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 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,899
shares
|
$833,907
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,823
shares
|
$820,971
0.03% of portfolio
|
Q3 2025
Added 232.85%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
4,756
shares
|
$809,566
0.0% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,700
shares
|
$800,034
0.0% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
4,446
shares
|
$756,798
0.26% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,102
shares
|
$698,242
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
4,052
shares
|
$689,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,029
shares
|
$685,816
0.0% of portfolio
|
Q2 2025
Reduced 70.87%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
4,026
shares
|
$685,305
0.54% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,982
shares
|
$677,816
0.08% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
3,934
shares
|
$669,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,644
shares
|
$620,281
0.32% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Q3 Asset Management
|
Sep 03, 2025 Q2 2025 |
3,252
shares
|
$553,555
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,208
shares
|
$546,065
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,202
shares
|
$545,044
0.0% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
3,100
shares
|
$527,682
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$523,937
0.06% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$520,873
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$510,660
0.11% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
2,995
shares
|
$509,808
0.1% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,934
shares
|
$499,425
0.0% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,639
shares
|
$449,210
0.0% of portfolio
|
Q2 2025
Added 97.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$442,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$425,550
0.36% of portfolio
|
Q1 2021
Reduced 37.5%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,494
shares
|
$424,528
0.05% of portfolio
|
Q2 2025
Reduced 5.03%
|