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 6.24 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,700
shares
|
$820,291
0.0% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jul 09, 2025 Q2 2025 |
4,677
shares
|
$816,276
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
4,629
shares
|
$807,899
0.0% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
4,446
shares
|
$775,960
0.26% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,102
shares
|
$715,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
4,052
shares
|
$707,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,029
shares
|
$703,181
0.0% of portfolio
|
Q2 2025
Reduced 70.87%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
4,026
shares
|
$702,657
0.54% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,982
shares
|
$694,978
0.08% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
3,934
shares
|
$686,601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,735
shares
|
$651,869
0.01% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,644
shares
|
$635,987
0.32% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,208
shares
|
$559,892
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,202
shares
|
$558,845
0.0% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
3,100
shares
|
$541,043
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$537,203
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
|
$534,061
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
3,000
shares
|
$523,590
0.11% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,968
shares
|
$518,005
0.07% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
2,945
shares
|
$513,990
0.09% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,934
shares
|
$512,071
0.0% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,639
shares
|
$460,584
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
|
$453,778
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$436,325
0.36% of portfolio
|
Q1 2021
Reduced 37.5%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,494
shares
|
$435,277
0.05% of portfolio
|
Q2 2025
Reduced 5.03%
|