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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
1,486
shares
|
$229,661
0.01% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,444
shares
|
$223,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,425
shares
|
$220,233
0.01% of portfolio
|
Q3 2021
Reduced 30.67%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,383
shares
|
$213,742
0.01% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,382
shares
|
$213,588
0.01% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,335
shares
|
$206,324
0.0% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,232
shares
|
$190,405
0.0% of portfolio
|
Q1 2025
Added 33.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,018
shares
|
$157,331
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
880
shares
|
$136,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
880
shares
|
$136,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
655
shares
|
$101,230
0.0% of portfolio
|
Q1 2025
Reduced 97.45%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
550
shares
|
$85,002
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
490
shares
|
$75,729
0.0% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
453
shares
|
$70,011
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
443
shares
|
$68,465
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
393
shares
|
$60,738
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
374
shares
|
$57,801
0.0% of portfolio
|
Q1 2025
Reduced 74.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
340
shares
|
$52,547
0.0% of portfolio
|
Q2 2018
Added 10.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
294
shares
|
$45,437
0.01% of portfolio
|
Q1 2025
Added 488.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
288
shares
|
$44,510
0.0% of portfolio
|
Q1 2025
Reduced 44.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
272
shares
|
$42,037
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
235
shares
|
$36,319
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
233
shares
|
$36,010
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
205
shares
|
$31,682
0.0% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
200
shares
|
$30,910
0.0% of portfolio
|
Q1 2025
Reduced 91.68%
|