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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$29,364
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
189
shares
|
$29,209
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
156
shares
|
$24,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
150
shares
|
$23,182
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
137
shares
|
$21,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
127
shares
|
$19,627
0.0% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
126
shares
|
$19,473
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
113
shares
|
$17,464
0.0% of portfolio
|
Q1 2025
Added 841.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
110
shares
|
$17,000
0.0% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
100
shares
|
$15,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
100
shares
|
$15,455
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
82
shares
|
$12,673
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
81
shares
|
$12,518
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$12,209
0.0% of portfolio
|
Q1 2022
Reduced 15.05%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
79
shares
|
$12,209
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
77
shares
|
$11,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
76
shares
|
$11,745
0.0% of portfolio
|
Q1 2025
Reduced 47.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
74
shares
|
$11,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
66
shares
|
$10,200
0.0% of portfolio
|
Q3 2024
Added 73.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
53
shares
|
$8,191
0.0% of portfolio
|
Q1 2025
Added 783.33%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
48
shares
|
$7,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
43
shares
|
$6,645
0.0% of portfolio
|
Q1 2025
Added 1333.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
41
shares
|
$6,336
0.0% of portfolio
|
Q1 2025
Reduced 86.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
39
shares
|
$6,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
37
shares
|
$5,718
0.0% of portfolio
|
Q1 2025
Reduced 93.19%
|