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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,091
shares
|
$722,922
0.0% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,061
shares
|
$718,662
0.0% of portfolio
|
Q4 2024
Added 28.13%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
4,954
shares
|
$703,468
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,941
shares
|
$701,622
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,940
shares
|
$701,480
0.0% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,343
shares
|
$616,706
0.01% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,309
shares
|
$611,878
0.01% of portfolio
|
Q4 2024
Added 94.89%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,982
shares
|
$565,444
0.08% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,842
shares
|
$545,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
3,811
shares
|
$541,162
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
3,702
shares
|
$525,684
0.08% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,612
shares
|
$512,904
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,492
shares
|
$495,864
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
3,379
shares
|
$479,818
0.05% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$437,076
0.06% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,066
shares
|
$435,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$426,000
0.07% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
2,995
shares
|
$425,290
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$418,048
0.03% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,911
shares
|
$413,362
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,640
shares
|
$374,880
0.03% of portfolio
|
Q4 2024
Reduced 20.79%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,626
shares
|
$372,892
0.0% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,612
shares
|
$370,904
0.01% of portfolio
|
Q4 2024
Added 2387.62%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,544
shares
|
$361,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
2,537
shares
|
$360,254
0.01% of portfolio
|
Q4 2024
Added 0.12%
|