iShares Cybersecurity & TechIHAKETF

13F holders, Q2 2025 (June 30)
181holders +6
25new positions
19sold out
$53.18avg. 13F price*

At the end of Q2 2025, 181 institutions reported holding iShares Cybersecurity & Tech (IHAK) in their 13F filings, up 6 from Q1 2025. 25 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($97.5M), Morgan Stanley ($22.9M) and LPL Financial LLC ($18.2M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions25$3.9M
Exits19$10.1M

All 13F filers, Q1 2025 → Q2 2025: 516,884 shares bought and 398,799 shares sold, net +118,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 181 holders

Bank of America Corp. 0.01% Add +0.7% 1,831,781 $97.5M
Morgan Stanley 0.00% Reduce -8.7% 430,947 $22.9M
LPL Financial LLC 0.01% Add +7.4% 341,669 $18.2M
Wharton Business Group, LLC 0.71% Reduce -0.1% 318,135 $16.9M
UBS Group AG 0.00% Reduce -4.5% 305,246 $16.2M
Osaic Holdings, Inc. 0.01% Add +189.4% 146,412 $7.8M
Ameriprise Financial Inc. 0.00% Add +4.1% 141,667 $7.5M
Scotia Capital Inc. 0.03% Add +2704.8% 135,726 $7.2M
HighTower Advisors, LLC 0.01% Add +2.7% 129,798 $6.9M
Royal Bank of Canada 0.00% Add +14.5% 127,180 $6.8M
Nelson Capital Management, LLC 0.63% Add +2.1% 89,866 $4.8M
Centurion Wealth Management LLC 1.35% Add +22.3% 88,568 $4.7M
Commonwealth Equity Services, LLC 0.01% Reduce -6.3% 87,372 $4.6M
Jones Financial Companies LLLP 0.00% Add +32.7% 60,471 $3.2M
Goldman Sachs Group Inc. 0.00% Add +4.9% 55,144 $2.9M
Stifel Financial Corp. 0.00% Add +3.4% 52,638 $2.8M
Aprio Wealth Management, LLC 0.31% Reduce -25.9% 52,309 $2.8M
Crosspoint Financial, LLC 7.43% Add +2.4% 52,181 $2.8M
Baird Financial Group, Inc. 0.00% Add +49.7% 51,752 $2.8M
Raymond James Financial Inc. 0.00% Add +0.6% 46,182 $2.5M
Bank of Montreal 0.00% Add +0.4% 43,786 $2.3M
Watts Gwilliam & Co., LLC 0.38% Reduce -3.4% 43,431 $2.3M
1 North Wealth Services LLC 0.89% Add +0.2% 42,171 $2.2M
Csenge Advisory Group 0.09% Reduce -0.4% 35,374 $1.8M
Krilogy Financial LLC 0.10% Add +7.5% 33,169 $1.8M
Lido Advisors, LLC 0.01% Reduce -30.3% 32,966 $1.8M
Spire Wealth Management 0.06% Add +1.4% 32,184 $1.7M
Crescent Grove Advisors, LLC 0.17% No change 32,138 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +3.6% 31,653 $1.7M
Mariner, LLC 0.00% Add +7.9% 29,486 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +513.3% 29,474 $1.6M
Wealthcare Advisory Partners LLC 0.04% Add +48.7% 29,430 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.1% 28,424 $1.5M
Petra Financial Advisors Inc. 0.95% Add +62.4% 28,215 $1.5M
Mark Sheptoff Financial Planning, LLC 0.80% Reduce -1.2% 28,041 $1.5M
Koa Wealth Management, LLC 1.13% Reduce -1.2% 26,804 $1.4M
Northeast Financial Consultants Inc 0.06% No change 25,400 $1.4M
Cetera Investment Advisers 0.00% Add +0.3% 24,405 $1.3M
Old Mission Capital LLC 0.03% Reduce -0.5% 24,202 $1.3M
Intrua Financial, LLC 0.17% Add +3.8% 22,481 $1.2M
Solutions 4 Wealth, Ltd 1.95% Add +0.0% 21,932 $1.2M
WCG Wealth Advisors LLC 0.08% Reduce -3.7% 21,871 $1.2M
Cora Capital Advisors LLC 0.50% Reduce -2.2% 21,228 $1.1M
MML Investors Services, LLC 0.00% Add +6.4% 19,711 $1.0M
Creative Planning 0.00% Reduce -2.0% 18,292 $973K
Pinebridge Investments, L.P. 0.01% Reduce -14.0% 18,120 $964K
Rainier Family Wealth Inc. 0.95% New 17,896 $952K
Visionary Wealth Advisors 0.04% Add +4.2% 15,898 $846K
Naples Global Advisors, LLC 0.07% Add +1.0% 15,460 $823K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 15,000 $798K
Ellis Investment Partners, LLC 0.15% Add +1.5% 14,944 $795K
Kestra Advisory Services, LLC 0.00% Add +135.2% 14,496 $771K
Chicago Partners Investment Group LLC 0.02% Reduce -1.4% 14,467 $764K
Global Retirement Partners, LLC 0.02% — 14,214 $756K
Truist Financial Corp. 0.00% Add +9.6% 14,073 $749K
Cwm, LLC 0.00% Reduce -0.2% 13,577 $722K
Titleist Asset Management, LLC 0.06% Add +2.1% 12,005 $639K
Bulwark Capital Corp 0.54% — 11,976 $637K
Comerica Bank 0.00% Add +1.9% 11,029 $587K
Moran Wealth Management, LLC 0.02% Add +84.5% 11,011 $586K
Northwestern Mutual Wealth Management Co. 0.00% Add +16.9% 10,823 $576K
BNP Paribas 0.02% Add +6.5% 10,387 $553K
Rockefeller Capital Management L.P. 0.00% Add +1.0% 10,268 $546K
Penobscot Investment Management Company, Inc. 0.04% No change 9,508 $506K
Ieq Capital, LLC 0.00% Add +6.0% 9,411 $501K
NewEdge Advisors, LLC 0.00% Add +11.9% 9,305 $495K
AE Wealth Management LLC 0.00% Add +527.5% 9,231 $491K
Private Advisor Group, LLC 0.00% Add +46.5% 9,127 $486K
Envestnet Asset Management Inc. 0.00% Add +51.5% 9,075 $483K
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.2% 8,763 $471K
Centaurus Financial, Inc. 0.03% Reduce -6.2% 8,645 $460K
Silver Oak Securities, Incorporated 0.04% Add +5.3% 8,533 $454K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +22.5% 8,331 $443K
City State Bank 0.13% Reduce -8.0% 7,899 $420K
Rational Advisors, Inc. 0.04% Reduce -9.9% 7,816 $416K
PVG Asset Management Corp. 1.41% New 7,804 $415K
Obsidian Cio, LLC 0.06% Reduce -4.3% 7,469 $397K
Franklin Resources Inc. 0.00% Add +0.0% 7,381 $393K
Valley Financial Group, Inc. 0.24% Reduce -1.8% 7,371 $392K
Warner Financial, Inc. 0.15% Reduce -19.3% 6,747 $359K
ICICI Prudential Asset Management Co Ltd 0.04% No change 6,480 $345K
Susquehanna International Group, LLP 0.00% Reduce -24.3% 6,469 $344K
Purus Wealth Management, LLC 0.12% Reduce -0.7% 6,436 $342K
Portland Financial Advisors Inc 0.78% Add +0.4% 6,105 $325K
Integrated Wealth Concepts LLC 0.00% No change 6,085 $324K
Sugar Maple Asset Management, LLC 0.25% New 6,043 $322K
Retirement Capital Strategies 0.13% No change 6,015 $320K
Mackenzie Financial Corp. 0.00% Reduce -6.3% 5,750 $306K
World Investment Advisors 0.01% Add +0.4% 5,749 $306K
Northern Trust Corp. 0.00% Add +2.7% 5,478 $291K
Flow Traders U.S. LLC 0.01% New 5,082 $270K
Sowell Financial Services LLC 0.01% Reduce -1.2% 5,073 $270K
Mascagni Wealth Management, Inc. 0.22% Reduce -11.7% 4,957 $264K
GPS Wealth Strategies Group, LLC 0.03% Reduce -0.3% 4,926 $262K
Fifth Third Securities, Inc. 0.02% Add +9.2% 4,855 $258K
Janney Montgomery Scott LLC 0.00% New 4,708 $251K
Principal Securities, Inc. 0.00% Reduce -5.3% 4,669 $248K
Pecaut & Co. 0.08% Reduce -1.3% 4,580 $244K
Forum Private Client Group LLC 0.09% No change 4,504 $240K
BostonPremier Wealth LLC 0.13% Reduce -93.9% 4,370 $233K

"% 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 181 holders