iShares Cybersecurity & TechIHAKETF
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.6M |
| Exits | 21 | $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.