iShares Cybersecurity & TechIHAKETF
13F holders, Q1 2024 (March 31)160holders
1famous investor
$46.80avg. 13F price*
At the end of Q1 2024, 160 institutions reported holding iShares Cybersecurity & Tech (IHAK) in their 13F filings. The largest holders were Bank of America Corp. ($79.6M), LPL Financial LLC ($17.9M) and Morgan Stanley ($16.0M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Cybersecurity & Tech
- CUSIP
- 46435U135
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $18.5M |
| Exits | 19 | $6.9M |
Ownership 160 holders
| Bank of America Corp. | 0.01% | Add +13.8% | 1,699,570 | $79.6M |
| LPL Financial LLC | 0.01% | Add +57.4% | 382,729 | $17.9M |
| Morgan Stanley | 0.00% | Add +90.7% | 340,570 | $16.0M |
| UBS Group AG | 0.00% | Reduce -1.7% | 315,269 | $14.8M |
| Wharton Business Group, LLC | 0.45% | Reduce -1.9% | 198,135 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 147,853 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.09% | Reduce -10.2% | 130,731 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +12.3% | 115,680 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +39.6% | 107,710 | $5.0M |
| Heck Capital Advisors, LLC | 0.71% | New | 99,965 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.0% | 84,561 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +193.7% | 77,278 | $3.6M |
| Lincoln National Corp. | 0.06% | Add +5.2% | 75,373 | $3.5M |
| Lido Advisors, LLC | 0.03% | Reduce -24.2% | 73,716 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | New | 69,482 | $3.3M |
| Nelson Capital Management, LLC | 0.58% | New | 65,189 | $3.1M |
| Sierra Capital LLC | 0.34% | Reduce -53.1% | 54,913 | $2.6M |
| Watts Gwilliam & Co., LLC | 0.71% | — | 50,741 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +19.8% | 47,206 | $2.2M |
| Crosspoint Financial, LLC | 17.43% | Add +6.5% | 43,522 | $2.0M |
| Bank of Montreal | 0.00% | Add +21.9% | 42,657 | $2.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +16.3% | 37,594 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +38.1% | 34,179 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +0.5% | 31,992 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +28.4% | 31,220 | $1.5M |
| Crescent Grove Advisors, LLC | 0.15% | Add +6.3% | 31,207 | $1.5M |
| Mark Sheptoff Financial Planning, LLC | 0.79% | Add +0.3% | 30,392 | $1.4M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.9% | 28,529 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -26.3% | 28,463 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.6% | 28,336 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +9.4% | 27,992 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | No change | 26,825 | $1.3M |
| Cetera Investment Advisers | 0.00% | New | 26,729 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 25,466 | $1.2M |
| Buffington Mohr McNeal | 0.21% | Add +3.5% | 25,218 | $1.2M |
| Mariner, LLC | 0.00% | Add +45.2% | 25,128 | $1.2M |
| Sugar Maple Asset Management, LLC | 1.07% | — | 23,612 | $1.1M |
| Cora Capital Advisors LLC | 0.58% | Add +6.7% | 23,283 | $1.1M |
| Absolute Capital Management, LLC | 0.68% | No change | 22,600 | $1.1M |
| Creative Planning | 0.00% | Reduce -0.8% | 22,461 | $1.1M |
| Solutions 4 Wealth, Ltd | 2.89% | No change | 21,938 | $1.0M |
| Koa Wealth Management, LLC | 0.86% | Reduce -16.6% | 20,367 | $954K |
| WCG Wealth Advisors LLC | 0.08% | Add +101.4% | 20,215 | $947K |
| SageView Advisory Group, LLC | 0.05% | New | 20,714 | $944K |
| Mackenzie Financial Corp. | 0.00% | New | 18,750 | $878K |
| Private Advisor Group, LLC | 0.01% | New | 17,996 | $843K |
| Pinebridge Investments, L.P. | 0.01% | No change | 17,169 | $804K |
| Raymond James & Associates | 0.00% | Add +39.2% | 16,826 | $788K |
| Visionary Wealth Advisors | 0.05% | Reduce -6.8% | 16,269 | $762K |
| Ellis Investment Partners, LLC | 0.16% | Reduce -0.6% | 15,527 | $727K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -21.3% | 14,587 | $683K |
| Penobscot Investment Management Company, Inc. | 0.07% | Reduce -3.8% | 14,568 | $683K |
| Titleist Asset Management, LLC | 0.12% | New | 14,560 | $682K |
| Global Retirement Partners, LLC | 0.02% | Add +1122.4% | 14,058 | $659K |
| Hilltop Holdings Inc. | 0.07% | New | 13,778 | $645K |
| Realta Investment Advisors | 0.13% | Add +106.5% | 13,573 | $636K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.9% | 13,268 | $622K |
| Cwm, LLC | 0.00% | Reduce -7.7% | 13,223 | $619K |
| NewEdge Advisors, LLC | 0.01% | Add +18.2% | 13,053 | $612K |
| Wedbush Securities Inc. | 0.02% | Add +28.5% | 12,060 | $565K |
| Advisors Capital Management, LLC | 0.01% | Add +0.8% | 12,066 | $565K |
| SeaBridge Investment Advisors LLC | 0.15% | Add +43.0% | 11,915 | $558K |
| Triumph Capital Management | 0.22% | Reduce -0.8% | 11,699 | $546K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 15,000 | $545K |
| HighTower Advisors, LLC | 0.00% | Add +4.6% | 11,499 | $539K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.8% | 11,152 | $522K |
| Truist Financial Corp. | 0.00% | Add +33.8% | 10,237 | $480K |
| Alterna Wealth Management, Inc. | 0.38% | Reduce -10.4% | 10,113 | $474K |
| PFG Investments, LLC | 0.03% | New | 9,734 | $456K |
| Naples Global Advisors, LLC | 0.05% | Reduce -4.2% | 9,690 | $454K |
| Credit Suisse AG/ | 0.00% | No change | 9,000 | $422K |
| BNP Paribas | 0.02% | — | 8,812 | $413K |
| Warner Financial, Inc. | 0.21% | Add +70.5% | 8,778 | $411K |
| IFP Advisors, Inc | 0.02% | Add +8.2% | 8,681 | $407K |
| Janney Montgomery Scott LLC | 0.00% | No change | 8,496 | $398K |
| JPMorgan Chase & Co. | 0.00% | New | 8,171 | $379K |
| Valley Financial Group, Inc. | 0.29% | Reduce -4.5% | 8,043 | $377K |
| D. E. Shaw & Co. | 0.00% | New | 7,506 | $352K |
| Franklin Resources Inc. | 0.00% | No change | 7,366 | $345K |
| City State Bank | 0.15% | Add +2.8% | 7,260 | $340K |
| Purus Wealth Management, LLC | 0.16% | Reduce -1.5% | 6,880 | $322K |
| ICICI Prudential Asset Management Co Ltd | 0.03% | Reduce -45.5% | 6,480 | $304K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.3% | 6,348 | $297K |
| Retirement Capital Strategies | 0.12% | Reduce -92.0% | 6,311 | $296K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -14.3% | 6,174 | $289K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -8.1% | 5,995 | $281K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.2% | 5,801 | $272K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -15.6% | 5,690 | $267K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.0% | 5,385 | $252K |
| Petra Financial Advisors Inc. | 0.19% | New | 5,384 | $252K |
| Northern Trust Corp. | 0.00% | No change | 5,299 | $248K |
| Centaurus Financial, Inc. | 0.02% | Add +67.8% | 5,188 | $243K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 5,151 | $241K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -41.4% | 5,142 | $241K |
| Pecaut & Co. | 0.09% | Reduce -11.8% | 4,942 | $232K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -0.7% | 4,859 | $228K |
| Principal Securities, Inc. | 0.01% | Reduce -11.1% | 4,806 | $225K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 4,476 | $210K |
| Northwest Wealth Management, LLC | 0.06% | No change | 4,451 | $209K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,316 | $202K |
"% of holder's portfolio" is IHAK's weight in each manager's 13F, not the share of iShares Cybersecurity & Tech the manager owns.