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 |
| Private Advisor Group, LLC | 0.00% | Add +24.7% | 2,486 | $446K |
| Summit Financial, LLC | 0.01% | No change | 2,443 | $438K |
| Kovack Advisors, Inc. | 0.02% | New | 2,306 | $414K |
| D. E. Shaw & Co. | 0.00% | Reduce -38.6% | 2,229 | $400K |
| Navis Wealth Advisors, LLC | 0.17% | Reduce -12.0% | 2,200 | $395K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 2,125 | $381K |
| AIMZ Investment Advisors, LLC | 0.10% | New | 2,040 | $366K |
| Bank of New York Mellon Corp | 0.00% | No change | 1,940 | $348K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,901 | $341K |
| Centaurus Financial, Inc. | 0.02% | Add +2.7% | 1,885 | $338K |
| Resolute Wealth Strategies, LLC | 0.14% | Reduce -3.0% | 1,841 | $330K |
| Kraematon Investment Advisors, Inc. | 0.26% | New | 1,817 | $326K |
| North Star Investment Management Corp. | 0.02% | No change | 1,645 | $295K |
| WESPAC Advisors, LLC | 0.16% | No change | 1,630 | $292K |
| Simplex Trading, LLC | 0.01% | New | 1,598 | $287K |
| Cwm, LLC | 0.00% | Add +1642.7% | 1,551 | $278K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -15.2% | 1,503 | $270K |
| Swmg, LLC | 0.07% | Add +0.2% | 1,447 | $258K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.8% | 1,389 | $249K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.5% | 1,369 | $246K |
| Fortis Capital Advisors, LLC | 0.04% | New | 1,348 | $242K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.7% | 1,336 | $240K |
| XTX Topco Ltd | 0.01% | New | 1,246 | $223K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.2% | 1,235 | $222K |
| Whalerock Point Partners, LLC | 0.04% | No change | 1,227 | $220K |
| Wbi Investments, LLC | 0.06% | New | 1,225 | $220K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,200 | $215K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,189 | $213K |
| Citizens Financial Group Inc. | 0.00% | No change | 1,166 | $209K |
| CX Institutional | 0.01% | Reduce -4.7% | 1,153 | $207K |
| KKM Financial LLC | 0.04% | New | 1,153 | $207K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,132 | $203K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.7% | 1,085 | $195K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.2% | 891 | $160K |
| Eastern Bank | 0.00% | No change | 880 | $158K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.0% | 793 | $142K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 759 | $136K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 723 | $130K |
| FWL Investment Management, LLC | 0.03% | Add +22.6% | 603 | $108K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.2% | 557 | $100K |
| Citigroup Inc. | 0.00% | Reduce -23.8% | 500 | $90K |
| WestEnd Advisors, LLC | 0.00% | Reduce -2.4% | 493 | $88K |
| Balentine LLC | 0.00% | No change | 443 | $79K |
| BlackRock, Inc. | 0.00% | No change | 414 | $74K |
| Private Trust Co. NA | 0.01% | Reduce -1.9% | 362 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 359 | $64K |
| Montag A & Associates Inc. | 0.00% | Add +5.1% | 331 | $59K |
| Fifth Third Bancorp | 0.00% | No change | 288 | $52K |
| Blair William & Co. | 0.00% | Reduce -3.5% | 274 | $49K |
| Rossby Financial, LCC | 0.02% | No change | 272 | $49K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 269 | $48K |
| Nemes Rush Group LLC | 0.00% | New | 258 | $46K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 235 | $42K |
| Capital Analysts, LLC | 0.00% | New | 203 | $36K |
| Signaturefd, LLC | 0.00% | No change | 201 | $36K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $36K |
| US Bancorp \de | 0.00% | No change | 187 | $34K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.2% | 181 | $32K |
| Arax Advisory Partners | 0.00% | New | 162 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Add +29.2% | 146 | $26K |
| AE Wealth Management LLC | 0.00% | Reduce -9.0% | 141 | $25K |
| Wagner Wealth Management, LLC | 0.01% | No change | 141 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.8% | 127 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 117 | $21K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 100 | $18K |
| NFSG Corp | 0.00% | No change | 100 | $18K |
| Parallel Advisors, LLC | 0.00% | New | 100 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $15K |
| Root Financial Partners, LLC | 0.00% | Add +80.0% | 81 | $15K |
| Cornerstone Planning Group LLC | 0.00% | No change | 76 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 77 | $14K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 74 | $13K |
| International Assets Investment Management, LLC | 0.00% | New | 60 | $11K |
| Mb, Levis & Associates, LLC | 0.00% | New | 50 | $9K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 48 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 41 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 39 | $7K |
| Comerica Bank | 0.00% | No change | 35 | $6K |
| Abound Wealth Management | 0.00% | No change | 32 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 30 | $5K |
| Hantz Financial Services, Inc. | 0.00% | No change | 25 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 22 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | — | 18 | $3K |
| MAI Capital Management | 0.00% | Reduce -37.0% | 17 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 16 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $3K |
| Caitlin John, LLC | 0.00% | No change | 13 | $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 |
| BankChampaign, National Association | 0.00% | — | 250 | $897 |
"% 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.