iShares Cybersecurity & TechIHAKETF
13F holders, Q3 2024 (September 30)156holders −1
13new positions
16sold out
2famous investors
$48.75avg. 13F price*
At the end of Q3 2024, 156 institutions reported holding iShares Cybersecurity & Tech (IHAK) in their 13F filings, down 1 from Q2 2024. 13 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($72.2M), Morgan Stanley ($17.7M) and LPL Financial LLC ($17.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Cybersecurity & Tech
- CUSIP
- 46435U135
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $11.8M |
| Exits | 16 | $10.3M |
All 13F filers, Q2 2024 → Q3 2024: 547,015 shares bought and 577,706 shares sold, net −30,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Bank of America Corp. | 0.01% | Add +0.1% | 1,482,251 | $72.2M |
| Morgan Stanley | 0.00% | Add +2.0% | 362,351 | $17.7M |
| LPL Financial LLC | 0.01% | Reduce -9.4% | 349,540 | $17.0M |
| Wharton Business Group, LLC | 0.65% | Add +42.7% | 295,060 | $14.4M |
| UBS Group AG | 0.00% | Reduce -21.8% | 246,926 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +44.9% | 147,757 | $7.2M |
| Bank of Montreal | 0.00% | Add +180.5% | 128,147 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.1% | 119,045 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 117,339 | $5.7M |
| Jane Street Group, LLC | 0.01% | Reduce -28.4% | 114,832 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 111,194 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -42.4% | 90,683 | $4.4M |
| Nelson Capital Management, LLC | 0.65% | Add +10.9% | 79,646 | $3.9M |
| Gimbal Financial | 2.44% | New | 75,444 | $3.8M |
| Centurion Wealth Management LLC | 1.05% | — | 67,570 | $3.3M |
| Lido Advisors, LLC | 0.02% | Reduce -9.1% | 63,859 | $3.1M |
| Watts Gwilliam & Co., LLC | 0.58% | — | 54,385 | $2.6M |
| Crosspoint Financial, LLC | 8.06% | Reduce -0.6% | 48,130 | $2.3M |
| Aprio Wealth Management, LLC | 0.34% | New | 43,719 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -35.7% | 42,988 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 41,475 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.1% | 36,326 | $1.8M |
| Future Financial Wealth Managment LLC | 1.25% | Add +9.3% | 35,872 | $1.7M |
| Hilltop Holdings Inc. | 0.11% | Add +32.6% | 35,089 | $1.7M |
| Crescent Grove Advisors, LLC | 0.16% | Add +0.0% | 32,137 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +3.6% | 31,028 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -16.1% | 30,627 | $1.5M |
| Csenge Advisory Group | 0.08% | New | 29,402 | $1.5M |
| Mark Sheptoff Financial Planning, LLC | 0.74% | Add +0.7% | 28,741 | $1.4M |
| Spire Wealth Management | 0.05% | Add +5.0% | 28,070 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -3.8% | 25,425 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 25,412 | $1.2M |
| Northeast Financial Consultants Inc | 0.05% | No change | 25,400 | $1.2M |
| Buffington Mohr McNeal | 0.20% | Reduce -1.2% | 24,918 | $1.2M |
| Cora Capital Advisors LLC | 0.59% | Reduce -0.2% | 24,752 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -11.0% | 23,462 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Add +0.5% | 22,263 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.7% | 22,152 | $1.1M |
| Solutions 4 Wealth, Ltd | 2.09% | No change | 21,888 | $1.1M |
| Creative Planning | 0.00% | Reduce -8.6% | 21,592 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.7% | 21,307 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -11.8% | 20,571 | $1.0M |
| Koa Wealth Management, LLC | 0.73% | Reduce -3.0% | 19,435 | $947K |
| Titleist Asset Management, LLC | 0.13% | Add +11.4% | 18,985 | $925K |
| CW Advisors, LLC | 0.01% | New | 18,663 | $910K |
| MML Investors Services, LLC | 0.00% | Reduce -41.4% | 17,977 | $876K |
| IHT Wealth Management, LLC | 0.02% | Reduce -13.5% | 17,254 | $841K |
| Visionary Wealth Advisors | 0.05% | Reduce -0.7% | 15,980 | $779K |
| Centaurus Financial, Inc. | 0.05% | Add +68.1% | 15,712 | $766K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 15,000 | $731K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -4.0% | 14,706 | $717K |
| Intrua Financial, LLC | 0.12% | Add +38.3% | 14,580 | $711K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -16.3% | 14,363 | $700K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.2% | 14,202 | $692K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +3.3% | 14,207 | $683K |
| Global Retirement Partners, LLC | 0.02% | Add +0.1% | 13,938 | $679K |
| Jones Financial Companies LLLP | 0.00% | Add +146.9% | 13,977 | $678K |
| Raymond James & Associates | 0.00% | Reduce -17.5% | 13,614 | $664K |
| Cwm, LLC | 0.00% | Add +1.9% | 12,290 | $599K |
| Realta Investment Advisors | 0.27% | Add +11657.0% | 11,757 | $594K |
| Sugar Maple Asset Management, LLC | 0.52% | Reduce -47.8% | 12,178 | $594K |
| SeaBridge Investment Advisors LLC | 0.14% | Reduce -4.8% | 12,113 | $590K |
| Advisors Capital Management, LLC | 0.01% | Add +0.7% | 11,729 | $572K |
| Arkadios Wealth Advisors | 0.03% | Add +37.6% | 11,292 | $550K |
| Petra Financial Advisors Inc. | 0.36% | Add +71.2% | 11,266 | $549K |
| Wedbush Securities Inc. | 0.02% | No change | 10,593 | $516K |
| Citadel Advisors | 0.00% | Add +28.0% | 10,476 | $511K |
| Penobscot Investment Management Company, Inc. | 0.05% | Reduce -7.4% | 10,286 | $501K |
| BNP Paribas | 0.02% | Add +9.4% | 10,280 | $501K |
| Truist Financial Corp. | 0.00% | Add +3.3% | 10,052 | $490K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -48.0% | 9,456 | $461K |
| Naples Global Advisors, LLC | 0.04% | Reduce -1.3% | 9,365 | $456K |
| Mackenzie Financial Corp. | 0.00% | Reduce -23.2% | 9,360 | $456K |
| Private Advisor Group, LLC | 0.00% | Reduce -66.5% | 9,156 | $446K |
| EPIQ Capital Group, LLC | 0.12% | New | 8,880 | $433K |
| Warner Financial, Inc. | 0.19% | Add +6.8% | 8,596 | $419K |
| Obsidian Cio, LLC | 0.08% | Add +15.5% | 8,227 | $401K |
| Valley Financial Group, Inc. | 0.28% | Reduce -0.9% | 8,111 | $395K |
| Triumph Capital Management | 0.14% | Reduce -25.4% | 8,048 | $392K |
| Rational Advisors, Inc. | 0.04% | New | 8,012 | $391K |
| Franklin Resources Inc. | 0.00% | No change | 7,366 | $372K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 7,398 | $361K |
| City State Bank | 0.13% | Add +2.8% | 7,390 | $360K |
| Purus Wealth Management, LLC | 0.14% | Reduce -0.1% | 6,802 | $332K |
| ICICI Prudential Asset Management Co Ltd | 0.03% | No change | 6,480 | $316K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.3% | 6,404 | $312K |
| Retirement Capital Strategies | 0.12% | No change | 6,311 | $308K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +7.7% | 6,236 | $304K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.1% | 6,084 | $297K |
| Northern Trust Corp. | 0.00% | Add +10.6% | 5,859 | $286K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 5,801 | $283K |
| Millennium Management | 0.00% | New | 5,765 | $281K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -2.4% | 5,643 | $275K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 5,151 | $251K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.9% | 5,133 | $250K |
| Pecaut & Co. | 0.08% | Add +1.6% | 4,868 | $237K |
| Principal Securities, Inc. | 0.01% | Add +15.1% | 4,823 | $235K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.7% | 4,696 | $229K |
| GTS Securities LLC | 0.00% | New | 4,695 | $229K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 4,678 | $228K |
"% of holder's portfolio" is IHAK's weight in each manager's 13F, not the share of iShares Cybersecurity & Tech the manager owns.