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 195 institutions that hold shares in the stock, with a total of 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
879,983
shares
|
$136 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
710,200
shares
|
$110 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
640,000
shares
|
$98.9 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
574,806
shares
|
$88.8 Million
0.22% of portfolio
|
Q1 2025
Added 506.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
470,271
shares
|
$72.7 Million
0.0% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
206,352
shares
|
$31.9 Million
5.96% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
196,900
shares
|
$30.4 Million
0.06% of portfolio
|
Q1 2025
Added 618.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
177,926
shares
|
$27.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.34%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
169,714
shares
|
$26.2 Million
2.11% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
165,521
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Added 42.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
161,980
shares
|
$25 Million
0.01% of portfolio
|
Q1 2025
Added 53.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
149,312
shares
|
$23.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
128,535
shares
|
$19.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 89.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
111,081
shares
|
$17.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
101,652
shares
|
$15.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 88.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
101,056
shares
|
$15.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
98,477
shares
|
$15.2 Million
3.66% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
92,295
shares
|
$14.3 Million
0.03% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
90,321
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.38%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
81,864
shares
|
$12.7 Million
0.23% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
79,150
shares
|
$12.2 Million
6.13% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
70,454
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.54%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
61,778
shares
|
$9.55 Million
0.21% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
59,352
shares
|
$9.17 Million
3.47% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
51,104
shares
|
$7.9 Million
1.71% of portfolio
|
Q1 2025
Reduced 35.94%
|