Skip to content
Disclosery

IAI ISHARES TR

Follow

US BR DEL SE ETF (fund)

190 managers (191 13F filers) reported a position in IAI shares at 2025-12-31, 5,750,066 shares in all. 24 filers opened a position and 21 filers sold out during the quarter.

Managers
190
13F filers
191
New
24
Added
66
Reduced
52
Sold out
21
Shares held by filers
5,750,066

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,178,736$211M1.83%+538,73613F-HRTimelineGroup
Fisher Asset Management, LLC635,487$114M0.04%-22,03013F-HRTimeline
LPL Financial LLC446,882$80.2M0.02%+17,70213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY406,797$73M<0.01%-12,58113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN275,560$49.4M0.01%+62,29713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC237,569$42.6M0.1%+31,05213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/177,013$31.8M<0.01%-151,54613F-HRTimelineGroup
AlphaCore Capital LLC163,203$29.3M0.66%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC131,654$23.6M0.01%+8,98513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP124,900$22.4M0.03%-124,20013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,824$20.4M0.03%+6,67013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,050$18.8M0.02%-26813F-HRTimelineGroup
WESPAC Advisors SoCal, LLC98,767$17.7M3.57%+1,36113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,163$16.4M<0.01%-5,39413F-HRTimelineGroup
UBS Group AGin group UBS Group AG88,019$15.8M<0.01%-30,32513F-HRTimelineGroup
Chicago Wealth Management, Inc.79,003$14.2M5.69%+90913F-HRTimeline
Advisory Services Network, LLC76,624$13.7M0.19%-8,50313F-HRTimeline
MinichMacGregor Wealth Management, LLC64,937$11.6M2.11%-20313F-HRTimeline
Prospera Financial Services Inc62,331$11.2M0.18%+2,57313F-HRTimeline
HighTower Advisors, LLC60,666$10.9M0.01%+1,53813F-HRTimeline
Prostatis Group LLC59,613$10.7M2.55%+20,37913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,410$10.7M<0.01%-30,21213F-HRTimelineGroup
Well Done, LLC46,870$8.41M1.26%+4,76413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC44,840$8.04M0.1%new13F-HRTimelineGroup
SFI Advisors, LLC39,371$7.06M4.53%-44913F-HRTimeline
Cadent Capital Advisors, LLC34,907$6.26M1.65%+2,12013F-HRTimeline
IFP Advisors, Inc34,895$6.26M0.14%+1,39813F-HRTimeline
Steward Partners Investment Advisory, L…34,173$6.13M0.03%+96713F-HRTimeline
McGuire Investment Group, LLC31,260$5.61M0.6%-13513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC28,206$5.06M0.3%+1,25713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…25,223$4.52M0.01%-3,64313F-HRTimelineGroup
Janney Montgomery Scott LLC25,175$4.52M0.01%+2,32113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,082$4.5M0.01%+2,39613F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC23,982$4.3M2.51%-1,33613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,114$3.79M0.03%-2,21613F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC20,098$3.6M2.57%+70113F-HRTimeline
Qube Research & Technologies Ltd19,387$3.48M<0.01%-9,32713F-HRTimeline
Tudor Financial Inc.19,012$3.41M1.75%+16813F-HRTimeline
1 NORTH WEALTH SERVICES LLC18,737$3.36M1.18%+3913F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …16,500$2.96M0.41%new13F-HRTimelineGroup
Cetera Investment Advisers16,456$2.95M<0.01%+2,65013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,260$2.92M<0.01%+4413F-HRTimelineGroup
Arete Wealth Advisors, LLC16,258$2.92M0.2%-813F-HR/ATimeline
ARS Investment Partners, LLC15,882$2.85M0.17%+5813F-HRTimeline
Baker Avenue Asset Management, LP15,229$2.73M0.06%+9813F-HRTimeline
Great Diamond Partners, LLC15,093$2.71M0.52%+4013F-HRTimeline
VestGen Advisors, LLC15,058$2.7M0.11%-1,34213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC14,613$2.62M0.97%-913F-HRTimeline
PCG Wealth Advisors, LLC12,812$2.3M0.65%+1,49513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,517$2.25M<0.01%+1,75313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,795$2.12M<0.01%-4613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,683$2.1M0.04%-4213F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,954$1.79M0.61%-56013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,215$1.65M<0.01%+76413F-HRTimelineGroup
&PARTNERS8,973$1.61M0.01%+9113F-HRTimeline
Genesee Capital Advisors, LLC8,934$1.6M0.64%-29713F-HRTimeline
Belpointe Asset Management LLC8,734$1.57M0.06%+1,42813F-HRTimeline
Robinson Value Management, Ltd.8,650$1.55M0.84%+913F-HRTimeline
Wagner Wealth Management, Corp8,596$1.54M1.52%13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,865$1.41M0.01%13F-HR/ATimelineGroup
IFG Advisory, LLC7,700$1.38M0.06%+42013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,494$1.34M<0.01%+7413F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,478$1.34M<0.01%-7,24813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,410$1.33M0.02%+1,54113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC7,458$1.33M0.01%+21013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,571$1.18M+124Timeline
Trivium Point Advisory, LLC6,525$1.17M0.12%-41713F-HRTimeline
Jackson Wealth Management, LLC6,407$1.15M0.11%+1,17813F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,189$1.11M0.04%+1,01113F-HRTimeline
Outlook Wealth Advisors, LLC6,139$1.1M0.25%-4913F-HRTimeline
Allworth Financial LP6,075$1.09M<0.01%-44813F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV5,790$1.04M0.84%13F-HRTimeline
Atria Investments, Inc5,697$1.02M0.01%-1,29113F-HRTimeline
Apeiron RIA LLC5,327$985K0.2%-31113F-HRTimeline
Hudson Value Partners, LLC5,416$972K0.29%+6713F-HRTimeline
NewEdge Advisors, LLC5,263$944K<0.01%+32413F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC5,181$929K0.68%+1,15313F-HRTimeline
Global Financial Private Client, LLC5,071$910K0.32%+1913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,837$868K<0.01%-1,54013F-HRTimelineGroup
Aprio Wealth Management, LLC4,760$854K0.05%-70213F-HRTimeline
Signature Equity Partners, LLC4,657$835K0.46%13F-HRTimeline
DAVENPORT & Co LLC4,638$832K<0.01%-11813F-HRTimeline
Integrated Wealth Concepts LLC4,531$813K0.01%+14113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,498$807K<0.01%+1,26413F-HRTimelineGroup
FMR LLCin group FMR LLC4,327$776K<0.01%+70013F-HRTimelineGroup
Sanctuary Advisors, LLC3,903$700K<0.01%-12013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,863$693K<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC3,788$680K0.05%+2,56513F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC3,741$671K0.31%+13513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,431$615K<0.01%+813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,321$596K<0.01%new13F-HRTimelineGroup
First International Bank of Israel Ltd.in group First International Bank of I…3,194$573K0.27%-11413F-HRTimelineGroup
Janney Capital Management LLC3,096$555K0.03%-5313F-HRTimeline
HRT FINANCIAL LP3,063$549K<0.01%new13F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,000$538K0.13%013F-HRTimelineGroup
Maxele Advisors, LLC2,956$530K0.43%+3013F-HRTimeline
SeaCrest Wealth Management, LLC2,782$518K0.05%+23213F-HRTimeline
Kesler, Norman & Wride, LLC2,883$517K0.09%-11213F-HRTimeline
Farther Finance Advisors, LLC2,806$503K0.01%+78613F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,497$448K0.29%13F-HRTimeline
Private Advisor Group, LLC2,486$446K<0.01%+49213F-HRTimeline
Summit Financial, LLC2,443$438K0.01%013F-HRTimeline
Kovack Advisors, Inc.2,306$414K0.02%new13F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,229$400K<0.01%-1,40013F-HRTimelineGroup
Navis Wealth Advisors, LLC2,200$395K0.17%-30013F-HRTimeline
Glen Eagle Advisors, LLC2,125$381K0.05%013F-HRTimeline
AIMZ Investment Advisors, LLC2,040$366K0.1%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,940$348K<0.01%013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd1,901$341K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,885$338K0.02%+5013F-HRTimeline
Resolute Wealth Strategies, LLC1,841$330K0.14%-5613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,817$326K0.26%new13F-HRTimeline
North Star Investment Management Corp.1,645$295K0.02%013F-HRTimeline
WESPAC Advisors, LLC1,630$292K0.16%013F-HRTimeline
SIMPLEX TRADING, LLC1,598$287K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,551$278K<0.01%+1,46213F-HRTimelineGroup
Ausdal Financial Partners, Inc.1,503$270K0.01%-27013F-HRTimeline
SWMG, LLC1,447$258K0.07%+313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,389$249K<0.01%+53613F-HR/ATimelineGroup
Sowell Financial Services LLC1,369$246K0.01%-9513F-HRTimeline
Fortis Capital Advisors, LLC1,348$242K0.04%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,336$240K<0.01%+9613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,246$223K0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC1,235$222K<0.01%+313F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC1,227$220K0.04%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC1,225$220K0.06%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP1,200$215K<0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC1,189$213K0.02%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,166$209K<0.01%013F-HRTimelineGroup
CX Institutional1,153$207K0.01%-5713F-HRTimeline
KKM Financial LLC1,153$207K0.04%new13F-HRTimeline
WESBANCO BANK INC1,132$203K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,085$195K<0.01%-4213F-HRTimeline
Global Retirement Partners, LLC891$160K<0.01%-1113F-HRTimeline
EASTERN BANK880$158K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…793$142K<0.01%+2313F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…759$136K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC723$130K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC603$108K0.03%+11113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…557$99.9K<0.01%-7013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC500$89.7K<0.01%-15613F-HRTimelineGroup
WestEnd Advisors, LLC493$88.5K<0.01%-1213F-HRTimeline
Balentine LLC443$79.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.414$74.3K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA362$64.9K0.01%-713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.359$64.4K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC331$59.4K<0.01%+1613F-HRTimeline
BLAIR WILLIAM & CO/IL274$49.1K<0.01%-1013F-HRTimeline
Rossby Financial, LCC272$48.8K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…269$48.2K0.02%new13F-HRTimeline
Nemes Rush Group LLC258$46.3K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC235$42.1K0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC203$36K<0.01%new13F-HR/ATimelineGroup
SIGNATUREFD, LLC201$36K<0.01%013F-HRTimeline
TRUST CO OF VERMONT200$35.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\187$33.5K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.181$32.5K<0.01%-813F-HRTimeline
Arax Advisory Partners162$29.1K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…146$26.2K<0.01%+3313F-HRTimelineGroup
AE Wealth Management LLC141$25.3K<0.01%-1413F-HRTimeline
Wagner Wealth Management, LLC141$25.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.127$23K0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.117$21K<0.01%013F-HRTimeline
Parallel Advisors, LLC100$17.9K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC100$17.9K0.01%013F-HRTimeline
NFSG Corp100$17.9K<0.01%013F-HRTimeline
Anchor Investment Management, LLC81$14.5K<0.01%013F-HRTimeline
Root Financial Partners, LLC81$14.5K<0.01%+3613F-HRTimeline
Cornerstone Planning Group LLC76$14.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC77$13.8K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC74$13.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…60$10.8K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC50$8.97K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC48$8.61K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.41$7.35K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39$7K<0.01%013F-HRTimelineGroup
COMERICA BANK35$6.28K<0.01%013F-HRTimeline
Abound Wealth Management32$5.74K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division30$5.38K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.25$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aptus Capital Advisors, LLC22$3.95K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC18$3.23K<0.01%13F-HRTimeline
MAI Capital Management17$3.05K<0.01%-1013F-HRTimeline
Smartleaf Asset Management LLC16$2.9K<0.01%013F-HRTimeline
Millstone Evans Group, LLC14$2.51K<0.01%013F-HRTimeline
Caitlin John, LLC13$2.33K<0.01%013F-HRTimeline
Family Manage LLC10$1.79K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC9$1.62K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…6$1.08K<0.01%013F-HRTimeline
BankChampaign, National Association250$897<0.01%13F-HRTimeline