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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,847
shares
|
$251,690
0.01% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,826
shares
|
$248,829
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,718
shares
|
$234,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,687
shares
|
$229,887
0.0% of portfolio
|
Q1 2025
Reduced 67.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,629
shares
|
$221,983
0.01% of portfolio
|
Q1 2025
Reduced 48.51%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
1,628
shares
|
$221,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
1,625
shares
|
$221,438
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
1,600
shares
|
$218,032
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,591
shares
|
$216,805
0.0% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,553
shares
|
$211,627
0.01% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
1,535
shares
|
$209,174
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,473
shares
|
$200,725
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,382
shares
|
$188,325
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
1,300
shares
|
$177,151
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,027
shares
|
$139,949
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
965
shares
|
$131,500
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
951
shares
|
$129,592
0.0% of portfolio
|
Q1 2025
Reduced 48.46%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
904
shares
|
$123,188
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
889
shares
|
$121,144
0.0% of portfolio
|
Q4 2024
Added 325.36%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
837
shares
|
$114,057
0.01% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
748
shares
|
$101,929
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
654
shares
|
$89,120
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
630
shares
|
$85,850
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
453
shares
|
$61,730
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
381
shares
|
$51,918
0.0% of portfolio
|
Q4 2017
Reduced 55.38%
|