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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
284
shares
|
$49,197
0.0% of portfolio
|
Q3 2025
Reduced 18.39%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
272
shares
|
$47,118
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
234
shares
|
$40,535
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
201
shares
|
$34,819
0.0% of portfolio
|
Q2 2025
Added 20000.0%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
200
shares
|
$34,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$32,913
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
189
shares
|
$32,740
0.0% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
187
shares
|
$32,394
0.0% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
155
shares
|
$26,850
0.0% of portfolio
|
Q3 2025
Reduced 18.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
141
shares
|
$24,425
0.0% of portfolio
|
Q3 2025
Reduced 93.8%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
141
shares
|
$24,425
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
126
shares
|
$21,826
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
117
shares
|
$20,267
0.0% of portfolio
|
Q3 2025
Reduced 70.23%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
113
shares
|
$19,574
0.0% of portfolio
|
Q1 2025
Added 841.67%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
100
shares
|
$17,323
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$17,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
100
shares
|
$17,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
89
shares
|
$15,417
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
81
shares
|
$14,031
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
79
shares
|
$13,685
0.0% of portfolio
|
Q1 2022
Reduced 15.05%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
77
shares
|
$13,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
76
shares
|
$13,165
0.0% of portfolio
|
Q1 2025
Reduced 47.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
74
shares
|
$12,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
48
shares
|
$8,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
45
shares
|
$7,795
0.0% of portfolio
|
Q3 2025
New holding
|
|