Clearstead Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$122.04 - $169.14 $122 - $169	1 Added 0.73%	138 $23,000
Q1 2025 May 13, 2025	BUY	$134.68 - $159.3 $18,451 - $21,824	137 New	137 $19,000

Others Institutions Holding IAI

# of Institutions

200

Shares Held

6.48M

Call Options Held

8.9K

Put Options Held

34.5K

Raymond James & Associates St Petersburg, FL

880K
Shares

$152 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

658K
Shares

$114 Million
0.04% of portfolio
Harel Insurance Investments & Financial Services Ltd.

640K
Shares

$111 Million
1.02% of portfolio
Lpl Financial LLC Fort Mill, SC

429K
Shares

$74.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

419K
Shares

$72.6 Million
0.0% of portfolio

About ISHARES TR US BROKER-DEALERS &

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