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 192 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,195,232
shares
|
$190 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,136,181
shares
|
$181 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
879,983
shares
|
$140 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
872,148
shares
|
$139 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
765,415
shares
|
$122 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
745,956
shares
|
$119 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
722,351
shares
|
$115 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
708,014
shares
|
$113 Million
2.6% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
385,248
shares
|
$61.2 Million
0.0% of portfolio
|
Q4 2024
Added 71.48%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
232,399
shares
|
$36.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
206,408
shares
|
$32.8 Million
0.1% of portfolio
|
Q4 2024
Added 2290.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
202,938
shares
|
$32.3 Million
0.01% of portfolio
|
Q4 2024
Added 43.85%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
169,683
shares
|
$27 Million
2.15% of portfolio
|
Q4 2024
Added 28.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
155,294
shares
|
$24.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
127,902
shares
|
$20.3 Million
0.0% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
116,417
shares
|
$18.5 Million
0.0% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
109,295
shares
|
$17.4 Million
0.0% of portfolio
|
Q4 2024
Added 61.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
105,345
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 307.95%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
94,825
shares
|
$15.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
92,472
shares
|
$14.7 Million
3.07% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
85,475
shares
|
$13.6 Million
4.12% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
79,781
shares
|
$12.7 Million
2.51% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
77,328
shares
|
$12.3 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
77,183
shares
|
$12.3 Million
6.12% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
58,936
shares
|
$9.37 Million
0.02% of portfolio
|
Q4 2024
Added 41.87%
|