Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,891
shares
|
$925,599
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
6,648
shares
|
$892,959
0.32% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,546
shares
|
$879,258
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
6,024
shares
|
$809,143
0.01% of portfolio
|
Q4 2024
Reduced 31.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,913
shares
|
$794,234
0.02% of portfolio
|
Q4 2024
Added 754.48%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,895
shares
|
$791,816
0.0% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,867
shares
|
$788,055
0.01% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
5,810
shares
|
$780,399
0.0% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,807
shares
|
$779,996
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,672
shares
|
$761,863
0.21% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,522
shares
|
$741,715
0.0% of portfolio
|
Q4 2024
Added 108.61%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,358
shares
|
$719,686
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
5,358
shares
|
$719,686
0.4% of portfolio
|
Q4 2024
Reduced 43.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,229
shares
|
$702,359
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,181
shares
|
$695,911
0.01% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,051
shares
|
$678,450
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,883
shares
|
$655,884
0.02% of portfolio
|
Q4 2024
Reduced 43.54%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
4,705
shares
|
$631,975
0.05% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,701
shares
|
$631,438
0.04% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,392
shares
|
$589,933
0.0% of portfolio
|
Q4 2024
Added 144.0%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,313
shares
|
$579,322
0.27% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
4,000
shares
|
$537,280
0.21% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,729
shares
|
$500,879
0.28% of portfolio
|
Q3 2023
Added 23.44%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
3,687
shares
|
$495,237
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,500
shares
|
$470,120
0.04% of portfolio
|
Q1 2023
Reduced 46.15%
|