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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,444
shares
|
$205,048
0.01% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,432
shares
|
$203,344
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,425
shares
|
$202,350
0.01% of portfolio
|
Q3 2021
Reduced 30.67%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
1,407
shares
|
$199,794
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,055
shares
|
$149,810
0.0% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,030
shares
|
$146,260
0.0% of portfolio
|
Q4 2024
Added 26.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
923
shares
|
$131,066
0.0% of portfolio
|
Q4 2024
Added 948.86%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
880
shares
|
$124,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
880
shares
|
$124,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
550
shares
|
$78,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
543
shares
|
$77,106
0.0% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
523
shares
|
$74,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
453
shares
|
$64,326
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
443
shares
|
$62,906
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
417
shares
|
$59,214
0.0% of portfolio
|
Q4 2024
Added 297.14%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
414
shares
|
$58,788
0.04% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
393
shares
|
$55,806
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
361
shares
|
$51,262
0.0% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
340
shares
|
$48,280
0.0% of portfolio
|
Q2 2018
Added 10.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
316
shares
|
$44,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
314
shares
|
$44,588
0.0% of portfolio
|
Q4 2024
Added 287.65%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
293
shares
|
$41,606
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
266
shares
|
$37,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
264
shares
|
$37,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
233
shares
|
$33,086
0.01% of portfolio
|
Q4 2024
Added 0.43%
|