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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,899
shares
|
$409,657
0.0% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,876
shares
|
$406,407
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
2,845
shares
|
$402,026
0.09% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,697
shares
|
$381,113
0.03% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,604
shares
|
$367,971
0.03% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,534
shares
|
$358,079
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
2,510
shares
|
$354,688
0.17% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,500
shares
|
$353,275
0.35% of portfolio
|
Q1 2021
Reduced 37.5%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
2,446
shares
|
$345,644
0.32% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,383
shares
|
$336,741
0.01% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
2,376
shares
|
$335,752
0.09% of portfolio
|
Q3 2024
Reduced 57.5%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,211
shares
|
$312,436
0.0% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,156
shares
|
$304,664
0.02% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$300,283
0.05% of portfolio
|
Q2 2024
Reduced 74.91%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
1,982
shares
|
$280,076
0.01% of portfolio
|
Q3 2024
Reduced 57.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,935
shares
|
$273,434
0.01% of portfolio
|
Q3 2024
Reduced 71.05%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,925
shares
|
$272,021
0.02% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,923
shares
|
$271,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,862
shares
|
$263,119
0.04% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,853
shares
|
$261,847
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,801
shares
|
$254,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,742
shares
|
$246,162
0.02% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Corbyn Investment Management Inc
|
Nov 07, 2024 Q3 2024 |
1,721
shares
|
$243,194
0.1% of portfolio
|
Q2 2024
Reduced 19.77%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,428
shares
|
$201,790
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,425
shares
|
$201,366
0.01% of portfolio
|
Q3 2021
Reduced 30.67%
|