Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $507 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
420,178
shares
|
$54.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
226,048
shares
|
$29.2 Million
0.1% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
221,748
shares
|
$28.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
167,855
shares
|
$21.7 Million
1.87% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
155,233
shares
|
$20 Million
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
145,734
shares
|
$18.8 Million
0.02% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
124,730
shares
|
$16.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
112,097
shares
|
$14.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
108,844
shares
|
$14.1 Million
0.0% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
107,943
shares
|
$13.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.98%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
93,719
shares
|
$12.1 Million
0.23% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
89,573
shares
|
$11.6 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
81,716
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
77,179
shares
|
$9.97 Million
0.03% of portfolio
|
Q4 2024
Added 299.06%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
70,103
shares
|
$9.05 Million
2.04% of portfolio
|
Q4 2024
Added 38.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
64,194
shares
|
$8.29 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
62,518
shares
|
$8.07 Million
0.19% of portfolio
|
Q4 2024
Added 26.81%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
62,290
shares
|
$8.04 Million
8.39% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
61,038
shares
|
$7.88 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
59,232
shares
|
$7.65 Million
0.88% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
57,384
shares
|
$7.41 Million
3.57% of portfolio
|
Q4 2024
Added 47.2%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
54,070
shares
|
$6.98 Million
0.25% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
53,330
shares
|
$6.89 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
53,142
shares
|
$6.86 Million
2.86% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
41,307
shares
|
$5.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|