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 167 institutions that hold shares in the stock, with a total of 9.07 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
37,126
shares
|
$5.62 Million
0.03% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
36,804
shares
|
$5.58 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
34,474
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2024
Added 392.84%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
32,600
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
32,564
shares
|
$4.93 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
29,118
shares
|
$4.41 Million
1.06% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
28,133
shares
|
$4.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
26,970
shares
|
$4.09 Million
0.03% of portfolio
|
Q3 2024
Added 21.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
25,823
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Added 244.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,566
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
23,016
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
22,877
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2024
Added 59.2%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
20,706
shares
|
$3.14 Million
2.08% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
20,573
shares
|
$3.12 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
19,947
shares
|
$3.02 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
19,811
shares
|
$3 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
18,685
shares
|
$2.83 Million
1.57% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,776
shares
|
$2.54 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
15,989
shares
|
$2.42 Million
0.53% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,922
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
15,256
shares
|
$2.31 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,792
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
14,504
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,324
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
12,257
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2024
New holding
|