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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$533,201
0.06% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$519,689
0.11% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
2,995
shares
|
$518,823
0.1% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
2,926
shares
|
$506,870
0.45% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
2,550
shares
|
$441,736
0.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$433,075
0.34% of portfolio
|
Q1 2021
Reduced 37.5%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,443
shares
|
$423,200
0.01% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,392
shares
|
$414,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,125
shares
|
$368,113
0.05% of portfolio
|
Q2 2024
Reduced 74.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,020
shares
|
$349,924
0.01% of portfolio
|
Q3 2025
Added 70.03%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,994
shares
|
$345,420
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,897
shares
|
$328,617
0.15% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,835
shares
|
$317,877
0.02% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
1,773
shares
|
$307,136
0.02% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
1,750
shares
|
$303,152
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
1,742
shares
|
$301,766
0.01% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,645
shares
|
$284,963
0.02% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,630
shares
|
$282,364
0.2% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,554
shares
|
$269,199
0.02% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
1,464
shares
|
$253,608
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
1,444
shares
|
$250,144
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,425
shares
|
$246,852
0.01% of portfolio
|
Q3 2021
Reduced 30.67%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
1,405
shares
|
$243,388
0.03% of portfolio
|
Q3 2025
Reduced 52.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,333
shares
|
$230,915
0.0% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,240
shares
|
$214,805
0.0% of portfolio
|
Q3 2025
New holding
|
|