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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,729
shares
|
$484,620
0.28% of portfolio
|
Q3 2023
Added 23.44%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
3,722
shares
|
$483,711
0.05% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,716
shares
|
$482,931
0.0% of portfolio
|
Q2 2025
Reduced 83.46%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$454,860
0.04% of portfolio
|
Q1 2023
Reduced 46.15%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,444
shares
|
$447,582
0.01% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
3,385
shares
|
$439,914
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
3,260
shares
|
$423,669
0.06% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,158
shares
|
$410,413
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,138
shares
|
$407,814
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,038
shares
|
$394,818
0.0% of portfolio
|
Q2 2025
Added 37.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,938
shares
|
$381,822
0.01% of portfolio
|
Q3 2025
Reduced 67.26%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
2,847
shares
|
$369,996
0.0% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
2,784
shares
|
$361,808
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,720
shares
|
$353,491
0.1% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,360
shares
|
$306,705
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
2,350
shares
|
$305,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,330
shares
|
$302,806
0.01% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,150
shares
|
$279,414
0.07% of portfolio
|
Q2 2025
Added 168.41%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
2,097
shares
|
$272,526
0.22% of portfolio
|
Q3 2025
Added 76.96%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
2,045
shares
|
$265,768
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,044
shares
|
$265,638
0.01% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,017
shares
|
$262,129
0.19% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$259,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,976
shares
|
$256,800
0.01% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,933
shares
|
$251,212
0.0% of portfolio
|
Q2 2025
New holding
|