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 |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
36,290
shares
|
$4.57 Million
0.86% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
34,140
shares
|
$4.3 Million
0.31% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
31,589
shares
|
$3.98 Million
2.3% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
30,907
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Added 12831.8%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
28,286
shares
|
$3.56 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,659
shares
|
$3.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,141
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
26,001
shares
|
$3.28 Million
0.86% of portfolio
|
Q3 2024
Added 21.9%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
23,820
shares
|
$3 Million
1.89% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
22,793
shares
|
$2.87 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
22,309
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 32.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,669
shares
|
$2.6 Million
0.02% of portfolio
|
Q3 2024
Added 176.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,515
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
20,367
shares
|
$2.57 Million
0.22% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,300
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
20,066
shares
|
$2.53 Million
0.22% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
19,878
shares
|
$2.51 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
19,819
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,340
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
18,748
shares
|
$2.36 Million
1.89% of portfolio
|
Q3 2024
Added 56.74%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,875
shares
|
$2.13 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
16,686
shares
|
$2.1 Million
0.86% of portfolio
|
Q3 2024
Added 36.98%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
16,575
shares
|
$2.09 Million
0.4% of portfolio
|
Q3 2024
Reduced 74.38%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
16,545
shares
|
$2.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 35.75%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
15,628
shares
|
$1.97 Million
1.0% of portfolio
|
Q3 2024
Added 3.05%
|