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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
1,407
shares
|
$185,892
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,383
shares
|
$182,721
0.01% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,055
shares
|
$139,386
0.0% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,030
shares
|
$136,083
0.0% of portfolio
|
Q4 2024
Added 26.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
923
shares
|
$121,946
0.0% of portfolio
|
Q4 2024
Added 948.86%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
880
shares
|
$116,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
880
shares
|
$116,265
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
550
shares
|
$72,666
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
543
shares
|
$71,741
0.0% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
453
shares
|
$59,850
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
443
shares
|
$58,529
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
417
shares
|
$55,094
0.0% of portfolio
|
Q4 2024
Added 297.14%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
414
shares
|
$54,697
0.04% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
393
shares
|
$51,923
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
361
shares
|
$47,695
0.0% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
340
shares
|
$44,920
0.0% of portfolio
|
Q2 2018
Added 10.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
316
shares
|
$41,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
314
shares
|
$41,485
0.0% of portfolio
|
Q4 2024
Added 287.65%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
294
shares
|
$38,843
0.01% of portfolio
|
Q1 2025
Added 488.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
293
shares
|
$38,711
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
288
shares
|
$38,050
0.0% of portfolio
|
Q1 2025
Reduced 44.93%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
266
shares
|
$35,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
264
shares
|
$34,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
233
shares
|
$30,783
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
194
shares
|
$25,631
0.0% of portfolio
|
Q4 2024
Reduced 13.78%
|