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iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) Institutional Ownership

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(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAI)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$84.32M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$21.99M
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IAI Institutional Buying and Selling by Quarter

iShares U.S. Broker-Dealers & Securities Exchanges ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/5/2024Fisher Asset Management LLC870,158$94.44M0.0%-2.6%20.236%
2/6/2024Fisher Asset Management LLC871,814$94.62M0.0%-2.4%20.275%
1/29/2024Q3 Asset Management14,008$1.51M0.4%N/A0.326%
10/24/2023Cambridge Investment Research Advisors Inc.2,258$206K0.0%-7.9%0.053%
10/18/2023 CX Institutional8,136$741K0.0%-37.2%0.189%
10/18/2023Private Trust Co. NA311$28K0.0%N/A0.007%
8/11/2023Summit Financial LLC2,443$222K0.0%N/A0.057%
8/9/2023Flow Traders U.S. LLC12,967$1.18M0.1%N/A0.302%
8/8/2023Fisher Asset Management LLC888,648$80.65M0.0%+6.9%20.666%
7/13/2023Cambridge Investment Research Advisors Inc.2,453$223K0.0%-39.8%0.034%
5/5/2023Assetmark Inc.1,264,970$115.92M0.5%-12.5%16.979%
5/4/2023Resolute Wealth Strategies LLC2,458$225K0.2%N/A0.033%
5/3/2023 Cookson Peirce & Co. Inc.2,352$216K0.0%N/A0.032%
5/1/2023Fisher Asset Management LLC831,546$76.20M0.0%+16,651.5%11.162%
4/17/2023 Ayalon Insurance Comp Ltd.800$73K0.0%-94.0%0.009%
2/8/2023Cambridge Investment Research Advisors Inc.2,803$269K0.0%-23.4%0.032%
2/3/2023Fisher Asset Management LLC4,964$477K0.0%-24.9%0.056%
2/1/2023Corbyn Investment Management Inc. MD2,243$216K0.1%N/A0.025%
1/24/2023WealthOne LLC3,388$326K0.1%N/A0.038%
1/18/2023 Well Done LLC42,434$4.08M0.9%+17.3%0.477%
1/11/2023North Star Investment Management Corp.1,645$158K0.0%N/A0.019%
1/9/2023 MinichMacGregor Wealth Management LLC1,150$111K0.0%N/A0.013%
11/14/2022Barometer Capital Management Inc.6,600$564K0.2%N/A0.120%
11/8/2022Fisher Asset Management LLC6,608$564K0.0%+34.1%0.120%
11/2/2022Hudock Inc.347$29K0.0%N/A0.006%
10/31/2022Leuthold Group LLC9,613$821K0.1%-31.1%0.175%
10/24/2022Great Diamond Partners LLC11,528$984K0.3%-5.1%0.212%
10/19/2022 Ayalon Insurance Comp Ltd.13,300$1.14M0.5%-25.9%0.244%
10/14/2022 Well Done LLC36,172$3.09M0.8%+10.4%0.664%
10/4/2022 AdvisorNet Financial Inc904$77K0.0%-23.3%0.020%
8/13/2022Flow Traders U.S. LLC7,711$647K0.0%-61.2%0.168%
8/4/2022Cavalier Investments LLC60,173$5.05M1.8%+1.6%1.308%
8/3/2022 Dumont & Blake Investment Advisors LLC2,470$207K0.1%-24.2%0.054%
8/1/2022Leuthold Group LLC13,945$1.17M0.2%+37.6%0.303%
7/26/2022Great Diamond Partners LLC12,143$1.02M0.3%+8.0%0.264%
7/26/2022JCSD Capital LLC41,000$3.44M4.0%N/A0.891%
7/18/2022 Well Done LLC32,758$2.75M0.6%+14.8%0.697%
7/13/2022Cambridge Investment Research Advisors Inc.3,717$312K0.0%-10.2%0.079%
7/12/2022 Ayalon Insurance Comp Ltd.17,950$1.51M0.7%-33.8%0.382%
5/5/2022Fisher Asset Management LLC4,855$485K0.0%+3.4%0.089%
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5/5/2022Great Diamond Partners LLC11,242$1.12M0.3%+6.7%0.206%
5/4/2022Janney Montgomery Scott LLC3,068$306K0.0%-10.8%0.056%
5/4/2022Cavalier Investments LLC59,234$5.92M1.5%+8.2%1.077%
5/4/2022Leuthold Group LLC10,131$1.01M0.1%+10.1%0.184%
5/3/2022Corbyn Investment Management Inc. MD2,436$243K0.1%-11.2%0.044%
5/3/2022 Cookson Peirce & Co. Inc.3,974$397K0.0%+3.5%0.072%
4/27/2022 Dumont & Blake Investment Advisors LLC3,258$325K0.1%N/A0.059%
4/26/2022 MinichMacGregor Wealth Management LLC55,972$5.59M1.8%-0.9%1.000%
4/25/2022 Ayalon Holdings Ltd.27,100$2.71M0.9%+0.7%0.484%
4/20/2022 Well Done LLC28,534$2.85M0.6%+50.7%0.505%
4/15/2022WealthBridge Capital Management LLC4,977$497K0.2%N/A0.088%
4/15/2022 Wealthcare Advisory Partners LLC2,720$272K0.0%+11.7%0.048%
4/14/2022 AdvisorNet Financial Inc1,230$123K0.0%+9.4%0.022%
2/15/2022SFI Advisors LLC55,271$6.25M5.5%N/A0.662%
2/8/2022 Affinity Wealth Management LLC211,591$22.31M4.6%+3.3%2.534%
2/7/2022SG Americas Securities LLC24,800$2.73M0.0%N/A0.297%
2/7/2022Corbyn Investment Management Inc. MD2,743$302K0.1%+12.6%0.033%
2/7/2022Advisors Preferred LLC315$35K0.0%-79.6%0.004%
2/3/2022Cambridge Investment Research Advisors Inc.11,578$1.28M0.0%+25.4%0.140%
2/3/2022Leuthold Group LLC9,201$1.01M0.1%+7.3%0.112%
2/2/2022Fisher Asset Management LLC4,694$517K0.0%+30.1%0.055%
2/2/2022Cavalier Investments LLC54,734$6.03M1.6%+21.8%0.636%
2/2/2022Riggs Asset Managment Co. Inc.34,941$3.85M1.0%+662.9%0.406%
1/31/2022 Cookson Peirce & Co. Inc.3,838$423K0.0%-5.5%0.044%
1/25/2022Q3 Asset Management8,171$900K0.4%-85.9%0.091%
1/21/2022 Well Done LLC18,937$2.09M0.4%+15.6%0.212%
1/19/2022 AdvisorNet Financial Inc1,124$124K0.0%+57.4%0.013%
1/18/2022 Accel Wealth Management752$83K0.0%N/A0.008%
1/18/2022 MinichMacGregor Wealth Management LLC56,456$6.22M1.9%+2.5%0.631%
1/18/2022 Kovack Advisors Inc.1,911$211K0.0%-44.2%0.021%
11/15/2021Flow Traders U.S. LLC2,282$238K0.0%-94.3%0.025%
11/12/2021Assetmark Inc.864$90K0.0%-99.9%0.009%
11/4/2021 Affinity Wealth Management LLC204,747$21.51M4.2%N/A2.288%
11/3/2021 MinichMacGregor Wealth Management LLC55,070$5.75M1.9%+0.7%0.615%
11/3/2021 Kovack Advisors Inc.3,427$358K0.0%+2.6%0.038%
11/2/2021Cambridge Investment Research Advisors Inc.9,235$964K0.0%+6.1%0.103%
11/2/2021Cavalier Investments LLC44,947$4.69M1.5%+22.4%0.502%
11/1/2021 Well Done LLC16,376$1.71M0.4%+8.4%0.183%
10/29/2021Janney Montgomery Scott LLC3,438$359K0.0%+9.6%0.038%
10/29/2021Q3 Asset Management57,997$5.40M2.6%+546.1%0.648%
10/27/2021Advisors Preferred LLC1,542$163K0.0%+16.2%0.017%
10/26/2021Fisher Asset Management LLC3,607$377K0.0%+22.6%0.041%
10/21/2021Great Diamond Partners LLC8,971$936K0.3%N/A0.102%
10/15/2021 AdvisorNet Financial Inc714$75K0.0%N/A0.008%
10/13/2021 Ayalon Holdings Ltd.26,900$2.85M1.0%+0.4%0.316%
10/7/2021Carroll Financial Associates Inc.7,242$756K0.0%-4.8%0.086%
8/24/2021Flow Traders U.S. LLC40,359$4.12M0.2%N/A0.508%
8/16/2021Assetmark Inc.1,538,909$157.08M0.7%N/A19.604%
8/13/2021Steward Partners Investment Advisory LLC21,425$2.19M0.0%+16.1%0.280%
8/11/2021Cavalier Investments LLC36,727$3.75M1.4%+6.8%0.410%
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8/10/2021Cambridge Investment Research Advisors Inc.8,703$888K0.0%N/A0.101%
8/3/2021 Cookson Peirce & Co. Inc.4,033$412K0.0%+35.6%0.047%
8/3/2021Corbyn Investment Management Inc. MD2,435$249K0.1%N/A0.028%
8/2/2021 MinichMacGregor Wealth Management LLC54,705$5.58M2.0%N/A0.640%
7/31/2021Fisher Asset Management LLC2,941$300K0.0%-4.2%0.034%
7/31/2021 Well Done LLC15,105$1.54M0.3%N/A0.177%
7/29/2021 Kovack Advisors Inc.3,339$341K0.0%N/A0.039%
7/27/2021Wealthpoint LLC4,529$462K0.2%N/A0.057%
7/26/2021 Ayalon Holdings Ltd.26,780$2.74M0.9%+2.3%0.335%
7/26/2021Q3 Asset Management8,977$916K0.4%N/A0.112%
(Data available from 1/1/2016 forward)

IAI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAI shares?

During the previous two years, 26 institutional investors and hedge funds held shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF. The most heavily invested institutionals were Assetmark Inc. ($115.92M), Fisher Asset Management LLC ($94.44M), Cavalier Investments LLC ($5.05M), Well Done LLC ($4.08M), JCSD Capital LLC ($3.44M), Ayalon Holdings Ltd. ($2.71M), and Q3 Asset Management ($1.51M).Learn more on IAI's institutional investors.

Which institutional investors have been buying iShares U.S. Broker-Dealers & Securities Exchanges ETF stock?

Of the 20 institutional investors that purchased iShares U.S. Broker-Dealers & Securities Exchanges ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($885.53K), JCSD Capital LLC ($41K), Q3 Asset Management ($14.01K), Well Done LLC ($13.90K), Flow Traders U.S. LLC ($12.97K), Barometer Capital Management Inc. ($6.60K), and Cavalier Investments LLC ($5.44K).

How much institutional buying is happening at iShares U.S. Broker-Dealers & Securities Exchanges ETF?

Institutional investors have bought a total of 1,005,721 shares in the last 24 months. This purchase volume represents approximately $92.02M in transactions.

Which iShares U.S. Broker-Dealers & Securities Exchanges ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold iShares U.S. Broker-Dealers & Securities Exchanges ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($180.21K), Fisher Asset Management LLC ($46.55K), Ayalon Insurance Comp Ltd. ($26.30K), Flow Traders U.S. LLC ($12.16K), CX Institutional ($4.81K), Leuthold Group LLC ($4.33K), and Cambridge Investment Research Advisors Inc. ($3.10K).

How much institutional selling is happening at iShares U.S. Broker-Dealers & Securities Exchanges ETF?

Institutional investors have sold a total of 280,292 shares in the last 24 months. This volume of shares sold represents approximately $26.23M in transactions.


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This page (NYSEARCA:IAI) was last updated on 4/25/2024 by MarketBeat.com Staff

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