Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 185 institutions that hold shares in the stock, with a total of 3.97 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
309,794
shares
|
$40.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
227,411
shares
|
$29.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
218,944
shares
|
$28.3 Million
0.08% of portfolio
|
Q2 2025
Added 48.78%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
218,926
shares
|
$28.3 Million
0.52% of portfolio
|
Q2 2025
Added 94.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
185,155
shares
|
$24 Million
0.01% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
157,319
shares
|
$20.4 Million
1.79% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
143,014
shares
|
$18.5 Million
0.02% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
132,205
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
124,283
shares
|
$16.1 Million
0.04% of portfolio
|
Q2 2025
Added 52.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
123,116
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
106,596
shares
|
$13.8 Million
0.25% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
94,246
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Added 64.02%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
89,592
shares
|
$11.6 Million
2.85% of portfolio
|
Q2 2025
Added 35.94%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
85,600
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
71,910
shares
|
$9.3 Million
0.19% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
71,539
shares
|
$9.26 Million
1.18% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
70,845
shares
|
$9.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
69,142
shares
|
$8.95 Million
2.12% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
64,165
shares
|
$8.3 Million
3.86% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
54,070
shares
|
$7 Million
0.26% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
52,718
shares
|
$6.82 Million
3.02% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
50,879
shares
|
$6.58 Million
4.55% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
48,550
shares
|
$6.28 Million
0.03% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
41,990
shares
|
$5.43 Million
1.08% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
38,582
shares
|
$4.99 Million
1.71% of portfolio
|
Q2 2025
Added 0.63%
|