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 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,616
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 73.6%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
6,134
shares
|
$948,009
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,899
shares
|
$911,690
0.43% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,768
shares
|
$891,444
0.11% of portfolio
|
Q1 2025
Added 59.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,604
shares
|
$866,098
0.0% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,546
shares
|
$857,134
0.0% of portfolio
|
Q1 2025
Reduced 72.12%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
5,470
shares
|
$845,388
0.25% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,230
shares
|
$808,296
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,207
shares
|
$804,741
0.02% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
4,981
shares
|
$769,813
0.12% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,897
shares
|
$756,831
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,844
shares
|
$748,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,719
shares
|
$729,321
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
4,524
shares
|
$699,184
0.54% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,490
shares
|
$693,929
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
4,182
shares
|
$646,328
0.03% of portfolio
|
Q1 2025
Added 171.56%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
4,090
shares
|
$632,109
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,982
shares
|
$615,418
0.08% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,771
shares
|
$582,808
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,767
shares
|
$582,189
0.01% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
3,626
shares
|
$560,398
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
3,488
shares
|
$539,070
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
3,431
shares
|
$530,261
0.01% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
3,295
shares
|
$509,242
0.07% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
3,209
shares
|
$495,950
0.03% of portfolio
|
Q1 2025
New holding
|