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 |
---|---|---|---|---|---|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
29,118
shares
|
$4.03 Million
1.06% of portfolio
|
Q3 2024
Added 10.6%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
24,484
shares
|
$3.39 Million
2.38% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
22,447
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
22,265
shares
|
$3.08 Million
0.03% of portfolio
|
Q2 2024
Added 0.37%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
20,435
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2024
Added 1868.69%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
19,933
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2024
Added 70.38%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
17,678
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2024
Added 290.59%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,335
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
15,900
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2024
Added 591.3%
|
|
Great Diamond Partners, LLC
|
Jul 29, 2024 Q2 2024 |
15,842
shares
|
$2.19 Million
0.44% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
15,311
shares
|
$2.12 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
14,433
shares
|
$2 Million
0.02% of portfolio
|
Q2 2024
Added 155.72%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
14,370
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,324
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
14,196
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Q3 Asset Management
|
Jul 30, 2024 Q2 2024 |
11,994
shares
|
$1.66 Million
0.33% of portfolio
|
Q2 2024
Reduced 19.98%
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,910
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,744
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2024
Added 14.41%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
9,957
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Added 7.71%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
9,245
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,912
shares
|
$1.1 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
7,742
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2024
Added 0.98%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
7,566
shares
|
$1.05 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,515
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2022
Reduced 0.34%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
7,493
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 48.29%
|