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 200 institutions that hold shares in the stock, with a total of 6.45 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
1,449
shares
|
$250,561
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,444
shares
|
$249,696
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,425
shares
|
$246,410
0.01% of portfolio
|
Q3 2021
Reduced 30.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,410
shares
|
$243,817
0.02% of portfolio
|
Q2 2025
Reduced 34.39%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,382
shares
|
$238,975
0.01% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,335
shares
|
$230,848
0.0% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,300
shares
|
$224,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,232
shares
|
$213,037
0.0% of portfolio
|
Q1 2025
Added 33.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,188
shares
|
$205,428
0.0% of portfolio
|
Q2 2025
Added 1700.0%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,039
shares
|
$179,663
0.01% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,018
shares
|
$176,032
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
880
shares
|
$152,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
880
shares
|
$152,169
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
655
shares
|
$113,262
0.0% of portfolio
|
Q1 2025
Reduced 97.45%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
550
shares
|
$95,106
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
527
shares
|
$91,128
0.0% of portfolio
|
Q2 2025
Reduced 89.88%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
490
shares
|
$84,730
0.0% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
453
shares
|
$78,332
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
443
shares
|
$76,603
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
393
shares
|
$67,957
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
374
shares
|
$64,672
0.0% of portfolio
|
Q1 2025
Reduced 74.22%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
348
shares
|
$60,176
0.0% of portfolio
|
Q2 2025
Added 840.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
340
shares
|
$58,792
0.0% of portfolio
|
Q2 2018
Added 10.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
294
shares
|
$50,838
0.01% of portfolio
|
Q1 2025
Added 488.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
288
shares
|
$49,800
0.0% of portfolio
|
Q1 2025
Reduced 44.93%
|