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 9.94 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
55,080
shares
|
$7.28 Million
0.19% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
46,519
shares
|
$6.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
44,392
shares
|
$5.87 Million
4.54% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,243
shares
|
$5.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
39,556
shares
|
$5.23 Million
0.07% of portfolio
|
Q4 2024
Added 167.41%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
37,552
shares
|
$4.96 Million
0.03% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
36,841
shares
|
$4.87 Million
2.25% of portfolio
|
Q4 2024
Added 3684000.0%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
36,804
shares
|
$4.86 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
32,490
shares
|
$4.29 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
28,448
shares
|
$3.76 Million
0.04% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
27,400
shares
|
$3.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
27,001
shares
|
$3.57 Million
1.09% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
25,659
shares
|
$3.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
25,504
shares
|
$3.37 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
22,401
shares
|
$2.96 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
21,764
shares
|
$2.88 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,222
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,934
shares
|
$2.63 Million
2.21% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
19,891
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,312
shares
|
$2.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,906
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
18,851
shares
|
$2.49 Million
1.59% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
16,956
shares
|
$2.24 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,776
shares
|
$2.22 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
15,883
shares
|
$2.1 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.66%
|