Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $522 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
19,485
shares
|
$2.55 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
17,289
shares
|
$2.26 Million
1.14% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,972
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Added 15.62%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,875
shares
|
$2.21 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,746
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 683.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
15,972
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.05%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
15,272
shares
|
$2 Million
2.65% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
14,363
shares
|
$1.88 Million
0.39% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
14,050
shares
|
$1.84 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
13,776
shares
|
$1.8 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
13,593
shares
|
$1.78 Million
0.33% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
12,660
shares
|
$1.66 Million
0.07% of portfolio
|
Q1 2025
Added 632900.0%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
12,246
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
11,783
shares
|
$1.54 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
11,540
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 278.36%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
11,065
shares
|
$1.45 Million
0.93% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,860
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
9,797
shares
|
$1.28 Million
0.26% of portfolio
|
Q1 2025
Reduced 50.34%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,779
shares
|
$1.28 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,461
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.71%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,337
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,061
shares
|
$1.18 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,975
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Added 88.71%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,862
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,249
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Added 2.32%
|