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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
12,048
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,452
shares
|
$1.82 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
10,119
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
9,389
shares
|
$1.64 Million
0.73% of portfolio
|
Q2 2025
Added 59.16%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
9,047
shares
|
$1.58 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,564
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 22.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,492
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,832
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
7,826
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,809
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
7,545
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
7,101
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Added 377.86%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,932
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,620
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,588
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,265
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,917
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
5,578
shares
|
$973,528
0.27% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,546
shares
|
$967,943
0.0% of portfolio
|
Q1 2025
Reduced 72.12%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,481
shares
|
$956,598
0.11% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,367
shares
|
$936,702
0.01% of portfolio
|
Q2 2025
Added 185.33%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,230
shares
|
$912,791
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,089
shares
|
$888,183
0.13% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,899
shares
|
$855,022
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
4,728
shares
|
$825,177
0.3% of portfolio
|
Q2 2025
Added 30.39%
|