iShares Cybersecurity & TechIHAKETF

13F holders, Q2 2024 (June 30)
157holders −3
20new positions
21sold out
2famous investors
$45.95avg. 13F price*

At the end of Q2 2024, 157 institutions reported holding iShares Cybersecurity & Tech (IHAK) in their 13F filings, down 3 from Q1 2024. 20 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($68.1M), LPL Financial LLC ($17.7M) and Morgan Stanley ($16.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions20$12.6M
Exits21$19.5M

All 13F filers, Q1 2024 → Q2 2024: 606,708 shares bought and 788,808 shares sold, net −182,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 157 holders

Bank of America Corp. 0.01% Reduce -12.8% 1,481,352 $68.1M
LPL Financial LLC 0.01% Add +0.8% 385,726 $17.7M
Morgan Stanley 0.00% Add +4.3% 355,186 $16.3M
UBS Group AG 0.00% Add +0.1% 315,733 $14.5M
Wharton Business Group, LLC 0.49% Add +4.3% 206,760 $9.5M
Jane Street Group, LLC 0.01% New 160,498 $7.4M
Commonwealth Equity Services, LLC 0.01% Add +6.4% 157,362 $7.2M
Oppenheimer Asset Management Inc. 0.08% Add +9.4% 142,965 $6.6M
Osaic Holdings, Inc. 0.01% Add +155.0% 120,372 $5.5M
HighTower Advisors, LLC 0.01% Add +913.8% 116,580 $5.3M
Royal Bank of Canada 0.00% Reduce -9.1% 105,142 $4.8M
Ameriprise Financial Inc. 0.00% Reduce -5.3% 101,944 $4.7M
Nelson Capital Management, LLC 0.59% Add +10.2% 71,831 $3.3M
Lido Advisors, LLC 0.03% Reduce -4.7% 70,280 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -20.9% 66,864 $3.1M
Crosspoint Financial, LLC 9.09% Add +11.3% 48,430 $2.2M
Bank of Montreal 0.00% Add +7.1% 45,687 $2.1M
Stifel Financial Corp. 0.00% Add +6.8% 36,496 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -53.5% 35,926 $1.7M
Future Financial Wealth Managment LLC 1.33% New 32,830 $1.5M
Crescent Grove Advisors, LLC 0.16% Add +3.0% 32,134 $1.5M
MML Investors Services, LLC 0.01% Reduce -4.2% 30,653 $1.4M
Baird Financial Group, Inc. 0.00% Add +7.0% 29,955 $1.4M
Mark Sheptoff Financial Planning, LLC 0.73% Reduce -6.1% 28,541 $1.3M
Absolute Capital Management, LLC 0.76% Add +20.8% 27,300 $1.3M
Private Advisor Group, LLC 0.01% Add +51.7% 27,299 $1.3M
Spire Wealth Management 0.04% Add +580.3% 26,721 $1.2M
Hilltop Holdings Inc. 0.14% Add +92.0% 26,459 $1.2M
Mariner, LLC 0.00% Add +5.1% 26,419 $1.2M
Cetera Investment Advisers 0.00% Reduce -1.4% 26,359 $1.2M
Northeast Financial Consultants Inc 0.05% Reduce -5.3% 25,400 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.3% 25,389 $1.2M
Buffington Mohr McNeal 0.20% No change 25,218 $1.2M
Cora Capital Advisors LLC 0.59% Add +6.5% 24,802 $1.1M
Integrated Wealth Concepts LLC 0.02% Reduce -15.3% 24,122 $1.1M
Creative Planning 0.00% Add +5.1% 23,616 $1.1M
Sugar Maple Asset Management, LLC 1.04% Reduce -1.1% 23,348 $1.1M
Wealthcare Advisory Partners LLC 0.03% Reduce -25.3% 23,312 $1.1M
WCG Wealth Advisors LLC 0.08% Add +9.6% 22,155 $1.0M
Solutions 4 Wealth, Ltd 2.28% Reduce -0.2% 21,888 $1.0M
Koa Wealth Management, LLC 0.78% Reduce -1.6% 20,033 $921K
IHT Wealth Management, LLC 0.03% Reduce -30.1% 19,954 $917K
Goldman Sachs Group Inc. 0.00% Reduce -31.8% 19,322 $888K
Kestra Advisory Services, LLC 0.00% Add +63.0% 18,179 $835K
Pinebridge Investments, L.P. 0.01% No change 17,169 $789K
Titleist Asset Management, LLC 0.12% Add +17.0% 17,035 $783K
Raymond James & Associates 0.00% Reduce -1.9% 16,501 $758K
Visionary Wealth Advisors 0.05% Reduce -1.1% 16,094 $740K
NewEdge Advisors, LLC 0.01% Add +22.6% 15,997 $735K
Ellis Investment Partners, LLC 0.15% Reduce -1.3% 15,326 $704K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 15,000 $689K
Global Retirement Partners, LLC 0.02% Reduce -1.0% 13,918 $640K
B. Riley Wealth Advisors, Inc. 0.02% New 13,757 $632K
SeaBridge Investment Advisors LLC 0.15% Add +6.8% 12,726 $585K
Rockefeller Capital Management L.P. 0.00% Reduce -6.8% 12,360 $568K
Mackenzie Financial Corp. 0.00% Reduce -35.0% 12,190 $560K
Cwm, LLC 0.00% Reduce -8.8% 12,057 $554K
Advisors Capital Management, LLC 0.01% Reduce -3.5% 11,645 $535K
Penobscot Investment Management Company, Inc. 0.05% Reduce -23.8% 11,106 $510K
Triumph Capital Management 0.19% Reduce -7.8% 10,781 $495K
Wedbush Securities Inc. 0.02% Reduce -12.2% 10,593 $487K
Intrua Financial, LLC 0.08% New 10,545 $485K
Truist Financial Corp. 0.00% Reduce -4.9% 9,735 $447K
Naples Global Advisors, LLC 0.04% Reduce -2.1% 9,490 $436K
BNP Paribas 0.02% Add +6.6% 9,396 $432K
Centaurus Financial, Inc. 0.03% Add +80.2% 9,348 $430K
Marshall Wace, LLP 0.00% New 8,980 $413K
IFP Advisors, Inc 0.02% Reduce -0.7% 8,619 $396K
Arkadios Wealth Advisors 0.03% New 8,204 $377K
Valley Financial Group, Inc. 0.28% Add +1.8% 8,185 $376K
Citadel Advisors 0.00% New 8,182 $376K
JPMorgan Chase & Co. 0.00% Reduce -0.2% 8,154 $375K
Warner Financial, Inc. 0.18% Reduce -8.3% 8,045 $370K
Northwestern Mutual Wealth Management Co. 0.00% Add +23.3% 7,829 $360K
Franklin Resources Inc. 0.00% No change 7,366 $338K
Alterna Wealth Management, Inc. 0.29% Reduce -27.9% 7,288 $335K
City State Bank 0.13% Reduce -1.0% 7,190 $330K
Obsidian Cio, LLC 0.08% New 7,122 $327K
Belvedere Trading LLC 0.02% New 6,837 $314K
Purus Wealth Management, LLC 0.14% Reduce -1.0% 6,812 $313K
Petra Financial Advisors Inc. 0.22% Add +22.2% 6,580 $302K
D. E. Shaw & Co. 0.00% Reduce -13.7% 6,475 $298K
ICICI Prudential Asset Management Co Ltd 0.04% No change 6,480 $297K
Farther Finance Advisors, LLC 0.01% Add +96.9% 6,425 $295K
Retirement Capital Strategies 0.12% No change 6,311 $290K
Apollon Wealth Management, LLC 0.01% Reduce -1.3% 6,091 $280K
Cyndeo Wealth Partners, LLC 0.02% No change 5,801 $267K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +19.2% 5,791 $266K
Consolidated Portfolio Review Corp 0.06% Add +12.4% 5,779 $266K
Jones Financial Companies LLLP 0.00% New 5,662 $260K
IFG Advisory, LLC 0.02% New 5,574 $256K
Clear Creek Financial Management, LLC 0.03% Reduce -10.9% 5,343 $246K
Northern Trust Corp. 0.00% No change 5,299 $243K
Connecticut Wealth Management, LLC 0.01% No change 5,151 $237K
Pecaut & Co. 0.08% Reduce -3.0% 4,793 $220K
Avantax Advisory Services, Inc. 0.00% Add +4.9% 4,528 $208K
PNC Financial Services Group, Inc. 0.00% Add +27.2% 4,414 $203K
GPS Wealth Strategies Group, LLC 0.03% Add +115.2% 4,407 $202K
Principal Securities, Inc. 0.01% Reduce -12.8% 4,192 $193K
International Assets Investment Management, LLC 0.02% New 4,170 $192K

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

Show all 157 holders