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 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 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
|
$150 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
684,053
shares
|
$116 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
640,000
shares
|
$109 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
461,962
shares
|
$78.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
374,163
shares
|
$63.7 Million
0.02% of portfolio
|
Q2 2025
Added 236.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
312,309
shares
|
$53.2 Million
0.0% of portfolio
|
Q2 2025
Added 75.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
209,877
shares
|
$35.7 Million
0.07% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
204,235
shares
|
$34.8 Million
0.1% of portfolio
|
Q2 2025
Added 36.78%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
202,400
shares
|
$34.5 Million
0.07% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
168,858
shares
|
$28.7 Million
2.42% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
158,936
shares
|
$27.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
118,858
shares
|
$20.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
108,458
shares
|
$18.5 Million
0.02% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
103,508
shares
|
$17.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
97,406
shares
|
$16.6 Million
3.8% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
90,140
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
84,695
shares
|
$14.4 Million
0.25% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
80,710
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
78,408
shares
|
$13.3 Million
6.33% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
76,156
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.08%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
64,187
shares
|
$10.9 Million
2.47% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
61,258
shares
|
$10.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
42,303
shares
|
$7.2 Million
0.01% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
40,485
shares
|
$6.89 Million
4.98% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
37,230
shares
|
$6.34 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.96%
|