iShares U.S. Broker-DealersIAIETF
13F holders, Q1 2026 (March 31)172holders −19
21new positions
36sold out
3famous investors
$164.22avg. 13F price*
At the end of Q1 2026, 172 institutions reported holding iShares U.S. Broker-Dealers (IAI) in their 13F filings, down 19 from Q4 2025. 21 opened new positions and 36 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($297.2M), Fisher Asset Management ($100.9M) and Morgan Stanley ($66.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $21.9M |
| Exits | 36 | $46.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,209,549 shares bought and 1,062,545 shares sold, net +147,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Harel Insurance Investments & Financial Services Ltd. | 2.02% | Add +53.6% | 1,810,236 | $297.2M |
| Fisher Asset Management | 0.03% | Reduce -3.3% | 614,447 | $100.9M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 406,319 | $66.7M |
| Two Sigma Investments, LP | 0.04% | Add +133.9% | 292,100 | $48.0M |
| Wells Fargo & Company | 0.01% | Reduce -16.5% | 230,213 | $37.8M |
| MML Investors Services, LLC | 0.09% | Reduce -14.7% | 202,545 | $33.3M |
| Ameriprise Financial Inc. | 0.01% | Add +53.4% | 201,934 | $33.1M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 166,791 | $27.4M |
| LPL Financial LLC | 0.01% | Reduce -68.5% | 140,579 | $23.1M |
| AlphaCore Capital LLC | 0.46% | Reduce -27.5% | 118,393 | $19.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.1% | 105,754 | $17.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 90,533 | $14.9M |
| UBS Group AG | 0.00% | Reduce -3.4% | 85,067 | $14.0M |
| Equitable Holdings, Inc. | 0.09% | Add +293.0% | 82,973 | $13.9M |
| MinichMacGregor Wealth Management, LLC | 2.02% | Add +7.4% | 69,755 | $11.5M |
| Prospera Financial Services Inc | 0.18% | Add +11.8% | 69,694 | $11.4M |
| Advisory Services Network, LLC | 0.14% | Reduce -15.7% | 64,606 | $10.6M |
| WESPAC Advisors SoCal, LLC | 2.08% | Reduce -39.5% | 59,710 | $9.8M |
| Well Done, LLC | 1.20% | Add +6.1% | 49,730 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.2% | 48,017 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -29.0% | 43,079 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | New | 40,353 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -62.0% | 39,881 | $6.5M |
| Cadent Capital Advisors, LLC | 1.67% | Add +10.3% | 38,495 | $6.3M |
| Prostatis Group LLC | 1.38% | Reduce -44.8% | 32,926 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -8.5% | 31,265 | $5.1M |
| McGuire Investment Group, LLC | 0.58% | Reduce -0.7% | 31,045 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.3% | 27,175 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.2% | 26,979 | $4.4M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +3402.8% | 26,586 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.8% | 23,872 | $3.9M |
| SFI Advisors, LLC | 3.89% | Reduce -42.7% | 22,563 | $3.7M |
| Cottonwood Capital Advisors, LLC | 2.54% | Add +9.2% | 21,939 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +32.5% | 21,810 | $3.6M |
| CX Institutional | 0.10% | Add +1689.9% | 20,638 | $3.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.12% | New | 20,580 | $3.4M |
| ARS Investment Partners, LLC | 0.17% | Add +27.0% | 20,164 | $3.3M |
| Tudor Financial Inc. | 1.58% | Reduce -0.9% | 18,835 | $3.1M |
| 1 North Wealth Services LLC | 1.10% | Reduce -1.0% | 18,544 | $3.0M |
| Heritage Oak Wealth Advisors LLC | 0.84% | Add +9.7% | 16,031 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +114.0% | 16,001 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -20.4% | 15,436 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +27.0% | 15,897 | $2.5M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -0.3% | 15,183 | $2.5M |
| Quadrature Capital Ltd | 0.03% | New | 14,033 | $2.3M |
| PCG Wealth Advisors, LLC | 0.58% | Add +9.3% | 14,009 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +245.2% | 13,334 | $2.2M |
| Valicenti Advisory Services Inc. | 0.46% | New | 12,960 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.7% | 11,246 | $1.8M |
| Mgo One Seven LLC | 0.04% | New | 11,241 | $1.8M |
| Menora Mivtachim Holdings LTD. | 0.01% | New | 11,000 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -9.5% | 10,677 | $1.8M |
| Mariner, LLC | 0.00% | Add +6.1% | 9,778 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +22.2% | 9,613 | $1.6M |
| &partners | 0.01% | Reduce -5.0% | 8,525 | $1.4M |
| Genesee Capital Advisors, LLC | 0.59% | Reduce -4.6% | 8,520 | $1.4M |
| Robinson Value Management, Ltd. | 0.74% | Reduce -6.8% | 8,061 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +502.1% | 8,044 | $1.3M |
| Citadel Advisors | 0.00% | Add +121.8% | 7,367 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.1% | 7,339 | $1.2M |
| Integrity Alliance, Llc. | 0.05% | Add +17.4% | 7,269 | $1.2M |
| Jackson Wealth Management, LLC | 0.11% | Add +2.5% | 6,565 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.24% | Reduce -2.9% | 5,959 | $978K |
| Rhodes Investment Advisors Inc. | 0.82% | Reduce -0.2% | 5,780 | $949K |
| Muirfield Wealth Advisors LLC | 0.68% | Add +9.4% | 5,668 | $931K |
| Flow Traders U.S. LLC | 0.03% | New | 5,639 | $926K |
| Atria Investments, Inc | 0.01% | Reduce -3.8% | 5,482 | $900K |
| Global Financial Private Client, LLC | 0.29% | Add +6.4% | 5,397 | $886K |
| Allworth Financial LP | 0.00% | Reduce -11.9% | 5,354 | $879K |
| Apeiron RIA LLC | 0.20% | No change | 5,327 | $875K |
| Lido Advisors, LLC | 0.00% | Reduce -29.6% | 5,254 | $863K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,251 | $862K |
| Signature Equity Partners, LLC | 0.45% | Add +10.8% | 5,159 | $847K |
| HRT Financial LP | 0.00% | Add +62.3% | 4,971 | $816K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.7% | 4,860 | $798K |
| Rockefeller Capital Management L.P. | 0.00% | Add +510.7% | 4,843 | $795K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -26.1% | 4,641 | $762K |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 4,746 | $758K |
| Kovack Advisors, Inc. | 0.04% | Add +98.7% | 4,582 | $755K |
| Bank of New York Mellon Corp | 0.00% | Add +130.3% | 4,467 | $733K |
| FMR LLC | 0.00% | Add +0.0% | 4,328 | $711K |
| Wbi Investments, LLC | 0.19% | Add +242.6% | 4,197 | $689K |
| Millington Securities, LLC | 0.19% | — | 4,197 | $689K |
| Assetmark, Inc. | 0.00% | Reduce -15.4% | 4,092 | $672K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -14.4% | 4,076 | $669K |
| Southern Capital Advisors, LLC | 0.30% | Add +5.6% | 3,951 | $649K |
| Signal Advisors Wealth, LLC | 0.04% | Add +0.8% | 3,819 | $627K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.1% | 3,781 | $621K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -52.4% | 3,531 | $580K |
| XTX Topco Ltd | 0.01% | Add +181.7% | 3,510 | $576K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.7% | 3,133 | $514K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +8.8% | 3,026 | $497K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 3,000 | $493K |
| Kesler, Norman & Wride, LLC | 0.08% | Reduce -0.9% | 2,856 | $469K |
| GTS Securities LLC | 0.02% | New | 2,828 | $464K |
| Cassady Wealth & Retirement Planning, LLC | 0.23% | Add +0.0% | 2,498 | $441K |
| Blueshift Asset Management, LLC | 0.13% | New | 2,625 | $431K |
| DAVENPORT & Co LLC | 0.00% | Reduce -47.0% | 2,457 | $403K |
| Kingsview Wealth Management, LLC | 0.01% | New | 2,353 | $386K |
| D. E. Shaw & Co. | 0.00% | No change | 2,229 | $366K |
"% 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.