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 6.48 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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
15,131
shares
|
$2.62 Million
0.05% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
15,053
shares
|
$2.61 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
14,726
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2025
Added 359.9%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
14,652
shares
|
$2.54 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
14,622
shares
|
$2.53 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,324
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
13,806
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.33%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
13,675
shares
|
$2.37 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
11,841
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,725
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
11,317
shares
|
$1.96 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
10,764
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 25.69%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,514
shares
|
$1.82 Million
0.62% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,231
shares
|
$1.6 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,882
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 29, 2025 Q3 2025 |
8,641
shares
|
$1.5 Million
0.9% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,451
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.25%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
7,844
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
7,420
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
7,306
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,280
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
7,248
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 54.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,988
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,942
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,523
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|