iShares Cybersecurity and Tech ETF (IHAK) Institutional Ownership

$44.97
+0.03 (+0.07%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Cybersecurity and Tech ETF (NYSEARCA:IHAK)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$45.96M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$21.67M
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IHAK Institutional Buying and Selling by Quarter

iShares Cybersecurity and Tech ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024SageView Advisory Group LLC20,714$944K0.0%N/A0.115%
5/7/2024 Nelson Capital Management LLC65,189$3.05M0.6%N/A0.362%
5/7/2024 Oppenheimer Asset Management Inc.130,731$6.13M0.1%-10.2%0.726%
5/2/2024 Lincoln National Corp75,373$3.53M0.1%+5.2%0.419%
5/2/2024 BNP Paribas8,812$413K0.0%N/A0.049%
5/1/2024 Retirement Group LLC850$40K0.0%+88.9%0.005%
5/1/2024 SeaBridge Investment Advisors LLC11,915$558K0.1%+43.0%0.066%
4/30/2024 Private Advisor Group LLC17,996$843K0.0%N/A0.100%
4/30/2024 Consolidated Portfolio Review Corp5,142$241K0.1%-41.4%0.029%
4/30/2024 Naples Global Advisors LLC9,690$454K0.0%-4.2%0.054%
4/29/2024Commonwealth Equity Services LLC147,853$6.93M0.0%+5.3%0.817%
4/29/2024 Sierra Capital LLC54,913$2.57M0.3%-53.1%0.303%
4/29/2024 Crescent Grove Advisors LLC31,207$1.46M0.2%+6.3%0.172%
4/26/2024 Clear Creek Financial Management LLC5,995$281K0.0%-8.1%0.033%
4/24/2024 Spire Wealth Management3,928$184K0.0%-81.9%0.022%
4/24/2024 Financial Freedom LLC3,068$144K0.1%-14.1%0.017%
4/23/2024 Global Retirement Partners LLC14,058$659K0.0%+1,122.4%0.078%
4/23/2024 Warner Financial Inc.8,778$411K0.2%+70.5%0.048%
4/23/2024 Petra Financial Advisors Inc.5,384$252K0.2%N/A0.030%
4/23/2024 Raymond James Financial Services Advisors Inc.77,278$3.62M0.0%+193.7%0.427%
4/22/2024 PFG Investments LLC9,734$456K0.0%N/A0.054%
4/18/2024 Buffington Mohr McNeal25,218$1.18M0.2%+3.5%0.139%
4/18/2024 Woodmont Investment Counsel LLC3,300$155K0.0%N/A0.018%
4/15/2024 Wealthcare Advisory Partners LLC31,220$1.46M0.0%+28.4%0.172%
4/15/2024 Sunbelt Securities Inc.3,558$167K0.0%-30.7%0.020%
3/15/2024B. Riley Wealth Advisors Inc.7,413$337K0.0%N/A0.047%
2/14/2024Northwest Wealth Management LLC4,451$202K0.1%N/A0.028%
2/14/2024Visionary Wealth Advisors17,457$793K0.1%-8.7%0.112%
2/14/2024Retirement Capital Strategies78,990$3.59M1.6%+0.4%0.505%
2/14/2024Valley Financial Group Inc.8,419$382K0.3%N/A0.054%
2/13/2024 FinTrust Capital Advisors LLC1,500$68K0.0%N/A0.010%
2/12/2024Steward Partners Investment Advisory LLC25,614$1.16M0.0%-60.8%0.164%
2/9/2024Mark Sheptoff Financial Planning LLC30,302$1.38M0.8%+4.3%0.194%
2/9/2024Gladstone Institutional Advisory LLC6,591$299K0.0%-17.5%0.042%
2/9/2024UBS Group AG320,639$14.57M0.0%+3.7%2.049%
2/8/2024Foundations Investment Advisors LLC18,540$871K0.0%N/A0.118%
2/7/2024 Crosspoint Financial LLC40,857$1.86M18.4%+8.1%0.261%
2/7/2024Wharton Business Group LLC202,015$9.18M0.5%+1.0%1.291%
2/7/2024Principal Securities Inc.5,407$246K0.0%N/A0.035%
2/6/2024 Lincoln National Corp71,666$3.26M0.1%+1.2%0.458%
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2/6/2024 Wealthcare Advisory Partners LLC24,306$1.10M0.0%+17.8%0.155%
2/6/2024 Spire Wealth Management21,715$999K0.0%+5.6%0.139%
2/6/2024 Connecticut Wealth Management LLC5,151$234K0.0%N/A0.033%
2/6/2024 Alterna Wealth Management Inc.11,292$513K0.6%-8.3%0.072%
2/6/2024 Solutions 4 Wealth Ltd21,938$997K3.3%N/A0.140%
2/6/2024 Benjamin F. Edwards & Company Inc.924$42K0.0%-46.4%0.006%
2/5/2024 Triumph Capital Management11,789$536K0.2%-3.1%0.075%
2/5/2024Penobscot Investment Management Company Inc.15,138$688K0.1%-4.5%0.097%
2/5/2024 Cora Capital Advisors LLC21,831$992K0.6%+4.1%0.139%
2/2/2024Truist Financial Corp7,650$348K0.0%-6.1%0.049%
2/1/2024 Larson Financial Group LLC603$27K0.0%+485.4%0.004%
2/1/2024 CWM LLC14,329$651K0.0%+20.6%0.092%
1/31/2024 J.W. Cole Advisors Inc.5,386$245K0.0%N/A0.034%
1/30/2024 Crescent Grove Advisors LLC29,365$1.33M0.1%+7.3%0.188%
1/30/2024 Warner Financial Inc.5,147$234K0.1%N/A0.033%
1/29/2024 Consolidated Portfolio Review Corp8,774$399K0.1%-8.0%0.056%
1/29/2024 Ellis Investment Partners LLC15,627$710K0.2%+2.0%0.100%
1/25/2024 International Assets Investment Management LLC166,955$7.59M0.0%N/A1.067%
1/25/2024Price Capital Management Inc.30,200$1.37M0.6%N/A0.193%
1/24/2024 International Assets Investment Management LLC166,955$7.59M0.0%N/A1.067%
1/24/2024 Mascoma Wealth Management LLC830$38K0.0%-50.7%0.005%
1/23/2024Richard W. Paul & Associates LLC660$30K0.0%N/A0.004%
1/19/2024ICICI Prudential Asset Management Co Ltd11,880$540K0.1%-35.0%0.076%
1/19/2024 Realta Investment Advisors6,573$299K0.1%N/A0.042%
1/18/2024 Global Retirement Partners LLC1,150$53K0.0%N/A0.007%
1/16/2024 Raymond James Financial Services Advisors Inc.26,312$1.20M0.0%-2.5%0.168%
1/16/2024 Raymond James & Associates12,090$549K0.0%+129.5%0.077%
1/12/2024Redhawk Wealth Advisors Inc.6,740$306K0.1%N/A0.043%
1/12/2024 Cyndeo Wealth Partners LLC5,791$263K0.0%-8.5%0.037%
1/11/2024 Naples Global Advisors LLC10,115$460K0.1%-2.4%0.065%
1/11/2024Baker Tilly Wealth Management LLC12,960$589K0.1%-3.0%0.083%
1/9/2024 Purus Wealth Management LLC6,987$317K0.2%-7.2%0.045%
1/2/2024Anchor Investment Management LLC1,243$56K0.0%N/A0.008%
11/16/2023 Advisors Capital Management LLC11,452$441K0.0%+12.7%0.073%
11/15/2023Integrated Wealth Concepts LLC60,699$2.34M0.0%-1.2%0.388%
11/15/2023Lido Advisors LLC113,985$4.39M0.0%-12.6%0.728%
11/13/2023Mariner LLC16,869$650K0.0%+75.3%0.108%
11/13/2023Visionary Wealth Advisors19,126$737K0.1%+18.7%0.122%
11/13/2023LPL Financial LLC222,637$8.57M0.0%+4.9%1.423%
11/13/2023Retirement Capital Strategies78,687$3.03M1.4%-26.8%0.503%
11/13/2023 Alterna Wealth Management Inc.12,317$474K0.6%-5.9%0.079%
11/13/2023Kestra Advisory Services LLC10,882$419K0.0%+13.9%0.070%
11/9/2023UBS Group AG309,286$11.91M0.0%-0.3%1.976%
11/8/2023 HighTower Advisors LLC10,967$424K0.0%-45.2%0.070%
11/8/2023 Spire Wealth Management20,563$792K0.0%+13.7%0.131%
11/8/2023 Oppenheimer Asset Management Inc.148,662$5.73M0.1%-2.0%0.950%
11/6/2023Wharton Business Group LLC200,110$7.71M0.4%+3.2%1.279%
11/3/2023SageView Advisory Group LLC7,501$289K0.0%+11.9%0.048%
11/1/2023 Ellis Investment Partners LLC15,319$590K0.2%-2.8%0.098%
10/31/2023 Fifth Third Bancorp900$35K0.0%N/A0.006%
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10/26/2023 SeaBridge Investment Advisors LLC8,190$315K0.1%+26.1%0.052%
10/25/2023 Crescent Grove Advisors LLC27,356$1.05M0.1%-2.0%0.175%
10/25/2023 Buffington Mohr McNeal24,498$943K0.2%+24.2%0.157%
10/24/2023 Raymond James & Associates5,268$203K0.0%N/A0.034%
10/24/2023 Clear Creek Financial Management LLC6,405$247K0.0%-7.0%0.041%
10/23/2023Commonwealth Equity Services LLC146,913$5.66M0.0%+1.9%0.939%
10/17/2023 Avior Wealth Management LLC1,689$65K0.0%-58.0%0.011%
10/12/2023 Wealthcare Advisory Partners LLC20,626$794K0.0%-86.8%0.132%
10/12/2023WealthOne LLC41,107$1.58M0.6%+5.4%0.263%
10/11/2023 CWM LLC11,877$457K0.0%-2.4%0.076%
(Data available from 1/1/2016 forward)

IHAK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IHAK shares?

During the previous two years, 129 institutional investors and hedge funds held shares of iShares Cybersecurity and Tech ETF. The most heavily invested institutionals were Bank of America Corp DE ($50.22M), UBS Group AG ($14.57M), Wharton Business Group LLC ($9.18M), LPL Financial LLC ($8.57M), International Assets Investment Management LLC ($7.59M), Commonwealth Equity Services LLC ($6.93M), and Oppenheimer Asset Management Inc. ($6.13M).Learn more on IHAK's institutional investors.

Which institutional investors have been buying iShares Cybersecurity and Tech ETF stock?

Of the 109 institutional investors that purchased iShares Cybersecurity and Tech ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($395.21K), International Assets Investment Management LLC ($333.91K), Oppenheimer Asset Management Inc. ($155.16K), Bank of Montreal Can ($81.82K), UBS Group AG ($79.87K), Wharton Business Group LLC ($66.98K), and Nelson Capital Management LLC ($65.19K).

How much institutional buying is happening at iShares Cybersecurity and Tech ETF?

Institutional investors have bought a total of 2,316,705 shares in the last 24 months. This purchase volume represents approximately $89.90M in transactions.

Which iShares Cybersecurity and Tech ETF major shareholders have been selling company stock?

Of the 67 institutional investors that sold iShares Cybersecurity and Tech ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthcare Advisory Partners LLC ($181.17K), LVM Capital Management Ltd. MI ($66.81K), Retirement Capital Strategies ($65.56K), Sierra Capital LLC ($62.20K), Lido Advisors LLC ($56.69K), Steward Partners Investment Advisory LLC ($52.11K), and Crescent Grove Advisors LLC ($49.55K).

How much institutional selling is happening at iShares Cybersecurity and Tech ETF?

Institutional investors have sold a total of 996,058 shares in the last 24 months. This volume of shares sold represents approximately $37.61M in transactions.


This page (NYSEARCA:IHAK) was last updated on 5/9/2024 by MarketBeat.com Staff

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