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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
272
shares
|
$47,034
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
263
shares
|
$45,477
0.0% of portfolio
|
Q2 2025
Added 39.15%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
235
shares
|
$40,636
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
233
shares
|
$40,290
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
205
shares
|
$35,448
0.0% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
201
shares
|
$34,756
0.0% of portfolio
|
Q2 2025
Added 20000.0%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
200
shares
|
$34,584
0.0% of portfolio
|
Q1 2025
Reduced 91.68%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$32,854
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
156
shares
|
$26,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
150
shares
|
$25,937
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
141
shares
|
$24,381
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
137
shares
|
$23,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
127
shares
|
$21,960
0.0% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
126
shares
|
$21,787
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
113
shares
|
$19,539
0.0% of portfolio
|
Q1 2025
Added 841.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
110
shares
|
$19,021
0.0% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
100
shares
|
$17,292
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$17,292
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
82
shares
|
$14,179
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
81
shares
|
$14,006
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
79
shares
|
$13,660
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$13,660
0.0% of portfolio
|
Q1 2022
Reduced 15.05%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
77
shares
|
$13,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
76
shares
|
$13,141
0.0% of portfolio
|
Q1 2025
Reduced 47.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
74
shares
|
$12,796
0.0% of portfolio
|
Q4 2024
New holding
|