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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$209,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
1,195
shares
|
$208,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,189
shares
|
$207,516
0.02% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,188
shares
|
$207,341
0.0% of portfolio
|
Q2 2025
Added 1700.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,154
shares
|
$201,407
0.0% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,039
shares
|
$181,336
0.01% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,012
shares
|
$176,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
909
shares
|
$158,647
0.0% of portfolio
|
Q2 2025
Added 100.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
904
shares
|
$157,775
0.0% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
880
shares
|
$153,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
880
shares
|
$153,586
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
652
shares
|
$113,793
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
560
shares
|
$97,736
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
550
shares
|
$95,991
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
527
shares
|
$91,977
0.0% of portfolio
|
Q2 2025
Reduced 89.88%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
507
shares
|
$88,486
0.01% of portfolio
|
Q2 2025
Added 299.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
490
shares
|
$85,519
0.0% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
443
shares
|
$77,316
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
393
shares
|
$68,590
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
352
shares
|
$61,434
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
348
shares
|
$60,736
0.0% of portfolio
|
Q2 2025
Added 840.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
340
shares
|
$59,340
0.0% of portfolio
|
Q2 2018
Added 10.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
294
shares
|
$51,311
0.01% of portfolio
|
Q1 2025
Added 488.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
293
shares
|
$51,137
0.0% of portfolio
|
Q2 2025
Added 614.63%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
288
shares
|
$50,264
0.0% of portfolio
|
Q1 2025
Reduced 44.93%
|