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

197 institutions reported holding $335.7M of ISHARES (IHAK) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($99.3M), Annex Advisory Services, LLC ($28.9M), MORGAN STANLEY ($21.5M), LPL Financial LLC ($20.5M), UBS Group AG ($18.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$99.3M1.6MTrimmed
2Annex Advisory Services, LLC$28.9M476,282New
3MORGAN STANLEY$21.5M354,620Trimmed
4LPL Financial LLC$20.5M338,105Added
5UBS Group AG$18.2M300,317Added
6Wharton Business Group, LLC$17.5M288,965Trimmed
7Royal Bank of Canada$8.6M141,909Added
8SCOTIA CAPITAL INC.$7.9M129,319Trimmed
9Nelson Capital Management, LLC$5.7M93,976Added
10JONES FINANCIAL COMPANIES LLLP$5.1M89,831Added
11GOLDMAN SACHS GROUP INC$4.2M68,590Added
12RAYMOND JAMES FINANCIAL INC$4.0M65,996Added
13STIFEL FINANCIAL CORP$3.5M57,427Added
141 NORTH WEALTH SERVICES LLC$3.0M48,935Added
15NorthRock Partners, LLC$2.9M47,878Added
16Aprio Wealth Management, LLC$2.9M47,456Trimmed
17CROSSPOINT FINANCIAL, LLC$2.8M46,680Trimmed
18AE Wealth Management LLC$2.8M46,046Added
19Janney Montgomery Scott LLC$2.8M45,920Trimmed
20Lido Advisors, LLC$2.7M44,869Added
21Gladstone Institutional Advisory LLC$2.7M44,196Added
22COMMONWEALTH EQUITY SERVICES, LLC$2.5M40,957Trimmed
23OSAIC HOLDINGS, INC.$2.3M37,719Trimmed
24RAINIER FAMILY WEALTH INC$2.1M35,395Added
25Stenham Asset Management Ltd$2.0M32,723Added

来源：SEC 13F 申报文件 · 截至 2026-06-30