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 147 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,249,098
shares
|
$173 Million
0.05% of portfolio
|
Q2 2024
Added 5759.63%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,127,643
shares
|
$156 Million
0.01% of portfolio
|
Q2 2024
Added 3998.14%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
879,983
shares
|
$122 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
803,457
shares
|
$111 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
787,206
shares
|
$109 Million
0.14% of portfolio
|
Q2 2024
Added 6011.85%
|
|
West End Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
785,417
shares
|
$109 Million
2.37% of portfolio
|
Q2 2024
New holding
|
|
Victory Capital Management Inc
|
Aug 05, 2024 Q2 2024 |
246,658
shares
|
$34.2 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
138,029
shares
|
$19.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
135,742
shares
|
$18.8 Million
0.01% of portfolio
|
Q2 2024
Added 344.41%
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
132,005
shares
|
$18.3 Million
1.5% of portfolio
|
Q3 2024
Added 3014.79%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
107,790
shares
|
$14.9 Million
0.04% of portfolio
|
Q2 2024
Added 449025.0%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
78,504
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2024
Added 216.54%
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
76,050
shares
|
$10.5 Million
2.28% of portfolio
|
Q2 2024
Added 13.39%
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
71,681
shares
|
$9.93 Million
5.12% of portfolio
|
Q2 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
62,919
shares
|
$8.71 Million
0.0% of portfolio
|
Q2 2024
Added 30.12%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
55,394
shares
|
$7.67 Million
0.01% of portfolio
|
Q2 2024
Added 313.11%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
52,252
shares
|
$7.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 14, 2024 Q2 2024 |
46,992
shares
|
$6.51 Million
4.23% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
46,026
shares
|
$6.37 Million
0.0% of portfolio
|
Q2 2024
Added 1.56%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
41,507
shares
|
$5.75 Million
0.01% of portfolio
|
Q2 2024
Added 287.37%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
37,700
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2024
Added 249.07%
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
36,804
shares
|
$5.1 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
32,564
shares
|
$4.51 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
32,502
shares
|
$4.5 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
29,764
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2024
New holding
|