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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
2,321
shares
|
$405,084
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
2,291
shares
|
$399,848
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,276
shares
|
$397,230
0.01% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,213
shares
|
$386,234
0.0% of portfolio
|
Q2 2025
Reduced 60.51%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,209
shares
|
$385,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,125
shares
|
$370,876
0.06% of portfolio
|
Q2 2024
Reduced 74.91%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,934
shares
|
$337,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
1,892
shares
|
$330,210
0.17% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,663
shares
|
$290,243
0.22% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,645
shares
|
$287,101
0.02% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,631
shares
|
$284,658
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
1,578
shares
|
$275,408
0.01% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
1,513
shares
|
$264,063
0.01% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,479
shares
|
$258,129
0.09% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,476
shares
|
$257,606
0.01% of portfolio
|
Q2 2025
Reduced 60.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,464
shares
|
$255,511
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
1,449
shares
|
$252,893
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,449
shares
|
$252,893
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
1,440
shares
|
$251,323
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,425
shares
|
$248,705
0.01% of portfolio
|
Q3 2021
Reduced 30.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,410
shares
|
$246,087
0.02% of portfolio
|
Q1 2025
Added 52.41%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,382
shares
|
$241,200
0.01% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,335
shares
|
$232,997
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,300
shares
|
$226,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
1,227
shares
|
$214,148
0.05% of portfolio
|
Q2 2025
New holding
|