
48,742
shares
|
$6.14 Million
2.86% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
42,402
shares
|
$5.34 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
38,983
shares
|
$4.91 Million
2.69% of portfolio
|
Q3 2024
Added 110.13%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
38,915
shares
|
$4.9 Million
1.58% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,406
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
36,607
shares
|
$4.61 Million
0.45% of portfolio
|
Q3 2024
Added 2.37%
|