Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 3.95 Million shares, which have been reported (via 13F filing form) to have a value of $513 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,406
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
38,338
shares
|
$4.98 Million
0.41% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
33,847
shares
|
$4.4 Million
0.0% of portfolio
|
Q2 2025
Added 20.77%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
31,547
shares
|
$4.1 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
27,079
shares
|
$3.52 Million
0.72% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
26,783
shares
|
$3.48 Million
0.02% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
26,406
shares
|
$3.43 Million
1.3% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
26,354
shares
|
$3.42 Million
0.14% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Peterson Wealth Management
|
Oct 15, 2025 Q2 2025 |
25,478
shares
|
$3.31 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
25,040
shares
|
$3.25 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
23,759
shares
|
$3.09 Million
1.81% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
23,537
shares
|
$3.06 Million
2.3% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,175
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
22,362
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
22,049
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2025
Added 60.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,515
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
20,367
shares
|
$2.65 Million
0.22% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
19,655
shares
|
$2.55 Million
1.42% of portfolio
|
Q2 2025
Added 77.63%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
19,505
shares
|
$2.53 Million
0.22% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,067
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
17,191
shares
|
$2.23 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,875
shares
|
$2.19 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
15,648
shares
|
$2.03 Million
0.08% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
15,477
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
15,272
shares
|
$1.98 Million
2.65% of portfolio
|
Q2 2025
Reduced 40.56%
|