iShares Cybersecurity & TechIHAKETF

13F holders, Q4 2024 (December 31)
173holders +17
23new positions
13sold out
1famous investor
$48.79avg. 13F price*

At the end of Q4 2024, 173 institutions reported holding iShares Cybersecurity & Tech (IHAK) in their 13F filings, up 17 from Q3 2024. 23 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($83.9M), Morgan Stanley ($18.1M) and LPL Financial LLC ($17.0M). One famous investor held it 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions23$4.2M
Exits13$9.0M

All 13F filers, Q3 2024 → Q4 2024: 577,935 shares bought and 368,048 shares sold, net +209,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 173 holders

Bank of America Corp. 0.01% Add +16.0% 1,719,224 $83.9M
Morgan Stanley 0.00% Add +2.4% 371,204 $18.1M
LPL Financial LLC 0.01% Reduce -0.2% 348,835 $17.0M
UBS Group AG 0.00% Add +40.9% 347,810 $17.0M
Wharton Business Group, LLC 0.65% Add +0.8% 297,295 $14.5M
Ameriprise Financial Inc. 0.00% Reduce -2.9% 143,479 $7.0M
Osaic Holdings, Inc. 0.01% Add +6.3% 126,495 $6.2M
HighTower Advisors, LLC 0.01% Add +2.6% 120,371 $5.9M
Royal Bank of Canada 0.00% Add +2.7% 114,241 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +2.7% 93,092 $4.5M
Nelson Capital Management, LLC 0.67% Add +3.4% 82,316 $4.0M
Mountain Hill Investment Partners Corp. 3.96% — 79,720 $3.9M
Gimbal Financial 3.07% Add +2.0% 76,947 $3.8M
Centurion Wealth Management LLC 1.11% Add +7.2% 72,442 $3.5M
BostonPremier Wealth LLC 2.13% — 72,005 $3.5M
Aprio Wealth Management, LLC 0.51% Add +62.9% 71,202 $3.5M
Lido Advisors, LLC 0.02% Reduce -12.2% 56,072 $2.7M
Raymond James Financial Inc. 0.00% — 52,212 $2.5M
1 North Wealth Services LLC 0.97% — 46,810 $2.3M
Stifel Financial Corp. 0.00% Add +49.2% 45,683 $2.2M
Watts Gwilliam & Co., LLC 0.46% Reduce -17.8% 44,684 $2.2M
Bank of Montreal 0.00% Reduce -66.7% 42,651 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.3% 42,436 $2.1M
Future Financial Wealth Managment LLC 1.34% Add +4.3% 37,406 $1.8M
Hilltop Holdings Inc. 0.11% Reduce -1.7% 34,505 $1.7M
Csenge Advisory Group 0.09% Add +15.8% 34,042 $1.7M
Baird Financial Group, Inc. 0.00% Add +4.1% 32,289 $1.6M
Goldman Sachs Group Inc. 0.00% Add +45.2% 32,163 $1.6M
Crescent Grove Advisors, LLC 0.16% Add +0.0% 32,138 $1.6M
Spire Wealth Management 0.05% Add +9.3% 30,679 $1.5M
Mark Sheptoff Financial Planning, LLC 0.74% Reduce -1.2% 28,391 $1.4M
Mariner, LLC 0.00% Add +6.7% 27,130 $1.3M
Jones Financial Companies LLLP 0.00% Add +93.2% 27,000 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +6.0% 26,945 $1.3M
Northeast Financial Consultants Inc 0.05% No change 25,400 $1.2M
Pinebridge Investments, L.P. 0.01% Add +76.5% 25,352 $1.2M
Buffington Mohr McNeal 0.20% No change 24,918 $1.2M
Cora Capital Advisors LLC 0.57% Reduce -2.1% 24,230 $1.2M
Cetera Investment Advisers 0.00% Add +0.6% 23,593 $1.2M
WCG Wealth Advisors LLC 0.07% Add +3.2% 22,985 $1.1M
Solutions 4 Wealth, Ltd 1.94% Add +0.2% 21,931 $1.1M
Creative Planning 0.00% Reduce -1.8% 21,208 $1.0M
Wealthcare Advisory Partners LLC 0.03% Add +0.5% 20,670 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -4.8% 20,276 $989K
Independent Advisor Alliance 0.01% New 19,086 $931K
Koa Wealth Management, LLC 0.74% Reduce -5.0% 18,455 $900K
MML Investors Services, LLC 0.00% Add +2.0% 18,335 $895K
Intrua Financial, LLC 0.15% Add +25.7% 18,331 $894K
Titleist Asset Management, LLC 0.10% Reduce -4.3% 18,160 $886K
Arkadios Wealth Advisors 0.04% Add +49.3% 16,861 $823K
Kestra Advisory Services, LLC 0.00% Add +73.4% 16,400 $800K
Visionary Wealth Advisors 0.05% Reduce -1.3% 15,772 $770K
Global Retirement Partners, LLC 0.02% Add +11.4% 15,532 $758K
Petra Financial Advisors Inc. 0.50% Add +33.8% 15,078 $736K
IHT Wealth Management, LLC 0.02% Reduce -12.7% 15,068 $735K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 15,000 $732K
Ellis Investment Partners, LLC 0.14% Add +0.1% 14,723 $718K
Susquehanna International Group, LLP 0.00% Reduce -68.9% 12,888 $629K
Centaurus Financial, Inc. 0.04% Reduce -20.6% 12,467 $608K
Advisors Capital Management, LLC 0.01% Reduce -2.6% 11,428 $558K
Wedbush Securities Inc. 0.02% No change 10,593 $517K
Cwm, LLC 0.00% Reduce -13.9% 10,585 $516K
Arete Wealth Advisors, LLC 0.04% New 10,415 $508K
Krilogy Financial LLC 0.03% New 10,336 $504K
BNP Paribas 0.01% Reduce -1.3% 10,150 $495K
Truist Financial Corp. 0.00% Add +0.9% 10,142 $495K
Penobscot Investment Management Company, Inc. 0.04% Reduce -3.2% 9,958 $486K
Sugar Maple Asset Management, LLC 0.35% Reduce -21.6% 9,543 $466K
Naples Global Advisors, LLC 0.04% Reduce -4.1% 8,985 $438K
EPIQ Capital Group, LLC 0.11% No change 8,880 $433K
Warner Financial, Inc. 0.18% Add +1.1% 8,691 $424K
Obsidian Cio, LLC 0.07% Add +1.8% 8,374 $409K
Triumph Capital Management 0.14% Add +2.6% 8,261 $403K
City State Bank 0.14% Add +10.2% 8,145 $397K
Valley Financial Group, Inc. 0.28% Reduce -0.0% 8,109 $396K
NewEdge Advisors, LLC 0.00% Reduce -44.2% 7,928 $387K
Rational Advisors, Inc. 0.04% Reduce -3.7% 7,718 $377K
Franklin Resources Inc. 0.00% Add +0.2% 7,380 $360K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.0% 7,180 $350K
Marshall Wace, LLP 0.00% New 7,078 $345K
Wealth Enhancement Advisory Services, LLC 0.00% New 6,942 $339K
Purus Wealth Management, LLC 0.13% Reduce -3.9% 6,536 $319K
Portland Financial Advisors Inc 0.86% — 6,535 $319K
ICICI Prudential Asset Management Co Ltd 0.03% No change 6,480 $316K
Mackenzie Financial Corp. 0.00% Reduce -31.9% 6,370 $311K
Retirement Capital Strategies 0.11% Reduce -1.6% 6,209 $303K
Apollon Wealth Management, LLC 0.01% No change 6,084 $297K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -2.7% 6,066 $296K
Envestnet Asset Management Inc. 0.00% New 5,926 $289K
Northern Trust Corp. 0.00% Add +0.6% 5,893 $288K
Cyndeo Wealth Partners, LLC 0.02% No change 5,801 $283K
Private Advisor Group, LLC 0.00% Reduce -38.6% 5,625 $274K
World Investment Advisors 0.01% New 5,604 $273K
Mascagni Wealth Management, Inc. 0.26% — 5,616 $264K
Connecticut Wealth Management, LLC 0.01% No change 5,151 $251K
Principal Securities, Inc. 0.01% Add +2.2% 4,928 $240K
Avantax Advisory Services, Inc. 0.00% Add +4.6% 4,911 $240K
Pecaut & Co. 0.08% Reduce -1.8% 4,781 $233K
GPS Wealth Strategies Group, LLC 0.03% Add +2.2% 4,741 $231K
Detalus Advisors, LLC 0.08% New 4,739 $231K

"% 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 173 holders