iShares U.S. Broker-DealersIAIETF
13F holders, Q2 2026 (June 30)191holders +19
30new positions
14sold out
4famous investors
$173.81avg. 13F price*
At the end of Q2 2026, 191 institutions reported holding iShares U.S. Broker-Dealers (IAI) in their 13F filings, up 19 from Q1 2026. 30 opened new positions and 14 sold out. The largest holders were Fisher Asset Management ($104.3M), Meitav Investment House Ltd. ($77.1M) and Morgan Stanley ($74.7M). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares U.S. Broker-Dealers
- CUSIP
- 464288794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $164.4M |
| Exits | 14 | $11.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,250,764 shares bought and 2,220,742 shares sold, net −969,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Fisher Asset Management | 0.03% | Reduce -3.2% | 594,695 | $104.3M |
| Meitav Investment House Ltd. | 0.52% | New | 439,719 | $77.1M |
| Morgan Stanley | 0.00% | Add +4.8% | 425,828 | $74.7M |
| MML Investors Services, LLC | 0.10% | Add +35.4% | 274,228 | $48.1M |
| Phoenix Financial Ltd. | 0.33% | New | 273,000 | $47.9M |
| Two Sigma Investments, LP | 0.03% | Reduce -15.4% | 247,200 | $43.3M |
| Wells Fargo & Company | 0.01% | Add +3.5% | 238,156 | $41.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.94% | New | 130,297 | $22.8M |
| Osaic Holdings, Inc. | 0.03% | Add +20.8% | 127,703 | $22.4M |
| Bank of America Corp. | 0.00% | Reduce -25.6% | 124,159 | $21.8M |
| LPL Financial LLC | 0.00% | Reduce -15.4% | 118,978 | $20.9M |
| AlphaCore Capital LLC | 0.36% | Reduce -6.3% | 110,918 | $19.4M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 94,678 | $16.6M |
| Equitable Holdings, Inc. | 0.10% | Add +12.7% | 93,476 | $16.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -53.9% | 93,144 | $16.3M |
| MinichMacGregor Wealth Management, LLC | 2.02% | Add +8.6% | 75,770 | $13.3M |
| UBS Group AG | 0.00% | Reduce -11.9% | 74,958 | $13.1M |
| Prospera Financial Services Inc | 0.18% | Add +0.6% | 70,074 | $12.3M |
| Advisory Services Network, LLC | 0.14% | Add +7.2% | 69,231 | $12.1M |
| WESPAC Advisors SoCal, LLC | 1.83% | Reduce -2.6% | 58,167 | $10.2M |
| Well Done, LLC | 1.25% | Add +6.3% | 52,860 | $9.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.07% | New | 49,207 | $8.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -97.3% | 48,200 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.2% | 45,540 | $8.0M |
| Prostatis Group LLC | 1.78% | Add +32.6% | 43,658 | $7.7M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 40,081 | $7.0M |
| Quadrature Capital Ltd | 0.06% | Add +178.5% | 39,086 | $6.9M |
| Cadent Capital Advisors, LLC | 1.38% | Reduce -1.6% | 37,859 | $6.6M |
| Citadel Advisors | 0.00% | Add +380.4% | 35,389 | $6.2M |
| GTS Securities LLC | 0.12% | Add +1049.6% | 32,510 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.0% | 30,939 | $5.4M |
| McGuire Investment Group, LLC | 0.47% | Reduce -0.6% | 30,849 | $5.4M |
| Cetera Investment Advisers | 0.00% | Add +24.5% | 27,157 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 26,639 | $4.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -44.7% | 23,813 | $4.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +52.5% | 23,536 | $4.1M |
| Cottonwood Capital Advisors, LLC | 2.48% | Add +7.2% | 23,514 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 23,348 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.6% | 22,759 | $4.0M |
| SFI Advisors, LLC | 3.37% | Reduce -1.3% | 22,270 | $3.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.11% | No change | 20,580 | $3.6M |
| ARS Investment Partners, LLC | 0.16% | Add +0.8% | 20,334 | $3.6M |
| 1 North Wealth Services LLC | 1.12% | Add +5.4% | 19,538 | $3.4M |
| Game Plan Financial Advisors, LLC | 1.31% | Add +13368.0% | 13,468 | $3.3M |
| Tudor Financial Inc. | 1.43% | Reduce -3.3% | 18,208 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 17,709 | $3.1M |
| Arete Wealth Advisors, LLC | 0.19% | New | 16,248 | $2.8M |
| Heritage Oak Wealth Advisors LLC | 0.81% | Reduce -2.9% | 15,573 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.2% | 15,336 | $2.7M |
| Valicenti Advisory Services Inc. | 0.50% | Add +17.1% | 15,173 | $2.7M |
| PCG Wealth Advisors, LLC | 0.57% | Add +3.4% | 14,480 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +162.0% | 13,758 | $2.4M |
| Mgo One Seven LLC | 0.04% | Add +10.0% | 12,362 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +1.9% | 10,875 | $1.9M |
| HRT Financial LP | 0.00% | Add +116.0% | 10,737 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -6.3% | 10,534 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Add +7830.7% | 10,072 | $1.8M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.3% | 9,641 | $1.7M |
| Menora Mivtachim Holdings LTD. | 0.01% | Reduce -18.2% | 9,000 | $1.6M |
| &partners | 0.01% | Reduce -1.0% | 8,436 | $1.5M |
| Robinson Value Management, Ltd. | 0.72% | Reduce -5.1% | 7,652 | $1.3M |
| Integrity Alliance, Llc. | 0.04% | Add +2.8% | 7,473 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.26% | Add +15.4% | 6,877 | $1.2M |
| Rhodes Investment Advisors Inc. | 0.82% | Add +9.6% | 6,335 | $1.1M |
| XTX Topco Ltd | 0.01% | Add +73.4% | 6,086 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.69% | Add +6.8% | 6,053 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -54.6% | 6,047 | $1.1M |
| Genesee Capital Advisors, LLC | 0.33% | Reduce -30.9% | 5,884 | $1.0M |
| Global Financial Private Client, LLC | 0.26% | Add +2.8% | 5,550 | $973K |
| Flow Traders U.S. LLC | 0.04% | Reduce -1.8% | 5,540 | $971K |
| Atria Investments, Inc | 0.01% | Add +0.8% | 5,528 | $969K |
| Wbi Investments, LLC | 0.23% | Add +27.7% | 5,361 | $940K |
| Signature Equity Partners, LLC | 0.42% | Add +2.1% | 5,269 | $924K |
| Allworth Financial LP | 0.00% | Reduce -5.2% | 5,078 | $890K |
| Schuylkill Financial LLC | 0.81% | — | 4,979 | $873K |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 4,753 | $833K |
| Assetmark, Inc. | 0.00% | Add +4.6% | 4,281 | $751K |
| Marshall Wace, LLP | 0.00% | New | 4,087 | $717K |
| FMR LLC | 0.00% | Reduce -6.1% | 4,065 | $713K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.1% | 4,029 | $706K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -50.3% | 3,998 | $701K |
| Lido Advisors, LLC | 0.00% | Reduce -24.4% | 3,972 | $696K |
| Southern Capital Advisors, LLC | 0.29% | Reduce -0.9% | 3,914 | $686K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.8% | 3,850 | $675K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -17.9% | 3,808 | $668K |
| Money Concepts Capital Corp. | 0.03% | New | 3,676 | $645K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -4.8% | 3,637 | $638K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -21.4% | 3,205 | $562K |
| Mariner, LLC | 0.00% | Reduce -68.0% | 3,128 | $548K |
| Parallel Advisors, LLC | 0.01% | Add +657.8% | 3,107 | $545K |
| Maxele Advisors, LLC | 0.38% | — | 3,081 | $540K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.2% | 3,063 | $537K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -14.1% | 3,032 | $532K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 3,000 | $526K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,922 | $512K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -14.7% | 2,581 | $453K |
| Cassady Wealth & Retirement Planning, LLC | 0.20% | No change | 2,498 | $438K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,457 | $431K |
| Renaissance Technologies | 0.00% | New | 2,300 | $403K |
| Kovack Advisors, Inc. | 0.02% | Reduce -52.1% | 2,195 | $398K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 2,125 | $373K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -9.9% | 2,120 | $372K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,102 | $369K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 2,040 | $358K |
| Bank of New York Mellon Corp | 0.00% | Reduce -55.1% | 2,006 | $352K |
| Summit Financial, LLC | 0.00% | Reduce -7.2% | 1,995 | $350K |
| Fortis Capital Advisors, LLC | 0.04% | New | 1,984 | $348K |
| Belpointe Asset Management LLC | 0.01% | New | 1,984 | $348K |
| Navis Wealth Advisors, LLC | 0.13% | No change | 1,900 | $333K |
| Global Retirement Partners, LLC | 0.01% | — | 1,854 | $325K |
| Resolute Wealth Strategies, LLC | 0.13% | Add +0.3% | 1,854 | $325K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -88.0% | 1,830 | $321K |
| CX Institutional | 0.01% | Reduce -91.5% | 1,745 | $306K |
| North Star Investment Management Corp. | 0.02% | No change | 1,645 | $288K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.7% | 1,612 | $283K |
| Swmg, LLC | 0.07% | No change | 1,453 | $281K |
| Kraematon Investment Advisors, Inc. | 0.19% | Reduce -18.0% | 1,492 | $262K |
| US Bancorp \de | 0.00% | Add +36.7% | 1,418 | $249K |
| Apeiron RIA LLC | 0.06% | Reduce -75.2% | 1,322 | $232K |
| Centaurus Financial, Inc. | 0.01% | Reduce -32.8% | 1,254 | $220K |
| Waverly Advisors, LLC | 0.00% | New | 1,253 | $220K |
| Private Advisor Group, LLC | 0.00% | New | 1,247 | $219K |
| Axxcess Wealth Management, LLC | 0.00% | New | 1,242 | $218K |
| Whalerock Point Partners, LLC | 0.04% | No change | 1,227 | $215K |
| Chicago Wealth Management, Inc. | 0.08% | Reduce -6.5% | 1,221 | $214K |
| Cibc World Market Inc. | 0.00% | New | 1,200 | $210K |
| Coastal Bridge Advisors, LLC | 0.01% | New | 1,190 | $209K |
| Citizens Financial Group Inc. | 0.00% | New | 1,166 | $204K |
| FNY Investment Advisers, LLC | 0.06% | New | 1,000 | $175K |
| Eastern Bank | 0.00% | No change | 880 | $154K |
| IFG Advisory, LLC | 0.00% | New | 707 | $124K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -39.0% | 592 | $104K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.9% | 557 | $98K |
| IFP Advisors, Inc | 0.00% | No change | 526 | $92K |
| FWL Investment Management, LLC | 0.02% | Add +9.1% | 517 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.1% | 499 | $87K |
| Rothschild Investment LLC | 0.00% | Add +48.5% | 490 | $86K |
| Agur Provident & Training Funds Management Ltd. | 0.44% | — | 49,200 | $81K |
| Balentine LLC | 0.00% | No change | 443 | $78K |
| Fiduciary Financial Advisors | 0.01% | New | 440 | $77K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -91.3% | 422 | $74K |
| BlackRock, Inc. | 0.00% | No change | 411 | $72K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -64.6% | 367 | $64K |
| Fifth Third Bancorp | 0.00% | No change | 323 | $57K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.8% | 306 | $54K |
| Blair William & Co. | 0.00% | No change | 274 | $48K |
| Rossby Financial, LCC | 0.01% | No change | 272 | $48K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 269 | $47K |
| Private Trust Co. NA | 0.00% | No change | 237 | $42K |
| Signaturefd, LLC | 0.00% | No change | 201 | $35K |
| Trust Co. of Vermont | 0.00% | — | 200 | $35K |
| NFSG Corp | 0.00% | Add +80.0% | 180 | $32K |
| Arax Advisory Partners | 0.00% | Add +3.9% | 162 | $28K |
| Capital Analysts, LLC | 0.00% | New | 157 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 150 | $27K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -35.7% | 151 | $26K |
| AE Wealth Management LLC | 0.00% | Reduce -13.9% | 142 | $25K |
| Wagner Wealth Management, LLC | 0.00% | No change | 141 | $25K |
| WestEnd Advisors, LLC | 0.00% | Reduce -0.7% | 139 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.8% | 128 | $22K |
| Hollencrest Capital Management | 0.00% | New | 110 | $19K |
| Darwin Wealth Management, LLC | 0.01% | No change | 107 | $19K |
| Blue Trust, Inc. | 0.00% | New | 100 | $18K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 95 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +256.0% | 89 | $16K |
| Institute for Wealth Management, LLC. | 0.00% | New | 89 | $16K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -22.4% | 83 | $15K |
| Cornerstone Planning Group LLC | 0.00% | No change | 76 | $14K |
| Anchor Investment Management, LLC | 0.00% | No change | 81 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 77 | $14K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 74 | $13K |
| Downshift Financial, LLC | 0.01% | New | 73 | $13K |
| Lazard Asset Management LLC | 0.00% | New | 71 | $12K |
| Capital Advisor Network LLC | 0.01% | Add +36.7% | 67 | $12K |
| International Assets Investment Management, LLC | 0.00% | No change | 60 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 48 | $8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 42 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 39 | $7K |
| Caldwell Trust Co | 0.00% | Add +23.3% | 37 | $6K |
| Abound Wealth Management | 0.00% | No change | 32 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 30 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 22 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 18 | $3K |
| Simplex Trading, LLC | 0.00% | New | 17 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $2K |
| Family Manage LLC | 0.00% | No change | 10 | $2K |
| IAG Wealth Partners, LLC | 0.00% | New | 7 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 6 | $1K |
| Tsfg, LLC | 0.00% | No change | 8 | $1K |
| BankChampaign, National Association | 0.00% | No change | 5 | $877 |
| ARK Investment Management | 0.00% | New | 2 | $424 |
"% 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.