ISHARES TR (IAK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
143
Reporting holders
$204.5M
Reported value
0.2%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $24.9M | 177,253 | 0.00% | 35q | +28.4%+$5.5M |
| LPL Financial LLC | $16.1M | 114,300 | 0.00% | 31q | +12.0%+$1.7M |
| WELLS FARGO & COMPANY/MN | $11.3M | 80,351 | 0.00% | 31q | -50.8%-$11.6M |
| Schorn Wealth LLC | $9.3M | 66,477 | 2.44% | 12q | +6.7%+$589.9K |
| Legend Financial Advisors, Inc. | $8.2M | 58,386 | 4.66% | 17q | +5.2%+$404.7K |
| BNP PARIBAS FINANCIAL MARKETS | $7.0M | 50,000 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $5.6M | 37,023 | 0.00% | 14q | +160.8%+$3.4M |
| BANK OF AMERICA CORP /DE/ | $5.4M | 38,276 | 0.00% | 31q | +36.1%+$1.4M |
| GOLDMAN SACHS GROUP INC | $5.0M | 35,358 | 0.00% | 16q | +84.3%+$2.3M |
| LEE DANNER & BASS INC | $4.8M | 33,880 | 0.27% | 11q | -2.0%-$98.1K |
| TWO SIGMA INVESTMENTS, LP | $4.4M | 31,100 | 0.00% | 5q | -47.4%-$3.9M |
| Cetera Investment Advisers | $4.2M | 29,745 | 0.00% | 10q | +43.5%+$1.3M |
| MARTIN & CO INC /TN/ | $4.1M | 29,022 | 0.64% | 31q | HELD |
| MILLENNIUM MANAGEMENT LLC | $4.1M | 28,998 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 28,697 | 0.00% | 7q | HELD |
| RFG Advisory, LLC | $4.0M | 28,550 | 0.06% | 8q | -18.2%-$890.7K |
| STIFEL FINANCIAL CORP | $3.8M | 26,890 | 0.00% | 18q | -16.5%-$748.3K |
| Fortis Group Advisors, LLC | $3.5M | 25,025 | 0.56% | new | NEW |
| Federation des caisses Desjardins du Quebec | $3.5M | 24,964 | 0.01% | 6q | -11.2%-$441.2K |
| Baird Financial Group, Inc. | $2.9M | 20,523 | 0.00% | 2q | HELD |
| SP Asset Management LLC | $2.7M | 19,114 | 0.22% | 15q | -0.5%-$14.1K |
| Advisory Services Network, LLC | $2.4M | 17,345 | 0.03% | 17q | -1.4%-$35.3K |
| Hills Bank & Trust Co | $2.4M | 17,318 | 0.10% | 31q | +0.9%+$22.2K |
| Northstar Financial Companies, Inc. | $2.4M | 17,251 | 1.63% | 3q | +20.8%+$416.8K |
| UBS Group AG | $2.3M | 16,441 | 0.00% | 31q | -62.0%-$3.8M |
| ROYAL BANK OF CANADA | $2.2M | 15,367 | 0.00% | 31q | -66.7%-$4.3M |
| Foundations Investment Advisors, LLC | $2.1M | 15,110 | 0.02% | new | NEW |
| J.W. COLE ADVISORS, INC. | $2.0M | 14,524 | 0.04% | new | NEW |
| PFG Advisors | $1.9M | 13,490 | 0.10% | 4q | -10.8%-$229.3K |
| OSAIC HOLDINGS, INC. | $1.9M | 13,223 | 0.00% | 26q | +24.3%+$363.0K |
| Stonebridge Financial Planning Group, LLC | $1.8M | 12,899 | 0.58% | 16q | -8.8%-$174.2K |
| Anchor Bay Capital, Inc. | $1.7M | 11,810 | 0.93% | new | FIRST |
| HighTower Advisors, LLC | $1.7M | 12,041 | 0.00% | 11q | +19.1%+$271.0K |
| Delos Wealth Advisors, LLC | $1.6M | 11,471 | 0.83% | 9q | +6.3%+$95.9K |
| CIBC WORLD MARKET INC. | $1.6M | 11,039 | 0.00% | 8q | HELD |
| Equitable Holdings, Inc. | $1.5M | 10,428 | 0.01% | 24q | +10.9%+$143.8K |
| Financial Sense Advisors, Inc. | $1.4M | 10,000 | 0.28% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 9,496 | 0.01% | 12q | HELD |
| Tower Research Capital LLC (TRC) | $1.3M | 9,038 | 0.03% | 8q | +225.7%+$880.3K |
| AlphaCore Capital LLC | $1.2M | 8,881 | 0.02% | 6q | -8.6%-$117.2K |
| Geneos Wealth Management Inc. | $1.2M | 8,514 | 0.02% | 42q | +4157.0%+$1.2M |
| LEUTHOLD GROUP, LLC | $1.2M | 8,446 | 0.12% | 8q | +46.0%+$373.9K |
| Belpointe Asset Management LLC | $1.1M | 7,914 | 0.04% | 10q | -11.1%-$139.6K |
| Arkadios Wealth Advisors | $1.1M | 7,851 | 0.02% | 5q | +2.8%+$29.9K |
| Perigon Wealth Management, LLC | $1.1M | 7,635 | 0.02% | 12q | +294.0%+$800.8K |
| Genesee Capital Advisors, LLC | $886.1K | 6,304 | 0.28% | 17q | -15.9%-$168.0K |
| Mutual Advisors, LLC | $800.9K | 5,698 | 0.02% | new | NEW |
| Allworth Financial LP | $782.9K | 5,570 | 0.00% | 7q | -9.5%-$82.1K |
| &PARTNERS | $767.5K | 5,460 | 0.00% | 7q | -14.4%-$128.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $744.3K | 5,295 | 0.00% | 19q | -90.9%-$7.5M |
| JONES FINANCIAL COMPANIES LLLP | $742.4K | 5,248 | 0.00% | 9q | -8.1%-$65.4K |
| Private Advisor Group, LLC | $733.9K | 5,221 | 0.00% | 11q | +223.9%+$507.3K |
| IFG Advisory, LLC | $726.2K | 5,167 | 0.03% | new | NEW |
| SFMG, LLC | $658.1K | 4,682 | 0.04% | 11q | -8.3%-$59.9K |
| Glenview Trust Co | $631.8K | 4,700 | 0.00% | 7q | +100.0%+$315.9K |
| Qube Research & Technologies Ltd | $618.5K | 4,400 | 0.00% | new | NEW |
| Retirement Planning Co of New England, Inc. | $608.0K | 4,325 | 0.22% | 19q | -1.6%-$10.0K |
| US BANCORP \DE\ | $594.1K | 4,227 | 0.00% | 31q | HELD |
| Composition Wealth, LLC | $575.0K | 4,090 | 0.01% | 7q | -32.8%-$280.0K |
| Redwood Financial Network Corp | $555.9K | 3,955 | 0.31% | 5q | +12.7%+$62.5K |
| AdvisorNet Financial, Inc | $522.5K | 3,717 | 0.02% | 9q | +95.7%+$255.5K |
| CARDIFF PARK ADVISORS, LLC | $492.0K | 3,500 | 0.04% | 17q | HELD |
| PRIMORIS WEALTH ADVISORS, LLC | $470.9K | 3,350 | 0.21% | new | NEW |
| STEPHENS INC /AR/ | $470.8K | 3,350 | 0.01% | 17q | HELD |
| OPPENHEIMER & CO INC | $463.6K | 3,298 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $460.5K | 3,157 | 0.00% | 2q | HELD |
| KKM Financial LLC | $443.0K | 3,152 | 0.06% | 11q | -1.9%-$8.4K |
| FMR LLC | $439.9K | 3,130 | 0.00% | 31q | +21.7%+$78.6K |
| GTS SECURITIES LLC | $429.7K | 3,057 | 0.01% | new | NEW |
| SONATA CAPITAL GROUP INC | $428.7K | 3,050 | 0.14% | 9q | -4.7%-$21.1K |
| BANK OF MONTREAL /CAN/ | $412.1K | 2,932 | 0.00% | 31q | +332.4%+$316.8K |
| Maridea Wealth Management LLC | $402.3K | 2,862 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $396.7K | 2,823 | 0.00% | 18q | +15.2%+$52.4K |
| Csenge Advisory Group | $391.6K | 2,786 | 0.02% | 9q | -0.6%-$2.5K |
| Larson Financial Group LLC | $364.1K | 2,590 | 0.01% | 15q | +8.7%+$29.1K |
| Spire Wealth Management | $361.8K | 2,574 | 0.01% | 12q | +7.7%+$25.9K |
| JANE STREET GROUP, LLC | $360.3K | 2,563 | 0.00% | new | NEW |
| Bramshill Investments, LLC | $351.4K | 2,500 | 0.03% | new | NEW |
| Rockefeller Capital Management L.P. | $332.8K | 2,367 | 0.00% | 4q | -40.9%-$230.1K |
| Summit Financial, LLC | $308.1K | 2,192 | 0.00% | 6q | -2.5%-$7.9K |
| Aptus Capital Advisors, LLC | $307.3K | 2,186 | 0.00% | 4q | -3.2%-$10.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $304.2K | 2,165 | 0.00% | 17q | -7.2%-$23.7K |
| XTX Topco Ltd | $303.3K | 2,158 | 0.00% | new | NEW |
| Creative Planning | $299.0K | 2,127 | 0.00% | 7q | HELD |
| FIRST HORIZON CORP | $286.5K | 2,038 | 0.01% | 4q | HELD |
| Lido Advisors, LLC | $282.0K | 2,006 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $281.1K | 2,000 | 0.00% | 10q | HELD |
| Focus Partners Wealth | $267.9K | 1,905 | 0.00% | 5q | +7.2%+$18.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $267.8K | 1,905 | 0.00% | 15q | HELD |
| MML INVESTORS SERVICES, LLC | $249.4K | 1,774 | 0.00% | new | NEW |
| Sowell Financial Services LLC | $247.6K | 1,762 | 0.01% | 6q | HELD |
| Councilmark Asset Management, LLC | $228.4K | 1,625 | 0.12% | 8q | HELD |
| JPMORGAN CHASE & CO | $228.2K | 1,610 | 0.00% | 6q | +3120.0%+$221.1K |
| Prospera Financial Services Inc | $225.1K | 1,601 | 0.00% | 11q | -18.4%-$50.9K |
| GRIFFIN ASSET MANAGEMENT, INC. | $212.5K | 1,512 | 0.02% | new | NEW |
| Kestra Advisory Services, LLC | $210.6K | 1,498 | 0.00% | 3q | -4.0%-$8.9K |
| Intellus Advisors LLC | $200.3K | 1,425 | 0.02% | new | NEW |
| Steward Partners Investment Advisory, LLC | $197.1K | 1,402 | 0.00% | 24q | -6.0%-$12.7K |
| Nova Wealth Management, Inc. | $169.7K | 1,207 | 0.09% | 7q | -29.0%-$69.4K |
| Russell Investments Group, Ltd. | $139.9K | 995 | 0.00% | 8q | -2.5%-$3.7K |
Showing the largest 100 of 148 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 143 | $204.5M | 1,451,911 | 33 | 30 | 40 | 0.2% |
| Q1 2026 | 127 | $188.1M | 1,461,218 | 13 | 41 | 45 | 0.3% |
| Q4 2025 | 145 | $246.3M | 1,806,972 | 18 | 32 | 61 | 0.1% |
| Q3 2025 | 150 | $439.4M | 3,278,744 | 18 | 50 | 47 | 0.0% |
| Q2 2025 | 168 | $504.1M | 3,754,708 | 29 | 58 | 50 | 0.0% |
| Q1 2025 | 159 | $487.5M | 3,539,252 | 26 | 44 | 54 | 0.1% |
| Q4 2024 | 146 | $435.3M | 3,434,525 | 24 | 45 | 48 | 0.2% |
| Q3 2024 | 133 | $430.9M | 3,348,151 | 22 | 49 | 37 | 0.0% |
| Q2 2024 | 122 | $362.2M | 3,205,740 | 27 | 42 | 26 | 0.0% |
| Q1 2024 | 102 | $494.4M | 4,207,605 | 23 | 33 | 26 | 0.1% |
| Q4 2023 | 91 | $295.6M | 2,952,543 | 24 | 27 | 25 | 0.0% |
| Q3 2023 | 71 | $212.3M | 2,316,797 | 11 | 14 | 28 | 0.0% |
| Q2 2023 | 70 | $227.4M | 2,587,042 | 8 | 17 | 34 | 0.0% |
| Q1 2023 | 82 | $293.6M | 3,425,563 | 13 | 26 | 28 | 0.1% |
| Q4 2022 | 78 | $354.6M | 3,879,376 | 24 | 30 | 12 | 0.0% |
| Q3 2022 | 75 | $219.2M | 2,771,859 | 14 | 39 | 11 | 0.0% |
| Q2 2022 | 70 | $204.3M | 2,462,264 | 27 | 28 | 6 | 0.0% |
| Q1 2022 | 54 | $96.9M | 1,063,908 | 21 | 11 | 8 | 0.0% |
| Q4 2021 | 35 | $29.5M | 352,157 | 4 | 10 | 6 | 0.0% |
| Q3 2021 | 32 | $20.5M | 260,499 | 2 | 11 | 7 | 0.0% |
| Q2 2021 | 36 | $24.2M | 312,705 | 7 | 8 | 7 | 0.0% |
| Q1 2021 | 34 | $24.1M | 323,000 | 2 | 9 | 10 | 0.0% |
| Q4 2020 | 36 | $21.9M | 324,642 | 2 | 9 | 11 | 0.0% |
| Q3 2020 | 35 | $25.1M | 448,807 | 4 | 8 | 10 | 0.0% |
| Q2 2020 | 37 | $23.9M | 447,948 | 8 | 8 | 11 | 0.0% |
| Q1 2020 | 33 | $26.1M | 527,130 | 2 | 14 | 10 | 0.0% |
| Q4 2019 | 43 | $39.5M | 554,058 | 4 | 12 | 13 | 0.0% |
| Q3 2019 | 42 | $46.1M | 640,492 | 8 | 7 | 13 | 0.0% |
| Q2 2019 | 38 | $45.3M | 640,672 | 5 | 9 | 11 | 0.0% |
| Q1 2019 | 39 | $43.8M | 688,168 | 5 | 8 | 13 | 0.0% |
| Q4 2018 | 39 | $50.2M | 869,402 | 1 | 3 | 1 | 0.0% |