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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions13$11.8M
Exits16$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
GPS Wealth Strategies Group, LLC 0.03% Add +5.2% 4,637 $226K
LRI Investments, LLC 0.02% New 3,900 $194K
Sunbelt Securities, Inc. 0.02% Add +7.0% 3,455 $168K
Financial Freedom, LLC 0.08% No change 3,068 $150K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.1% 2,825 $138K
Y.D. More Investments Ltd 0.01% Reduce -14.6% 2,335 $114K
Blue Bell Private Wealth Management, LLC 0.02% No change 2,021 $99K
IFP Advisors, Inc 0.00% Reduce -76.8% 1,995 $97K
Barclays PLC 0.00% No change 1,941 $95K
Anchor Investment Management, LLC 0.01% No change 1,701 $83K
Avior Wealth Management, LLC 0.00% No change 1,689 $82K
FinTrust Capital Advisors, LLC 0.01% No change 1,500 $73K
FMR LLC 0.00% Reduce -1.0% 1,457 $71K
Clearstead Advisors, LLC 0.00% No change 1,436 $70K
First Horizon Advisors, Inc. 0.00% Add +40.2% 1,228 $60K
Gilliland Jeter Wealth Management LLC 0.01% No change 862 $42K
Mascoma Wealth Management LLC 0.01% No change 830 $40K
Harbour Investments, Inc. 0.00% Add +93.1% 813 $40K
Riggs Asset Managment Co. Inc. 0.01% Add +24.3% 756 $37K
Carolinas Wealth Consulting LLC 0.01% No change 590 $29K
Ashton Thomas Securities, LLC 0.01% No change 535 $26K
Coston, McIsaac & Partners 0.01% No change 538 $26K
Smithfield Trust Co 0.00% No change 485 $24K
Ogorek Anthony Joseph /NY/ 0.01% No change 416 $20K
Private Trust Co. NA 0.00% No change 389 $19K
Lanark Financial, Inc. 0.00% No change 309 $15K
Evermay Wealth Management LLC 0.00% No change 300 $15K
Comerica Bank 0.00% No change 287 $14K
Peoples Bank 0.01% No change 284 $14K
Richard W. Paul & Associates, LLC 0.00% Reduce -2.8% 275 $13K
JPMorgan Chase & Co. 0.00% Reduce -96.8% 263 $13K
Creative Financial Designs Inc. 0.00% Reduce -32.8% 250 $12K
Allworth Financial LP 0.00% No change 248 $12K
US Bancorp \de 0.00% No change 225 $11K
TD Capital Management LLC 0.00% No change 205 $10K
Bank of New Hampshire 0.00% No change 200 $10K
Qube Research & Technologies Ltd 0.00% Reduce -55.5% 165 $8K
Elevation Wealth Partners, LLC 0.00% New 150 $7K
Wilmington Savings Fund Society, FSB 0.00% New 150 $7K
McClarren Financial Advisors, Inc. 0.00% Add +240.0% 153 $7K
Gould Capital, LLC 0.00% No change 126 $6K
SOA Wealth Advisors, LLC. 0.00% No change 125 $6K
Centerpoint Advisors, LLC 0.00% No change 100 $5K
North Star Investment Management Corp. 0.00% No change 100 $5K
Larson Financial Group LLC 0.00% No change 93 $5K
UMB Bank, n.a. 0.00% No change 88 $4K
CoreCap Advisors, LLC 0.00% Reduce -27.4% 82 $4K
Carolina Wealth Advisors, LLC 0.00% No change 61 $3K
Phillips Financial Management, LLC 0.00% No change 50 $2K
West Paces Advisors Inc. 0.00% No change 42 $2K
Glassman Wealth Services 0.00% No change 22 $1K
Wells Fargo & Company 0.00% No change 11 $556
Fairfield Financial Advisors, LTD 0.00% No change 9 $439
Parkside Financial Bank & Trust 0.00% No change 8 $390
WR Wealth Planners, LLC 0.00% New 8 $390
VitalStone Financial, LLC 0.00% No change 2 $97

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