iShares U.S. Broker-DealersIAIETF
13F holders, Q1 2024 (March 31)90holders
2famous investors
$115.92avg. 13F price*
At the end of Q1 2024, 90 institutions reported holding iShares U.S. Broker-Dealers (IAI) in their 13F filings. The largest holders were Fisher Asset Management ($97.9M), Gradient Investments LLC ($35.2M) and Morgan Stanley ($17.8M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Broker-Dealers
- CUSIP
- 464288794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $23.0M |
| Exits | 19 | $105.7M |
Ownership 90 holders
| Fisher Asset Management | 0.05% | Reduce -3.1% | 843,566 | $97.9M |
| Gradient Investments LLC | 0.82% | Reduce -5.0% | 303,780 | $35.2M |
| Morgan Stanley | 0.00% | Reduce -11.9% | 153,370 | $17.8M |
| WESPAC Advisors SoCal, LLC | 2.04% | New | 67,070 | $7.8M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 52,358 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 48,355 | $5.6M |
| SFI Advisors, LLC | 4.34% | Add +1.0% | 47,742 | $5.5M |
| UBS Group AG | 0.00% | Reduce -7.9% | 45,317 | $5.3M |
| McGuire Investment Group, LLC | 0.56% | Reduce -3.7% | 33,161 | $3.8M |
| LPL Financial LLC | 0.00% | Reduce -21.7% | 30,544 | $3.5M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 27,516 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +77.2% | 24,801 | $2.9M |
| Main Management LLC | 0.24% | Reduce -30.6% | 24,000 | $2.8M |
| Cottonwood Capital Advisors, LLC | 2.21% | Reduce -7.2% | 25,356 | $2.8M |
| Kingsview Wealth Management, LLC | 0.07% | Add +101.0% | 22,883 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.2% | 22,183 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -59.9% | 21,317 | $2.5M |
| Prospera Financial Services Inc | 0.07% | New | 20,943 | $2.4M |
| Great Diamond Partners, LLC | 0.43% | Add +1.0% | 16,263 | $1.9M |
| Q3 Asset Management | 0.49% | Add +7.0% | 14,988 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +5.1% | 13,409 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -68.9% | 12,880 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -4.4% | 11,699 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 10,800 | $1.3M |
| Cetera Investment Advisers | 0.00% | New | 10,715 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 9,391 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -5.3% | 9,244 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 7,667 | $890K |
| Mariner, LLC | 0.00% | New | 6,017 | $698K |
| Apeiron RIA LLC | 0.20% | No change | 5,830 | $676K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 5,644 | $655K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.9% | 5,230 | $607K |
| Ameriprise Financial Inc. | 0.00% | Add +105.7% | 5,053 | $586K |
| CX Institutional | 0.03% | Reduce -6.9% | 4,701 | $545K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.6% | 4,570 | $530K |
| HighTower Advisors, LLC | 0.00% | New | 4,526 | $526K |
| SPC Financial, Inc. | 0.05% | Reduce -38.5% | 4,386 | $509K |
| Avitas Wealth Management LLC | 0.07% | Reduce -1.5% | 4,214 | $489K |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.9% | 3,539 | $411K |
| CPR Investments Inc. | 0.27% | New | 3,001 | $348K |
| Alpine Woods Capital Investors, LLC | 0.07% | No change | 3,000 | $334K |
| Secure Asset Management, LLC | 0.08% | New | 2,775 | $322K |
| Raymond James & Associates | 0.00% | Reduce -19.9% | 2,740 | $318K |
| Navis Wealth Advisors, LLC | 0.35% | No change | 2,500 | $290K |
| Resolute Wealth Strategies, LLC | 0.18% | Add +0.3% | 2,498 | $290K |
| Phillips Wealth Planners LLC | 0.32% | New | 2,544 | $280K |
| Summit Financial, LLC | 0.02% | No change | 2,383 | $276K |
| Two Sigma Advisers, LP | 0.00% | New | 2,300 | $267K |
| Centaurus Financial, Inc. | 0.02% | Reduce -13.2% | 2,267 | $263K |
| Wbi Investments, LLC | 0.05% | New | 2,171 | $252K |
| Corbyn Investment Management Inc. | 0.11% | Reduce -1.3% | 2,145 | $249K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 2,125 | $247K |
| FMR LLC | 0.00% | Add +20.8% | 1,887 | $219K |
| GTS Securities LLC | 0.01% | Reduce -74.7% | 1,879 | $218K |
| North Star Investment Management Corp. | 0.01% | Add +5.9% | 1,742 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +48.6% | 1,103 | $128K |
| JPMorgan Chase & Co. | 0.00% | Reduce -80.2% | 1,038 | $120K |
| Cambridge Trust Co. | 0.00% | New | 880 | $102K |
| Citigroup Inc. | 0.00% | Reduce -3.3% | 685 | $79K |
| Harbour Investments, Inc. | 0.00% | Add +522.3% | 641 | $74K |
| NewEdge Advisors, LLC | 0.00% | No change | 586 | $68K |
| Blair William & Co. | 0.00% | New | 500 | $58K |
| Caitlin John, LLC | 0.04% | No change | 443 | $51K |
| Balentine LLC | 0.00% | No change | 443 | $51K |
| Global Retirement Partners, LLC | 0.00% | Reduce -72.2% | 274 | $32K |
| US Bancorp \de | 0.00% | Add +10.8% | 257 | $30K |
| Sunbelt Securities, Inc. | 0.00% | No change | 251 | $29K |
| IFP Advisors, Inc | 0.00% | Reduce -15.5% | 251 | $29K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -17.5% | 231 | $27K |
| Signaturefd, LLC | 0.00% | New | 212 | $25K |
| Tucker Asset Management LLC | 0.01% | No change | 191 | $22K |
| CoreCap Advisors, LLC | 0.00% | New | 173 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 140 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -27.8% | 109 | $12K |
| Principal Securities, Inc. | 0.00% | Reduce -90.9% | 104 | $12K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 100 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $11K |
| Russell Investments Group, Ltd. | 0.00% | New | 76 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 69 | $8K |
| Cwm, LLC | 0.00% | No change | 72 | $8K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 50 | $6K |
| Comerica Bank | 0.00% | No change | 43 | $5K |
| Kelly Financial Services LLC | 0.00% | No change | 40 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 38 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 39 | $4K |
| WR Wealth Planners, LLC | 0.00% | New | 31 | $4K |
| Assetmark, Inc. | 0.00% | No change | 24 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | — | 22 | $3K |
| National Bank of Canada | 0.00% | New | 19 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 19 | $2K |
"% of holder's portfolio" is IAI's weight in each manager's 13F, not the share of iShares U.S. Broker-Dealers the manager owns.