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 |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
6,999
shares
|
$909,590
0.79% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,608
shares
|
$858,775
0.01% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
6,351
shares
|
$825,375
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,050
shares
|
$786,258
0.0% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
5,962
shares
|
$774,821
0.14% of portfolio
|
Q2 2025
Reduced 39.14%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
5,802
shares
|
$754,027
0.2% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,615
shares
|
$729,725
0.01% of portfolio
|
Q2 2025
Added 28.64%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,596
shares
|
$727,256
0.04% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,229
shares
|
$679,560
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
5,125
shares
|
$666,045
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,041
shares
|
$655,128
0.03% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,991
shares
|
$648,630
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,988
shares
|
$648,240
0.05% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
4,900
shares
|
$636,804
0.0% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
4,705
shares
|
$611,461
0.05% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,504
shares
|
$585,339
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,461
shares
|
$579,751
0.0% of portfolio
|
Q2 2025
Reduced 83.01%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
4,376
shares
|
$568,704
0.47% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,303
shares
|
$559,217
0.27% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,227
shares
|
$549,340
0.0% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,185
shares
|
$543,882
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,179
shares
|
$543,102
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
4,158
shares
|
$540,373
0.17% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,909
shares
|
$508,013
0.02% of portfolio
|
Q2 2025
Reduced 69.12%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
3,800
shares
|
$493,848
0.2% of portfolio
|
Q2 2025
Reduced 5.0%
|