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 161 institutions that hold shares in the stock, with a total of 9.03 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
113
shares
|
$16,313
0.0% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
105
shares
|
$15,158
0.0% of portfolio
|
Q3 2024
Reduced 65.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
105
shares
|
$15,158
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
100
shares
|
$14,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
100
shares
|
$14,437
0.0% of portfolio
|
Q3 2023
Reduced 60.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$14,437
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
96
shares
|
$13,859
0.0% of portfolio
|
Q2 2024
Reduced 49.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
88
shares
|
$12,704
0.0% of portfolio
|
Q3 2024
Added 27.54%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
88
shares
|
$12,704
0.0% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
85
shares
|
$12,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
82
shares
|
$11,838
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
81
shares
|
$11,693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
81
shares
|
$11,693
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$11,405
0.0% of portfolio
|
Q1 2022
Reduced 15.05%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
77
shares
|
$11,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
66
shares
|
$9,528
0.0% of portfolio
|
Q3 2024
Added 73.68%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
64
shares
|
$9,239
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
64
shares
|
$9,239
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39
shares
|
$5,630
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
39
shares
|
$5,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
33
shares
|
$4,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
31
shares
|
$4,475
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
24
shares
|
$3,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
22
shares
|
$3,176
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
20
shares
|
$2,887
0.0% of portfolio
|
Q2 2024
New holding
|