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 160 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,029
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,633
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.3%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,912
shares
|
$1.12 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
7,761
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
7,566
shares
|
$1.07 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,515
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2022
Reduced 0.34%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
7,104
shares
|
$1 Million
0.23% of portfolio
|
Q3 2024
Reduced 40.77%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
6,943
shares
|
$981,115
0.07% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,022
shares
|
$850,968
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,865
shares
|
$828,783
0.0% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,230
shares
|
$739,051
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,712
shares
|
$665,852
0.01% of portfolio
|
Q3 2024
Reduced 28.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,367
shares
|
$617,100
0.0% of portfolio
|
Q3 2024
Reduced 18.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,310
shares
|
$609,046
0.0% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,290
shares
|
$606,219
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,212
shares
|
$595,197
0.08% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,950
shares
|
$558,174
0.0% of portfolio
|
Q3 2024
Added 15.13%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
3,702
shares
|
$523,129
0.08% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,513
shares
|
$496,422
0.09% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Rmr Wealth Builders
|
Jan 10, 2025 Q4 2024 |
3,379
shares
|
$477,486
0.05% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,333
shares
|
$470,986
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,096
shares
|
$437,495
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$434,952
0.06% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$423,930
0.06% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
2,988
shares
|
$422,234
0.08% of portfolio
|
Q3 2024
New holding
|