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 |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
408
shares
|
$56,499
0.0% of portfolio
|
Q3 2024
Added 22.16%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
391
shares
|
$54,145
0.0% of portfolio
|
Q2 2024
Reduced 39.0%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
362
shares
|
$50,129
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
340
shares
|
$47,083
0.0% of portfolio
|
Q2 2018
Added 10.0%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
300
shares
|
$41,544
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
292
shares
|
$40,436
0.0% of portfolio
|
Q2 2024
Added 16.33%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
231
shares
|
$31,988
0.01% of portfolio
|
Q1 2024
Reduced 17.5%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
225
shares
|
$31,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
206
shares
|
$28,526
0.0% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
200
shares
|
$27,695
0.0% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$26,311
0.02% of portfolio
|
Q2 2023
New holding
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
161
shares
|
$22,295
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
141
shares
|
$19,525
0.01% of portfolio
|
Q3 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
140
shares
|
$19,387
0.0% of portfolio
|
Q2 2023
Reduced 58.82%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
113
shares
|
$15,648
0.0% of portfolio
|
Q2 2024
Added 3.67%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
110
shares
|
$15,232
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
105
shares
|
$14,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
104
shares
|
$14,401
0.0% of portfolio
|
Q1 2024
Reduced 90.87%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
100
shares
|
$13,847
0.0% of portfolio
|
Q3 2023
Reduced 60.0%
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$13,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
96
shares
|
$13,294
0.0% of portfolio
|
Q2 2024
Reduced 49.74%
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
82
shares
|
$11,355
0.01% of portfolio
|
Q3 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
81
shares
|
$11,216
0.0% of portfolio
|
Q2 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$10,939
0.0% of portfolio
|
Q1 2022
Reduced 15.05%
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
76
shares
|
$10,524
0.0% of portfolio
|
Q1 2024
New holding
|