Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 155 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
965
shares
|
$121,609
0.01% of portfolio
|
Q2 2024
Added 1508.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
795
shares
|
$100,185
0.01% of portfolio
|
Q3 2024
Added 87.06%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
731
shares
|
$92,120
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
692
shares
|
$87,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
630
shares
|
$79,392
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
448
shares
|
$56,456
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
381
shares
|
$48,013
0.0% of portfolio
|
Q4 2017
Reduced 55.38%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
357
shares
|
$44,989
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
344
shares
|
$43,350
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
314
shares
|
$39,570
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
209
shares
|
$26,338
0.0% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
209
shares
|
$26,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
176
shares
|
$22,179
0.01% of portfolio
|
Q3 2024
Added 604.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
175
shares
|
$22,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
174
shares
|
$21,927
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
160
shares
|
$20,163
0.0% of portfolio
|
Q3 2024
Reduced 90.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
142
shares
|
$17,894
0.0% of portfolio
|
Q3 2024
Reduced 98.45%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
100
shares
|
$12,602
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
91
shares
|
$11,467
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
68
shares
|
$8,569
0.0% of portfolio
|
Q3 2024
Added 195.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38
shares
|
$4,788
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
27
shares
|
$3,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
27
shares
|
$3,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
25
shares
|
$3,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22
shares
|
$2,772
0.0% of portfolio
|
Q4 2022
New holding
|