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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
33,134
shares
|
$5.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
32,787
shares
|
$5.58 Million
1.58% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
31,508
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
31,395
shares
|
$5.34 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
31,343
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2025
Added 58.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,543
shares
|
$4.86 Million
0.04% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,847
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.14%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
26,949
shares
|
$4.59 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
26,693
shares
|
$4.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,686
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2025
Added 262.11%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
20,313
shares
|
$3.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,769
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,397
shares
|
$3.3 Million
2.72% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
19,391
shares
|
$3.3 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,312
shares
|
$3.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
18,426
shares
|
$3.14 Million
1.77% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,571
shares
|
$2.99 Million
0.07% of portfolio
|
Q2 2025
Reduced 30.29%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
16,684
shares
|
$2.84 Million
0.11% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
15,824
shares
|
$2.69 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
15,094
shares
|
$2.57 Million
0.07% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
15,053
shares
|
$2.56 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
14,652
shares
|
$2.49 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
14,622
shares
|
$2.49 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,324
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,712
shares
|
$2.33 Million
0.16% of portfolio
|
Q2 2025
Added 581.85%
|