iShares U.S. Broker-DealersIAIETF
13F holders, Q3 2025 (September 30)184holders +2
29new positions
26sold out
3famous investors
$176.81avg. 13F price*
At the end of Q3 2025, 184 institutions reported holding iShares U.S. Broker-Dealers (IAI) in their 13F filings, up 2 from Q2 2025. 29 opened new positions and 26 sold out. The largest holders were Fisher Asset Management ($116.3M), Harel Insurance Investments & Financial Services Ltd. ($113.2M) and LPL Financial LLC ($75.9M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $48.2M |
| Exits | 26 | $26.3M |
All 13F filers, Q2 2025 → Q3 2025: 646,369 shares bought and 473,977 shares sold, net +172,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| Fisher Asset Management | 0.04% | Reduce -3.9% | 657,517 | $116.3M |
| Harel Insurance Investments & Financial Services Ltd. | 1.02% | No change | 640,000 | $113.2M |
| LPL Financial LLC | 0.02% | Add +14.7% | 429,180 | $75.9M |
| Morgan Stanley | 0.00% | Reduce -9.2% | 419,378 | $74.2M |
| Bank of America Corp. | 0.00% | Add +5.2% | 328,559 | $58.1M |
| Two Sigma Investments, LP | 0.07% | Add +23.1% | 249,100 | $44.1M |
| Wells Fargo & Company | 0.01% | Add +34.2% | 213,263 | $37.7M |
| MML Investors Services, LLC | 0.10% | Add +1.1% | 206,517 | $36.5M |
| SPC Financial, Inc. | 2.34% | Add +0.2% | 169,156 | $29.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.2% | 122,669 | $21.7M |
| UBS Group AG | 0.00% | Add +46.6% | 118,344 | $20.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -48.9% | 107,154 | $18.7M |
| Stifel Financial Corp. | 0.02% | Reduce -2.9% | 105,318 | $18.6M |
| WESPAC Advisors SoCal, LLC | 3.50% | Reduce -0.9% | 97,406 | $17.2M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 96,557 | $17.1M |
| Raymond James Financial Inc. | 0.01% | Add +17.7% | 89,622 | $15.9M |
| Advisory Services Network, LLC | 0.22% | Add +0.5% | 85,127 | $15.1M |
| Chicago Wealth Management, Inc. | 6.02% | Reduce -0.4% | 78,094 | $13.8M |
| MinichMacGregor Wealth Management, LLC | 2.25% | Add +1.5% | 65,140 | $11.5M |
| Prospera Financial Services Inc | 0.18% | Reduce -2.5% | 59,758 | $10.6M |
| HighTower Advisors, LLC | 0.01% | Add +39.8% | 59,128 | $10.5M |
| Quadrature Capital Ltd | 0.12% | New | 56,881 | $10.1M |
| Well Done, LLC | 1.27% | Add +13.1% | 42,106 | $7.4M |
| SFI Advisors, LLC | 4.49% | Reduce -1.6% | 39,820 | $7.0M |
| Prostatis Group LLC | 1.74% | New | 39,234 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +23.1% | 38,793 | $6.9M |
| IFP Advisors, Inc | 0.15% | Add +12636.5% | 33,497 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +16.3% | 33,206 | $5.9M |
| Cadent Capital Advisors, LLC | 1.54% | Add +18.6% | 32,787 | $5.8M |
| McGuire Investment Group, LLC | 0.63% | Reduce -0.5% | 31,395 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | New | 28,866 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -8.4% | 28,714 | $5.1M |
| Horizon Wealth Management, LLC | 0.72% | New | 27,724 | $4.9M |
| Founders Financial Securities LLC | 0.32% | Reduce -2.2% | 26,949 | $4.8M |
| Fischer Investment Strategies, LLC | 2.69% | New | 25,318 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +334.7% | 23,330 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.9% | 22,854 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +262.1% | 22,686 | $4.0M |
| Castleark Management LLC | 0.10% | New | 19,520 | $3.5M |
| Cottonwood Capital Advisors, LLC | 2.50% | Reduce -0.6% | 19,397 | $3.4M |
| Tudor Financial Inc. | 1.77% | Add +2.3% | 18,844 | $3.3M |
| 1 North Wealth Services LLC | 1.35% | Reduce -3.6% | 18,698 | $3.3M |
| VestGen Advisors, LLC | 0.10% | Reduce -1.7% | 16,400 | $2.9M |
| Arete Wealth Advisors, LLC | 0.18% | Add +18.6% | 16,266 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.3% | 16,216 | $2.9M |
| GTS Securities LLC | 0.11% | New | 16,126 | $2.9M |
| ARS Investment Partners, LLC | 0.18% | Reduce -0.6% | 15,824 | $2.8M |
| Baker Avenue Asset Management, LP | 0.06% | Add +0.3% | 15,131 | $2.7M |
| Great Diamond Partners, LLC | 0.52% | Reduce -0.4% | 15,053 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +359.9% | 14,726 | $2.6M |
| Heritage Oak Wealth Advisors LLC | 0.96% | Reduce -2.1% | 14,622 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -58.3% | 13,806 | $2.4M |
| Guerra Advisors Inc | 0.89% | New | 13,675 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 11,841 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -2.7% | 11,725 | $2.1M |
| PCG Wealth Advisors, LLC | 0.58% | New | 11,317 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +25.7% | 10,764 | $1.9M |
| Lee Johnson Capital Management, LLC | 0.62% | Add +0.6% | 10,514 | $1.9M |
| Genesee Capital Advisors, LLC | 0.71% | Reduce -1.7% | 9,231 | $1.6M |
| &partners | 0.01% | Add +4.6% | 8,882 | $1.6M |
| Robinson Value Management, Ltd. | 0.89% | Reduce -4.5% | 8,641 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -57.3% | 8,451 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +0.2% | 7,844 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.0% | 7,420 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Reduce -6.7% | 7,306 | $1.3M |
| IFG Advisory, LLC | 0.06% | Add +2.5% | 7,280 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +54.2% | 7,248 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -7.4% | 6,988 | $1.2M |
| Trivium Point Advisory, LLC | 0.13% | Add +0.1% | 6,942 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -1.5% | 6,523 | $1.2M |
| Assetmark, Inc. | 0.00% | Reduce -3.2% | 6,377 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.27% | New | 6,188 | $1.1M |
| Fifth Third Securities, Inc. | 0.07% | Add +4.1% | 6,159 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | New | 5,869 | $1.0M |
| Apeiron RIA LLC | 0.22% | Add +1.1% | 5,638 | $978K |
| Aprio Wealth Management, LLC | 0.10% | Reduce -0.3% | 5,462 | $966K |
| Hudson Value Partners, LLC | 0.30% | Add +20.3% | 5,349 | $946K |
| Brendel Financial Advisors LLC | 0.48% | New | 5,308 | $939K |
| Jackson Wealth Management, LLC | 0.09% | Add +2.8% | 5,229 | $925K |
| Integrity Alliance, Llc. | 0.04% | New | 5,178 | $916K |
| Global Financial Private Client, LLC | 0.32% | Add +6.8% | 5,052 | $894K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 4,939 | $874K |
| Focus Financial Network, Inc. | 0.03% | Add +232.8% | 4,823 | $853K |
| DAVENPORT & Co LLC | 0.00% | Add +2.7% | 4,756 | $841K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.0% | 4,390 | $777K |
| Muirfield Wealth Advisors LLC | 0.53% | Add +0.1% | 4,028 | $712K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.7% | 4,023 | $712K |
| D. E. Shaw & Co. | 0.00% | Reduce -9.9% | 3,629 | $642K |
| FMR LLC | 0.00% | Reduce -8.5% | 3,627 | $642K |
| Southern Capital Advisors, LLC | 0.30% | Reduce -1.0% | 3,606 | $638K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.7% | 3,423 | $606K |
| Renaissance Technologies | 0.00% | Add +30.8% | 3,400 | $601K |
| First International Bank of Israel Ltd. | 0.33% | Add +8.1% | 3,308 | $585K |
| JPMorgan Chase & Co. | 0.00% | Add +26.8% | 3,234 | $572K |
| Janney Capital Management LLC | 0.03% | Reduce -1.8% | 3,149 | $557K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 3,000 | $531K |
| Maxele Advisors, LLC | 0.45% | No change | 2,926 | $518K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +2.3% | 2,550 | $448K |
| Navis Wealth Advisors, LLC | 0.33% | No change | 2,500 | $442K |
| Summit Financial, LLC | 0.01% | Add +5.3% | 2,443 | $432K |
"% 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.