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 6.24 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 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
|
$5.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
31,550
shares
|
$5.51 Million
0.73% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
31,508
shares
|
$5.5 Million
0.0% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
31,343
shares
|
$5.47 Million
0.01% of portfolio
|
Q2 2025
Added 58.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,543
shares
|
$4.98 Million
0.04% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,847
shares
|
$4.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.14%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
27,637
shares
|
$4.82 Million
1.54% of portfolio
|
Q2 2025
Added 80.21%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
27,562
shares
|
$4.81 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
26,693
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.8%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
20,313
shares
|
$3.55 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,769
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
19,512
shares
|
$3.41 Million
2.4% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
19,391
shares
|
$3.38 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,312
shares
|
$3.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
18,426
shares
|
$3.22 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
|
$3.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 30.29%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
16,684
shares
|
$2.91 Million
0.11% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
15,917
shares
|
$2.78 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
15,109
shares
|
$2.64 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
15,094
shares
|
$2.63 Million
0.07% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
14,932
shares
|
$2.61 Million
0.98% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
14,652
shares
|
$2.56 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,324
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,712
shares
|
$2.39 Million
0.16% of portfolio
|
Q2 2025
Added 581.85%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,049
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.71%
|