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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
654
shares
|
$85,530
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
630
shares
|
$82,391
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
553
shares
|
$72,321
0.0% of portfolio
|
Q2 2025
Added 84.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
453
shares
|
$59,243
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
381
shares
|
$49,827
0.0% of portfolio
|
Q4 2017
Reduced 55.38%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
379
shares
|
$49,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
348
shares
|
$45,511
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
344
shares
|
$44,988
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
314
shares
|
$41,064
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
306
shares
|
$40,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
285
shares
|
$37,272
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
231
shares
|
$30,210
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
217
shares
|
$28,379
0.0% of portfolio
|
Q1 2025
Reduced 81.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
200
shares
|
$26,156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
177
shares
|
$23,148
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
175
shares
|
$22,886
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
174
shares
|
$22,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
168
shares
|
$21,971
0.0% of portfolio
|
Q1 2025
Reduced 41.05%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
154
shares
|
$20,140
0.01% of portfolio
|
Q2 2025
Added 48.08%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
150
shares
|
$19,617
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
149
shares
|
$19,486
0.01% of portfolio
|
Q2 2025
Added 73.26%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$13,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
91
shares
|
$11,900
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
73
shares
|
$9,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
53
shares
|
$6,931
0.0% of portfolio
|
Q1 2025
New holding
|