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 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
14,652
shares
|
$2.26 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
14,611
shares
|
$2.26 Million
0.06% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,324
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
14,294
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.02%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
13,831
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 259.99%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
12,265
shares
|
$1.9 Million
0.04% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
11,254
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
11,000
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
10,184
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2025
Added 460.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
10,177
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.24%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,767
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
9,061
shares
|
$1.4 Million
0.32% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
9,047
shares
|
$1.4 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
8,880
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,635
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,074
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
7,857
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
7,812
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
7,752
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 46.11%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
7,695
shares
|
$1.19 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,547
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.61%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
7,533
shares
|
$1.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 55.57%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,515
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2022
Reduced 0.34%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
7,016
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,756
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 66.59%
|