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 195 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$26,246
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
189
shares
|
$26,108
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
176
shares
|
$24,312
0.0% of portfolio
|
Q4 2024
Reduced 51.38%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
158
shares
|
$21,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
150
shares
|
$20,720
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
144
shares
|
$19,892
0.01% of portfolio
|
Q4 2024
Added 27.43%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
141
shares
|
$19,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
136
shares
|
$18,787
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
123
shares
|
$16,991
0.0% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$13,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
100
shares
|
$13,813
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
85
shares
|
$11,741
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
85
shares
|
$11,741
0.0% of portfolio
|
Q4 2024
Reduced 33.07%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
84
shares
|
$11,603
0.0% of portfolio
|
Q4 2024
Added 4100.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
81
shares
|
$11,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$10,913
0.0% of portfolio
|
Q1 2022
Reduced 15.05%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
77
shares
|
$10,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
74
shares
|
$10,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
66
shares
|
$9,117
0.0% of portfolio
|
Q3 2024
Added 73.68%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
58
shares
|
$8,012
0.0% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
55
shares
|
$7,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
50
shares
|
$6,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
39
shares
|
$5,387
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
38
shares
|
$5,249
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
30
shares
|
$4,144
0.0% of portfolio
|
Q4 2024
Added 36.36%
|