Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 3.71 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
5,432
shares
|
$721,858
0.63% of portfolio
|
Q3 2024
Added 36.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,351
shares
|
$711,094
0.0% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,947
shares
|
$657,406
0.0% of portfolio
|
Q3 2024
Reduced 75.44%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
4,705
shares
|
$625,247
0.05% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,666
shares
|
$620,064
0.01% of portfolio
|
Q3 2024
Added 39.99%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,515
shares
|
$599,998
0.04% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
4,428
shares
|
$588,436
0.09% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,285
shares
|
$569,433
0.28% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,962
shares
|
$526,510
0.01% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,831
shares
|
$509,101
0.45% of portfolio
|
Q3 2024
Added 78.94%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
3,750
shares
|
$498,337
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
3,750
shares
|
$498,337
0.2% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,729
shares
|
$495,546
0.28% of portfolio
|
Q3 2023
Added 23.44%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,664
shares
|
$486,908
0.02% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,634
shares
|
$482,922
0.0% of portfolio
|
Q3 2024
Reduced 91.55%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$465,114
0.03% of portfolio
|
Q1 2023
Reduced 46.15%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
3,404
shares
|
$452,357
0.07% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,373
shares
|
$448,237
0.03% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
3,346
shares
|
$444,649
0.13% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,310
shares
|
$439,865
0.0% of portfolio
|
Q3 2024
Reduced 73.54%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$405,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,014
shares
|
$400,530
0.01% of portfolio
|
Q2 2024
Reduced 23.79%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,003
shares
|
$399,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,981
shares
|
$396,145
0.0% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,858
shares
|
$379,799
0.04% of portfolio
|
Q2 2024
Added 257.7%
|