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 170 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 $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,255,206
shares
|
$196 Million
0.05% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,173,561
shares
|
$184 Million
0.01% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
879,983
shares
|
$138 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
778,800
shares
|
$122 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
765,415
shares
|
$120 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
722,351
shares
|
$113 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
708,014
shares
|
$111 Million
2.6% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
241,971
shares
|
$37.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
224,663
shares
|
$35.1 Million
0.0% of portfolio
|
Q3 2024
Added 62.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
156,657
shares
|
$24.5 Million
0.02% of portfolio
|
Q3 2024
Added 182.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
141,074
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
134,025
shares
|
$21 Million
0.05% of portfolio
|
Q3 2024
Added 24.34%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
132,005
shares
|
$20.7 Million
1.5% of portfolio
|
Q3 2024
Added 3014.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
120,116
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2024
Added 53.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
107,130
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2024
Added 105.03%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
92,472
shares
|
$14.5 Million
3.07% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
85,475
shares
|
$13.4 Million
4.12% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
79,781
shares
|
$12.5 Million
2.51% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
72,830
shares
|
$11.4 Million
5.29% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
67,881
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Added 47.48%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
48,843
shares
|
$7.64 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
45,603
shares
|
$7.13 Million
4.2% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
44,526
shares
|
$6.97 Million
0.0% of portfolio
|
Q3 2024
Added 314.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,541
shares
|
$6.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
40,796
shares
|
$6.38 Million
0.0% of portfolio
|
Q3 2024
Added 104.67%
|