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 |
| Kesler, Norman & Wride, LLC | 0.08% | Add +1.7% | 2,995 | $432K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,392 | $423K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 2,125 | $376K |
| Farther Finance Advisors, LLC | 0.01% | Add +70.0% | 2,020 | $357K |
| Private Advisor Group, LLC | 0.00% | Add +3.1% | 1,994 | $353K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.5% | 1,940 | $343K |
| Resolute Wealth Strategies, LLC | 0.15% | Add +0.3% | 1,897 | $336K |
| Centaurus Financial, Inc. | 0.02% | Add +1.8% | 1,835 | $325K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +22.4% | 1,773 | $314K |
| Accredited Investors Inc. | 0.02% | New | 1,750 | $310K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | Add +10.4% | 1,742 | $308K |
| North Star Investment Management Corp. | 0.02% | No change | 1,645 | $291K |
| WESPAC Advisors, LLC | 0.17% | Reduce -2.0% | 1,630 | $288K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +10.2% | 1,554 | $275K |
| Sowell Financial Services LLC | 0.01% | No change | 1,464 | $259K |
| HBW Advisory Services LLC | 0.03% | Reduce -52.7% | 1,405 | $249K |
| Swmg, LLC | 0.07% | Add +0.3% | 1,444 | $248K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.3% | 1,333 | $233K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,240 | $219K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -7.7% | 1,232 | $218K |
| Whalerock Point Partners, LLC | 0.04% | No change | 1,227 | $217K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,223 | $216K |
| CX Institutional | 0.01% | Add +16.5% | 1,210 | $214K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,200 | $212K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,189 | $210K |
| Citizens Financial Group Inc. | 0.00% | New | 1,166 | $206K |
| Wesbanco Bank Inc. | 0.01% | New | 1,132 | $200K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.3% | 1,127 | $199K |
| Belvedere Trading LLC | 0.01% | New | 1,054 | $186K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.8% | 902 | $160K |
| Eastern Bank | 0.00% | No change | 880 | $156K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.6% | 853 | $151K |
| Rockefeller Capital Management L.P. | 0.00% | New | 770 | $136K |
| Citigroup Inc. | 0.00% | Reduce -75.1% | 656 | $116K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.8% | 627 | $111K |
| WestEnd Advisors, LLC | 0.00% | Reduce -4.2% | 505 | $89K |
| FWL Investment Management, LLC | 0.02% | Reduce -12.1% | 492 | $87K |
| Balentine LLC | 0.00% | No change | 443 | $78K |
| BlackRock, Inc. | 0.00% | No change | 414 | $73K |
| Private Trust Co. NA | 0.01% | Reduce -27.2% | 369 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 359 | $64K |
| Montag A & Associates Inc. | 0.00% | New | 315 | $56K |
| Fifth Third Bancorp | 0.00% | No change | 288 | $51K |
| Blair William & Co. | 0.00% | Reduce -18.4% | 284 | $50K |
| Rossby Financial, LCC | 0.02% | No change | 272 | $47K |
| Founders Financial Alliance, LLC | 0.01% | No change | 234 | $41K |
| Signaturefd, LLC | 0.00% | No change | 201 | $36K |
| Trust Co. of Vermont | 0.00% | New | 200 | $35K |
| US Bancorp \de | 0.00% | Reduce -6.5% | 187 | $33K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 189 | $33K |
| Tucker Asset Management LLC | 0.01% | Add +841.2% | 160 | $28K |
| AE Wealth Management LLC | 0.00% | Reduce -18.9% | 155 | $27K |
| Wagner Wealth Management, LLC | 0.01% | No change | 141 | $25K |
| Principal Securities, Inc. | 0.00% | Reduce -93.8% | 141 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 126 | $22K |
| Harbour Investments, Inc. | 0.00% | Reduce -70.2% | 117 | $21K |
| Russell Investments Group, Ltd. | 0.00% | No change | 113 | $20K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 100 | $18K |
| NFSG Corp | 0.00% | No change | 100 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $18K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 89 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 77 | $14K |
| Cornerstone Planning Group LLC | 0.00% | No change | 76 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 74 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 48 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 45 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -86.0% | 41 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 39 | $7K |
| Comerica Bank | 0.00% | Reduce -38.6% | 35 | $6K |
| Abound Wealth Management | 0.00% | No change | 32 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 30 | $5K |
| Blue Trust, Inc. | 0.00% | New | 28 | $5K |
| MAI Capital Management | 0.00% | Add +58.8% | 27 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 25 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 22 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 16 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $2K |
| Caitlin John, LLC | 0.00% | New | 13 | $2K |
| Bank of Montreal | 0.00% | No change | 12 | $2K |
| Valley National Advisers Inc. | 0.00% | New | 14 | $2K |
| Family Manage LLC | 0.00% | No change | 10 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 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.