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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,933
shares
|
$251,212
0.0% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
1,911
shares
|
$248,353
0.01% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
1,881
shares
|
$244,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
1,762
shares
|
$228,989
0.01% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
1,754
shares
|
$227,949
0.0% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,718
shares
|
$223,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,704
shares
|
$221,451
0.0% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,658
shares
|
$215,473
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
1,657
shares
|
$215,343
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
1,652
shares
|
$214,693
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
1,633
shares
|
$212,224
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
1,625
shares
|
$211,185
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,583
shares
|
$205,726
0.01% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,491
shares
|
$193,770
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,403
shares
|
$182,333
0.16% of portfolio
|
Q2 2025
Added 55.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
965
shares
|
$125,411
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
889
shares
|
$115,534
0.0% of portfolio
|
Q4 2024
Added 325.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
865
shares
|
$112,415
0.0% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
734
shares
|
$95,390
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
667
shares
|
$86,683
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
630
shares
|
$81,874
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
602
shares
|
$78,235
0.0% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
481
shares
|
$62,510
0.0% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
381
shares
|
$49,514
0.0% of portfolio
|
Q4 2017
Reduced 55.38%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
349
shares
|
$45,356
0.03% of portfolio
|
Q2 2025
Added 0.29%
|