Who Owns ISHARES TR (IAK)? -- Institutional Holders (2026-03-31)
160 institutions reported holding $184.0M of ISHARES TR (IAK) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($17.7M), LPL Financial LLC ($13.1M), WELLS FARGO & COMPANY/MN ($10.5M), Fiduciary Planning LLC ($8.0M), TWO SIGMA INVESTMENTS, LP ($7.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $17.7M | 138,099 | Trimmed |
| 2 | LPL Financial LLC | $13.1M | 102,087 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $10.5M | 81,610 | Trimmed |
| 4 | Fiduciary Planning LLC | $8.0M | 62,280 | Added |
| 5 | TWO SIGMA INVESTMENTS, LP | $7.6M | 59,100 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.5M | 58,383 | Added |
| 7 | Legend Financial Advisors, Inc. | $7.1M | 55,507 | Added |
| 8 | Royal Bank of Canada | $5.9M | 46,172 | Trimmed |
| 9 | Cavalier Investments, LLC | $5.9M | 45,960 | New |
| 10 | UBS Group AG | $5.6M | 43,321 | Trimmed |
| 11 | JMAC ENTERPRISES LLC | $4.5M | 35,039 | Added |
| 12 | RFG Advisory, LLC | $4.5M | 34,887 | Added |
| 13 | LEE DANNER & BASS INC | $4.4M | 34,578 | Trimmed |
| 14 | STIFEL FINANCIAL CORP | $4.1M | 32,214 | Trimmed |
| 15 | Janney Montgomery Scott LLC | $4.1M | 31,650 | Trimmed |
| 16 | MARTIN & CO INC /TN/ | $3.7M | 29,156 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $3.7M | 28,794 | Trimmed |
| 18 | BANK OF AMERICA CORP /DE/ | $3.6M | 28,119 | Trimmed |
| 19 | Federation des caisses Desjardins du Quebec | $3.6M | 28,103 | Trimmed |
| 20 | Cetera Investment Advisers | $2.7M | 20,725 | Added |
| 21 | Baird Financial Group, Inc. | $2.6M | 20,444 | New |
| 22 | SP Asset Management LLC | $2.5M | 19,214 | Added |
| 23 | GOLDMAN SACHS GROUP INC | $2.5M | 19,180 | Trimmed |
| 24 | CITADEL ADVISORS LLC | $2.3M | 18,194 | Added |
| 25 | Advisory Services Network, LLC | $2.3M | 17,596 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31