IAI ISHARES TR
FollowUS BR DEL SE ETF (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in IAI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WESPAC Advisors SoCal, LLC | 57,067 | $10.1M | 1.82% | -1,100 | 13F-HRTimeline |
| Cadent Capital Advisors, LLC | 22,975 | $4.05M | 0.87% | -14,884 | 13F-HRTimeline |
| RHODES INVESTMENT ADVISORS INC /ADV | 6,713 | $1.18M | 0.84% | +378 | 13F-HRTimeline |
| Signal Advisors Wealth, LLC | 2,797 | $493K | 0.02% | -840 | 13F-HRTimeline |
| CX Institutional | 1,704 | $300K | 0.01% | -41 | 13F-HRTimeline |
| INDEPENDENT FINANCIAL GROUP, LLC | 1,392 | $245K | <0.01% | new | 13F-HRTimeline |
| EASTERN BANK | 880 | $155K | <0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 591 | $104K | <0.01% | -1 | 13F-HRTimeline |
| Downshift Financial, LLC | 73 | $12.9K | 0.01% | 0 | 13F-HRTimeline |
| Central Pacific Bank - Trust Division | 30 | $5.28K | <0.01% | 0 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 18 | $3.17K | <0.01% | 0 | 13F-HRTimeline |
| Polaris Financial Partners | 14 | $2K | <0.01% | 13F-HRTimeline |