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Ishares U.S. Broker-Dealers (IAI)

CUSIP: 464288794 | NYSE | 558 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Meitav Investment House LTD494,681
0.6% of portfolio›$87.1M
AlphaCore Capital LLC87,554
0.2% of portfolio›$15.4M
MinichMacGregor Wealth Management, LLC75,433
2.1% of portfolio›$13.3M
Prospera Financial Services Inc71,717
0.2% of portfolio›$12.7M
Wespac Advisors SoCal, LLC57,067
1.8% of portfolio›$10.1M
Well Done, LLC49,353
1.2% of portfolio›$8.7M
Agur Provident & Training Funds Management LTD49,200
2.0% of portfolio›$86.7K
Equity Investment Corp33,941
0.1% of portfolio›$6.0M
McGuire Investment Group, LLC30,783
0.5% of portfolio›$5.4M
Commonwealth Equity Services, LLC27,437
0.0% of portfolio›$4.8M
Cottonwood Capital Advisors, LLC25,688
2.7% of portfolio›$4.5M
Cadent Capital Advisors, LLC22,975
0.9% of portfolio›$4.0M
Truist Financial Corp22,460
0.0% of portfolio›$4.0M
SFI Advisors, LLC22,202
3.2% of portfolio›$3.9M
Valicenti Advisory Services Inc17,178
0.0% of portfolio›$3.0K
Heritage OAK Wealth Advisors LLC16,284
0.9% of portfolio›$2.9M
Cambridge Investment Research Advisors, Inc.15,393
0.0% of portfolio›$2.7K
MGO One Seven LLC12,730
0.0% of portfolio›$2.2M
Outlook Wealth Advisors, LLC9,029
0.3% of portfolio›$1.6M
Integrity Alliance, Llc.8,945
0.0% of portfolio›$1.6M
Robinson Value Management, Ltd.7,666
0.7% of portfolio›$1.4M
Rhodes Investment Advisors Inc6,713
0.8% of portfolio›$1.2M
Genesee Capital Advisors, LLC5,740
0.3% of portfolio›$1.0M
Signature Equity Partners, LLC5,682
0.3% of portfolio›$1.0M
Global Financial Private Client, LLC5,594
0.3% of portfolio›$985.3K
Lido Advisors, LLC5,291
0.0% of portfolio›$932.0K
Schuylkill Financial LLC5,128
0.9% of portfolio›$903.3K
Parallel Advisors, LLC4,402
0.0% of portfolio›$775.4K
Assetmark, Inc4,298
0.0% of portfolio›$757.1K
Atria Investments, Inc4,009
0.0% of portfolio›$706.1K
Southern Capital Advisors, LLC3,808
0.3% of portfolio›$670.8K
Fifth Third Securities, Inc.3,775
0.0% of portfolio›$664.9K
Aprio Wealth Management, LLC3,180
0.0% of portfolio›$560.1K
Concurrent Investment Advisors, LLC3,086
0.0% of portfolio›$543.5K
Kestra Advisory Services, LLC2,871
0.0% of portfolio›$505.7K
Signal Advisors Wealth, LLC2,797
0.0% of portfolio›$492.7K
Davenport & Co LLC2,534
0.0% of portfolio›$446.3K
SeaCrest Wealth Management, LLC2,242
0.0% of portfolio›$394.9K
Oppenheimer & Co Inc1,757
0.0% of portfolio›$309.5K
CX Institutional1,704
0.0% of portfolio›$300
North Star Investment Management Corp.1,645
0.0% of portfolio›$289.8K
Kraematon Investment Advisors, Inc1,493
0.2% of portfolio›$263.0K
Swmg, LLC1,453
0.1% of portfolio›$261.1K
Independent Financial Group, LLC1,392
0.0% of portfolio›$245.2K
Creative Financial Designs Inc1,258
0.0% of portfolio›$221.5K
Strategic Blueprint, LLC1,202
0.0% of portfolio›$211.8K
Citizens Financial Group Inc1,166
0.0% of portfolio›$205.4K
Eastern Bank880
0.0% of portfolio›$155.0K
Farther Finance Advisors, LLC591
0.0% of portfolio›$104.1K
IFP Advisors, Inc538
0.0% of portfolio›$94.8K
Balentine LLC443
0.0% of portfolio›$78.0K
Allspring Global Investments Holdings, LLC411
0.0% of portfolio›$72.5K
Private Trust Co NA237
0.0% of portfolio›$41.7K
Signaturefd, LLC201
0.0% of portfolio›$35.3K
Trust Co of Vermont200
0.0% of portfolio›$35.2K
Nfsg Corp180
0.0% of portfolio›$31.7K
TD Waterhouse Canada Inc.150
0.0% of portfolio›$26.4K
Wagner Wealth Management, LLC141
0.0% of portfolio›$24.8K
Proathlete Wealth Management LLC140
0.0% of portfolio›$24.7K
WestEnd Advisors, LLC139
0.0% of portfolio›$24.6K
Hazlett, Burt & Watson, Inc.128
0.0% of portfolio›$23
Root Financial Partners, LLC88
0.0% of portfolio›$15.5K
Ashton Thomas Private Wealth, LLC83
0.0% of portfolio›$14.6K
Downshift Financial, LLC73
0.0% of portfolio›$12.9K
Birch Financial Group, LLC64
0.0% of portfolio›$11.3K
Duncker Streett & Co Inc48
0.0% of portfolio›$8.5K
EverSource Wealth Advisors, LLC39
0.0% of portfolio›$6.9K
Abound Wealth Management32
0.0% of portfolio›$5.6K
Balance Wealth Partners LLC32
0.0% of portfolio›$5.6K
Caldwell Trust Co30
0.0% of portfolio›$5.3K
Central Pacific Bank - Trust Division30
0.0% of portfolio›$5.3K
Gilpin Wealth Management, LLC18
0.0% of portfolio›$3.2K
Polaris Financial Partners14
0.0% of portfolio›$2
Tsfg, LLC8
0.0% of portfolio›$1
Capital Investment Advisory Services, LLC6
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Meitav Investment House LTD
494,681$87.1M0.6%ETFMediumBene-Beraq, Luxembourg2026-10-28
AlphaCore Capital LLC
87,554$15.4M0.2%ETFLowLa Jolla, CA2026-11-04
MinichMacGregor Wealth Management, LLC
75,433$13.3M2.1%ETFHighSaratoga Springs, NY2026-10-14
Prospera Financial Services Inc
71,717$12.7M0.2%CoreMediumDallas, TX2026-11-04
Wespac Advisors SoCal, LLC
57,067$10.1M1.8%GrowthMediumPasadena, CA2026-10-13
Well Done, LLC
49,353$8.7M1.2%ETFLowHolland, MI2026-10-20
Agur Provident & Training Funds Management LTD
49,200$86.7K2.0%ETFVery LowTel Aviv, Luxembourg2026-11-02
Equity Investment Corp
33,941$6.0M0.1%YieldMediumAtlanta, GA2026-11-04
McGuire Investment Group, LLC
30,783$5.4M0.5%Agg GrowthLowWakefield, RI2026-10-23
Commonwealth Equity Services, LLC
27,437$4.8M0.0%ETFLowWaltham, MA2026-11-02
Cottonwood Capital Advisors, LLC
25,688$4.5M2.7%ETFVery LowSalt Lake City, UT2026-10-20
Cadent Capital Advisors, LLC
22,975$4.0M0.9%ETFHighTulsa, OK2026-10-09
Truist Financial Corp
22,460$4.0M0.0%CoreLowCharlotte, NC2026-10-30
SFI Advisors, LLC
22,202$3.9M3.2%ETFLowMontclair, NJ2026-10-30
Valicenti Advisory Services Inc
17,178$3.0K0.0%GrowthLowElmira, NY2026-10-23
Heritage OAK Wealth Advisors LLC
16,284$2.9M0.9%ValueHighSanta Rosa Beach, FL2026-10-14
Cambridge Investment Research Advisors, Inc.
15,393$2.7K0.0%ETFLowFairfield, IA2026-11-02
MGO One Seven LLC
12,730$2.2M0.0%GrowthLowBeachwood, OH2026-10-28
Outlook Wealth Advisors, LLC
9,029$1.6M0.3%ETFMediumShenandoah, TX2026-10-28
Integrity Alliance, Llc.
8,945$1.6M0.0%ETFMediumUrbandale, IA2026-10-29
Robinson Value Management, Ltd.
7,666$1.4M0.7%YieldHighSan Antonio, TX2026-10-20
Rhodes Investment Advisors Inc
6,713$1.2M0.8%CoreMediumFort Worth, TX2026-10-07
Genesee Capital Advisors, LLC
5,740$1.0M0.3%ETFMediumAuburn, NY2026-10-20
Signature Equity Partners, LLC
5,682$1.0M0.3%GrowthMediumColumbus, OH2026-10-29
Global Financial Private Client, LLC
5,594$985.3K0.3%GrowthLowSarasota, FL2026-10-15
Lido Advisors, LLC
5,291$932.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Schuylkill Financial LLC
5,128$903.3K0.9%ETFN/AWyomissing, PA2026-10-21
Parallel Advisors, LLC
4,402$775.4K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
4,298$757.1K0.0%ETFLowConcord, CA2026-10-21
Atria Investments, Inc
4,009$706.1K0.0%CoreMediumCharlotte, NC2026-10-15
Southern Capital Advisors, LLC
3,808$670.8K0.3%ETFLowJackson, TN2026-10-26
Fifth Third Securities, Inc.
3,775$664.9K0.0%ETFLowCincinnati, OH2026-10-21
Aprio Wealth Management, LLC
3,180$560.1K0.0%ETFMediumAtlanta, GA2026-10-28
Concurrent Investment Advisors, LLC
3,086$543.5K0.0%GrowthMediumTampa, FL2026-10-16
Kestra Advisory Services, LLC
2,871$505.7K0.0%CoreLowAustin, TX2026-11-02
Signal Advisors Wealth, LLC
2,797$492.7K0.0%ETFLowDetroit, MI2026-10-13
Davenport & Co LLC
2,534$446.3K0.0%CoreMediumRichmond, VA2026-10-14
SeaCrest Wealth Management, LLC
2,242$394.9K0.0%GrowthLowPurchase, NY2026-10-21
Oppenheimer & Co Inc
1,757$309.5K0.0%CoreLowNew York, NY2026-10-26
CX Institutional
1,704$3000.0%CoreMediumAuburn, IN2026-10-02
North Star Investment Management Corp.
1,645$289.8K0.0%CoreLowChicago, IL2026-10-27
Kraematon Investment Advisors, Inc
1,493$263.0K0.2%MomentumLowBraintree, MA2026-11-02
Swmg, LLC
1,453$261.1K0.1%ETFMediumFort Worth, TX2026-10-23
Independent Financial Group, LLC
1,392$245.2K0.0%GrowthLowSan Diego, CA2026-10-13
Creative Financial Designs Inc
1,258$221.5K0.0%ETFMediumKokomo, IN2026-11-04
Strategic Blueprint, LLC
1,202$211.8K0.0%ETFLowAtlanta, GA2026-10-22
Citizens Financial Group Inc
1,166$205.4K0.0%GrowthLowProvidence, RI2026-10-23
Eastern Bank
880$155.0K0.0%GrowthMediumBoston, MA2026-10-05
Farther Finance Advisors, LLC
591$104.1K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
538$94.8K0.0%GrowthLowTampa, FL2026-10-16
Balentine LLC
443$78.0K0.0%ETFLowAtlanta, GA2026-11-03
Allspring Global Investments Holdings, LLC
411$72.5K0.0%CoreMediumCharlotte, NC2026-11-04
Private Trust Co NA
237$41.7K0.0%CoreLowCleveland, OH2026-10-20
Signaturefd, LLC
201$35.3K0.0%IndexLowAtlanta, GA2026-10-23
Trust Co of Vermont
200$35.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nfsg Corp
180$31.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Waterhouse Canada Inc.
150$26.4K0.0%CoreLowToronto, Australia2026-10-16
Wagner Wealth Management, LLC
141$24.8K0.0%ETFLowGreenville, SC2026-10-21
Proathlete Wealth Management LLC
140$24.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
WestEnd Advisors, LLC
139$24.6K0.0%ETFMediumCharlotte, NC2026-10-27
Hazlett, Burt & Watson, Inc.
128$230.0%CoreVery LowWheeling, WV2026-11-04
Root Financial Partners, LLC
88$15.5K0.0%ETFMediumEncinitas, CA2026-10-21
Ashton Thomas Private Wealth, LLC
83$14.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Downshift Financial, LLC
73$12.9K0.0%ETFLowBoulder, CO2026-10-13
Birch Financial Group, LLC
64$11.3K0.0%CoreLowKeene, NH2026-10-27
Duncker Streett & Co Inc
48$8.5K0.0%GrowthLowSt. Louis, MO2026-10-27
EverSource Wealth Advisors, LLC
39$6.9K0.0%CoreMediumBirmingham, AL2026-11-04
Abound Wealth Management
32$5.6K0.0%ETFVery LowFranklin, TN2026-10-26
Balance Wealth Partners LLC
32$5.6K0.0%ETFMediumWorthington, OH2026-10-27
Caldwell Trust Co
30$5.3K0.0%GrowthLowVenice, FL2026-10-30
Central Pacific Bank - Trust Division
30$5.3K0.0%CoreMediumHonolulu, HI2026-10-06
Gilpin Wealth Management, LLC
18$3.2K0.0%GrowthLowDenver, CO2026-10-09
Polaris Financial Partners
14$20.0%GrowthN/AWesterville, OH2026-10-02
Tsfg, LLC
8$10.0%ETFLowLake Forest, IL2026-10-23
Capital Investment Advisory Services, LLC
6$1.1K0.0%CoreMediumRaleigh, NC2026-10-30