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

050100150200 Q1 2024: 160Q1 2024Q2 2024: 157Q2 2024Q3 2024: 156Q3 2024Q4 2024: 173Q4 2024Q1 2025: 175Q1 2025Q2 2025: 181Q2 2025Q3 2025: 184Q3 2025Q4 2025: 175Q4 2025Q1 2026: 168Q1 2026Q2 2026: 179Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions24$18.5M
Exits19$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
Federation des caisses Desjardins du Quebec 0.00% Reduce -9.4% 4,063 $190K
Spire Wealth Management 0.00% Reduce -81.9% 3,928 $184K
Sunbelt Securities, Inc. 0.02% Reduce -30.7% 3,558 $167K
PNC Financial Services Group, Inc. 0.00% Add +63.1% 3,469 $163K
Woodmont Investment Counsel LLC 0.01% New 3,300 $155K
Farther Finance Advisors, LLC 0.01% New 3,263 $152K
Financial Freedom, LLC 0.09% Reduce -14.1% 3,068 $144K
Y.D. More Investments Ltd 0.02% No change 2,735 $128K
Blue Bell Private Wealth Management, LLC 0.02% No change 2,087 $98K
GPS Wealth Strategies Group, LLC 0.02% No change 2,048 $96K
Barclays PLC 0.00% No change 1,941 $91K
Mine & Arao Wealth Creation & Management, LLC. 0.04% No change 1,850 $87K
Avior Wealth Management, LLC 0.00% No change 1,689 $79K
FMR LLC 0.00% Add +1027.9% 1,534 $72K
FinTrust Capital Advisors, LLC 0.01% No change 1,500 $70K
Banque Cantonale Vaudoise 0.00% No change 1,500 $70K
Clearstead Advisors, LLC 0.00% No change 1,436 $64K
Gilliland Jeter Wealth Management LLC 0.02% New 1,294 $61K
Anchor Investment Management, LLC 0.01% Reduce -3.5% 1,200 $56K
Benjamin F. Edwards & Company, Inc. 0.00% No change 924 $43K
Retirement Group, LLC 0.01% Add +88.9% 850 $40K
Mascoma Wealth Management LLC 0.01% No change 830 $39K
Private Trust Co. NA 0.00% Add +1747.5% 739 $35K
Riggs Asset Managment Co. Inc. 0.01% Add +56.3% 608 $28K
Carolinas Wealth Consulting LLC 0.01% No change 589 $28K
Lanark Financial, Inc. 0.00% No change 593 $27K
Coston, McIsaac & Partners 0.01% No change 538 $25K
Smithfield Trust Co 0.00% No change 485 $23K
Harbour Investments, Inc. 0.00% Reduce -41.5% 421 $20K
Ogorek Anthony Joseph /NY/ 0.01% No change 416 $19K
Richard W. Paul & Associates, LLC 0.01% Reduce -38.8% 404 $19K
Creative Financial Designs Inc. 0.00% No change 372 $17K
Comerica Bank 0.00% New 362 $17K
Evermay Wealth Management LLC 0.00% No change 300 $14K
Peoples Bank 0.01% Add +17.8% 284 $13K
Venturi Wealth Management, LLC 0.00% New 267 $13K
Allworth Financial LP 0.00% Reduce -50.2% 248 $12K
Phillips Financial Management, LLC 0.00% No change 216 $10K
Dagco, Inc. 0.00% New 213 $10K
TD Capital Management LLC 0.00% No change 205 $10K
Bank of New Hampshire 0.00% No change 200 $9K
Ancora Advisors LLC 0.00% No change 200 $9K
Caitlin John, LLC 0.01% No change 178 $8K
CoreCap Advisors, LLC 0.00% New 149 $7K
JFS Wealth Advisors, LLC 0.00% New 149 $7K
Gould Capital, LLC 0.00% Add +193.0% 126 $6K
SOA Wealth Advisors, LLC. 0.00% No change 125 $6K
Parkside Financial Bank & Trust 0.00% Add +86.2% 108 $5K
Centerpoint Advisors, LLC 0.00% No change 100 $5K
Larson Financial Group LLC 0.00% Reduce -82.9% 103 $5K
North Star Investment Management Corp. 0.00% No change 100 $5K
UMB Bank, n.a. 0.00% No change 88 $4K
Carolina Wealth Advisors, LLC 0.00% No change 61 $3K
Core Wealth Advisors, Inc. 0.00% No change 55 $3K
West Paces Advisors Inc. 0.00% New 42 $2K
PSI Advisors, LLC 0.00% Reduce -3.7% 26 $1K
Wells Fargo & Company 0.00% Add +2300.0% 24 $1K
Glassman Wealth Services 0.00% No change 22 $1K
Activest Wealth Management 0.00% No change 18 $851
VitalStone Financial, LLC 0.00% No change 2 $0

"% of holder's portfolio" is IHAK's weight in each manager's 13F, not the share of iShares Cybersecurity & Tech the manager owns.