Skip to content
Disclosery

IAI ISHARES TR

Follow

US BR DEL SE ETF (fund)

187 managers (190 13F filers) reported a position in IAI shares at 2026-06-30, 4,929,022 shares in all. 31 filers opened a position and 14 filers sold out during the quarter.

Managers
187
13F filers
190
New
31
Added
54
Reduced
61
Sold out
14
Shares held by filers
4,929,022

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fisher Asset Management, LLC594,695$104M0.03%-19,75213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD439,719$77.1M0.52%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY425,828$74.7M<0.01%+19,50913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC274,228$48.1M0.1%+71,68313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.273,000$47.9M0.33%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP247,200$43.3M0.03%-44,90013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN238,156$41.8M0.01%+7,94313F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding179,504$31.5MnewTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,703$22.4M0.03%+21,94913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/124,159$21.8M<0.01%-42,63213F-HRTimelineGroup
LPL Financial LLC118,978$20.9M<0.01%-21,60113F-HRTimeline
AlphaCore Capital LLC110,918$19.4M0.36%-7,47513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,678$16.6M<0.01%+4,14513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,476$16.4M0.1%+10,50313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC93,144$16.3M<0.01%-108,79013F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC75,770$13.3M2.02%+6,01513F-HRTimeline
UBS Group AGgroup of 2 filers holding75,000$13.1M-10,109Timeline
Prospera Financial Services Inc70,074$12.3M0.18%+38013F-HRTimeline
Advisory Services Network, LLC69,231$12.1M0.14%+4,62513F-HRTimeline
WESPAC Advisors SoCal, LLC58,167$10.2M1.83%-1,54313F-HRTimeline
Well Done, LLC52,860$9.27M1.25%+3,13013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…48,200$8.45M0.04%-1,762,03613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,540$7.98M<0.01%-2,47713F-HRTimelineGroup
Prostatis Group LLC43,658$7.65M1.78%+10,73213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,081$7.03M0.01%+20013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd39,086$6.85M0.06%+25,05313F-HRTimelineGroup
Cadent Capital Advisors, LLC37,859$6.64M1.38%-63613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,389$6.2M<0.01%+28,02213F-HRTimelineGroup
GTS SECURITIES LLC32,510$5.7M0.12%+29,68213F-HRTimeline
Steward Partners Investment Advisory, L…30,939$5.42M0.03%-32613F-HRTimeline
McGuire Investment Group, LLC30,849$5.41M0.47%-19613F-HRTimeline
Cetera Investment Advisers27,157$4.76M<0.01%+5,34713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,639$4.67M0.01%-53613F-HRTimeline
HighTower Advisors, LLC23,813$4.18M<0.01%-19,26613F-HRTimeline
Qube Research & Technologies Ltd23,536$4.13M<0.01%+8,10013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC23,514$4.12M2.48%+1,57513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,348$4.09M<0.01%-52413F-HRTimelineGroup
Janney Montgomery Scott LLC22,759$3.99M0.01%-4,22013F-HRTimeline
SFI Advisors, LLC22,270$3.9M3.37%-29313F-HRTimeline
Nan Shan Life Insurance Co., Ltd.20,580$3.61M0.11%013F-HRTimeline
ARS Investment Partners, LLC20,334$3.57M0.16%+17013F-HRTimeline
1 NORTH WEALTH SERVICES LLC19,538$3.43M1.12%+99413F-HRTimeline
Game Plan Financial Advisors, LLC13,468$3.26M1.21%+13,36813F-HRTimeline
Tudor Financial Inc.18,208$3.19M1.43%-62713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,709$3.11M<0.01%+1,81213F-HRTimelineGroup
Arete Wealth Advisors, LLC16,248$2.85M0.19%new13F-HR/ATimeline
HERITAGE OAK WEALTH ADVISORS LLC15,573$2.73M0.81%-45813F-HRTimeline
Cambridge Investment Research Advisors,…15,336$2.69M0.01%-66513F-HR/ATimeline
VALICENTI ADVISORY SERVICES INC15,173$2.66M0.5%+2,21313F-HRTimeline
PCG Wealth Advisors, LLC14,480$2.54M0.57%+47113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,758$2.41M<0.01%+8,50713F-HRTimelineGroup
MGO ONE SEVEN LLC12,362$2.17M0.04%+1,12113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,875$1.91M<0.01%+19813F-HRTimelineGroup
HRT FINANCIAL LP10,737$1.88M<0.01%+5,76613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.10,534$1.85M0.03%-71213F-HRTimeline
HARBOUR INVESTMENTS, INC.10,072$1.77M0.02%+9,94513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,641$1.69M0.01%+2813F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.9,000$1.58M0.01%-2,00013F-HRTimelineGroup
&PARTNERS8,436$1.48M0.01%-8913F-HRTimeline
Robinson Value Management, Ltd.7,652$1.34M0.72%-40913F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,473$1.31M0.04%+20413F-HRTimeline
Outlook Wealth Advisors, LLC6,877$1.21M0.26%+91813F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV6,335$1.11M0.82%+55513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,086$1.07M0.01%+2,57613F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC6,053$1.06M0.69%+38513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,047$1.06M<0.01%-7,28713F-HRTimelineGroup
Genesee Capital Advisors, LLC5,884$1.03M0.33%-2,63613F-HRTimeline
Global Financial Private Client, LLC5,550$973K0.26%+15313F-HRTimeline
FLOW TRADERS U.S. LLC5,540$971K0.04%-9913F-HRTimeline
Atria Investments, Inc5,528$969K0.01%+4613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,361$940K0.23%+1,16413F-HRTimelineGroup
Signature Equity Partners, LLC5,269$924K0.42%+11013F-HRTimeline
Allworth Financial LP5,078$890K<0.01%-27613F-HRTimeline
Schuylkill Financial LLC4,979$873K0.81%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,753$833K<0.01%+713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,281$751K<0.01%+18913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding4,131$724K-833Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,087$717K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC4,065$713K<0.01%-26313F-HRTimelineGroup
NewEdge Advisors, LLC4,029$706K<0.01%-83113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,998$701K<0.01%-4,04613F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,972$696K<0.01%-1,28213F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC3,914$686K0.29%-3713F-HRTimeline
Sanctuary Advisors, LLC3,850$675K<0.01%+6913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,676$645K0.03%new13F-HRTimeline
Signal Advisors Wealth, LLC3,637$638K0.03%-18213F-HRTimeline
Aprio Wealth Management, LLC3,205$562K0.03%-87113F-HRTimeline
Mariner, LLCin group Mariner, LLC3,128$548K<0.01%-6,65013F-HRTimelineGroup
Parallel Advisors, LLC3,107$545K0.01%+2,69713F-HRTimeline
Maxele Advisors, LLC3,081$540K0.38%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,063$537K<0.01%-7013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,032$532K0.01%-49913F-HRTimelineGroup
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,000$526K0.12%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,922$512K<0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC2,581$453K0.05%-44513F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,498$438K0.2%013F-HRTimeline
DAVENPORT & Co LLC2,457$431K<0.01%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,300$403K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.2,195$398K0.02%-2,38713F-HRTimeline
Glen Eagle Advisors, LLC2,125$373K0.05%013F-HRTimeline
Kingsview Wealth Management, LLC2,120$372K<0.01%-23313F-HRTimeline
Ausdal Financial Partners, Inc.2,102$369K0.01%new13F-HRTimeline
AIMZ Investment Advisors, LLC2,040$358K0.1%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,006$352K<0.01%-2,46113F-HRTimelineGroup
Summit Financial, LLC1,995$350K<0.01%-15413F-HRTimeline
Belpointe Asset Management LLC1,984$348K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC1,984$348K0.04%new13F-HRTimeline
Navis Wealth Advisors, LLC1,900$333K0.13%013F-HRTimeline
Global Retirement Partners, LLC1,854$325K<0.01%13F-HRTimeline
Resolute Wealth Strategies, LLC1,854$325K0.13%+513F-HRTimeline
Baker Avenue Asset Management, LP1,830$321K0.01%-13,35313F-HRTimeline
CX Institutional1,745$306K0.01%-18,89313F-HRTimeline
North Star Investment Management Corp.1,645$288K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,612$283K<0.01%+14313F-HRTimelineGroup
SWMG, LLC1,453$281K0.07%013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,492$262K0.19%-32713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,418$249K<0.01%+38113F-HRTimelineGroup
Apeiron RIA LLC1,322$232K0.06%-4,00513F-HRTimeline
CENTAURUS FINANCIAL, INC.1,254$220K0.01%-61113F-HRTimeline
Waverly Advisors, LLC1,253$220K<0.01%new13F-HRTimeline
Private Advisor Group, LLC1,247$219K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,242$218K<0.01%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,227$215K0.04%013F-HRTimeline
Chicago Wealth Management, Inc.1,221$214K0.08%-8513F-HRTimeline
CIBC WORLD MARKET INC.1,200$210K<0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC1,190$209K0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,166$204K<0.01%new13F-HRTimelineGroup
FNY Investment Advisers, LLC1,000$175K0.06%new13F-HRTimeline
EASTERN BANK880$154K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC744$130K<0.01%new13F-HRTimeline
IFG Advisory, LLC707$124K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC592$104K<0.01%-37813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…557$97.7K<0.01%-4113F-HRTimelineGroup
IFP Advisors, Inc526$92.2K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC517$90.6K0.02%+4313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…499$87.5K<0.01%-26,08713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC490$85.9K<0.01%+16013F-HRTimeline
Balentine LLC443$77.7K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS440$77.1K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…422$74.1K<0.01%-4,42113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.411$72.1K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC367$64.3K<0.01%-67113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…306$53.7K<0.01%-7113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL274$48K<0.01%013F-HRTimeline
Rossby Financial, LCC272$47.7K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…269$47.2K0.02%013F-HRTimeline
PRIVATE TRUST CO NA237$41.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC201$35.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT200$35.1K<0.01%13F-HRTimeline
NFSG Corp180$31.6K<0.01%+8013F-HRTimeline
Arax Advisory Partners162$28.4K<0.01%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC157$28K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.150$27.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC151$26.4K<0.01%-8413F-HRTimeline
AE Wealth Management LLC142$24.8K<0.01%-2313F-HRTimeline
Wagner Wealth Management, LLC141$24.7K<0.01%013F-HRTimeline
WestEnd Advisors, LLC139$24.4K<0.01%-113F-HRTimeline
HAZLETT, BURT & WATSON, INC.128$22K0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT110$19.3K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC107$18.8K0.01%013F-HRTimeline
Blue Trust, Inc.100$17.5K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC95$16.7K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.89$16K<0.01%+6413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Institute for Wealth Management, LLC.89$15.6K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC83$14.6K<0.01%-2413F-HRTimeline
Cornerstone Planning Group LLC76$14.4K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC77$13.5K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$13K<0.01%013F-HRTimeline
Downshift Financial, LLC73$12.8K0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC71$12.4K<0.01%new13F-HRTimelineGroup
Capital Advisor Network LLC67$11.7K0.01%+1813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…60$10.9K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC48$8.42K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39$6.84K<0.01%013F-HRTimelineGroup
Caldwell Trust Co37$6.49K<0.01%+713F-HRTimeline
Abound Wealth Management32$5.61K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division30$5.26K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC22$3.86K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC18$3.16K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC17$2.98K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC14$2.46K<0.01%013F-HRTimeline
Family Manage LLC10$1.75K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC7$1.23K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…6$1.05K<0.01%013F-HRTimeline
TSFG, LLC8$1K<0.01%013F-HRTimeline
BankChampaign, National Association5$877<0.01%013F-HRTimeline
ARK Investment Management LLC2$424<0.01%new13F-HRTimeline