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 191 institutions that hold shares in the stock, with a total of 8.01 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,136,181
shares
|
$160 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
879,983
shares
|
$124 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
872,148
shares
|
$123 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
745,956
shares
|
$105 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
640,000
shares
|
$90.2 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
385,248
shares
|
$54.3 Million
0.0% of portfolio
|
Q4 2024
Added 71.48%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
232,399
shares
|
$32.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
206,408
shares
|
$29.1 Million
0.1% of portfolio
|
Q4 2024
Added 2290.92%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
206,352
shares
|
$29.1 Million
5.96% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
202,938
shares
|
$28.6 Million
0.01% of portfolio
|
Q4 2024
Added 43.85%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
169,683
shares
|
$23.9 Million
2.15% of portfolio
|
Q4 2024
Added 28.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
155,294
shares
|
$21.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
128,535
shares
|
$18.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 89.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
127,902
shares
|
$18 Million
0.0% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
116,417
shares
|
$16.4 Million
0.0% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
109,295
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Added 61.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
105,345
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 307.95%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
94,825
shares
|
$13.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
92,472
shares
|
$13 Million
3.07% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
77,328
shares
|
$10.9 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
77,183
shares
|
$10.9 Million
6.12% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
59,352
shares
|
$8.36 Million
3.47% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
58,936
shares
|
$8.3 Million
0.02% of portfolio
|
Q4 2024
Added 41.87%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
55,080
shares
|
$7.76 Million
0.19% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
51,104
shares
|
$7.2 Million
1.71% of portfolio
|
Q1 2025
Reduced 35.94%
|