iShares U.s. Broker-dealers ETF (IAI): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IAI (all 13F filers)
- Fisher Asset Management595 KInvestment firm−20 K
- Meitav Investment House440 KType not verified+440 K
- Morgan Stanley426 KBank or trading desk+20 K
- MML Investors Services274 KWealth adviser+72 K
- Phoenix Financial273 KType not verified+273 K
- Two Sigma Investments247 KQuant or multi-manager−45 K
- Wells Fargo238 KBank or trading desk+7,943
- Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet130 KType not verified+130 K
- Osaic Holdings128 KWealth adviser+22 K
- Bank of America124 KBank or trading desk−43 K
- Shares
- 595 K
- Change
- −20 K
See more
- Type
- Investment firm
- Value
- $104M
- Shares
- 440 K
- Change
- +440 K
See more
- Type
- Type not verified
- Value
- $77.1M
- Shares
- 426 K
- Change
- +20 K
See more
- Type
- Bank or trading desk
- Value
- $74.7M
- Shares
- 274 K
- Change
- +72 K
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- Type
- Wealth adviser
- Value
- $48.1M
- Shares
- 273 K
- Change
- +273 K
See more
- Type
- Type not verified
- Value
- $47.9M
- Shares
- 247 K
- Change
- −45 K
See more
- Type
- Quant or multi-manager
- Value
- $43.3M
- Shares
- 238 K
- Change
- +7,943
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- Type
- Bank or trading desk
- Value
- $41.8M
- Shares
- 130 K
- Change
- +130 K
See more
- Type
- Type not verified
- Value
- $22.8M
- Shares
- 128 K
- Change
- +22 K
See more
- Type
- Wealth adviser
- Value
- $22.4M
- Shares
- 124 K
- Change
- −43 K
See more
- Type
- Bank or trading desk
- Value
- $21.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Truist Financial0.2%(fell below 5%)13G · amendmentfiling ↗Event: Mar 31, 2025 · filed: Apr 28, 2025
- Truist Financial5.8%13G · amendmentfiling ↗Event: Dec 31, 2024 · filed: Jan 23, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗