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 196 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 $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
14,652
shares
|
$2.08 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
14,453
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
14,386
shares
|
$2.04 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,324
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
14,176
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
12,132
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
12,088
shares
|
$1.72 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,745
shares
|
$1.53 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,722
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
10,176
shares
|
$1.44 Million
0.91% of portfolio
|
Q4 2024
Added 43.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
9,254
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,112
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.57%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
9,097
shares
|
$1.29 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
8,711
shares
|
$1.24 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,204
shares
|
$1.16 Million
0.57% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,944
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 31.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
7,858
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,784
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,515
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2022
Reduced 0.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,045
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
7,038
shares
|
$999,396
0.84% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,937
shares
|
$985,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,697
shares
|
$808,974
0.07% of portfolio
|
Q4 2024
Reduced 17.95%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,614
shares
|
$797,188
0.23% of portfolio
|
Q4 2024
Added 136.28%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,230
shares
|
$742,660
0.01% of portfolio
|
Q3 2024
Added 6.58%
|