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IHAK Institutional Ownership

iShares Cybersecurity and Tech ETF
1W: +4.0% 1M: +10.2% 3M: +7.4% YTD: +45.1% 1Y: +31.1% 3Y: +80.9% 5Y: +53.1%
$68.70
+0.39 (+0.57%)
 
Weekly Expected Move ±5.0%
$62 $65 $69 $72 $76
ETF AMEX · AUM $837.0M

Institutional Ownership — IHAK

199
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
333M
Total Invested
32
New Positions
54
Increased
67
Reduced
18
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (224 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 1,635,100 $112M -11,129 -0.7% 15Q SEC ↗
2 Annex Advisory Services, LLC NEW 476,282 $33M — +0.0% 1Q SEC ↗
3 MORGAN STANLEY 354,620 $24M -453,820 -56.1% 23Q SEC ↗
4 LPL Financial LLC 338,105 $23M +1,509 +0.4% 24Q SEC ↗
5 UBS Group AG 300,317 $21M +12,024 +4.2% 20Q SEC ↗
6 Wharton Business Group, LLC 288,965 $20M -28,860 -9.1% 25Q SEC ↗
7 ROYAL BANK OF CANADA 141,909 $10M +155 +0.1% 26Q SEC ↗
8 SCOTIA CAPITAL INC. 129,319 $9M -146 -0.1% 7Q SEC ↗
9 Nelson Capital Management, LLC 93,976 $6M +77 +0.1% 10Q SEC ↗
10 JONES FINANCIAL COMPANIES LLLP 89,831 $6M +5,112 +6.0% 9Q SEC ↗
11 GOLDMAN SACHS GROUP INC 68,590 $5M +18,060 +35.7% 15Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 65,996 $5M +24,227 +58.0% 7Q SEC ↗
13 STIFEL FINANCIAL CORP 57,427 $4M +496 +0.9% 20Q SEC ↗
14 1 NORTH WEALTH SERVICES LLC 48,935 $3M +4,757 +10.8% 7Q SEC ↗
15 NorthRock Partners, LLC 47,878 $3M +618 +1.3% 6Q SEC ↗
16 Aprio Wealth Management, LLC 47,456 $3M -5,192 -9.9% 8Q SEC ↗
17 CROSSPOINT FINANCIAL, LLC 46,680 $3M -3,679 -7.3% 6Q SEC ↗
18 AE Wealth Management LLC 46,046 $3M +9,287 +25.3% 7Q SEC ↗
19 Janney Montgomery Scott LLC 45,920 $3M -1,819 -3.8% 2Q SEC ↗
20 Lido Advisors, LLC 44,869 $3M +6,303 +16.3% 20Q SEC ↗
21 Gladstone Institutional Advisory LLC 44,196 $3M +4,832 +12.3% 2Q SEC ↗
22 COMMONWEALTH EQUITY SERVICES, LLC 40,957 $3M -3,162 -7.2% 25Q SEC ↗
23 OSAIC HOLDINGS, INC. 37,719 $3M -11,833 -23.9% 26Q SEC ↗
24 RAINIER FAMILY WEALTH INC 35,395 $2M +2,173 +6.5% 5Q SEC ↗
25 Stenham Asset Management Ltd 32,723 $2M +9,164 +38.9% 4Q SEC ↗
26 Private Advisor Group, LLC 32,085 $2M +794 +2.5% 3Q SEC ↗
27 MARK SHEPTOFF FINANCIAL PLANNING, LLC 31,692 $2M +300 +1.0% 16Q SEC ↗
28 GTS SECURITIES LLC 30,652 $2M +19,252 +168.9% 3Q SEC ↗
29 Baird Financial Group, Inc. 30,152 $2M +837 +2.9% 14Q SEC ↗
30 Cetera Investment Advisers 29,994 $2M -13,358 -30.8% 10Q SEC ↗
31 Csenge Advisory Group 28,285 $2M +28 +0.1% 8Q SEC ↗
32 Crescent Grove Advisors, LLC 28,030 $2M -306 -1.1% 23Q SEC ↗
33 Kassira Wealth Management LLC 26,368 $2M +414 +1.6% 4Q SEC ↗
34 Solutions 4 Wealth, Ltd 21,712 $1M +3 +0.0% 11Q SEC ↗
35 Cambridge Investment Research Advisors 20,791 $1M -1,129 -5.2% 27Q SEC ↗
36 MML INVESTORS SERVICES, LLC 20,705 $1M +1,134 +5.8% 25Q SEC ↗
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,586 $1M -116,772 -85.6% 8Q SEC ↗
38 Wealthcare Advisory Partners LLC 19,126 $1M -449 -2.3% 24Q SEC ↗
39 TITLEIST ASSET MANAGEMENT, LLC 18,689 $1M +2,050 +12.3% 10Q SEC ↗
40 Krilogy Financial LLC 18,250 $1M +386 +2.2% 7Q SEC ↗
41 DARA CAPITAL US, INC. 17,115 $1M — +0.0% 3Q SEC ↗
42 AMERIPRISE FINANCIAL INC 16,874 $1M -5,452 -24.4% 16Q SEC ↗
43 NAPLES GLOBAL ADVISORS, LLC 15,505 $1M -500 -3.1% 23Q SEC ↗
44 Creative Planning 15,229 $1M +415 +2.8% 24Q SEC ↗
45 Ellis Investment Partners, LLC 15,160 $1M +31 +0.2% 24Q SEC ↗
46 Stonehage Fleming Financial Services H 15,000 $1M — +0.0% 19Q SEC ↗
47 POM Investment Strategies, LLC 14,986 $1M +7,597 +102.8% 5Q SEC ↗
48 Steward Partners Investment Advisory, 14,709 $1M -119 -0.8% 18Q SEC ↗
49 Pacific Sun Financial Corp 14,140 $971K +427 +3.1% 4Q SEC ↗
50 Visionary Wealth Advisors 13,825 $950K +1,162 +9.2% 23Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +24,227 +58.0% 65,996
GTS SECURITIES LLC +19,252 +168.9% 30,652
GOLDMAN SACHS GROUP INC +18,060 +35.7% 68,590
UBS Group AG +12,024 +4.2% 300,317
Kingdom Financial Group LLC. +9,354 +2170.3% 9,785
AE Wealth Management LLC +9,287 +25.3% 46,046
Stenham Asset Management Ltd +9,164 +38.9% 32,723
POM Investment Strategies, LLC +7,597 +102.8% 14,986
Lido Advisors, LLC +6,303 +16.3% 44,869
JONES FINANCIAL COMPANIES LLLP +5,112 +6.0% 89,831
Gladstone Institutional Advisory LL +4,832 +12.3% 44,196
1 NORTH WEALTH SERVICES LLC +4,757 +10.8% 48,935
WARNER FINANCIAL, INC +4,595 +87.4% 9,850
BNP PARIBAS FINANCIAL MARKETS +3,197 +2023.4% 3,355
RAINIER FAMILY WEALTH INC +2,173 +6.5% 35,395
WELLS FARGO & COMPANY/MN +2,161 +216100.0% 2,162
TITLEIST ASSET MANAGEMENT, LLC +2,050 +12.3% 18,689
US BANCORP \DE +1,888 +1242.1% 2,040
LPL Financial LLC +1,509 +0.4% 338,105
10Elms LLP +1,231 +20.6% 7,207
Biggest Decreases (20)
HolderReducedChange %Total Shares
MORGAN STANLEY -453,820 -56.1% 354,620
SUSQUEHANNA INTERNATIONAL GROUP, LL -116,772 -85.6% 19,586
Wharton Business Group, LLC -28,860 -9.1% 288,965
Cetera Investment Advisers -13,358 -30.8% 29,994
OSAIC HOLDINGS, INC. -11,833 -23.9% 37,719
BANK OF AMERICA CORP /DE -11,129 -0.7% 1,635,100
Spire Wealth Management -9,751 -71.9% 3,820
PINEBRIDGE INVESTMENTS LLC -8,760 -46.3% 10,150
AMERIPRISE FINANCIAL INC -5,452 -24.4% 16,874
Aprio Wealth Management, LLC -5,192 -9.9% 47,456
CROSSPOINT FINANCIAL, LLC -3,679 -7.3% 46,680
COMMONWEALTH EQUITY SERVICES, LLC -3,162 -7.2% 40,957
Kestra Advisory Services, LLC -2,942 -29.6% 7,014
HighTower Advisors, LLC -2,626 -19.9% 10,547
Trexquant Investment LP -2,091 -31.1% 4,639
BANK OF MONTREAL /CAN -2,080 -22.9% 6,994
TRUIST FINANCIAL CORP -2,065 -14.8% 11,928
Janney Montgomery Scott LLC -1,819 -3.8% 45,920
Portland Financial Advisors Inc -1,772 -29.0% 4,333
Centurion Wealth Management LLC -1,465 -12.4% 10,327

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms