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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,377
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
6,188
shares
|
$1.07 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
6,159
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
5,869
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
5,638
shares
|
$976,670
0.25% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,462
shares
|
$946,182
0.11% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,349
shares
|
$926,607
0.29% of portfolio
|
Q3 2025
Added 20.31%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
5,308
shares
|
$919,504
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,230
shares
|
$905,992
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
5,229
shares
|
$905,819
0.13% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,178
shares
|
$896,984
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
5,052
shares
|
$875,157
0.32% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,939
shares
|
$855,582
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,823
shares
|
$835,488
0.03% of portfolio
|
Q3 2025
Added 232.85%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
4,756
shares
|
$823,881
0.0% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,390
shares
|
$760,479
0.01% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,028
shares
|
$697,770
0.53% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,982
shares
|
$689,801
0.08% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,629
shares
|
$628,651
0.0% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,606
shares
|
$624,667
0.31% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,423
shares
|
$592,966
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
3,400
shares
|
$588,982
0.0% of portfolio
|
Q3 2025
Added 30.77%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
3,308
shares
|
$573,044
0.33% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,234
shares
|
$560,225
0.0% of portfolio
|
Q3 2025
Reduced 41.69%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
3,149
shares
|
$545,501
0.03% of portfolio
|
Q3 2025
Reduced 1.84%
|
|