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 |
---|---|---|---|---|---|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
69
shares
|
$9,555
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
64
shares
|
$8,862
0.01% of portfolio
|
Q4 2023
New holding
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
64
shares
|
$8,862
0.0% of portfolio
|
Q2 2024
New holding
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
63
shares
|
$8,724
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
39
shares
|
$5,400
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
38
shares
|
$5,262
0.0% of portfolio
|
Q4 2023
New holding
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
36
shares
|
$4,985
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
33
shares
|
$4,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
31
shares
|
$4,292
0.0% of portfolio
|
Q1 2024
New holding
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
25
shares
|
$3,461
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
24
shares
|
$3,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
22
shares
|
$3,046
0.0% of portfolio
|
Q1 2024
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
20
shares
|
$2,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
19
shares
|
$2,631
0.0% of portfolio
|
Q1 2024
New holding
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
17
shares
|
$2,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
14
shares
|
$1,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
6
shares
|
$830
0.0% of portfolio
|
Q2 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
2
shares
|
$276
0.0% of portfolio
|
Q2 2019
New holding
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|