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Disclosery

IAI ISHARES TR

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US BR DEL SE ETF (fund)

181 managers (183 13F filers) reported a position in IAI shares at 2025-06-30, 5,376,604 shares in all. 30 filers opened a position and 29 filers sold out during the quarter.

Managers
181
13F filers
183
New
30
Added
51
Reduced
64
Sold out
29
Shares held by filers
5,376,604

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC684,053$116M0.05%-26,14713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…640,000$108M1.24%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY461,962$78.1M0.01%-8,30913F-HRTimelineGroup
LPL Financial LLC374,163$63.3M0.02%+263,08213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/312,309$52.8M<0.01%+134,38313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC204,235$34.5M0.1%+54,92313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP202,400$34.2M0.06%+5,50013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.209,877$32.4M0.06%+117,58213F-HR/ATimelineGroup
SPC Financial, Inc.168,858$28.6M2.39%-85613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN158,936$26.9M0.01%-6,58513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC118,858$20.1M<0.01%-43,12213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP108,458$18.3M0.02%+7,40213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding105,721$17.9M-28,418Timeline
WESPAC Advisors SoCal, LLC98,247$16.6M3.71%-23013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA90,140$15.2M<0.01%-18113F-HR/ATimelineGroup
Advisory Services Network, LLC84,695$14.9M0.24%+2,83113F-HRTimeline
UBS Group AGin group UBS Group AG80,710$13.7M<0.01%+10,25613F-HRTimelineGroup
Chicago Wealth Management, Inc.78,408$13.3M6.32%-74213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,156$12.9M<0.01%-25,49613F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC64,187$10.9M2.32%+13,08313F-HRTimeline
Prospera Financial Services Inc61,258$10.4M0.19%-52013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV60,114$10.2M0.58%new13F-HR/ATimeline
HighTower Advisors, LLC42,303$7.16M0.01%+3,66113F-HRTimeline
SFI Advisors, LLC40,485$6.85M4.74%-2,83613F-HRTimeline
Well Done, LLC37,230$6.3M1.18%-36013F-HRTimeline
Cetera Investment Advisers33,134$5.6M0.01%-4,51713F-HRTimeline
McGuire Investment Group, LLC31,550$5.34M0.68%+413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,508$5.33M0.01%+5,61613F-HRTimelineGroup
Qube Research & Technologies Ltd31,343$5.3M0.01%+11,50613F-HRTimeline
Steward Partners Investment Advisory, L…28,543$4.83M0.04%+88313F-HRTimeline
Janney Montgomery Scott LLC27,847$4.71M0.01%-18,67213F-HRTimeline
Cadent Capital Advisors, LLC27,637$4.67M1.53%+12,30113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC27,562$4.66M0.35%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,693$4.51M<0.01%-9,77313F-HRTimelineGroup
Clark Capital Management Group, Inc.20,313$3.44M0.02%-2,44313F-HRTimeline
Mariner, LLCin group Mariner, LLC19,769$3.34M<0.01%+2,28613F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC19,512$3.3M2.22%-18713F-HRTimeline
1 NORTH WEALTH SERVICES LLC19,391$3.28M1.3%-19713F-HRTimeline
Tudor Financial Inc.18,426$3.12M1.77%-42513F-HRTimeline
Atria Wealth Solutions, Inc.17,571$2.97M0.07%-7,63513F-HRTimeline
VestGen Advisors, LLC16,684$2.82M0.11%+1,61313F-HRTimeline
ARS Investment Partners, LLC15,917$2.69M0.2%new13F-HRTimeline
Great Diamond Partners, LLC15,109$2.56M0.54%-74313F-HRTimeline
Baker Avenue Asset Management, LP15,094$2.55M0.07%+48313F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC14,932$2.53M0.98%+6413F-HRTimeline
Arete Wealth Advisors, LLC13,712$2.32M0.16%+11,70113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,049$2.04M<0.01%-2,24513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,048$2.04M0.05%-21713F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC10,452$1.77M0.61%new13F-HRTimeline
Genesee Capital Advisors, LLC9,389$1.59M0.71%+3,49013F-HRTimeline
Csenge Advisory Group10,119$1.56M0.08%-6513F-HRTimeline
Robinson Value Management, Ltd.9,047$1.53M0.96%013F-HRTimeline
&PARTNERS8,492$1.44M0.01%-14313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,564$1.43M<0.01%+1,54813F-HRTimelineGroup
Belpointe Asset Management LLC7,832$1.32M0.06%-24213F-HRTimeline
SYNOVUS FINANCIAL CORP7,826$1.32M0.02%+1413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,809$1.32M<0.01%-4813F-HRTimelineGroup
Atria Investments, Inc7,545$1.28M0.02%-2,63213F-HRTimeline
IFG Advisory, LLC7,101$1.2M0.06%+5,61513F-HRTimeline
Trivium Point Advisory, LLC6,932$1.17M0.13%new13F-HRTimeline
Allworth Financial LP6,620$1.12M0.01%-92713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,588$1.11M<0.01%-568,21813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,265$1.06M<0.01%+1,54613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,205$1.05M-699Timeline
Apeiron RIA LLC5,578$943K0.24%+10813F-HRTimeline
Aprio Wealth Management, LLC5,481$927K0.1%-28713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,367$908K0.01%+3,48613F-HRTimelineGroup
Jackson Wealth Management, LLC5,089$861K0.09%+10813F-HRTimeline
NewEdge Advisors, LLC4,899$829K<0.01%+213F-HRTimeline
Global Financial Private Client, LLC4,728$800K0.3%+1,10213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,700$795K<0.01%-14413F-HRTimelineGroup
Client First Investment Management LLC4,677$791K0.49%new13F-HRTimeline
DAVENPORT & Co LLC4,629$783K<0.01%-4,25113F-HRTimeline
Sanctuary Advisors, LLC4,607$779K<0.01%-82713F-HRTimeline
Hudson Value Partners, LLC4,446$752K0.26%-4413F-HRTimeline
Integrated Wealth Concepts LLC4,102$694K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,029$681K<0.01%-9,80213F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC4,026$681K0.54%-49813F-HRTimeline
WOLVERINE TRADING, LLC4,052$675K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC3,963$670K<0.01%+7813F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC3,934$665K0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,735$632K0.01%+30413F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC3,644$616K0.32%-12713F-HRTimeline
Q3 Asset Management3,252$553K0.2%new13F-HRTimeline
Janney Capital Management LLC3,208$543K0.04%-113F-HRTimeline
Cambridge Investment Research Advisors,…3,202$542K<0.01%+1,00313F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.3,100$524K0.14%new13F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…3,060$518K0.3%13F-HRTimelineGroup
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,000$507K0.12%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC2,968$502K0.06%-32713F-HRTimeline
Kesler, Norman & Wride, LLC2,945$498K0.09%+10113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,934$496K<0.01%+34713F-HRTimelineGroup
Maxele Advisors, LLC2,926$495K0.43%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,639$446K<0.01%+1,30413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC2,600$440K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,551$431K<0.01%-2,99513F-HRTimelineGroup
Navis Wealth Advisors, LLC2,500$423K0.36%013F-HRTimeline
SeaCrest Wealth Management, LLC2,494$422K0.05%-13213F-HRTimeline
Summit Financial, LLC2,321$393K0.01%-3413F-HRTimeline
Sigma Planning Corp2,291$387K0.01%-813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,276$385K0.01%-33613F-HRTimelineGroup
CIBC WORLD MARKET INC.2,209$374K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC2,125$359K0.06%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,076$351K<0.01%-813F-HRTimelineGroup
Private Advisor Group, LLC1,934$327K<0.01%new13F-HRTimeline
Resolute Wealth Strategies, LLC1,892$320K0.17%-40913F-HRTimeline
CENTAURUS FINANCIAL, INC.1,802$305K0.02%+42013F-HRTimeline
WESPAC Advisors, LLC1,663$281K0.2%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,631$280K<0.01%new13F-HRTimeline
North Star Investment Management Corp.1,645$278K0.02%-9713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,578$267K0.01%+3613F-HRTimeline
Strategic Blueprint, LLC1,513$256K0.01%+6913F-HRTimeline
SWMG, LLC1,440$252K0.08%new13F-HRTimeline
KKM Financial LLC1,479$250K0.09%-52313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,476$250K0.01%-2,29113F-HRTimelineGroup
Sowell Financial Services LLC1,464$248K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.1,449$245K0.02%new13F-HRTimeline
Focus Financial Network, Inc.1,449$245K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,410$238K0.02%-73913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,335$226K0.01%new13F-HRTimeline
Ballentine Partners, LLC1,300$220K<0.01%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,227$208K0.04%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,200$203K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC1,195$202K0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC1,189$201K0.02%-26513F-HRTimeline
Farther Finance Advisors, LLC1,188$201K<0.01%+1,12213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,154$195K<0.01%-7813F-HRTimeline
CX Institutional1,039$176K0.01%-34413F-HR/ATimeline
SIMPLEX TRADING, LLC1,012$171K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC909$154K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…904$153K<0.01%-11413F-HRTimelineGroup
EASTERN BANK880$149K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…652$110K<0.01%-313F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC560$94.7K0.03%new13F-HRTimeline
Bristlecone Advisors, LLC550$93K0.01%013F-HRTimeline
WestEnd Advisors, LLC527$89.1K<0.01%-4,68013F-HRTimeline
PRIVATE TRUST CO NA507$85.8K0.01%+38013F-HRTimeline
Balentine LLC443$74.9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.414$70K<0.01%+313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.393$66.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.359$60.7K<0.01%-13113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management352$59.5K<0.01%-2213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL348$58.9K<0.01%+31113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…294$49.9K0.01%013F-HRTimeline
Rossby Financial, LCC272$46K0.02%013F-HRTimeline
IFP Advisors, Inc263$44.4K<0.01%+7413F-HRTimeline
Sunbelt Securities, Inc.293$42.2K<0.01%+25213F-HRTimeline
Founders Financial Alliance, LLC234$39.5K0.01%+113F-HRTimeline
SIGNATUREFD, LLC201$34K<0.01%+20013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$33.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC191$32.3K<0.01%+11213F-HRTimeline
TD Waterhouse Canada Inc.189$31.9K<0.01%+3913F-HRTimeline
Arax Advisory Partners156$26.4K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC141$23.8K0.01%new13F-HRTimeline
Clearstead Advisors, LLC138$23.3K<0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.126$21K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…113$19.1K<0.01%013F-HRTimelineGroup
Game Plan Financial Advisors, LLC100$16.9K0.01%013F-HRTimeline
NFSG Corp100$16.9K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…100$16.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC90$15K<0.01%+4713F-HRTimelineGroup
Anchor Investment Management, LLC81$13.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC76$13.2K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC77$13K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$12.5K<0.01%013F-HRTimeline
COMERICA BANK57$9.64K<0.01%-5313F-HRTimeline
DUNCKER STREETT & CO INC48$8.12K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB44$7.44K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39$6.6K<0.01%013F-HRTimelineGroup
Abound Wealth Management32$5.41K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division30$5.07K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC22$3.72K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc20$3.43K<0.01%013F-HRTimeline
MAI Capital Management17$2.88K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC17$2.88K<0.01%013F-HRTimeline
Millstone Evans Group, LLC14$2.37K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12$2.03K<0.01%013F-HRTimelineGroup
Family Manage LLC10$1.69K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC9$1.52K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…6$1.01K<0.01%-4713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.