Who Owns ISHARES TR (IAK)? -- Institutional Holders (2026-06-30)

166 institutions reported holding $210.7M of ISHARES TR (IAK) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($24.9M), LPL Financial LLC ($16.1M), WELLS FARGO & COMPANY/MN ($11.3M), Fiduciary Planning LLC ($9.3M), Legend Financial Advisors, Inc. ($8.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$24.9M177,253Added
2LPL Financial LLC$16.1M114,300Added
3WELLS FARGO & COMPANY/MN$11.3M80,351Trimmed
4Fiduciary Planning LLC$9.3M66,477Added
5Legend Financial Advisors, Inc.$8.2M58,386Added
6BNP PARIBAS FINANCIAL MARKETS$7.0M50,000New
7CITADEL ADVISORS LLC$5.6M39,723Added
8BANK OF AMERICA CORP /DE/$5.4M38,276Added
9GOLDMAN SACHS GROUP INC$5.0M35,358Added
10LEE DANNER & BASS INC$4.8M33,880Trimmed
11TWO SIGMA INVESTMENTS, LP$4.4M31,100Trimmed
12Janney Montgomery Scott LLC$4.3M30,351Trimmed
13Cetera Investment Advisers$4.2M29,745Added
14MARTIN & CO INC /TN/$4.1M29,022Trimmed
15MILLENNIUM MANAGEMENT LLC$4.1M28,998New
16RAYMOND JAMES FINANCIAL INC$4.0M28,697Trimmed
17RFG Advisory, LLC$4.0M28,550Trimmed
18STIFEL FINANCIAL CORP$3.8M26,890Trimmed
19Fortis Group Advisors, LLC$3.5M25,025New
20Federation des caisses Desjardins du Quebec$3.5M24,964Trimmed
21Baird Financial Group, Inc.$2.9M20,523Added
22SP Asset Management LLC$2.7M19,114Trimmed
23Advisory Services Network, LLC$2.4M17,345Trimmed
24Hills Bank & Trust Co$2.4M17,318Added
25Northstar Financial Companies, Inc.$2.4M17,251Added

来源：SEC 13F 申报文件 · 截至 2026-06-30