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Disclosery

IAI ISHARES TR

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US BR DEL SE ETF (fund)

181 managers (184 13F filers) reported a position in IAI shares at 2024-12-31, 9,750,327 shares in all. 50 filers opened a position and 20 filers sold out during the quarter.

Managers
181
13F filers
184
New
50
Added
50
Reduced
54
Sold out
20
Shares held by filers
9,750,327

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,202,277$173M-58,794Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,136,181$164M0.02%-37,38013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC872,148$126M0.05%13F-HR/ATimelineGroup
Janney Montgomery Scott LLC765,415$110M0.31%-56,13313F-HRTimeline
Fisher Asset Management, LLC745,956$107M0.04%-32,84413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP722,351$104M0.16%-60,96013F-HRTimelineGroup
WestEnd Advisors, LLC708,014$102M2.6%-57,71313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY385,248$55.5M<0.01%+160,58513F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC232,399$33.5M0.03%-9,57213F-HRTimeline
MML INVESTORS SERVICES, LLC206,408$29.7M0.1%+197,77513F-HRTimeline
LPL Financial LLC202,938$29.2M0.01%+61,86413F-HRTimeline
SPC Financial, Inc.169,683$24.5M2.13%+37,67813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP155,294$22.4M0.02%-1,36313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA127,902$18.4M<0.01%+7,78613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN116,417$16.8M<0.01%+9,28713F-HRTimelineGroup
UBS Group AGin group UBS Group AG109,295$15.7M<0.01%+41,41413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC105,345$15.2M<0.01%+79,52213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,283$14.2M0.03%+63,80913F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC94,825$13.7M0.04%-39,20013F-HRTimelineGroup
WESPAC Advisors SoCal, LLC92,472$13.3M3.01%+14,73713F-HRTimeline
EWG Elevate Inc.85,475$12.3M3.75%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC79,781$11.5M2.39%-1,82913F-HRTimeline
Advisory Services Network, LLC77,328$11.1M0.21%new13F-HRTimeline
Chicago Wealth Management, Inc.77,183$11.1M5.78%+4,35313F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV61,030$8.79M0.52%13F-HR/ATimeline
Cetera Investment Advisers58,936$8.49M0.02%+17,39513F-HRTimeline
Prospera Financial Services Inc55,080$7.94M0.18%+6,23713F-HRTimeline
SFI Advisors, LLC44,392$6.4M4.49%-1,21113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,243$5.8M0.01%-4,28313F-HRTimelineGroup
Atria Wealth Solutions, Inc.39,556$5.7M0.06%+24,76413F-HRTimeline
DAVENPORT & Co LLC37,552$5.41M0.03%+42613F-HRTimeline
1 NORTH WEALTH SERVICES LLC36,841$5.31M2.25%13F-HRTimeline
Well Done, LLC36,804$4.73M0.87%013F-HRTimeline
McGuire Investment Group, LLC32,490$4.68M0.68%-7413F-HRTimeline
Steward Partners Investment Advisory, L…28,448$4.1M0.04%+1,47813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,400$3.95M0.01%-5,20013F-HRTimelineGroup
HARRELL INVESTMENT PARTNERS, LLC27,001$3.89M1.09%-2,11713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,659$3.7M<0.01%-2,47413F-HRTimelineGroup
Clark Capital Management Group, Inc.25,504$3.68M0.03%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC22,401$3.23M0.04%new13F-HRTimeline
Atria Investments, Inc21,764$3.14M0.04%-1,11313F-HRTimeline
Sanctuary Advisors, LLC19,312$3.03M0.02%-63513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,222$2.91M<0.01%-3,34413F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC19,934$2.87M2.06%-77213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,891$2.87M<0.01%+8013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,906$2.72M<0.01%-21,89013F-HRTimelineGroup
Tudor Financial Inc.18,685$2.69M1.57%+61213F-HRTimeline
ALTFEST L J & CO INC16,956$2.44M0.31%new13F-HRTimeline
Cadent Capital Advisors, LLC16,776$2.42M0.84%new13F-HRTimeline
Great Diamond Partners, LLC15,883$2.29M0.59%-10613F-HRTimeline
HighTower Advisors, LLC15,784$2.27M<0.01%-13813F-HRTimeline
TrinityPoint Wealth, LLC14,652$2.11M0.3%-60413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,453$2.08M0.06%-5113F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT14,386$2.07M0.67%new13F-HRTimeline
Baker Avenue Asset Management, LP14,176$2.04M0.06%+1,91913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,132$1.75M0.04%new13F-HRTimelineGroup
Prostatis Group LLC12,088$1.74M0.51%new13F-HRTimeline
Allworth Financial LP10,722$1.65M0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,745$1.55M0.11%-1,16513F-HRTimeline
Q3 Asset Management10,176$1.46M0.91%+3,07213F-HRTimeline
&PARTNERS9,254$1.35M0.02%new13F-HRTimeline
Robinson Value Management, Ltd.9,097$1.31M0.87%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC8,711$1.26M0.35%new13F-HRTimeline
Genesee Capital Advisors, LLC8,204$1.18M0.55%+29213F-HRTimeline
Fulcrum Equity Management8,194$1.18M1.17%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,944$1.14M<0.01%+1,92213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,906$1.14M<0.01%-21113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,858$1.13M<0.01%-1,17113F-HRTimelineGroup
SYNOVUS FINANCIAL CORP7,784$1.12M0.01%+2313F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC7,038$1.01M0.84%-52813F-HRTimeline
Schonfeld Strategic Advisors LLC6,937$1000K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.5,697$821K0.07%-1,24613F-HRTimeline
Apeiron RIA LLC5,614$809K0.23%+3,23813F-HRTimeline
NewEdge Advisors, LLC5,091$734K<0.01%+78113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,061$729K<0.01%+1,11113F-HRTimelineGroup
Jackson Wealth Management, LLC4,954$714K0.08%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,940$712K<0.01%+57313F-HRTimeline
GTS SECURITIES LLC4,941$712K0.03%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,343$626K0.01%-36913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding4,334$625KnewTimeline
FMR LLCin group FMR LLC4,333$624K<0.01%+50313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,309$621K0.01%+2,09813F-HRTimelineGroup
Avitas Wealth Management LLC3,982$574K0.08%-23013F-HRTimeline
Hudson Value Partners, LLC3,869$558K0.21%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,842$554K<0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC3,702$533K0.05%-46813F-HRTimeline
Aprio Wealth Management, LLC3,612$520K0.08%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,492$503K0.01%new13F-HRTimelineGroup
RMR Wealth Builders3,379$487K0.05%-713F-HR/ATimeline
Waverly Advisors, LLC3,066$442K0.01%new13F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,000$432K0.08%013F-HRTimelineGroup
Kesler, Norman & Wride, LLC2,995$432K0.09%+713F-HRTimeline
Maxele Advisors, LLC2,951$425K0.41%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,944$424K0.03%-15213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC2,911$419K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,810$405KnewTimeline
Arete Wealth Advisors, LLC2,640$380K0.03%-69313F-HRTimeline
COMERICA BANK2,626$378K<0.01%-27313F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,612$376K0.01%+2,50713F-HRTimelineGroup
Sigma Planning Corp2,537$366K0.01%+313F-HRTimeline
Marcum Wealth, LLC2,504$361K0.03%-19313F-HRTimeline
Navis Wealth Advisors, LLC2,500$360K0.39%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,453$353K0.09%-39213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,403$346K<0.01%+2,19113F-HRTimelineGroup
Phillips Wealth Planners LLC2,401$339K0.34%-4513F-HRTimeline
Summit Financial, LLC2,322$335K0.01%-6113F-HRTimeline
Resolute Wealth Strategies, LLC2,295$331K0.17%-21513F-HRTimeline
SeaCrest Wealth Management, LLC2,290$330K0.03%new13F-HRTimeline
Glen Eagle Advisors, LLC2,125$306K0.05%013F-HRTimeline
Total Wealth Planning & Management, Inc.2,050$295K0.29%13F-HRTimeline
Secure Asset Management, LLC2,005$289K0.04%+14313F-HRTimeline
KKM Financial LLC1,950$281K0.12%new13F-HRTimeline
World Investment Advisors1,940$280K0.01%new13F-HRTimeline
CX Institutional1,938$279K0.01%-4413F-HRTimeline
IFG Advisory, LLC1,889$272K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…1,886$272K<0.01%+3313F-HRTimeline
Csenge Advisory Group1,816$262K0.01%new13F-HRTimeline
CPR Investments Inc.1,747$252K0.23%new13F-HRTimeline
North Star Investment Management Corp.1,742$251K0.02%013F-HRTimeline
WESPAC Advisors, LLC1,651$238K0.18%new13F-HRTimeline
GeoWealth Management, LLC1,560$225K0.01%-37513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,540$222K0.02%-38513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,535$221K<0.01%+20013F-HRTimelineGroup
SWMG, LLC1,432$220K0.09%+413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,467$211K<0.01%new13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management1,451$209K0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,444$208K0.01%-71213F-HRTimeline
Legacy Capital Group California, Inc.1,407$203K0.06%new13F-HRTimeline
Qube Research & Technologies Ltd1,055$152K<0.01%+4813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,030$148K<0.01%+21313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC923$133K<0.01%+83513F-HRTimeline
EASTERN BANK880$127K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC550$79.3K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL543$78.2K<0.01%+4313F-HRTimeline
Global Retirement Partners, LLC453$65.3K<0.01%+4513F-HRTimeline
Balentine LLC443$63.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.417$60.6K<0.01%+31213F-HRTimelineGroup
Caitlin John, LLC414$59.7K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.393$56.6K<0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB361$52K<0.01%-7713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC316$45.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC314$45.2K<0.01%+23313F-HRTimeline
Sunbelt Securities, Inc.293$42.3K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp264$38K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC233$33.5K0.01%+113F-HRTimeline
PRIVATE TRUST CO NA194$28K<0.01%-3113F-HRTimeline
IFP Advisors, Inc189$27.2K<0.01%-1713F-HRTimeline
SIGNATUREFD, LLC176$25.3K<0.01%-18613F-HRTimeline
AE Wealth Management LLC158$22.7K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC144$22.2K0.01%+3113F-HRTimeline
TD Waterhouse Canada Inc.150$21.6K<0.01%+5013F-HRTimeline
Wagner Wealth Management, LLC141$20.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.136$20K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.123$17.8K<0.01%-1013F-HRTimeline
Federation des caisses Desjardins du Qu…100$14.4K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC100$14.4K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC89$12.8K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/85$12.2K<0.01%-4213F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC85$12.2K<0.01%013F-HRTimeline
Anchor Investment Management, LLC81$11.7K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC77$11.1K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$10.7K<0.01%new13F-HR/ATimeline
Farther Finance Advisors, LLC66$9.51K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC58$8.36K<0.01%-613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.55$7.93K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…50$7.31K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39$5.62K<0.01%013F-HRTimelineGroup
LEE DANNER & BASS INC38$5.48K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division30$4.32K<0.01%+813F-HRTimeline
Glass Jacobson Investment Advisors llc20$2.91K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20$2.88K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19$2.74K<0.01%013F-HRTimelineGroup
MAI Capital Management17$2.45K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB17$2.45K<0.01%013F-HRTimeline
HOWE & RUSLING INC14$2.02K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC14$2.02K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…12$1.73K<0.01%-7613F-HRTimelineGroup
Family Manage LLC10$1.44K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…6$865<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.