IAI Institutional Ownership
iShares U.S. Broker-Dealers & Securities Exchanges ETF
1W: -2.8%
1M: -7.6%
3M: -7.1%
YTD: -3.3%
1Y: +1.4%
3Y: +99.6%
5Y: +75.6%
$175.89
-0.40 (-0.23%)
Weekly Expected Move ±2.2%
$168
$172
$176
$180
$184
Overview
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Holdings
Changes
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Institutional Ownership — IAI
207
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
861M
Total Invested
36
New Positions
55
Increased
75
Reduced
14
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (233 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 594,695 | $105M | -19,752 | -3.2% | 23Q | SEC ↗ |
| 2 | MEITAV INVESTMENT HOUSE LTD NEW | 439,719 | $77M | — | +0.0% | 1Q | SEC ↗ |
| 3 | MORGAN STANLEY | 425,828 | $75M | +19,509 | +4.8% | 60Q | SEC ↗ |
| 4 | MML INVESTORS SERVICES, LLC | 274,228 | $48M | +71,683 | +35.4% | 23Q | SEC ↗ |
| 5 | Phoenix Financial Ltd. NEW | 273,000 | $48M | — | +0.0% | 1Q | SEC ↗ |
| 6 | TWO SIGMA INVESTMENTS, LP | 247,200 | $43M | -44,900 | -15.4% | 10Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 238,156 | $42M | +7,943 | +3.5% | 76Q | SEC ↗ |
| 8 | Kranot Hishtalmut Le Morim Ve Gananot NEW | 130,297 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 127,703 | $22M | +21,949 | +20.8% | 26Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 124,159 | $22M | -42,632 | -25.6% | 15Q | SEC ↗ |
| 11 | LPL Financial LLC | 118,978 | $21M | -21,601 | -15.4% | 40Q | SEC ↗ |
| 12 | AlphaCore Capital LLC | 110,918 | $20M | -7,475 | -6.3% | 3Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 94,678 | $17M | +4,145 | +4.6% | 67Q | SEC ↗ |
| 14 | Equitable Holdings, Inc. | 93,476 | $16M | +10,503 | +12.7% | 6Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 93,144 | $16M | -108,790 | -53.9% | 11Q | SEC ↗ |
| 16 | MinichMacGregor Wealth Management, LLC | 75,770 | $13M | +6,015 | +8.6% | 8Q | SEC ↗ |
| 17 | UBS Group AG | 74,958 | $13M | -10,109 | -11.9% | 47Q | SEC ↗ |
| 18 | Prospera Financial Services Inc | 70,074 | $12M | +380 | +0.5% | 8Q | SEC ↗ |
| 19 | Advisory Services Network, LLC | 69,231 | $12M | +4,625 | +7.2% | 7Q | SEC ↗ |
| 20 | WESPAC Advisors SoCal, LLC | 58,167 | $10M | -1,543 | -2.6% | 10Q | SEC ↗ |
| 21 | Well Done, LLC | 52,860 | $9M | +3,130 | +6.3% | 8Q | SEC ↗ |
| 22 | Kranot Hishtalmut Le Morim Tichoniim H NEW | 49,207 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 23 | AGUR PROVIDENT & TRAINING FUNDS MANAGE NEW | 49,200 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Harel Insurance Investments & Financia | 48,200 | $8M | -1,762,036 | -97.3% | 6Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 45,540 | $8M | -2,477 | -5.2% | 7Q | SEC ↗ |
| 26 | Prostatis Group LLC | 43,658 | $8M | +10,732 | +32.6% | 4Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 40,081 | $7M | +200 | +0.5% | 23Q | SEC ↗ |
| 28 | Quadrature Capital Ltd | 39,086 | $7M | +25,053 | +178.5% | 2Q | SEC ↗ |
| 29 | Cadent Capital Advisors, LLC | 37,859 | $7M | -636 | -1.7% | 7Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 35,389 | $6M | +28,022 | +380.4% | 3Q | SEC ↗ |
| 31 | GTS SECURITIES LLC | 32,510 | $6M | +29,682 | +1049.6% | 2Q | SEC ↗ |
| 32 | Steward Partners Investment Advisory, | 30,939 | $5M | -326 | -1.0% | 29Q | SEC ↗ |
| 33 | McGuire Investment Group, LLC | 30,849 | $5M | -196 | -0.6% | 32Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 27,157 | $5M | +5,347 | +24.5% | 10Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 26,639 | $5M | -536 | -2.0% | 24Q | SEC ↗ |
| 36 | HighTower Advisors, LLC | 23,813 | $4M | -19,266 | -44.7% | 10Q | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 23,536 | $4M | +8,100 | +52.5% | 9Q | SEC ↗ |
| 38 | COTTONWOOD CAPITAL ADVISORS, LLC | 23,514 | $4M | +1,575 | +7.2% | 19Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 23,348 | $4M | -524 | -2.2% | 31Q | SEC ↗ |
| 40 | Janney Montgomery Scott LLC | 22,759 | $4M | -4,220 | -15.6% | 8Q | SEC ↗ |
| 41 | SFI Advisors, LLC | 22,270 | $4M | -293 | -1.3% | 19Q | SEC ↗ |
| 42 | Nan Shan Life Insurance Co., Ltd. | 20,580 | $4M | — | +0.0% | 2Q | SEC ↗ |
| 43 | ARS Investment Partners, LLC | 20,334 | $4M | +170 | +0.8% | 5Q | SEC ↗ |
| 44 | 1 NORTH WEALTH SERVICES LLC | 19,538 | $3M | +994 | +5.4% | 7Q | SEC ↗ |
| 45 | Tudor Financial Inc. | 18,208 | $3M | -627 | -3.3% | 8Q | SEC ↗ |
| 46 | JONES FINANCIAL COMPANIES LLLP | 17,709 | $3M | +1,812 | +11.4% | 9Q | SEC ↗ |
| 47 | Arete Wealth Advisors, LLC NEW | 16,248 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 48 | HERITAGE OAK WEALTH ADVISORS LLC | 15,573 | $3M | -458 | -2.9% | 6Q | SEC ↗ |
| 49 | Cambridge Investment Research Advisors | 15,336 | $3M | -665 | -4.2% | 9Q | SEC ↗ |
| 50 | VALICENTI ADVISORY SERVICES INC | 15,173 | $3M | +2,213 | +17.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | 439,719 | $77M |
| Phoenix Financial Ltd. | 273,000 | $48M |
| Kranot Hishtalmut Le Morim Ve Ganan | 130,297 | $23M |
| Kranot Hishtalmut Le Morim Tichonii | 49,207 | $9M |
| AGUR PROVIDENT & TRAINING FUNDS MAN | 49,200 | $9M |
| Arete Wealth Advisors, LLC | 16,248 | $3M |
| Schuylkill Financial LLC | 4,979 | $876K |
| MILLINGTON SECURITIES, LLC | 4,197 | $738K |
| MARSHALL WACE, LLP | 4,087 | $719K |
| MONEY CONCEPTS CAPITAL CORP | 3,676 | $647K |
| Maxele Advisors, LLC | 3,081 | $542K |
| Concurrent Investment Advisors, LLC | 2,922 | $514K |
| RENAISSANCE TECHNOLOGIES LLC | 2,300 | $405K |
| Ausdal Financial Partners, Inc. | 2,102 | $370K |
| Belpointe Asset Management LLC | 1,984 | $349K |
| Fortis Capital Advisors, LLC | 1,984 | $349K |
| Global Retirement Partners, LLC | 1,854 | $326K |
| Waverly Advisors, LLC | 1,253 | $220K |
| Private Advisor Group, LLC | 1,247 | $219K |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,242 | $218K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Jump Financial, LLC | 44,840 | $8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 40,353 | $7M |
| FOUNDERS FINANCIAL SECURITIES LLC | 28,206 | $5M |
| Mirae Asset Global Investments Co., | 25,223 | $4M |
| FISCHER INVESTMENT STRATEGIES, LLC | 23,982 | $4M |
| Mivtachim The Workers Social Insura | 16,500 | $3M |
| Great Diamond Partners, LLC | 15,093 | $3M |
| VestGen Advisors, LLC | 15,058 | $3M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 9,954 | $2M |
| Wagner Wealth Management, Corp | 8,596 | $2M |
| Baird Financial Group, Inc. | 7,339 | $1M |
| Jackson Wealth Management, LLC | 6,565 | $1M |
| Trivium Point Advisory, LLC | 6,525 | $1M |
| Hudson Value Partners, LLC | 5,416 | $953K |
| First International Bank of Israel | 3,194 | $562K |
| Kesler, Norman & Wride, LLC | 2,856 | $502K |
| Blueshift Asset Management, LLC | 2,625 | $462K |
| D. E. Shaw & Co., Inc. | 2,229 | $392K |
| Gateway Wealth Partners, LLC | 1,914 | $337K |
| Independent Advisor Alliance | 1,907 | $335K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +71,683 | +35.4% | 274,228 |
| GTS SECURITIES LLC | +29,682 | +1049.6% | 32,510 |
| CITADEL ADVISORS LLC | +28,022 | +380.4% | 35,389 |
| Quadrature Capital Ltd | +25,053 | +178.5% | 39,086 |
| OSAIC HOLDINGS, INC. | +21,949 | +20.8% | 127,703 |
| MORGAN STANLEY | +19,509 | +4.8% | 425,828 |
| Game Plan Financial Advisors, LLC | +13,368 | +13368.0% | 13,468 |
| Prostatis Group LLC | +10,732 | +32.6% | 43,658 |
| Equitable Holdings, Inc. | +10,503 | +12.7% | 93,476 |
| HARBOUR INVESTMENTS, INC. | +9,945 | +7830.7% | 10,072 |
| GOLDMAN SACHS GROUP INC | +8,507 | +162.0% | 13,758 |
| Qube Research & Technologies Ltd | +8,100 | +52.5% | 23,536 |
| WELLS FARGO & COMPANY/MN | +7,943 | +3.5% | 238,156 |
| MinichMacGregor Wealth Management, | +6,015 | +8.6% | 75,770 |
| HRT FINANCIAL LP | +5,766 | +116.0% | 10,737 |
| Cetera Investment Advisers | +5,347 | +24.5% | 27,157 |
| Advisory Services Network, LLC | +4,625 | +7.2% | 69,231 |
| ROYAL BANK OF CANADA | +4,145 | +4.6% | 94,678 |
| Well Done, LLC | +3,130 | +6.3% | 52,860 |
| Parallel Advisors, LLC | +2,697 | +657.8% | 3,107 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Harel Insurance Investments & Finan | -1,762,036 | -97.3% | 48,200 |
| AMERIPRISE FINANCIAL INC | -108,790 | -53.9% | 93,144 |
| TWO SIGMA INVESTMENTS, LP | -44,900 | -15.4% | 247,200 |
| BANK OF AMERICA CORP /DE | -42,632 | -25.6% | 124,159 |
| Tower Research Capital LLC (TRC) | -26,087 | -98.1% | 499 |
| LPL Financial LLC | -21,601 | -15.4% | 118,978 |
| Fisher Asset Management, LLC | -19,752 | -3.2% | 594,695 |
| HighTower Advisors, LLC | -19,266 | -44.7% | 23,813 |
| CX Institutional | -18,893 | -91.5% | 1,745 |
| Baker Avenue Asset Management, LP | -13,353 | -87.9% | 1,830 |
| UBS Group AG | -10,109 | -11.9% | 74,958 |
| AlphaCore Capital LLC | -7,475 | -6.3% | 110,918 |
| JANE STREET GROUP, LLC | -7,287 | -54.6% | 6,047 |
| Mariner, LLC | -6,650 | -68.0% | 3,128 |
| Rockefeller Capital Management L.P. | -4,421 | -91.3% | 422 |
| Janney Montgomery Scott LLC | -4,220 | -15.6% | 22,759 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,046 | -50.3% | 3,998 |
| Apeiron RIA LLC | -4,005 | -75.2% | 1,322 |
| Genesee Capital Advisors, LLC | -2,636 | -30.9% | 5,884 |
| RAYMOND JAMES FINANCIAL INC | -2,477 | -5.2% | 45,540 |