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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
314
shares
|
$40,807
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
306
shares
|
$39,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
285
shares
|
$37,038
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
257
shares
|
$33,399
0.0% of portfolio
|
Q2 2025
Reduced 89.69%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
250
shares
|
$32,490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
217
shares
|
$28,201
0.0% of portfolio
|
Q1 2025
Reduced 81.08%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
212
shares
|
$27,551
0.0% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
177
shares
|
$23,002
0.0% of portfolio
|
Q2 2025
Added 704.55%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
174
shares
|
$22,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
168
shares
|
$21,833
0.0% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
161
shares
|
$20,923
0.0% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
155
shares
|
$20,143
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
149
shares
|
$19,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
149
shares
|
$19,364
0.01% of portfolio
|
Q2 2025
Added 73.26%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
128
shares
|
$16,634
0.0% of portfolio
|
Q2 2025
Reduced 90.74%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
100
shares
|
$12,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
91
shares
|
$11,826
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
80
shares
|
$10,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
73
shares
|
$9,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
53
shares
|
$6,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
50
shares
|
$6,498
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38
shares
|
$4,938
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
29
shares
|
$3,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
29
shares
|
$3,768
0.0% of portfolio
|
Q3 2025
Reduced 92.35%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$3,508
0.0% of portfolio
|
Q3 2024
New holding
|