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 |
---|---|---|---|---|---|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
7,211
shares
|
$998,579
0.07% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,995
shares
|
$968,667
0.0% of portfolio
|
Q2 2024
Added 97.65%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
6,707
shares
|
$928,785
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
6,684
shares
|
$925,600
0.04% of portfolio
|
Q2 2024
New holding
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
6,600
shares
|
$913,967
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
5,894
shares
|
$816,201
0.0% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
5,591
shares
|
$774,241
0.2% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
Main Management LLC
San Francisco, CA |
Aug 15, 2024 Q2 2024 |
5,000
shares
|
$692,400
0.05% of portfolio
|
Q2 2024
Reduced 79.17%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
4,907
shares
|
$679,521
0.01% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,367
shares
|
$604,742
0.0% of portfolio
|
Q3 2024
Reduced 18.34%
|
|
Avitas Wealth Management LLC
|
Jul 24, 2024 Q2 2024 |
4,265
shares
|
$590,617
0.07% of portfolio
|
Q2 2024
Added 1.21%
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
4,170
shares
|
$577,461
0.09% of portfolio
|
Q3 2024
Reduced 69.32%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
3,823
shares
|
$529,409
0.0% of portfolio
|
Q2 2024
Added 552.39%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
3,431
shares
|
$475,124
0.0% of portfolio
|
Q2 2024
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,426
shares
|
$474,432
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
3,386
shares
|
$468,893
0.05% of portfolio
|
Q3 2024
New holding
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
3,236
shares
|
$448,121
0.06% of portfolio
|
Q2 2024
New holding
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
3,017
shares
|
$417,794
0.09% of portfolio
|
Q2 2024
New holding
|
|
Alpine Woods Capital Investors, LLC
|
Aug 06, 2024 Q2 2024 |
3,000
shares
|
$415,439
0.05% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
2,988
shares
|
$413,778
0.08% of portfolio
|
Q3 2024
New holding
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,697
shares
|
$373,480
0.03% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,604
shares
|
$360,601
0.03% of portfolio
|
Q3 2024
Added 3.33%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Aug 02, 2024 Q2 2024 |
2,551
shares
|
$353,262
0.32% of portfolio
|
Q2 2024
Added 0.28%
|
|
Wbi Investments, Inc.
|
Jul 30, 2024 Q2 2024 |
2,517
shares
|
$348,554
0.07% of portfolio
|
Q2 2024
Added 15.94%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,512
shares
|
$347,861
0.0% of portfolio
|
Q2 2024
Added 33.69%
|