Institutional Ownership Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,255,206
shares
|
$177 Million
0.05% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,173,561
shares
|
$166 Million
0.01% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
879,983
shares
|
$124 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
821,548
shares
|
$116 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
783,311
shares
|
$111 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
778,800
shares
|
$110 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
765,727
shares
|
$108 Million
2.43% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
241,971
shares
|
$34.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
224,663
shares
|
$31.7 Million
0.0% of portfolio
|
Q3 2024
Added 62.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
156,657
shares
|
$22.1 Million
0.02% of portfolio
|
Q3 2024
Added 182.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
141,074
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
134,025
shares
|
$18.9 Million
0.05% of portfolio
|
Q3 2024
Added 24.34%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
132,005
shares
|
$18.7 Million
1.5% of portfolio
|
Q3 2024
Added 3014.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
120,116
shares
|
$17 Million
0.0% of portfolio
|
Q3 2024
Added 53.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
107,130
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Added 105.03%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
81,610
shares
|
$11.5 Million
2.36% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
77,735
shares
|
$11 Million
2.35% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
72,830
shares
|
$10.3 Million
5.29% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
67,881
shares
|
$9.59 Million
0.0% of portfolio
|
Q3 2024
Added 47.48%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
48,843
shares
|
$6.9 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
45,603
shares
|
$6.44 Million
4.2% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
44,526
shares
|
$6.29 Million
0.0% of portfolio
|
Q3 2024
Added 314.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,541
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
40,796
shares
|
$5.76 Million
0.0% of portfolio
|
Q3 2024
Added 104.67%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
37,126
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2024
Added 14.23%
|