Institutional Ownership Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 3.94 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$259,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,933
shares
|
$251,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
1,929
shares
|
$250,692
0.0% of portfolio
|
Q1 2025
Reduced 67.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
1,854
shares
|
$240,945
0.01% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,847
shares
|
$240,036
0.01% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,826
shares
|
$237,306
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,762
shares
|
$228,989
0.01% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,718
shares
|
$223,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,687
shares
|
$219,242
0.0% of portfolio
|
Q1 2025
Reduced 67.44%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,658
shares
|
$215,473
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,629
shares
|
$211,704
0.01% of portfolio
|
Q1 2025
Reduced 48.51%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
1,628
shares
|
$211,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
1,625
shares
|
$211,185
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,591
shares
|
$206,766
0.0% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,553
shares
|
$201,827
0.01% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
1,535
shares
|
$199,488
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,473
shares
|
$191,431
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,382
shares
|
$179,604
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
1,300
shares
|
$168,948
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
1,185
shares
|
$154,002
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,027
shares
|
$133,468
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
965
shares
|
$125,411
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
951
shares
|
$123,591
0.0% of portfolio
|
Q1 2025
Reduced 48.46%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
904
shares
|
$117,483
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
889
shares
|
$115,534
0.0% of portfolio
|
Q4 2024
Added 325.36%
|