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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$475,704
0.06% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
3,000
shares
|
$463,650
0.1% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,861
shares
|
$442,167
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
2,844
shares
|
$439,540
0.08% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
2,626
shares
|
$405,848
0.04% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,612
shares
|
$403,684
0.01% of portfolio
|
Q4 2024
Added 2387.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,587
shares
|
$399,820
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,500
shares
|
$386,375
0.35% of portfolio
|
Q1 2021
Reduced 37.5%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
2,448
shares
|
$378,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,355
shares
|
$363,965
0.01% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
2,301
shares
|
$355,619
0.18% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,299
shares
|
$355,310
0.01% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
2,230
shares
|
$344,646
0.1% of portfolio
|
Q1 2025
Reduced 81.55%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
2,201
shares
|
$340,164
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,199
shares
|
$339,855
0.0% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,149
shares
|
$332,127
0.01% of portfolio
|
Q1 2025
Reduced 26.18%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,125
shares
|
$328,418
0.05% of portfolio
|
Q2 2024
Reduced 74.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,011
shares
|
$310,800
0.02% of portfolio
|
Q1 2025
Reduced 23.83%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,002
shares
|
$309,409
0.12% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,934
shares
|
$298,899
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,881
shares
|
$290,708
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,742
shares
|
$269,226
0.02% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,663
shares
|
$257,016
0.2% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
1,624
shares
|
$250,989
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,542
shares
|
$238,316
0.01% of portfolio
|
Q1 2025
New holding
|