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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
53
shares
|
$9,164
0.0% of portfolio
|
Q1 2025
Added 783.33%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
48
shares
|
$8,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
44
shares
|
$7,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
43
shares
|
$7,435
0.0% of portfolio
|
Q1 2025
Added 1333.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
41
shares
|
$7,089
0.0% of portfolio
|
Q1 2025
Reduced 86.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
39
shares
|
$6,743
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
32
shares
|
$5,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
30
shares
|
$5,187
0.0% of portfolio
|
Q4 2024
Added 36.36%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
22
shares
|
$3,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
20
shares
|
$3,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
19
shares
|
$3,285
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
17
shares
|
$2,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
14
shares
|
$2,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12
shares
|
$2,075
0.0% of portfolio
|
Q1 2025
Reduced 85.88%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
10
shares
|
$1,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|