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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,232
shares
|
$213,419
0.0% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,227
shares
|
$212,553
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
1,223
shares
|
$211,860
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,210
shares
|
$209,608
0.01% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$207,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,189
shares
|
$205,970
0.02% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
1,166
shares
|
$201,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
1,132
shares
|
$196,096
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,127
shares
|
$195,230
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
1,054
shares
|
$182,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
902
shares
|
$156,253
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
880
shares
|
$152,442
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
880
shares
|
$152,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
853
shares
|
$147,765
0.0% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
770
shares
|
$133,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
656
shares
|
$113,638
0.0% of portfolio
|
Q3 2025
Reduced 75.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
627
shares
|
$108,615
0.0% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
505
shares
|
$87,481
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
492
shares
|
$85,229
0.02% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
443
shares
|
$76,740
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
369
shares
|
$63,921
0.01% of portfolio
|
Q3 2025
Reduced 27.22%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
359
shares
|
$62,189
0.0% of portfolio
|
Q3 2025
Reduced 26.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
340
shares
|
$58,898
0.0% of portfolio
|
Q2 2018
Added 10.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
315
shares
|
$54,567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
288
shares
|
$49,890
0.0% of portfolio
|
Q1 2025
Reduced 44.93%
|
|