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 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
1,223
shares
|
$208,179
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,210
shares
|
$205,966
0.01% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$204,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
1,195
shares
|
$203,412
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,189
shares
|
$202,391
0.02% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
1,166
shares
|
$198,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,154
shares
|
$196,433
0.0% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,012
shares
|
$172,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
904
shares
|
$153,878
0.0% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
902
shares
|
$153,538
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
880
shares
|
$149,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
880
shares
|
$149,793
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
652
shares
|
$110,983
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
560
shares
|
$95,323
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
505
shares
|
$85,961
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
490
shares
|
$83,407
0.0% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
443
shares
|
$75,407
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
393
shares
|
$66,896
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
369
shares
|
$62,811
0.01% of portfolio
|
Q3 2025
Reduced 27.22%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
348
shares
|
$59,236
0.0% of portfolio
|
Q2 2025
Added 840.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
340
shares
|
$57,874
0.0% of portfolio
|
Q2 2018
Added 10.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
293
shares
|
$49,874
0.0% of portfolio
|
Q2 2025
Added 614.63%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
288
shares
|
$49,023
0.0% of portfolio
|
Q1 2025
Reduced 44.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
272
shares
|
$46,299
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
263
shares
|
$44,767
0.0% of portfolio
|
Q2 2025
Added 39.15%
|