iShares Cybersecurity & TechIHAKETF

13F holders, Q1 2025 (March 31)
175holders +2
24new positions
22sold out
1famous investor
$47.02avg. 13F price*

At the end of Q1 2025, 175 institutions reported holding iShares Cybersecurity & Tech (IHAK) in their 13F filings, up 2 from Q4 2024. 24 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($85.4M), Morgan Stanley ($22.2M) and UBS Group AG ($15.0M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions24$8.3M
Exits22$11.6M

All 13F filers, Q4 2024 → Q1 2025: 547,838 shares bought and 518,503 shares sold, net +29,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 175 holders

Bank of America Corp. 0.01% Add +5.8% 1,818,332 $85.4M
Morgan Stanley 0.00% Add +27.2% 472,177 $22.2M
UBS Group AG 0.00% Reduce -8.1% 319,710 $15.0M
Wharton Business Group, LLC 0.68% Add +7.1% 318,390 $15.0M
LPL Financial LLC 0.01% Reduce -8.8% 318,148 $14.9M
Ameriprise Financial Inc. 0.00% Reduce -5.1% 136,107 $6.4M
HighTower Advisors, LLC 0.01% Add +5.0% 126,341 $5.9M
Royal Bank of Canada 0.00% Reduce -2.8% 111,056 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +0.1% 93,228 $4.4M
Nelson Capital Management, LLC 0.71% Add +6.9% 88,000 $4.1M
Mountain Hill Investment Partners Corp. 3.64% Reduce -0.5% 79,320 $3.7M
Centurion Wealth Management LLC 1.11% No change 72,442 $3.5M
BostonPremier Wealth LLC 2.08% Reduce -1.1% 71,199 $3.3M
Aprio Wealth Management, LLC 0.42% Reduce -0.9% 70,565 $3.3M
Goldman Sachs Group Inc. 0.00% Add +63.4% 52,553 $2.5M
Crosspoint Financial, LLC 6.93% — 50,937 $2.4M
Stifel Financial Corp. 0.00% Add +11.4% 50,913 $2.4M
Osaic Holdings, Inc. 0.01% Reduce -60.0% 50,585 $2.4M
Jane Street Group, LLC 0.00% New 48,008 $2.3M
Lido Advisors, LLC 0.01% Reduce -15.6% 47,320 $2.2M
Jones Financial Companies LLLP 0.00% Add +68.8% 45,574 $2.2M
Raymond James Financial Inc. 0.00% Reduce -12.1% 45,887 $2.2M
Watts Gwilliam & Co., LLC 0.46% Add +0.7% 44,978 $2.1M
Bank of Montreal 0.00% Add +2.3% 43,625 $2.0M
1 North Wealth Services LLC 0.92% Reduce -10.1% 42,103 $2.0M
Csenge Advisory Group 0.09% Add +4.3% 35,523 $1.6M
Baird Financial Group, Inc. 0.00% Add +7.1% 34,568 $1.6M
Crescent Grove Advisors, LLC 0.16% No change 32,138 $1.5M
Spire Wealth Management 0.05% Add +3.5% 31,747 $1.5M
Krilogy Financial LLC 0.09% Add +198.5% 30,853 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +13.4% 30,545 $1.4M
Mark Sheptoff Financial Planning, LLC 0.74% No change 28,391 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -35.1% 27,558 $1.3M
Mariner, LLC 0.00% Add +0.7% 27,326 $1.3M
Koa Wealth Management, LLC 1.03% Add +47.0% 27,122 $1.3M
Northeast Financial Consultants Inc 0.05% No change 25,400 $1.2M
Cetera Investment Advisers 0.00% Add +3.1% 24,325 $1.1M
Old Mission Capital LLC 0.02% New 24,317 $1.1M
WCG Wealth Advisors LLC 0.08% Reduce -1.1% 22,721 $1.1M
Solutions 4 Wealth, Ltd 1.82% No change 21,931 $1.0M
Cora Capital Advisors LLC 0.49% Reduce -10.4% 21,701 $1.0M
Intrua Financial, LLC 0.16% Add +18.2% 21,666 $1.0M
Pinebridge Investments, L.P. 0.01% Reduce -16.9% 21,076 $990K
HB Wealth Management, LLC 0.01% New 21,023 $988K
Wealthcare Advisory Partners LLC 0.03% Reduce -4.2% 19,797 $930K
Creative Planning 0.00% Reduce -12.0% 18,671 $877K
MML Investors Services, LLC 0.00% Add +1.0% 18,522 $870K
Citadel Advisors 0.00% Add +1024.4% 18,462 $867K
Petra Financial Advisors Inc. 0.67% Add +15.2% 17,372 $816K
Chicago Partners Investment Group LLC 0.02% New 14,667 $737K
Naples Global Advisors, LLC 0.07% Add +70.4% 15,310 $719K
Visionary Wealth Advisors 0.04% Reduce -3.2% 15,263 $717K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 15,000 $705K
Ellis Investment Partners, LLC 0.14% No change 14,723 $692K
Cwm, LLC 0.00% Add +28.5% 13,605 $639K
Virtue Capital Management, LLC 0.07% New 13,394 $630K
Truist Financial Corp. 0.00% Add +26.6% 12,836 $603K
Titleist Asset Management, LLC 0.06% Reduce -35.3% 11,755 $552K
Comerica Bank 0.00% Add +3670.0% 10,820 $508K
Rockefeller Capital Management L.P. 0.00% New 10,169 $478K
BNP Paribas 0.02% Reduce -3.9% 9,757 $458K
Wedbush Securities Inc. 0.02% Reduce -9.4% 9,593 $451K
Penobscot Investment Management Company, Inc. 0.04% Reduce -4.5% 9,508 $447K
Northwestern Mutual Wealth Management Co. 0.00% Add +29.0% 9,262 $435K
Centaurus Financial, Inc. 0.03% Reduce -26.1% 9,216 $433K
Ieq Capital, LLC 0.00% New 8,880 $417K
Rational Advisors, Inc. 0.04% Add +12.4% 8,679 $408K
City State Bank 0.13% Add +5.4% 8,584 $403K
Susquehanna International Group, LLP 0.00% Reduce -33.7% 8,546 $401K
Warner Financial, Inc. 0.17% Reduce -3.8% 8,365 $393K
NewEdge Advisors, LLC 0.00% Add +4.9% 8,318 $391K
Silver Oak Securities, Incorporated 0.04% New 8,107 $386K
Obsidian Cio, LLC 0.06% Reduce -6.8% 7,802 $367K
Valley Financial Group, Inc. 0.23% Reduce -7.4% 7,508 $353K
Franklin Resources Inc. 0.00% No change 7,380 $347K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.8% 7,000 $329K
Triumph Capital Management 0.11% Reduce -15.4% 6,988 $328K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +12.1% 6,799 $322K
Purus Wealth Management, LLC 0.13% Reduce -0.8% 6,481 $304K
ICICI Prudential Asset Management Co Ltd 0.04% No change 6,480 $302K
Arete Wealth Advisors, LLC 0.02% Reduce -40.2% 6,230 $293K
Private Advisor Group, LLC 0.00% Add +10.8% 6,230 $293K
Kestra Advisory Services, LLC 0.00% Reduce -62.4% 6,164 $290K
Mackenzie Financial Corp. 0.00% Reduce -3.6% 6,140 $288K
Integrated Wealth Concepts LLC 0.00% Reduce -70.0% 6,085 $286K
Portland Financial Advisors Inc 0.73% Reduce -7.0% 6,080 $286K
Retirement Capital Strategies 0.11% Reduce -3.1% 6,015 $283K
Envestnet Asset Management Inc. 0.00% Add +1.1% 5,991 $281K
Moran Wealth Management, LLC 0.01% New 5,967 $280K
Cyndeo Wealth Partners, LLC 0.02% No change 5,801 $273K
World Investment Advisors 0.01% Add +2.1% 5,724 $269K
Mascagni Wealth Management, Inc. 0.26% No change 5,616 $264K
Northern Trust Corp. 0.00% Reduce -9.5% 5,333 $251K
PNC Financial Services Group, Inc. 0.00% Add +12.3% 5,231 $246K
Connecticut Wealth Management, LLC 0.01% No change 5,151 $242K
Sowell Financial Services LLC 0.01% New 5,133 $241K
Principal Securities, Inc. 0.01% No change 4,928 $240K
GPS Wealth Strategies Group, LLC 0.03% Add +4.2% 4,941 $232K
Scotia Capital Inc. 0.00% Add +16.6% 4,839 $227K
Avantax Advisory Services, Inc. 0.00% Reduce -2.1% 4,806 $226K
Pecaut & Co. 0.07% Reduce -3.0% 4,638 $218K
Detalus Advisors, LLC 0.07% Reduce -4.8% 4,514 $212K
Forum Private Client Group LLC 0.09% No change 4,504 $212K
Integrity Alliance, Llc. 0.01% New 4,500 $211K
Fifth Third Securities, Inc. 0.02% New 4,445 $209K
Clear Creek Financial Management, LLC 0.02% Reduce -0.6% 4,308 $202K
LRI Investments, LLC 0.02% No change 3,900 $183K
Federation des caisses Desjardins du Quebec 0.00% Add +18.7% 3,354 $158K
10Elms LLP 0.18% No change 3,200 $150K
FMR LLC 0.00% Add +109.6% 3,110 $146K
Sunbelt Securities, Inc. 0.01% Reduce -20.9% 2,800 $132K
Sandy Spring Bank 0.00% New 2,497 $117K
Y.D. More Investments Ltd 0.01% No change 2,335 $110K
Blue Bell Private Wealth Management, LLC 0.02% No change 1,981 $93K
Roxbury Financial LLC 0.09% Add +24.6% 1,908 $93K
Farther Finance Advisors, LLC 0.00% Add +2.5% 1,928 $91K
Barclays PLC 0.00% No change 1,941 $91K
IFP Advisors, Inc 0.00% Reduce -14.4% 1,921 $90K
Anchor Investment Management, LLC 0.01% No change 1,845 $87K
First Horizon Advisors, Inc. 0.00% Add +12.3% 1,753 $82K
Financial Freedom, LLC 0.04% No change 1,635 $77K
Harbour Investments, Inc. 0.00% Add +127.1% 1,583 $74K
AE Wealth Management LLC 0.00% No change 1,471 $69K
Allworth Financial LP 0.00% Add +4.9% 1,258 $60K
Clearstead Advisors, LLC 0.00% Reduce -20.9% 1,137 $53K
AlphaCore Capital LLC 0.00% New 1,100 $52K
Capital Advisors, Ltd. LLC 0.01% New 975 $46K
Capital Investment Advisory Services, LLC 0.00% Add +31.3% 840 $39K
Mascoma Wealth Management LLC 0.01% No change 830 $39K
Wells Fargo & Company 0.00% Add +24.4% 816 $38K
Riggs Asset Managment Co. Inc. 0.01% No change 756 $36K
Coston, McIsaac & Partners 0.01% No change 539 $25K
Brentview Investment Management LLC 0.01% New 500 $23K
BTG Pactual Asset Management US LLC 0.00% No change 500 $23K
Smithfield Trust Co 0.00% No change 485 $23K
Accredited Wealth Management, LLC 0.02% No change 400 $19K
Private Trust Co. NA 0.00% No change 389 $18K
MAI Capital Management 0.00% No change 381 $18K
Provenance Wealth Advisors, LLC 0.00% New 342 $16K
Crowley Wealth Management, Inc. 0.01% No change 300 $14K
Evermay Wealth Management LLC 0.00% No change 300 $14K
Lanark Financial, Inc. 0.00% — 309 $14K
Peoples Bank 0.01% No change 284 $13K
Creative Financial Designs Inc. 0.00% No change 250 $12K
Bfsg, LLC 0.00% No change 237 $11K
US Bancorp \de 0.00% No change 225 $11K
TD Capital Management LLC 0.00% No change 206 $10K
Bank of New Hampshire 0.00% No change 200 $9K
Richard W. Paul & Associates, LLC 0.00% Reduce -27.0% 173 $8K
Geneos Wealth Management Inc. 0.00% New 152 $7K
Wilmington Savings Fund Society, FSB 0.00% No change 150 $7K
McClarren Financial Advisors, Inc. 0.00% No change 153 $7K
NorthRock Partners, LLC 0.00% New 147 $7K
Gould Capital, LLC 0.00% No change 126 $6K
SOA Wealth Advisors, LLC. 0.00% No change 125 $6K
Minot DeBlois Advisors LLC 0.01% No change 115 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 109 $5K
Centerpoint Advisors, LLC 0.00% No change 100 $5K
Mather Group, Llc. 0.00% New 103 $5K
Future Financial Wealth Managment LLC 0.00% Reduce -99.7% 100 $5K
North Star Investment Management Corp. 0.00% No change 100 $5K
Larson Financial Group LLC 0.00% No change 93 $4K
Capital Analysts, LLC 0.00% New 79 $4K
Parallel Advisors, LLC 0.00% No change 75 $4K
VSM Wealth Advisory, LLC 0.00% No change 74 $3K
JPMorgan Chase & Co. 0.00% No change 70 $3K
Wood Tarver Financial Group, LLC 0.00% No change 60 $3K
Assetmark, Inc. 0.00% New 55 $3K
CoreCap Advisors, LLC 0.00% No change 47 $2K
West Paces Advisors Inc. 0.00% No change 42 $2K
Glassman Wealth Services 0.00% No change 22 $1K
PSI Advisors, LLC 0.00% No change 20 $940
Parkside Financial Bank & Trust 0.00% No change 8 $376
O'shaughnessy Asset Management, LLC 0.00% New 1 $47
Halbert Hargrove Global Advisors, LLC 0.00% No change 1 $42

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