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Disclosery

IAI ISHARES TR

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US BR DEL SE ETF (fund)

183 managers (184 13F filers) reported a position in IAI shares at 2025-09-30, 5,531,425 shares in all. 29 filers opened a position and 26 filers sold out during the quarter.

Managers
183
13F filers
184
New
29
Added
59
Reduced
57
Sold out
26
Shares held by filers
5,531,425

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC657,517$116M0.04%-26,53613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…640,000$113M1.02%013F-HRTimelineGroup
LPL Financial LLC429,180$75.9M0.02%+55,01713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY419,378$74.2M<0.01%-42,58413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/328,559$58.1M<0.01%+16,25013F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP249,100$44.1M0.07%+46,70013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN213,263$37.7M0.01%+54,32713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC206,517$36.5M0.1%+2,28213F-HRTimeline
SPC Financial, Inc.169,156$29.9M2.34%+29813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC122,669$21.7M<0.01%+3,81113F-HRTimelineGroup
UBS Group AGin group UBS Group AG118,344$20.9M<0.01%+37,63413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.107,154$18.7M0.03%-102,72313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,318$18.6M0.02%-3,14013F-HRTimelineGroup
WESPAC Advisors SoCal, LLC97,406$17.2M3.5%-84113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96,557$17.1M<0.01%+6,41713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,622$15.9M0.01%+13,46613F-HRTimelineGroup
Advisory Services Network, LLC85,127$15.1M0.22%+43213F-HRTimeline
Chicago Wealth Management, Inc.78,094$13.8M6.02%-31413F-HRTimeline
MinichMacGregor Wealth Management, LLC65,140$11.5M2.25%+95313F-HRTimeline
Prospera Financial Services Inc59,758$10.6M0.18%-1,50013F-HRTimeline
HighTower Advisors, LLC59,128$10.5M0.01%+16,82513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd56,881$10.1M0.12%new13F-HRTimelineGroup
Well Done, LLC42,106$7.45M1.27%+4,87613F-HRTimeline
SFI Advisors, LLC39,820$7.04M4.49%-66513F-HRTimeline
Prostatis Group LLC39,234$6.94M1.74%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,793$6.86M0.01%+7,28513F-HRTimelineGroup
IFP Advisors, Inc33,497$5.92M0.15%+33,23413F-HR/ATimeline
Steward Partners Investment Advisory, L…33,206$5.87M0.03%+4,66313F-HRTimeline
Cadent Capital Advisors, LLC32,787$5.8M1.54%+5,15013F-HRTimeline
McGuire Investment Group, LLC31,395$5.55M0.63%-15513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…28,866$5.11M0.02%new13F-HRTimelineGroup
Qube Research & Technologies Ltd28,714$5.08M0.01%-2,62913F-HRTimeline
Horizon Wealth Management, LLC27,724$4.9M0.72%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,949$4.77M0.32%-61313F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC25,318$4.48M2.69%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,330$4.13M0.03%+17,96313F-HRTimelineGroup
Janney Montgomery Scott LLC22,854$4.04M0.01%-4,99313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,686$4.01M0.01%+16,42113F-HRTimeline
CASTLEARK MANAGEMENT LLC19,520$3.45M0.1%new13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC19,397$3.43M2.5%-11513F-HRTimeline
Tudor Financial Inc.18,844$3.33M1.77%+41813F-HRTimeline
1 NORTH WEALTH SERVICES LLC18,698$3.31M1.35%-69313F-HRTimeline
VestGen Advisors, LLC16,400$2.9M0.1%-28413F-HRTimeline
Arete Wealth Advisors, LLC16,266$2.88M0.18%+2,55413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding16,216$2.87M-89,505Timeline
GTS SECURITIES LLC16,126$2.85M0.11%new13F-HRTimeline
ARS Investment Partners, LLC15,824$2.8M0.18%-9313F-HRTimeline
Baker Avenue Asset Management, LP15,131$2.68M0.06%+3713F-HRTimeline
Great Diamond Partners, LLC15,053$2.66M0.52%-5613F-HRTimeline
Cambridge Investment Research Advisors,…14,726$2.6M0.01%+11,52413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC14,622$2.59M0.94%-31013F-HRTimeline
Cetera Investment Advisers13,806$2.44M<0.01%-19,32813F-HRTimeline
Guerra Advisors Inc13,675$2.42M0.89%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,841$2.09M<0.01%-20813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,725$2.07M0.04%-32313F-HRTimelineGroup
PCG Wealth Advisors, LLC11,317$2M0.58%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,764$1.89M<0.01%+2,20013F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC10,514$1.86M0.62%+6213F-HRTimeline
Genesee Capital Advisors, LLC9,231$1.63M0.71%-15813F-HRTimeline
&PARTNERS8,882$1.57M0.01%+39013F-HRTimeline
Robinson Value Management, Ltd.8,641$1.53M0.89%-40613F-HRTimeline
Mariner, LLCin group Mariner, LLC8,451$1.49M<0.01%-11,31813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP7,844$1.39M0.02%+1813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,420$1.31M<0.01%-38913F-HRTimelineGroup
Belpointe Asset Management LLC7,306$1.29M0.05%-52613F-HRTimeline
IFG Advisory, LLC7,280$1.29M0.06%+17913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,248$1.28M0.01%+2,54813F-HRTimelineGroup
Atria Investments, Inc6,988$1.24M0.01%-55713F-HRTimeline
Trivium Point Advisory, LLC6,942$1.23M0.13%+1013F-HRTimeline
Allworth Financial LP6,523$1.15M0.01%-9713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,447$1.14M+242Timeline
ASSETMARK, INCin group ASSETMARK, INC6,377$1.13M<0.01%-21113F-HRTimelineGroup
Outlook Wealth Advisors, LLC6,188$1.09M0.27%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,869$1.04M0.01%new13F-HRTimelineGroup
Apeiron RIA LLC5,638$978K0.22%+6013F-HRTimeline
Aprio Wealth Management, LLC5,462$966K0.1%-1913F-HRTimeline
Hudson Value Partners, LLC5,349$946K0.3%+90313F-HRTimeline
Brendel Financial Advisors LLC5,308$939K0.48%new13F-HRTimeline
Jackson Wealth Management, LLC5,229$925K0.09%+14013F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,178$916K0.04%new13F-HRTimeline
Global Financial Private Client, LLC5,052$894K0.32%+32413F-HRTimeline
NewEdge Advisors, LLC4,939$874K<0.01%+4013F-HRTimeline
Focus Financial Network, Inc.4,823$853K0.03%+3,37413F-HRTimeline
DAVENPORT & Co LLC4,756$841K<0.01%+12713F-HRTimeline
Integrated Wealth Concepts LLC4,390$777K0.01%+28813F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC4,028$712K0.53%+213F-HRTimeline
Sanctuary Advisors, LLC4,023$712K<0.01%-58413F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,629$642K<0.01%-40013F-HRTimelineGroup
FMR LLCin group FMR LLC3,627$642K<0.01%-33613F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC3,606$638K0.3%-3813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,423$606K<0.01%+48913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC3,400$601K<0.01%+80013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…3,308$585K0.33%+24813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,234$572K<0.01%+68313F-HR/ATimelineGroup
Janney Capital Management LLC3,149$557K0.03%-5913F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,000$531K0.12%013F-HRTimelineGroup
Maxele Advisors, LLC2,926$518K0.45%013F-HRTimeline
SeaCrest Wealth Management, LLC2,550$448K0.05%+5613F-HRTimeline
Navis Wealth Advisors, LLC2,500$442K0.33%013F-HRTimeline
Summit Financial, LLC2,443$432K0.01%+12213F-HRTimeline
Kesler, Norman & Wride, LLC2,995$432K0.08%+5013F-HRTimeline
Wealthspire Advisors, LLC2,392$423K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC2,125$376K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,020$357K0.01%+83213F-HRTimeline
Private Advisor Group, LLC1,994$353K<0.01%+6013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,940$343K<0.01%-13613F-HRTimelineGroup
Resolute Wealth Strategies, LLC1,897$336K0.15%+513F-HRTimeline
CENTAURUS FINANCIAL, INC.1,835$325K0.02%+3313F-HRTimeline
Ausdal Financial Partners, Inc.1,773$314K0.02%+32413F-HRTimeline
Accredited Investors Inc.1,750$310K0.02%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,742$308K0.01%+16413F-HRTimeline
North Star Investment Management Corp.1,645$291K0.02%013F-HRTimeline
WESPAC Advisors, LLC1,630$288K0.17%-3313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,554$275K0.02%+14413F-HRTimeline
Sowell Financial Services LLC1,464$259K0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,405$249K0.03%-1,56313F-HRTimeline
SWMG, LLC1,444$248K0.08%+413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,333$233K<0.01%-29813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,240$219K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,232$218K<0.01%-10313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,227$217K0.04%013F-HRTimeline
Signal Advisors Wealth, LLC1,223$216K0.02%new13F-HRTimeline
CX Institutional1,210$214K0.01%+17113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,200$212K<0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC1,189$210K0.02%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,166$206K<0.01%new13F-HRTimelineGroup
WESBANCO BANK INC1,132$200K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,127$199K<0.01%-2713F-HRTimeline
Belvedere Trading LLC1,054$186K0.01%new13F-HRTimeline
Global Retirement Partners, LLC902$160K<0.01%-713F-HRTimeline
EASTERN BANK880$156K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…853$151K<0.01%-5113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…770$136K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC656$116K<0.01%-1,98313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…627$111K<0.01%-2513F-HRTimelineGroup
WestEnd Advisors, LLC505$89.3K<0.01%-2213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC492$87K0.02%-6813F-HRTimeline
Balentine LLC443$78.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.414$73.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA369$65.3K0.01%-13813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.359$63.5K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC315$55.7K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL284$50.2K<0.01%-6413F-HRTimeline
Rossby Financial, LCC272$47.3K0.02%013F-HRTimeline
Founders Financial Alliance, LLC234$41.4K0.01%013F-HRTimeline
SIGNATUREFD, LLC201$35.6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT200$35.4K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\187$33.1K<0.01%-1313F-HRTimelineGroup
TD Waterhouse Canada Inc.189$32.9K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC160$28.3K0.01%+14313F-HRTimeline
AE Wealth Management LLC155$27.4K<0.01%-3613F-HRTimeline
Wagner Wealth Management, LLC141$24.9K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC141$24.9K<0.01%-2,13513F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.126$22K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.117$20.7K<0.01%-27613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…113$20K<0.01%013F-HRTimelineGroup
Game Plan Financial Advisors, LLC100$17.7K0.01%013F-HRTimeline
NFSG Corp100$17.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$17.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC89$16K<0.01%-113F-HRTimelineGroup
Anchor Investment Management, LLC81$14.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC77$13.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC76$13.2K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$13.1K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC48$8.49K<0.01%013F-HRTimeline
Root Financial Partners, LLC45$7.96K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.41$7.25K<0.01%-25213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39$6.9K<0.01%013F-HRTimelineGroup
COMERICA BANK35$6.19K<0.01%-2213F-HRTimeline
Abound Wealth Management32$5.66K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division30$5.31K<0.01%013F-HRTimeline
Blue Trust, Inc.28$4.86K<0.01%new13F-HRTimeline
MAI Capital Management27$4.78K<0.01%+1013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.25$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aptus Capital Advisors, LLC22$3.89K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC16$2.85K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC14$2.48K<0.01%013F-HRTimeline
Caitlin John, LLC13$2.3K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12$2.12K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC14$2K<0.01%new13F-HRTimeline
Family Manage LLC10$1.77K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC9$1.59K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…6$1.06K<0.01%013F-HRTimeline