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 |
|---|---|---|---|---|---|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
7,119
shares
|
$970,106
0.13% of portfolio
|
Q1 2025
Reduced 58.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,110
shares
|
$968,879
0.01% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,494
shares
|
$884,937
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,380
shares
|
$869,402
0.45% of portfolio
|
Q1 2025
Reduced 33.22%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,291
shares
|
$857,274
0.03% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,807
shares
|
$791,319
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
5,502
shares
|
$749,757
0.25% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,298
shares
|
$721,958
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,229
shares
|
$712,555
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,207
shares
|
$709,557
0.0% of portfolio
|
Q1 2025
Reduced 78.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,838
shares
|
$659,274
0.03% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
4,771
shares
|
$650,144
0.56% of portfolio
|
Q1 2025
Reduced 33.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,756
shares
|
$648,100
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
4,705
shares
|
$641,150
0.05% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
4,674
shares
|
$636,925
0.04% of portfolio
|
Q1 2025
Added 47.91%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
4,445
shares
|
$605,720
0.2% of portfolio
|
Q1 2025
Reduced 83.11%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,377
shares
|
$596,453
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,365
shares
|
$594,818
0.01% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
4,364
shares
|
$594,682
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,336
shares
|
$590,866
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
4,090
shares
|
$557,344
0.0% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
4,000
shares
|
$545,080
0.24% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,832
shares
|
$522,186
0.02% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,729
shares
|
$508,150
0.28% of portfolio
|
Q3 2023
Added 23.44%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,500
shares
|
$476,945
0.05% of portfolio
|
Q1 2023
Reduced 46.15%
|