IAI institutional holders

iShares U.S. Broker-Dealers & Securities Exchanges ETF · 200 reporting institutions · $878.5M reported value

Funds that can replace IAI · IAI return decomposition

Institutional holdings

Institutions reporting IAI, largest first
InstitutionReported positionAdvisors at firmReport period
Fisher Asset Management, LLC$104.3M2,9842026-06-30
Meitav Investment House Ltd$77.1M02026-06-30
Morgan Stanley$74.7M23,1852026-06-30
MML Investors Services, LLC$48.1M5,1202026-06-30
Phoenix Financial Ltd.$47.9M02026-06-30
Two Sigma Investments, LP$43.3M02026-06-30
Wells Fargo & Company/mn$41.8M02026-06-30
Spc Financial, Inc.$29.9M02025-09-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$22.8M02026-06-30
Osaic Holdings, Inc.$22.4M02026-06-30
Bank of America Corp /de$21.8M02026-06-30
Lpl Financial LLC$20.9M23,4582026-06-30
Alphacore Capital LLC$19.4M692026-06-30
Royal Bank of Canada$16.6M02026-06-30
Equitable Holdings, Inc.$16.4M02026-06-30
Ameriprise Financial Inc$16.3M02026-06-30
Minichmacgregor Wealth Management, LLC$13.3M82026-06-30
UBS Group AG$13.1M02026-06-30
Prospera Financial Services, Inc.$12.3M2702026-06-30
Advisory Services Network$12.1M2532026-06-30
Wespac Advisors Socal, LLC$10.2M102026-06-30
Captrust Wealth Advisors$9.3M202026-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd$8.6M02026-06-30
Raymond James Financial Inc$8M02026-06-30
Prostatis Group LLC$7.7M152026-06-30
Stifel Financial Corp$7M02026-06-30
Quadrature Capital Ltd$6.9M02026-06-30
Cadent Capital Advisors, LLC$6.6M112026-06-30
Citadel Advisors LLC$6.2M02026-06-30
Gts Securities LLC$5.7M02026-06-30
Steward Partners Investment Advisory, LLC$5.4M4812026-06-30
McGuire Wealth Management$5.4M32026-06-30
Cetera Investment Advisers$4.8M10,3702026-06-30
Commonwealth Equity Services, LLC$4.7M2,8632026-06-30
Hightower Advisors, LLC$4.2M1,0462026-06-30
Qube Research & Technologies Ltd$4.1M02026-06-30
Cottonwood Capital Advisors, LLC$4.1M22026-06-30
Envestnet Pmc$4.1M602026-06-30
Sfi Advisors, LLC$3.9M42026-06-30
Nan Shan Life Insurance Co., Ltd.$3.6M02026-06-30
Ars Investment Partners, LLC$3.6M52026-06-30
1 North Wealth Services LLC$3.4M62026-06-30
Game Plan Financial Advisors, LLC$3.3M22026-06-30
Tudor Financial, Inc.$3.2M72026-06-30
Jones Financial Companies LLLP$3.1M02026-06-30
Arete Wealth Advisors, LLC$2.8M1462026-06-30
Heritage Oak Wealth Advisors LLC$2.7M52026-06-30
Pcg Wealth Advisors, LLC$2.5M182026-06-30
Guerra Advisors Inc$2.4M172025-09-30
Goldman Sachs Group Inc$2.4M02026-06-30
Mgo One Seven LLC$2.2M1182026-06-30
Truist Financial Corp$1.9M02026-06-30
Great Valley Advisor Group, LLC$1.8M2052026-06-30
Harbour Investments, Inc.$1.8M2472026-06-30
Pinnacle Financial Partners, Inc.$1.7M02026-06-30
Menora Mivtachim Holdings Ltd.$1.6M02026-06-30
&partners$1.5M5552026-06-30
Synovus Financial Corp$1.4M02025-09-30
Robinson Value Management, Ltd.$1.3M22026-06-30
Integrity Alliance, Llc.$1.3M3532026-06-30
Outlook Wealth Advisors, LLC$1.2M62026-06-30
Rhodes Investment Advisors Inc /adv$1.1M92026-06-30
Xtx Topco Ltd$1.1M02026-06-30
Muirfield Wealth Advisors LLC$1.1M22026-06-30
Jane Street Group, LLC$1.1M02026-06-30
Genesee Capital Advisors, LLC$1M22026-06-30
Global Financial Private Client, LLC$973.1K52026-06-30
Atria Investments, Inc$969.2K62026-06-30
Wbi Investments, LLC$939.9K32026-06-30
Signature Equity Partners, LLC$923.7K342026-06-30
Allworth Financial, LP$890.4K3172026-06-30
Schuylkill Financial LLC$872.9K22026-06-30
Jpmorgan Chase & Co$832.8K02026-06-30
Assetmark, Inc$750.6K2202026-06-30
Marshall Wace, LLP$716.6K02026-06-30
Fmr LLC$712.6K02026-06-30
Newedge Advisors$706.4K6012026-06-30
Mercer Global Advisors Inc /adv$701K02026-06-30
Lido Advisors, LLC$696.4K3202026-06-30
Millington Securities, LLC$689K02026-03-31
Southern Capital Advisors, LLC$686.2K62026-06-30
Sanctuary Advisors, LLC$675.1K4012026-06-30
Fifth Third Securities, Inc.$667.7K1,0142026-06-30
Money Concepts Capital Corp$644.5K3892026-06-30
Signal Advisors Wealth, LLC$637.7K452026-06-30
Aprio Wealth Management, LLC$562K362026-06-30
Mariner, LLC$548.4K02026-06-30
Parallel Advisors, LLC$544.8K752026-06-30
Maxele Advisors, LLC$540.2K22026-06-30
Kestra Advisory Services, LLC$537.1K1,4792026-06-30
Oppenheimer & Co. Inc.$531.6K1,1662026-06-30
Alpine Woods Capital Investors, LLC$526K02026-06-30
Concurrent Investment Advisors, LLC$512.4K3492026-06-30
Seacrest Wealth Management, LLC$452.5K352026-06-30
Cassady Wealth & Retirement Planning, LLC$438K52026-06-30
Davenport & Co LLC$430.8K3392026-06-30
Renaissance Technologies LLC$403.3K02026-06-30
Kovack Advisors, Inc.$397.5K2582026-06-30
Glen Eagle Advisors, LLC$372.6K132026-06-30
Kingsview Wealth Management, LLC$371.7K1152026-06-30
Ausdal Financial Partners, Inc.$368.5K1892026-06-30
Aimz Investment Advisors, LLC$357.7K22026-06-30
Bank of New York Mellon Corp$351.6K02026-06-30
Summit Financial, LLC$349.7K2292026-06-30
Belpointe Asset Management LLC$347.9K1702026-06-30
Fortis Capital Advisors, LLC$347.9K712026-06-30
Navis Wealth Advisors LLC$333.1K72026-06-30
Global Retirement Partners LLC$325.1K4912026-06-30
Resolute Wealth Strategies, LLC$325.1K62026-06-30
Bakeravenue$320.9K352026-06-30
North Star Investment Management Corporation$288.4K112026-06-30
Northwestern Mutual Wealth Management Co$282.6K02026-06-30
Swmg, LLC$281.2K82026-06-30
Kraematon Investment Advisors, Inc.$261.6K12026-06-30
US Bancorp$248.6K02026-06-30
Apeiron RIA LLC$231.8K112026-06-30
Cwm, LLC$223.1K6672026-03-31
Waverly Advisors, LLC$219.7K2312026-06-30
Private Advisor Group, LLC$218.6K9272026-06-30
Axxcess Wealth Management, LLC$217.7K382026-06-30
Whalerock Point Partners, LLC$215.1K42026-06-30
Chicago Wealth Management, Inc.$214.1K52026-06-30
CIBC World Market Inc.$210.4K02026-06-30
Coastal Bridge Advisors, LLC$208.6K392026-06-30
Citizens Financial Group Inc/ri$204.4K02026-06-30
Eastern Bank$154.3K02026-06-30
Integrated Wealth Concepts LLC$130.4K4802026-06-30
Ifg Advisory, LLC$124K1102026-06-30
Farther Finance Advisors, LLC$103.8K3342026-06-30
PNC Financial Services Group, Inc.$97.7K02026-06-30
Ifp Advisors, Inc$92.2K3182026-06-30
Fwl Investment Management, LLC$90.6K22026-06-30
Tower Research Capital LLC (trc)$87.5K02026-06-30
Rothschild Investment LLC$85.9K182026-06-30
Balentine LLC$77.7K182026-06-30
Fiduciary Financial Advisors$77.1K512026-06-30
Rockefeller Capital Management LP$74.1K3462026-06-30
Blackrock, Inc.$72.1K02026-06-30
CIBC Private Wealth Group LLC$64.4K02025-12-31
O'Shaughnessy Asset Management, LLC$64.3K582026-06-30
Fifth Third Bancorp$56.6K02026-06-30
Russell Investments Group, Ltd.$53.7K02026-06-30
Blair William & Co/il$48K3292026-06-30
Rossby Financial, Lcc$47.7K312026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$47.2K02026-06-30
Private Trust Co NA$41.6K02026-06-30
Signaturefd, LLC$35.2K492026-06-30
Trust Co of Vermont$35.1K02026-06-30
Nfsg Corp$31.6K752026-06-30
Arax Advisory Partners$28.4K2322026-06-30
TD Waterhouse Canada Inc.$27.2K02026-06-30
Founders Financial Alliance, LLC$26.4K322026-06-30
Ae Wealth Management LLC$24.8K4712026-06-30
Wagner Wealth Management, LLC$24.7K52026-06-30
Westend Advisors, LLC$24.4K02026-06-30
Hollencrest Capital Management$19.3K152026-06-30
Darwin Wealth Management, LLC$18.8K122026-06-30
Huntington National Bank$18.1K02026-06-30
Blue Trust, Inc.$17.5K02026-06-30
McGuire Capital Advisors Inc$16.7K42026-06-30
Institute for Wealth Management, Llc.$15.6K132026-06-30
Ashton Thomas Private Wealth, LLC$14.6K962026-06-30
Cornerstone Planning Group LLC$14.4K232026-06-30
Hhm Wealth Advisors, LLC$13.5K122026-06-30
Anchor Investment Management, LLC$13.3K62026-03-31
Halbert Hargrove Global Advisors, LLC$13K432026-06-30
Downshift Financial, LLC$12.8K32026-06-30
Lazard Asset Management LLC$12.4K322026-06-30
Capital Advisor Network LLC$11.7K82026-06-30
International Assets Investment Management, LLC$10.9K1222026-06-30
Harel Insurance Investments & Financial Services Ltd.$8.5K02026-06-30
Duncker Streett & Co.$8.4K22026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$7.4K02026-06-30
Eversource Wealth Advisors, LLC$6.8K772026-06-30
Caldwell Trust Co$6.5K02026-06-30
Comerica Bank$6.3K02025-12-31
Abound Wealth Management$5.6K162026-06-30
Central Pacific Bank - Trust Division$5.3K02026-06-30
Janney Montgomery Scott LLC$4K1,3422026-06-30
Aptus Capital Advisors, LLC$3.9K212026-06-30
Gilpin Wealth Management, LLC$3.2K42026-06-30
Simplex Trading, LLC$3K02026-06-30
Valicenti Advisory Services Inc$2.7K42026-06-30
Cambridge Investment Research Advisors, Inc.$2.6K3,9402026-03-31
Millstone Evans Group, LLC$2.5K72026-06-30
Hrt Financial LP$1.9K02026-06-30
Family Manage LLC$1.8K102026-06-30
Iag Wealth Partners, LLC$1.2K172026-06-30
Capital Investment Advisory Services, LLC$1.1K1032026-06-30
Flow Traders U.S. LLC$97102026-06-30
Bankchampaign, National Association$87702026-06-30
Janney Capital Management LLC$55502025-12-31
Ark Invest$42402026-06-30
Cx Institutional$306802026-06-30
Centaurus Financial, Inc.$2204312026-06-30
Fny Investment Advisers, LLC$17502026-06-30
Capital Analysts, LLC$286082026-06-30
Hazlett, Burt & Watson, Inc.$22202026-06-30
Hantz Financial Services, Inc.$163962026-06-30
Tsfg, LLC$162026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30