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 192 institutions that hold shares in the stock, with a total of 9.94 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,612
shares
|
$345,097
0.01% of portfolio
|
Q4 2024
Added 2387.62%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,544
shares
|
$336,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
2,537
shares
|
$335,188
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$330,300
0.4% of portfolio
|
Q1 2021
Reduced 37.5%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
2,453
shares
|
$324,090
0.09% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,403
shares
|
$317,484
0.0% of portfolio
|
Q4 2024
Added 1033.49%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
2,401
shares
|
$317,220
0.34% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
2,322
shares
|
$306,782
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
2,295
shares
|
$303,215
0.17% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,125
shares
|
$280,755
0.05% of portfolio
|
Q2 2024
Reduced 74.91%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Feb 28, 2025 Q4 2024 |
2,050
shares
|
$270,846
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,950
shares
|
$257,634
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
1,940
shares
|
$256,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
1,889
shares
|
$249,574
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,886
shares
|
$249,178
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,816
shares
|
$239,929
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,742
shares
|
$230,153
0.02% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,651
shares
|
$218,130
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,560
shares
|
$206,107
0.01% of portfolio
|
Q4 2024
Reduced 19.38%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
1,540
shares
|
$203,464
0.02% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,535
shares
|
$202,804
0.0% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,451
shares
|
$191,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,444
shares
|
$190,781
0.01% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,432
shares
|
$189,195
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,425
shares
|
$188,271
0.01% of portfolio
|
Q3 2021
Reduced 30.67%
|