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Disclosery

IHAK ISHARES TR

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CYBERSECURITY (fund)

175 managers (175 13F filers) reported a position in IHAK shares at 2024-12-31, 5,669,222 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
175
13F filers
175
New
23
Added
55
Reduced
44
Sold out
14
Shares held by filers
5,669,222

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,719,224$83.9M0.01%+236,97313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY371,204$18.1M<0.01%+8,85313F-HR/ATimelineGroup
LPL Financial LLC348,835$17M0.01%-70513F-HRTimeline
UBS Group AGin group UBS Group AG347,810$17M<0.01%+100,88413F-HRTimelineGroup
Wharton Business Group, LLC297,295$14.5M0.65%+2,23513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC143,479$7M<0.01%-4,27813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,495$6.17M0.01%+7,45013F-HR/ATimelineGroup
HighTower Advisors, LLC120,371$5.87M0.01%+3,03213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA114,241$5.57M<0.01%+3,04713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC93,092$4.54M0.01%+2,40913F-HRTimeline
Nelson Capital Management, LLC82,316$4.02M0.67%+2,67013F-HRTimeline
Mountain Hill Investment Partners Corp.79,720$3.89M3.96%13F-HRTimeline
Gimbal Financial76,947$3.75M3.07%+1,50313F-HRTimeline
Centurion Wealth Management LLC72,442$3.53M1.11%+4,87213F-HRTimeline
BostonPremier Wealth LLC72,005$3.51M2.13%13F-HRTimeline
Aprio Wealth Management, LLC71,202$3.47M0.51%+27,48313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,072$2.74M0.02%-7,78713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,212$2.55M<0.01%13F-HR/ATimelineGroup
1 NORTH WEALTH SERVICES LLC46,810$2.28M0.97%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,683$2.23M<0.01%+15,05613F-HRTimelineGroup
Watts Gwilliam & Co., LLC44,684$2.19M0.46%-9,70113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,651$2.08M<0.01%-85,49613F-HRTimelineGroup
Cambridge Investment Research Advisors,…42,436$2.07M0.01%-55213F-HRTimeline
Future Financial Wealth Managment LLC37,406$1.83M1.33%+1,53413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.34,505$1.68M0.11%-58413F-HRTimelineGroup
Csenge Advisory Group34,042$1.66M0.09%+4,64013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,289$1.58M<0.01%+1,26113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,163$1.57M<0.01%+10,01113F-HRTimelineGroup
Crescent Grove Advisors, LLC32,138$1.57M0.16%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30,679$1.5M0.05%+2,60913F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC28,391$1.39M0.74%-35013F-HRTimeline
Mariner, LLCin group Mariner, LLC27,130$1.32M<0.01%+1,70513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,000$1.32M<0.01%+13,02313F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,945$1.31M0.01%+1,53313F-HRTimeline
Northeast Financial Consultants Inc25,400$1.24M0.05%013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.25,352$1.24M0.01%+10,98913F-HRTimeline
Buffington Mohr McNeal24,918$1.22M0.2%013F-HRTimeline
CORA CAPITAL ADVISORS LLC24,230$1.18M0.57%-52213F-HRTimeline
Cetera Investment Advisers23,593$1.15M<0.01%+13113F-HRTimeline
WCG Wealth Advisors LLC22,985$1.12M0.07%+72213F-HRTimeline
Solutions 4 Wealth, Ltd21,931$1.07M1.94%+4313F-HRTimeline
Creative Planningin group Creative Planning21,208$1.03M<0.01%-38413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,670$1.01M0.03%+9913F-HRTimelineGroup
Integrated Wealth Concepts LLC20,276$989K0.01%-1,03113F-HRTimeline
Independent Advisor Alliance19,086$931K0.01%new13F-HRTimeline
Koa Wealth Management, LLC18,455$900K0.74%-98013F-HRTimeline
MML INVESTORS SERVICES, LLC18,335$895K<0.01%+35813F-HRTimeline
Intrua Financial, LLC18,331$894K0.15%+3,75113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC18,160$886K0.1%-82513F-HRTimeline
Arkadios Wealth Advisors16,861$823K0.04%+5,56913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,400$800K<0.01%+6,94413F-HRTimelineGroup
Visionary Wealth Advisors15,772$770K0.05%-20813F-HRTimeline
Global Retirement Partners, LLC15,532$758K0.02%+1,59413F-HRTimeline
PETRA FINANCIAL ADVISORS INC15,078$736K0.5%+3,81213F-HRTimeline
IHT Wealth Management, LLC15,068$735K0.02%-2,18613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…15,000$732K0.02%013F-HRTimelineGroup
Ellis Investment Partners, LLC14,723$718K0.14%+1713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,888$629K<0.01%-28,58713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.12,467$608K0.04%-3,24513F-HRTimeline
Advisors Capital Management, LLC11,428$558K0.01%-30113F-HRTimeline
WEDBUSH SECURITIES INC10,593$517K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC10,585$516K<0.01%-1,70513F-HRTimelineGroup
Arete Wealth Advisors, LLC10,415$508K0.04%new13F-HRTimeline
Krilogy Financial LLC10,336$504K0.03%new13F-HRTimeline
BNP PARIBASin group BNP PARIBAS10,150$495K<0.01%-13013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,142$495K<0.01%+9013F-HRTimelineGroup
Penobscot Investment Management Company…9,958$486K0.04%-32813F-HRTimeline
Sugar Maple Asset Management, LLC9,543$466K0.35%-2,63513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,985$438K0.04%-38013F-HRTimeline
EPIQ Capital Group, LLC8,880$433K0.11%013F-HRTimeline
WARNER FINANCIAL, INC8,691$424K0.18%+9513F-HRTimeline
OBSIDIAN CIO, LLC8,374$409K0.07%+14713F-HRTimeline
Triumph Capital Management8,261$403K0.14%+21313F-HRTimeline
City State Bank8,145$397K0.14%+75513F-HRTimeline
Valley Financial Group, Inc.8,109$396K0.28%-213F-HRTimeline
NewEdge Advisors, LLC7,928$387K<0.01%-6,27413F-HRTimeline
RATIONAL ADVISORS, INC.7,718$377K0.04%-29413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,380$360K<0.01%+1413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,180$350K<0.01%-21813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,078$345K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,942$339K<0.01%new13F-HR/ATimeline
Purus Wealth Management, LLC6,536$319K0.13%-26613F-HRTimeline
Portland Financial Advisors Inc6,535$319K0.86%13F-HRTimeline
ICICI Prudential Asset Management Co Ltd6,480$316K0.03%013F-HRTimeline
MACKENZIE FINANCIAL CORP6,370$311K<0.01%-2,99013F-HR/ATimeline
RETIREMENT CAPITAL STRATEGIES6,209$303K0.11%-10213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,084$297K0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …6,066$296K0.02%-17013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,926$289K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,893$288K<0.01%+3413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC5,801$283K0.02%013F-HRTimeline
Private Advisor Group, LLC5,625$274K<0.01%-3,53113F-HRTimeline
World Investment Advisors5,604$273K0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.5,616$264K0.26%13F-HR/ATimeline
Connecticut Wealth Management, LLC5,151$251K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,928$240K0.01%+10513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,911$240K<0.01%+21513F-HRTimeline
PECAUT & CO.4,781$233K0.08%-8713F-HRTimeline
GPS Wealth Strategies Group, LLC4,741$231K0.03%+10413F-HRTimeline
Detalus Advisors, LLC4,739$231K0.08%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,656$227K<0.01%-2213F-HRTimelineGroup
Consolidated Portfolio Review Corp4,608$225K0.04%-1,03513F-HRTimeline
Forum Private Client Group LLC4,504$220K0.1%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY4,371$213K0.23%13F-HRTimeline
IFG Advisory, LLC4,361$213K0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC4,333$211K0.02%-80013F-HRTimeline
SCOTIA CAPITAL INC.4,152$203K<0.01%new13F-HRTimeline
LRI Investments, LLC3,900$190K0.02%013F-HRTimeline
Sunbelt Securities, Inc.3,542$173K0.02%+8713F-HRTimeline
10Elms LLP3,200$156K0.16%13F-HRTimeline
Federation des caisses Desjardins du Qu…2,825$138K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,335$114K0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,243$109K<0.01%+24813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,981$96.7K0.02%-4013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,941$94.7K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,880$91.7K<0.01%-4,52413F-HRTimeline
Anchor Investment Management, LLC1,845$90K0.01%+14413F-HRTimeline
Avior Wealth Management, LLC1,689$82.4K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,642$80.1K<0.01%-8,83413F-HRTimelineGroup
Financial Freedom, LLC1,635$79.8K0.04%-1,43313F-HRTimeline
Roxbury Financial LLC1,531$77.2K0.07%13F-HRTimeline
First Horizon Advisors, Inc.1,561$76.2K<0.01%+33313F-HRTimeline
FMR LLCin group FMR LLC1,484$72.4K<0.01%+2713F-HRTimelineGroup
AE Wealth Management LLC1,471$71.8K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,437$70.1K<0.01%+113F-HRTimeline
Allworth Financial LP1,199$61K<0.01%+95113F-HRTimeline
Mascoma Wealth Management LLC830$40.5K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.756$36.9K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.697$34K<0.01%-11613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN656$32K<0.01%+64513F-HRTimelineGroup
Capital Investment Advisory Services, L…640$31.2K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC591$28.8K0.01%+113F-HRTimeline
Coston, McIsaac & Partners539$26K0.01%+113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …500$25.3K<0.01%new13F-HRTimelineGroup
Smithfield Trust Co485$24K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC400$19.5K0.02%13F-HRTimeline
PRIVATE TRUST CO NA389$19K<0.01%013F-HRTimeline
MAI Capital Management381$18.6K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC300$14.6K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.300$14.6K0.01%13F-HRTimeline
COMERICA BANK287$14K<0.01%013F-HR/ATimeline
Peoples Bank/KS284$13.9K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV250$12.2K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC242$11.8K<0.01%new13F-HRTimeline
BFSG, LLC237$11.6K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC237$11.6K<0.01%-3813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\225$11K<0.01%013F-HRTimelineGroup
TD Capital Management LLC206$10K<0.01%+113F-HRTimeline
Bank of New Hampshire200$9.76K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd165$8.05K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB150$7.32K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.153$7K0.02%013F-HRTimeline
Gould Capital, LLC126$6.15K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.125$6.12K<0.01%013F-HR/ATimeline
Minot DeBlois Advisors LLC115$5.61K0.01%13F-HRTimeline
Centerpoint Advisors, LLC100$5K<0.01%013F-HRTimeline
LEE DANNER & BASS INC101$4.92K<0.01%new13F-HRTimeline
North Star Investment Management Corp.100$4.88K<0.01%013F-HRTimeline
Larson Financial Group LLC93$4.54K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$4K<0.01%new13F-HRTimeline
Parallel Advisors, LLC75$3.66K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC74$3.61K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70$3.44K<0.01%-19313F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC50$2.44K<0.01%013F-HRTimeline
CoreCap Advisors, LLC47$2.31K<0.01%-3513F-HRTimeline
WEST PACES ADVISORS INC.42$2.05K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC60$2K<0.01%13F-HRTimeline
Glassman Wealth Services22$1.07K<0.01%013F-HRTimeline
PSI Advisors, LLC20$976<0.01%new13F-HRTimeline
Fairfield Financial Advisors, LTD9$440<0.01%013F-HRTimeline
Parkside Financial Bank & Trust8$391<0.01%013F-HRTimeline
WR Wealth Planners, LLC8$390<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$44<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.