ISHARES U.S. BROKER-DEALERS (IAI) Top Institutional Shareholders
ISHARES U.S. BROKER-DEALERS (IAI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $654.80M in IAI holdings during the latest filing period.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of IAI tracked by InsiderSet, reporting ownership valued at approximately $100.88M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $115.26M, representing an estimated gain of +14.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed IAI value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Morgan Stanley, Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in ISHARES U.S. BROKER-DEALERS (IAI).
This page ranks the largest institutional IAI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
170
Total Reported Value
$654.80M
Largest Holder
Fisher Asset Management, Llc
Largest Position
$100.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
185
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, Llc | 0.03% | 614,447 | $100,879,988 | $115,264,113 | +$14,384,125 | +14.26% | |
| Morgan Stanley | 0.00% | 406,319 | $66,709,667 | $76,221,381 | +$9,511,714 | +14.26% | |
| Two Sigma Investments, Lp | 0.04% | 292,100 | $47,956,978 | $54,795,039 | +$6,838,061 | +14.26% | |
| Wells Fargo & Company/Mn | 0.01% | 230,213 | $37,796,440 | $43,185,657 | +$5,389,217 | +14.26% | |
| Mml Investors Services, Llc | 0.09% | 202,545 | $33,253,779 | $37,995,417 | +$4,741,638 | +14.26% | |
| Ameriprise Financial Inc | 0.01% | 201,934 | $33,146,532 | $37,880,799 | +$4,734,267 | +14.28% | |
| Bank Of America Corp | 0.00% | 166,791 | $27,383,695 | $31,288,324 | +$3,904,629 | +14.26% | |
| Lpl Financial Llc | 0.01% | 140,579 | $23,080,327 | $26,371,215 | +$3,290,888 | +14.26% | |
| Alphacore Capital Llc | 0.46% | 118,393 | $19,437,730 | $22,209,343 | +$2,771,613 | +14.26% | |
| Osaic Holdings, Inc. | 0.03% | 105,754 | $17,362,792 | $19,838,393 | +$2,475,601 | +14.26% | |
| Royal Bank Of Canada | 0.00% | 90,533 | $14,864,000 | $16,983,085 | +$2,119,085 | +14.26% | |
| Ubs Group Ag | 0.00% | 85,067 | $13,966,300 | $15,957,719 | +$1,991,419 | +14.26% | |
| Equitable Holdings, Inc. | 0.09% | 82,973 | $13,899,423 | $15,564,905 | +$1,665,482 | +11.98% | |
| Minichmacgregor Wealth Management, Llc | 2.02% | 69,755 | $11,452,453 | $13,085,340 | +$1,632,887 | +14.26% | |
| Prospera Financial Services Inc | 0.18% | 69,694 | $11,442,413 | $13,073,897 | +$1,631,484 | +14.26% | |
| Advisory Services Network, Llc | 0.14% | 64,606 | $10,606,994 | $12,119,440 | +$1,512,446 | +14.26% | |
| Wespac Advisors Socal, Llc | 2.08% | 59,710 | $9,803,162 | $11,200,999 | +$1,397,837 | +14.26% | |
| Well Done, Llc | 1.20% | 49,730 | $8,164,672 | $9,328,851 | +$1,164,179 | +14.26% | |
| Raymond James Financial Inc | 0.00% | 48,017 | $7,883,377 | $9,007,509 | +$1,124,132 | +14.26% | |
| Hightower Advisors, Llc | 0.01% | 43,079 | $7,072,329 | $8,081,190 | +$1,008,861 | +14.26% | |
| Susquehanna International Group, Llp | 0.01% | 40,353 | $6,625,155 | $7,569,819 | +$944,664 | +14.26% | |
| Stifel Financial Corp | 0.01% | 39,881 | $6,547,809 | $7,481,277 | +$933,468 | +14.26% | |
| Cadent Capital Advisors, Llc | 1.67% | 38,495 | $6,320,124 | $7,221,277 | +$901,153 | +14.26% | |
| Prostatis Group Llc | 1.38% | 32,926 | $5,405,823 | $6,176,588 | +$770,765 | +14.26% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 31,265 | $5,133,047 | $5,865,001 | +$731,954 | +14.26% | |
| Mcguire Investment Group, Llc | 0.58% | 31,045 | $5,096,968 | $5,823,732 | +$726,764 | +14.26% | |
| Commonwealth Equity Services, Llc | 0.01% | 27,175 | $4,461,510 | $5,097,758 | +$636,248 | +14.26% | |
| Tower Research Capital Llc (Trc) | 0.11% | 26,586 | $4,364,889 | $4,987,268 | +$622,379 | +14.26% | |
| Envestnet Asset Management Inc | 0.00% | 23,872 | $3,919,300 | $4,478,148 | +$558,848 | +14.26% | |
| Sfi Advisors, Llc | 3.89% | 22,563 | $3,704,385 | $4,232,593 | +$528,208 | +14.26% | |
| Cottonwood Capital Advisors, Llc | 2.54% | 21,939 | $3,601,874 | $4,115,537 | +$513,663 | +14.26% | |
| Cetera Investment Advisers | 0.00% | 21,810 | $3,580,830 | $4,091,338 | +$510,508 | +14.26% | |
| Nan Shan Life Insurance Co., Ltd. | 0.12% | 20,580 | $3,378,824 | $3,860,602 | +$481,778 | +14.26% | |
| Ars Investment Partners, Llc | 0.17% | 20,164 | $3,310,458 | $3,782,565 | +$472,107 | +14.26% | |
| Tudor Financial Inc. | 1.58% | 26,761 | $3,092,299 | $5,020,096 | +$1,927,797 | +62.34% | |
| 1 North Wealth Services Llc | 1.10% | 18,544 | $3,044,554 | $3,478,669 | +$434,115 | +14.26% | |
| Heritage Oak Wealth Advisors Llc | 0.84% | 16,031 | $2,631,970 | $3,007,255 | +$375,285 | +14.26% | |
| Qube Research & Technologies Ltd | 0.00% | 15,436 | $2,534,282 | $2,895,639 | +$361,357 | +14.26% | |
| Jones Financial Companies Lllp | 0.00% | 15,897 | $2,516,177 | $2,982,118 | +$465,941 | +18.52% | |
| Baker Avenue Asset Management, Lp | 0.06% | 15,183 | $2,492,676 | $2,848,179 | +$355,503 | +14.26% | |
| Quadrature Capital Ltd | 0.03% | 14,033 | $2,303,938 | $2,632,450 | +$328,512 | +14.26% | |
| Pcg Wealth Advisors, Llc | 0.58% | 14,009 | $2,300,077 | $2,627,948 | +$327,871 | +14.25% | |
| Jane Street Group, Llc | 0.00% | 13,334 | $2,189,176 | $2,501,325 | +$312,149 | +14.26% | |
| Great Valley Advisor Group, Inc. | 0.03% | 11,246 | $1,846,426 | $2,109,637 | +$263,211 | +14.26% | |
| Mgo One Seven Llc | 0.04% | 11,241 | $1,845,547 | $2,108,699 | +$263,152 | +14.26% | |
| Menora Mivtachim Holdings Ltd. | 0.01% | 11,000 | $1,805,980 | $2,063,490 | +$257,510 | +14.26% | |
| Truist Financial Corp | 0.00% | 10,677 | $1,752,972 | $2,002,898 | +$249,926 | +14.26% | |
| Mariner, Llc | 0.00% | 9,778 | $1,605,250 | $1,834,255 | +$229,005 | +14.27% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 9,613 | $1,578,960 | $1,803,303 | +$224,343 | +14.21% | |
| &Partners | 0.01% | 8,525 | $1,399,599 | $1,599,205 | +$199,606 | +14.26% |
Frequently asked questions about IAI
Who owns the most IAI stock?
The largest holders of IAI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. BROKER-DEALERS (IAI).
Is IAI widely held by superinvestors?
Many widely followed stocks like IAI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IAI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.