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Disclosery

IAI ISHARES TR

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US BR DEL SE ETF (fund)

178 managers (180 13F filers) reported a position in IAI shares at 2025-03-31, 5,815,874 shares in all. 36 filers opened a position and 38 filers sold out during the quarter.

Managers
178
13F filers
180
New
36
Added
44
Reduced
73
Sold out
38
Shares held by filers
5,815,874

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fisher Asset Management, LLC710,200$99.5M0.04%-35,75613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…640,000$89.7M1.17%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC574,806$80.5M0.22%+479,98113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY470,271$65.9M<0.01%+85,02313F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC206,352$28.9M5.36%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP196,900$27.6M0.06%+169,50013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/177,926$24.9M<0.01%-958,25513F-HRTimelineGroup
SPC Financial, Inc.169,714$23.8M2.09%+3113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN165,521$23.2M0.01%+49,10413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC161,980$22.7M0.01%+56,63513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC149,312$20.9M0.07%-57,09613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding134,139$18.8M-1,068,138Timeline
LPL Financial LLC111,081$15.6M0.01%-91,85713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC101,652$14.2M0.01%-770,49613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,056$14.2M0.02%-54,23813F-HRTimelineGroup
WESPAC Advisors SoCal, LLC98,477$13.8M3.59%+6,00513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,295$12.9M0.03%-5,98813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA90,321$12.7M<0.01%-37,58113F-HR/ATimelineGroup
Advisory Services Network, LLC81,864$11.5M0.22%+4,53613F-HRTimeline
Chicago Wealth Management, Inc.79,150$11.1M5.81%+1,96713F-HRTimeline
UBS Group AGin group UBS Group AG70,454$9.87M<0.01%-38,84113F-HRTimelineGroup
Prospera Financial Services Inc61,778$8.66M0.2%+6,69813F-HRTimeline
EWG Elevate Inc.59,352$8.32M3.15%-26,12313F-HRTimeline
MinichMacGregor Wealth Management, LLC51,104$7.16M1.6%-28,67713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$7.01M0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC46,519$6.52M0.02%-718,89613F-HRTimeline
SFI Advisors, LLC43,321$6.07M4.49%-1,07113F-HRTimeline
Well Done, LLC37,590$5.42M0.98%+78613F-HRTimeline
HighTower Advisors, LLC38,642$5.41M0.01%+22,85813F-HRTimeline
Cetera Investment Advisers37,651$5.28M0.01%-21,28513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,466$5.11M<0.01%+17,56013F-HRTimelineGroup
McGuire Investment Group, LLC31,546$4.42M0.66%-94413F-HRTimeline
Steward Partners Investment Advisory, L…27,660$3.88M0.03%-78813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd27,581$3.87M0.09%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,892$3.63M0.01%-14,35113F-HRTimelineGroup
Atria Wealth Solutions, Inc.25,206$3.53M0.04%-14,35013F-HRTimeline
Clark Capital Management Group, Inc.22,756$3.19M0.02%-2,74813F-HRTimeline
GTS SECURITIES LLC21,213$2.97M0.13%+16,27213F-HRTimeline
Qube Research & Technologies Ltd19,837$2.78M<0.01%+18,78213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC19,699$2.76M2.03%-23513F-HRTimeline
1 NORTH WEALTH SERVICES LLC19,588$2.74M1.27%-17,25313F-HRTimeline
Tudor Financial Inc.18,851$2.64M1.59%+16613F-HRTimeline
Mariner, LLCin group Mariner, LLC17,483$2.45M<0.01%+9,53913F-HRTimelineGroup
HRT FINANCIAL LP16,261$2.28M0.01%new13F-HRTimeline
Great Diamond Partners, LLC15,852$2.22M0.61%-3113F-HRTimeline
Cadent Capital Advisors, LLC15,336$2.15M0.82%-1,44013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,289$2.14M0.06%+15,26913F-HRTimelineGroup
VestGen Advisors, LLC15,071$2.11M0.1%13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC14,868$2.08M0.92%new13F-HRTimeline
Baker Avenue Asset Management, LP14,611$2.05M0.06%+43513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,294$2M<0.01%-708,05713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,831$1.94M<0.01%+9,98913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,265$1.72M0.04%+13313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,254$1.58M<0.01%new13F-HR/ATimelineGroup
One Capital Management, LLC11,000$1.54M0.05%new13F-HRTimeline
Atria Investments, Inc10,177$1.43M0.02%-11,58713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC9,767$1.37M0.14%new13F-HRTimeline
Csenge Advisory Group10,184$1.35M0.08%+8,36813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC9,061$1.27M0.31%+35013F-HR/ATimeline
Robinson Value Management, Ltd.9,047$1.27M0.82%-5013F-HRTimeline
DAVENPORT & Co LLC8,880$1.24M0.01%-28,67213F-HRTimeline
&PARTNERS8,635$1.2M0.01%-61913F-HRTimeline
Belpointe Asset Management LLC8,074$1.13M0.06%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,857$1.1M<0.01%-113F-HRTimelineGroup
SYNOVUS FINANCIAL CORP7,812$1.09M0.01%+2813F-HRTimeline
AVALON CAPITAL MANAGEMENT7,752$1.09M0.32%-6,63413F-HRTimeline
Black Swift Group, LLC7,695$1.08M0.24%new13F-HRTimeline
ALTFEST L J & CO INC7,533$1.06M0.13%-9,42313F-HRTimeline
Allworth Financial LP7,547$1.04M0.01%-3,17513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,016$978K<0.01%+1,95513F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,904$967K+2,570Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,756$947K<0.01%-13,46613F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.6,134$859K0.03%new13F-HRTimeline
Genesee Capital Advisors, LLC5,899$827K0.41%-2,30513F-HRTimeline
Aprio Wealth Management, LLC5,768$808K0.1%+2,15613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,546$777K<0.01%-14,34513F-HRTimelineGroup
Apeiron RIA LLC5,470$766K0.23%-14413F-HRTimeline
Sanctuary Advisors, LLC5,434$761K0.01%-13,87813F-HRTimeline
WestEnd Advisors, LLC5,207$730K0.02%-702,80713F-HRTimeline
Jackson Wealth Management, LLC4,981$698K0.08%+2713F-HRTimeline
NewEdge Advisors, LLC4,897$686K<0.01%-19413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,844$679K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,719$661K<0.01%-22113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC4,524$634K0.54%-2,51413F-HRTimeline
Hudson Value Partners, LLC4,490$629K0.24%+62113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,182$586K0.03%+2,64213F-HRTimelineGroup
Algorithmic Investment Models, LLC4,090$573K0.42%new13F-HRTimeline
FMR LLCin group FMR LLC3,885$544K<0.01%-44813F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC3,771$528K0.29%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,767$528K0.01%+27513F-HRTimelineGroup
Global Financial Private Client, LLC3,626$508K0.19%new13F-HRTimeline
VestGen Investment Management3,488$489K0.37%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,431$481K0.01%-87813F-HRTimelineGroup
HBW ADVISORY SERVICES LLC3,295$462K0.07%-40713F-HRTimeline
Janney Capital Management LLC3,209$450K0.03%new13F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,000$420K0.11%013F-HRTimelineGroup
Maxele Advisors, LLC2,926$410K0.4%-2513F-HRTimeline
TWO SIGMA SECURITIES, LLC2,861$401K0.06%new13F-HRTimeline
Kesler, Norman & Wride, LLC2,844$398K0.08%-15113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,612$376K0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC2,626$368K0.04%+33613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,587$362K-223Timeline
Navis Wealth Advisors, LLC2,500$350K0.34%013F-HRTimeline
Trexquant Investment LP2,448$343K<0.01%new13F-HRTimeline
Summit Financial, LLC2,355$330K0.01%+3313F-HRTimeline
Resolute Wealth Strategies, LLC2,301$322K0.18%+613F-HRTimeline
Sigma Planning Corp2,299$322K0.01%-23813F-HRTimeline
Prostatis Group LLC2,230$312K0.1%-9,85813F-HRTimeline
Ignite Planners, LLC2,201$311K0.06%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,199$308K<0.01%+31313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,149$301K0.03%-76213F-HR/ATimeline
Glen Eagle Advisors, LLC2,125$298K0.05%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,084$292K<0.01%-5,82213F-HRTimelineGroup
Arete Wealth Advisors, LLC2,011$282K0.02%-62913F-HRTimeline
KKM Financial LLC2,002$280K0.12%+5213F-HRTimeline
FLOW TRADERS U.S. LLC1,934$271K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,881$264K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.1,742$244K0.02%013F-HRTimeline
WESPAC Advisors, LLC1,663$233K0.19%+1213F-HRTimeline
PINKERTON WEALTH, LLC1,624$228K0.03%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,542$216K0.01%new13F-HRTimeline
IFG Advisory, LLC1,486$208K0.01%-40313F-HRTimeline
Coastal Bridge Advisors, LLC1,454$204K0.02%new13F-HR/ATimeline
Strategic Blueprint, LLC1,444$202K0.01%new13F-HRTimeline
CX Institutional1,383$194K0.01%-55513F-HRTimeline
CENTAURUS FINANCIAL, INC.1,382$194K0.01%-6213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,335$187K<0.01%-20013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,232$173K<0.01%+30913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,018$143K<0.01%-1213F-HRTimelineGroup
EASTERN BANK880$123K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…655$91.8K<0.01%-25,00413F-HRTimelineGroup
Bristlecone Advisors, LLC550$77.1K0.01%013F-HRTimeline
Balentine LLC443$62.1K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.490$59.8K<0.01%+7313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.411$57.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.393$55.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management374$52.4K<0.01%-1,07713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…294$41.3K0.01%+24413F-HRTimeline
Rossby Financial, LCC272$37.8K0.02%new13F-HRTimeline
Glassman Wealth Services235$32.9K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC233$32.7K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC205$28.7K<0.01%-11113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$28K<0.01%-2,20313F-HRTimelineGroup
IFP Advisors, Inc189$26.5K<0.01%013F-HRTimeline
Arax Advisory Partners156$21.9K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.150$21.1K<0.01%013F-HRTimeline
Clearstead Advisors, LLC137$19.3K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.126$18K0.01%-1013F-HRTimeline
PRIVATE TRUST CO NA127$17.8K<0.01%-6713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…113$15.8K<0.01%+10113F-HRTimelineGroup
COMERICA BANK110$15.4K<0.01%-2,51613F-HRTimeline
Game Plan Financial Advisors, LLC100$14K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$14K<0.01%013F-HRTimeline
Anchor Investment Management, LLC81$11.3K<0.01%013F-HRTimeline
AE Wealth Management LLC79$11K<0.01%-7913F-HRTimeline
HHM Wealth Advisors, LLC77$10.8K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$10.4K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC76$10.2K<0.01%-6813F-HRTimeline
Farther Finance Advisors, LLC66$9.27K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…53$7.43K<0.01%+4713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC51$7.15K<0.01%-3813F-HRTimeline
DUNCKER STREETT & CO INC48$6.72K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC43$6K<0.01%+4013F-HRTimelineGroup
Sunbelt Securities, Inc.41$5.75K<0.01%-25213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39$5.46K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL37$5.18K<0.01%-50613F-HRTimeline
Abound Wealth Management32$4.48K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division30$4.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC22$3.08K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc20$2.91K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19$2.66K<0.01%013F-HRTimelineGroup
MAI Capital Management17$2.38K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC17$2.38K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC14$1.96K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12$1.68K<0.01%-7313F-HRTimelineGroup
Family Manage LLC10$1.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$95<0.01%-17513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.