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 |
|---|---|---|---|---|---|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 13, 2024 Q2 2024 |
2,504
shares
|
$346,753
0.17% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
2,500
shares
|
$346,200
0.34% of portfolio
|
Q1 2021
Reduced 37.5%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
2,483
shares
|
$343,845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
2,383
shares
|
$329,997
0.01% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,296
shares
|
$317,950
0.0% of portfolio
|
Q2 2024
Added 5239.53%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
2,226
shares
|
$308,256
0.02% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,211
shares
|
$306,179
0.0% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,179
shares
|
$301,747
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
2,125
shares
|
$294,270
0.05% of portfolio
|
Q2 2024
Reduced 74.91%
|
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
2,123
shares
|
$293,993
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
1,982
shares
|
$274,467
0.01% of portfolio
|
Q3 2024
Reduced 57.42%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,862
shares
|
$257,849
0.04% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
1,791
shares
|
$248,017
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,771
shares
|
$245,248
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
1,742
shares
|
$241,232
0.02% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Corbyn Investment Management Inc
|
Aug 06, 2024 Q2 2024 |
1,721
shares
|
$238,324
0.09% of portfolio
|
Q2 2024
Reduced 19.77%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,425
shares
|
$197,333
0.01% of portfolio
|
Q3 2021
Reduced 30.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,086
shares
|
$150,389
0.0% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
987
shares
|
$136,679
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
880
shares
|
$121,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
880
shares
|
$121,862
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
685
shares
|
$94,858
0.0% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
500
shares
|
$69,240
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
443
shares
|
$61,346
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
443
shares
|
$61,346
0.04% of portfolio
|
Q4 2023
New holding
|