iShares U.S. Broker-DealersIAIETF
13F holders, Q4 2025 (December 31)191holders +7
24new positions
21sold out
3famous investors
$179.37avg. 13F price*
At the end of Q4 2025, 191 institutions reported holding iShares U.S. Broker-Dealers (IAI) in their 13F filings, up 7 from Q3 2025. 24 opened new positions and 21 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($211.4M), Fisher Asset Management ($114.0M) and LPL Financial LLC ($80.2M). 3 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $45.2M |
| Exits | 21 | $32.6M |
All 13F filers, Q3 2025 → Q4 2025: 983,616 shares bought and 603,973 shares sold, net +379,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.83% | Add +84.2% | 1,178,736 | $211.4M |
| Fisher Asset Management | 0.04% | Reduce -3.4% | 635,487 | $114.0M |
| LPL Financial LLC | 0.02% | Add +4.1% | 446,882 | $80.2M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 406,797 | $73.0M |
| Wells Fargo & Company | 0.01% | Add +29.2% | 275,560 | $49.4M |
| MML Investors Services, LLC | 0.10% | Add +15.0% | 237,569 | $42.6M |
| Bank of America Corp. | 0.00% | Reduce -46.1% | 177,013 | $31.8M |
| AlphaCore Capital LLC | 0.66% | New | 163,203 | $29.3M |
| Ameriprise Financial Inc. | 0.01% | Add +7.3% | 131,654 | $23.6M |
| Two Sigma Investments, LP | 0.04% | Reduce -49.9% | 124,900 | $22.4M |
| Osaic Holdings, Inc. | 0.03% | Add +6.2% | 113,824 | $20.4M |
| Stifel Financial Corp. | 0.02% | Reduce -0.3% | 105,050 | $18.8M |
| WESPAC Advisors SoCal, LLC | 3.57% | Add +1.4% | 98,767 | $17.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.6% | 91,163 | $16.4M |
| UBS Group AG | 0.00% | Reduce -25.6% | 88,019 | $15.8M |
| Chicago Wealth Management, Inc. | 5.69% | Add +1.2% | 79,003 | $14.2M |
| Advisory Services Network, LLC | 0.19% | Reduce -10.0% | 76,624 | $13.7M |
| MinichMacGregor Wealth Management, LLC | 2.11% | Reduce -0.3% | 64,937 | $11.6M |
| Prospera Financial Services Inc | 0.18% | Add +4.3% | 62,331 | $11.2M |
| HighTower Advisors, LLC | 0.01% | Add +2.6% | 60,666 | $10.9M |
| Prostatis Group LLC | 2.55% | Add +51.9% | 59,613 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -33.7% | 59,410 | $10.7M |
| Well Done, LLC | 1.26% | Add +11.3% | 46,870 | $8.4M |
| Jump Financial, LLC | 0.11% | New | 44,840 | $8.0M |
| SFI Advisors, LLC | 4.53% | Reduce -1.1% | 39,371 | $7.1M |
| Cadent Capital Advisors, LLC | 1.65% | Add +6.5% | 34,907 | $6.3M |
| IFP Advisors, Inc | 0.14% | Add +4.2% | 34,895 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.9% | 34,173 | $6.1M |
| McGuire Investment Group, LLC | 0.60% | Reduce -0.4% | 31,260 | $5.6M |
| Founders Financial Securities LLC | 0.30% | Add +4.7% | 28,206 | $5.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -12.6% | 25,223 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.2% | 25,175 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.6% | 25,082 | $4.5M |
| Fischer Investment Strategies, LLC | 2.51% | Reduce -5.3% | 23,982 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.5% | 21,114 | $3.8M |
| Cottonwood Capital Advisors, LLC | 2.57% | Add +3.6% | 20,098 | $3.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -32.5% | 19,387 | $3.5M |
| Tudor Financial Inc. | 1.75% | Add +0.9% | 19,012 | $3.4M |
| 1 North Wealth Services LLC | 1.18% | Add +0.2% | 18,737 | $3.4M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.41% | New | 16,500 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +19.2% | 16,456 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 16,260 | $2.9M |
| Arete Wealth Advisors, LLC | 0.20% | Reduce -0.1% | 16,258 | $2.9M |
| ARS Investment Partners, LLC | 0.17% | Add +0.4% | 15,882 | $2.8M |
| Baker Avenue Asset Management, LP | 0.06% | Add +0.7% | 15,229 | $2.7M |
| Great Diamond Partners, LLC | 0.52% | Add +0.3% | 15,093 | $2.7M |
| VestGen Advisors, LLC | 0.12% | Reduce -8.2% | 15,058 | $2.7M |
| Heritage Oak Wealth Advisors LLC | 0.97% | Reduce -0.1% | 14,613 | $2.6M |
| PCG Wealth Advisors, LLC | 0.65% | Add +13.2% | 12,812 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +16.3% | 12,517 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 11,795 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.4% | 11,683 | $2.1M |
| Lee Johnson Capital Management, LLC | 0.61% | Reduce -5.3% | 9,954 | $1.8M |
| Mariner, LLC | 0.00% | Add +9.0% | 9,215 | $1.7M |
| &partners | 0.01% | Add +1.0% | 8,973 | $1.6M |
| Genesee Capital Advisors, LLC | 0.65% | Reduce -3.2% | 8,934 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Add +19.6% | 8,734 | $1.6M |
| Robinson Value Management, Ltd. | 0.84% | Add +0.1% | 8,650 | $1.6M |
| Wagner Wealth Management, Corp | 1.52% | — | 8,596 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 7,865 | $1.4M |
| IFG Advisory, LLC | 0.06% | Add +5.8% | 7,700 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +1.0% | 7,494 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -49.2% | 7,478 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +26.3% | 7,410 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +2.9% | 7,458 | $1.3M |
| Trivium Point Advisory, LLC | 0.12% | Reduce -6.0% | 6,525 | $1.2M |
| Jackson Wealth Management, LLC | 0.11% | Add +22.5% | 6,407 | $1.1M |
| Fifth Third Securities, Inc. | 0.07% | Add +2.0% | 6,283 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Add +19.5% | 6,189 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.25% | Reduce -0.8% | 6,139 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -6.9% | 6,075 | $1.1M |
| Rhodes Investment Advisors Inc. | 0.84% | — | 5,790 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -18.5% | 5,697 | $1.0M |
| Apeiron RIA LLC | 0.20% | Reduce -5.5% | 5,327 | $985K |
| Hudson Value Partners, LLC | 0.29% | Add +1.3% | 5,416 | $972K |
| NewEdge Advisors, LLC | 0.00% | Add +6.6% | 5,263 | $944K |
| Muirfield Wealth Advisors LLC | 0.68% | Add +28.6% | 5,181 | $929K |
| Global Financial Private Client, LLC | 0.32% | Add +0.4% | 5,071 | $910K |
| Assetmark, Inc. | 0.00% | Reduce -24.1% | 4,837 | $868K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -12.8% | 4,760 | $854K |
| Signature Equity Partners, LLC | 0.46% | — | 4,657 | $835K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.5% | 4,638 | $832K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.2% | 4,531 | $813K |
| JPMorgan Chase & Co. | 0.00% | Add +39.1% | 4,498 | $807K |
| FMR LLC | 0.00% | Add +19.3% | 4,327 | $776K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.0% | 3,903 | $700K |
| Jane Street Group, LLC | 0.00% | New | 3,863 | $693K |
| Signal Advisors Wealth, LLC | 0.05% | Add +209.7% | 3,788 | $680K |
| Southern Capital Advisors, LLC | 0.31% | Add +3.7% | 3,741 | $671K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 3,431 | $615K |
| Citadel Advisors | 0.00% | New | 3,321 | $596K |
| First International Bank of Israel Ltd. | 0.27% | Reduce -3.5% | 3,194 | $573K |
| Janney Capital Management LLC | 0.03% | Reduce -1.7% | 3,096 | $555K |
| HRT Financial LP | 0.00% | New | 3,063 | $549K |
| Alpine Woods Capital Investors, LLC | 0.13% | No change | 3,000 | $538K |
| Maxele Advisors, LLC | 0.43% | Add +1.0% | 2,956 | $530K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +9.1% | 2,782 | $518K |
| Kesler, Norman & Wride, LLC | 0.09% | Reduce -3.7% | 2,883 | $517K |
| Farther Finance Advisors, LLC | 0.01% | Add +38.9% | 2,806 | $503K |
| Cassady Wealth & Retirement Planning, LLC | 0.29% | — | 2,497 | $448K |
"% 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.