iShares U.S. Broker-DealersIAIETF
13F holders, Q2 2025 (June 30)182holders +4
31new positions
29sold out
4famous investors
$168.63avg. 13F price*
At the end of Q2 2025, 182 institutions reported holding iShares U.S. Broker-Dealers (IAI) in their 13F filings, up 4 from Q1 2025. 31 opened new positions and 29 sold out. The largest holders were Fisher Asset Management ($115.7M), Harel Insurance Investments & Financial Services Ltd. ($108.3M) and Morgan Stanley ($78.1M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $28.4M |
| Exits | 29 | $69.9M |
All 13F filers, Q1 2025 → Q2 2025: 849,965 shares bought and 1,291,750 shares sold, net −441,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| Fisher Asset Management | 0.05% | Reduce -3.7% | 684,053 | $115.7M |
| Harel Insurance Investments & Financial Services Ltd. | 1.24% | No change | 640,000 | $108.3M |
| Morgan Stanley | 0.01% | Reduce -1.8% | 461,962 | $78.1M |
| LPL Financial LLC | 0.02% | Add +236.8% | 374,163 | $63.3M |
| Bank of America Corp. | 0.00% | Add +75.5% | 312,309 | $52.8M |
| MML Investors Services, LLC | 0.10% | Add +36.8% | 204,235 | $34.5M |
| Two Sigma Investments, LP | 0.06% | Add +2.8% | 202,400 | $34.2M |
| Osaic Holdings, Inc. | 0.06% | Add +127.4% | 209,877 | $32.4M |
| SPC Financial, Inc. | 2.39% | Reduce -0.5% | 168,858 | $28.6M |
| Wells Fargo & Company | 0.01% | Reduce -4.0% | 158,936 | $26.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -26.6% | 118,858 | $20.1M |
| Stifel Financial Corp. | 0.02% | Add +7.3% | 108,458 | $18.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -19.5% | 103,508 | $17.5M |
| WESPAC Advisors SoCal, LLC | 3.71% | Reduce -0.2% | 98,247 | $16.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 90,140 | $15.2M |
| Advisory Services Network, LLC | 0.24% | Add +3.5% | 84,695 | $14.9M |
| UBS Group AG | 0.00% | Add +14.6% | 80,710 | $13.7M |
| Chicago Wealth Management, Inc. | 6.32% | Reduce -0.9% | 78,408 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.1% | 76,156 | $12.9M |
| MinichMacGregor Wealth Management, LLC | 2.32% | Add +25.6% | 64,187 | $10.9M |
| Prospera Financial Services Inc | 0.19% | Reduce -0.8% | 61,258 | $10.4M |
| Potomac Fund Management Inc. | 0.58% | New | 60,114 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Add +9.5% | 42,303 | $7.2M |
| SFI Advisors, LLC | 4.74% | Reduce -6.5% | 40,485 | $6.8M |
| Well Done, LLC | 1.18% | Reduce -1.0% | 37,230 | $6.3M |
| Cetera Investment Advisers | 0.01% | Reduce -12.0% | 33,134 | $5.6M |
| McGuire Investment Group, LLC | 0.68% | Add +0.0% | 31,550 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +21.7% | 31,508 | $5.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +58.0% | 31,343 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.2% | 28,543 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -40.1% | 27,847 | $4.7M |
| Cadent Capital Advisors, LLC | 1.53% | Add +80.2% | 27,637 | $4.7M |
| Founders Financial Securities LLC | 0.35% | New | 27,562 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -26.8% | 26,693 | $4.5M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -10.7% | 20,313 | $3.4M |
| Mariner, LLC | 0.00% | Add +13.1% | 19,769 | $3.3M |
| Cottonwood Capital Advisors, LLC | 2.22% | Reduce -0.9% | 19,512 | $3.3M |
| 1 North Wealth Services LLC | 1.30% | Reduce -1.0% | 19,391 | $3.3M |
| Tudor Financial Inc. | 1.77% | Reduce -2.3% | 18,426 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -30.3% | 17,571 | $3.0M |
| VestGen Advisors, LLC | 0.11% | Add +10.7% | 16,684 | $2.8M |
| ARS Investment Partners, LLC | 0.20% | New | 15,917 | $2.7M |
| Great Diamond Partners, LLC | 0.54% | Reduce -4.7% | 15,109 | $2.6M |
| Baker Avenue Asset Management, LP | 0.07% | Add +3.3% | 15,094 | $2.6M |
| Heritage Oak Wealth Advisors LLC | 0.99% | Add +0.4% | 14,932 | $2.5M |
| Arete Wealth Advisors, LLC | 0.16% | Add +581.9% | 13,712 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -15.7% | 12,049 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -1.8% | 12,048 | $2.0M |
| Lee Johnson Capital Management, LLC | 0.61% | New | 10,452 | $1.8M |
| Genesee Capital Advisors, LLC | 0.71% | Add +59.2% | 9,389 | $1.6M |
| Csenge Advisory Group | 0.08% | Reduce -0.6% | 10,119 | $1.6M |
| Robinson Value Management, Ltd. | 0.96% | No change | 9,047 | $1.5M |
| &partners | 0.01% | Reduce -1.7% | 8,492 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +22.1% | 8,564 | $1.4M |
| Belpointe Asset Management LLC | 0.06% | Reduce -3.0% | 7,832 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +0.2% | 7,826 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 7,809 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -25.9% | 7,545 | $1.3M |
| IFG Advisory, LLC | 0.06% | Add +377.9% | 7,101 | $1.2M |
| Trivium Point Advisory, LLC | 0.13% | New | 6,932 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -12.3% | 6,620 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -98.8% | 6,588 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.8% | 6,265 | $1.1M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -10.6% | 5,917 | $1.0M |
| Apeiron RIA LLC | 0.24% | Add +2.0% | 5,578 | $943K |
| Aprio Wealth Management, LLC | 0.10% | Reduce -5.0% | 5,481 | $927K |
| Equitable Holdings, Inc. | 0.01% | Add +185.3% | 5,367 | $908K |
| Jackson Wealth Management, LLC | 0.09% | Add +2.2% | 5,089 | $861K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 4,899 | $829K |
| Global Financial Private Client, LLC | 0.30% | Add +30.4% | 4,728 | $800K |
| Lido Advisors, LLC | 0.00% | Reduce -3.0% | 4,700 | $795K |
| Client First Investment Management LLC | 0.49% | New | 4,677 | $791K |
| DAVENPORT & Co LLC | 0.00% | Reduce -47.9% | 4,629 | $783K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.2% | 4,607 | $779K |
| Hudson Value Partners, LLC | 0.26% | Reduce -1.0% | 4,446 | $752K |
| Integrated Wealth Concepts LLC | 0.01% | New | 4,102 | $694K |
| D. E. Shaw & Co. | 0.00% | Reduce -70.9% | 4,029 | $681K |
| Muirfield Wealth Advisors LLC | 0.54% | Reduce -11.0% | 4,026 | $681K |
| Wolverine Trading, LLC | 0.02% | New | 4,052 | $675K |
| FMR LLC | 0.00% | Add +2.0% | 3,963 | $670K |
| Walleye Capital LLC | 0.01% | New | 3,934 | $665K |
| Park Avenue Securities LLC | 0.01% | Add +8.9% | 3,735 | $632K |
| Southern Capital Advisors, LLC | 0.32% | Reduce -3.4% | 3,644 | $616K |
| Q3 Asset Management | 0.20% | New | 3,252 | $553K |
| Janney Capital Management LLC | 0.04% | Reduce -0.0% | 3,208 | $543K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +45.6% | 3,202 | $542K |
| Barometer Capital Management Inc. | 0.14% | New | 3,100 | $524K |
| First International Bank of Israel Ltd. | 0.30% | — | 3,060 | $518K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 3,000 | $507K |
| HBW Advisory Services LLC | 0.06% | Reduce -9.9% | 2,968 | $502K |
| Kesler, Norman & Wride, LLC | 0.09% | Add +3.5% | 2,945 | $498K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.4% | 2,934 | $496K |
| Maxele Advisors, LLC | 0.43% | No change | 2,926 | $495K |
| Citigroup Inc. | 0.00% | Add +97.7% | 2,639 | $446K |
| Renaissance Technologies | 0.00% | New | 2,600 | $440K |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.0% | 2,551 | $431K |
| Navis Wealth Advisors, LLC | 0.36% | No change | 2,500 | $423K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -5.0% | 2,494 | $422K |
| Summit Financial, LLC | 0.01% | Reduce -1.4% | 2,321 | $393K |
| Sigma Planning Corp | 0.01% | Reduce -0.3% | 2,291 | $387K |
| Principal Securities, Inc. | 0.01% | Reduce -12.9% | 2,276 | $385K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -60.5% | 2,213 | $374K |
| Cibc World Market Inc. | 0.00% | New | 2,209 | $374K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 2,125 | $359K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 2,076 | $351K |
| Private Advisor Group, LLC | 0.00% | New | 1,934 | $327K |
| Resolute Wealth Strategies, LLC | 0.17% | Reduce -17.8% | 1,892 | $320K |
| Centaurus Financial, Inc. | 0.02% | Add +30.4% | 1,802 | $305K |
| WESPAC Advisors, LLC | 0.20% | No change | 1,663 | $281K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 1,631 | $280K |
| North Star Investment Management Corp. | 0.02% | Reduce -5.6% | 1,645 | $278K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | Add +2.3% | 1,578 | $267K |
| Strategic Blueprint, LLC | 0.01% | Add +4.8% | 1,513 | $256K |
| Swmg, LLC | 0.08% | New | 1,440 | $252K |
| KKM Financial LLC | 0.09% | Reduce -26.1% | 1,479 | $250K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -60.8% | 1,476 | $250K |
| Sowell Financial Services LLC | 0.01% | New | 1,464 | $248K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 1,449 | $245K |
| Focus Financial Network, Inc. | 0.01% | New | 1,449 | $245K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -34.4% | 1,410 | $238K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,335 | $226K |
| Ballentine Partners, LLC | 0.00% | New | 1,300 | $220K |
| Whalerock Point Partners, LLC | 0.05% | New | 1,227 | $208K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 1,200 | $203K |
| Integrated Advisors Network LLC | 0.01% | New | 1,195 | $202K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,189 | $201K |
| Farther Finance Advisors, LLC | 0.00% | Add +1700.0% | 1,188 | $201K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.3% | 1,154 | $195K |
| CX Institutional | 0.01% | Reduce -24.9% | 1,039 | $176K |
| Simplex Trading, LLC | 0.00% | New | 1,012 | $171K |
| Global Retirement Partners, LLC | 0.00% | — | 909 | $154K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.2% | 904 | $153K |
| Eastern Bank | 0.00% | No change | 880 | $149K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 652 | $110K |
| FWL Investment Management, LLC | 0.03% | New | 560 | $95K |
| Bristlecone Advisors, LLC | 0.01% | No change | 550 | $93K |
| WestEnd Advisors, LLC | 0.00% | Reduce -89.9% | 527 | $89K |
| Private Trust Co. NA | 0.01% | Add +299.2% | 507 | $86K |
| Balentine LLC | 0.00% | No change | 443 | $75K |
| BlackRock, Inc. | 0.00% | Add +0.7% | 414 | $70K |
| Harbour Investments, Inc. | 0.00% | No change | 393 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -26.7% | 359 | $61K |
| Spire Wealth Management | 0.00% | Reduce -5.9% | 352 | $60K |
| Blair William & Co. | 0.00% | Add +840.5% | 348 | $59K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 294 | $50K |
| Fifth Third Bancorp | 0.00% | No change | 288 | $49K |
| Rossby Financial, LCC | 0.02% | No change | 272 | $46K |
| IFP Advisors, Inc | 0.00% | Add +39.1% | 263 | $44K |
| Sunbelt Securities, Inc. | 0.00% | Add +614.6% | 293 | $42K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 234 | $40K |
| Signaturefd, LLC | 0.00% | Add +20000.0% | 201 | $34K |
| US Bancorp \de | 0.00% | No change | 200 | $34K |
| AE Wealth Management LLC | 0.00% | Add +141.8% | 191 | $32K |
| TD Waterhouse Canada Inc. | 0.00% | Add +26.0% | 189 | $32K |
| Arax Advisory Partners | 0.00% | No change | 156 | $26K |
| Wagner Wealth Management, LLC | 0.01% | New | 141 | $24K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 138 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 126 | $21K |
| Russell Investments Group, Ltd. | 0.00% | No change | 113 | $19K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 100 | $17K |
| NFSG Corp | 0.00% | New | 100 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $17K |
| Cwm, LLC | 0.00% | Add +109.3% | 90 | $15K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $14K |
| Cornerstone Planning Group LLC | 0.00% | No change | 76 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 77 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 74 | $13K |
| Comerica Bank | 0.00% | Reduce -48.2% | 57 | $10K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 48 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 44 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 39 | $7K |
| Abound Wealth Management | 0.00% | No change | 32 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 30 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 22 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 20 | $3K |
| MAI Capital Management | 0.00% | No change | 17 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 17 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $2K |
| Bank of Montreal | 0.00% | No change | 12 | $2K |
| Family Manage LLC | 0.00% | No change | 10 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 9 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -88.7% | 6 | $1K |
"% 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.