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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
234
shares
|
$39,831
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
201
shares
|
$34,214
0.0% of portfolio
|
Q2 2025
Added 20000.0%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
200
shares
|
$34,044
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
200
shares
|
$34,044
0.0% of portfolio
|
Q1 2025
Reduced 91.68%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
191
shares
|
$32,512
0.0% of portfolio
|
Q2 2025
Added 141.77%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$32,341
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
189
shares
|
$32,171
0.0% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
156
shares
|
$26,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
141
shares
|
$24,001
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
138
shares
|
$23,490
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
126
shares
|
$21,447
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
113
shares
|
$19,234
0.0% of portfolio
|
Q1 2025
Added 841.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
100
shares
|
$17,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$17,022
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$17,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
89
shares
|
$15,149
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
81
shares
|
$13,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$13,447
0.0% of portfolio
|
Q1 2022
Reduced 15.05%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
77
shares
|
$13,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
76
shares
|
$12,936
0.0% of portfolio
|
Q1 2025
Reduced 47.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
74
shares
|
$12,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
57
shares
|
$9,702
0.0% of portfolio
|
Q2 2025
Reduced 48.18%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
48
shares
|
$8,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
39
shares
|
$6,638
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
32
shares
|
$5,447
0.0% of portfolio
|
Q1 2025
New holding
|