ISHARES U.S. BROKER-DEALERS (IAI) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $855.71M 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 $104.27M in its June 30, 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 $107.73M, representing an estimated gain of +3.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed IAI value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Meitav Investment House Ltd, Morgan Stanley, 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
183
Total Reported Value
$855.71M
Largest Holder
Fisher Asset Management, Llc
Largest Position
$104.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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% | 594,695 | $104,267,978 | $107,734,946 | +$3,466,968 | +3.33% | |
| Meitav Investment House Ltd | 0.52% | 439,719 | $77,095,932 | $79,659,494 | +$2,563,562 | +3.33% | |
| Morgan Stanley | 0.00% | 425,828 | $74,660,687 | $77,143,000 | +$2,482,313 | +3.32% | |
| Mml Investors Services, Llc | 0.10% | 274,228 | $48,080,405 | $49,679,144 | +$1,598,739 | +3.33% | |
| Phoenix Financial Ltd. | 0.33% | 273,000 | $47,865,090 | $49,456,680 | +$1,591,590 | +3.33% | |
| Two Sigma Investments, Lp | 0.03% | 247,200 | $43,341,576 | $44,782,752 | +$1,441,176 | +3.33% | |
| Wells Fargo & Company/Mn | 0.01% | 238,156 | $41,755,892 | $43,144,341 | +$1,388,449 | +3.33% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.94% | 130,297 | $22,844,973 | $23,604,605 | +$759,632 | +3.33% | |
| Osaic Holdings, Inc. | 0.03% | 127,703 | $22,403,181 | $23,134,675 | +$731,494 | +3.27% | |
| Bank Of America Corp | 0.00% | 124,159 | $21,768,858 | $22,492,644 | +$723,786 | +3.32% | |
| Lpl Financial Llc | 0.00% | 118,978 | $20,860,429 | $21,554,054 | +$693,625 | +3.33% | |
| Alphacore Capital Llc | 0.36% | 110,918 | $19,447,329 | $20,093,905 | +$646,576 | +3.32% | |
| Royal Bank Of Canada | 0.00% | 94,678 | $16,601,000 | $17,151,866 | +$550,866 | +3.32% | |
| Equitable Holdings, Inc. | 0.10% | 93,476 | $16,389,073 | $16,934,112 | +$545,039 | +3.33% | |
| Ameriprise Financial Inc | 0.00% | 93,144 | $16,340,517 | $16,873,967 | +$533,450 | +3.26% | |
| Minichmacgregor Wealth Management, Llc | 2.02% | 75,770 | $13,284,791 | $13,726,493 | +$441,702 | +3.32% | |
| Ubs Group Ag | 0.00% | 74,958 | $13,142,386 | $13,579,391 | +$437,005 | +3.33% | |
| Prospera Financial Services Inc | 0.18% | 70,074 | $12,286,003 | $12,694,606 | +$408,603 | +3.33% | |
| Advisory Services Network, Llc | 0.14% | 69,231 | $12,138,191 | $12,541,888 | +$403,697 | +3.33% | |
| Wespac Advisors Socal, Llc | 1.83% | 58,167 | $10,198,356 | $10,537,534 | +$339,178 | +3.33% | |
| Well Done, Llc | 1.25% | 52,860 | $9,267,879 | $9,576,118 | +$308,239 | +3.33% | |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd | 1.07% | 49,207 | $8,627,463 | $8,914,340 | +$286,877 | +3.33% | |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | 48,200 | $8,451,000 | $8,731,912 | +$280,912 | +3.32% | |
| Raymond James Financial Inc | 0.00% | 45,540 | $7,984,587 | $8,250,026 | +$265,439 | +3.32% | |
| Prostatis Group Llc | 1.78% | 43,658 | $7,654,561 | $7,909,083 | +$254,522 | +3.33% | |
| Stifel Financial Corp | 0.01% | 40,081 | $7,027,516 | $7,261,074 | +$233,558 | +3.32% | |
| Quadrature Capital Ltd | 0.06% | 39,086 | $6,852,948 | $7,080,820 | +$227,872 | +3.33% | |
| Cadent Capital Advisors, Llc | 1.38% | 37,859 | $6,637,754 | $6,858,536 | +$220,782 | +3.33% | |
| Citadel Advisors Llc | 0.00% | 35,389 | $6,204,753 | $6,411,071 | +$206,318 | +3.33% | |
| Gts Securities Llc | 0.12% | 32,510 | $5,699,978 | $5,889,512 | +$189,534 | +3.33% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 30,939 | $5,424,573 | $5,604,909 | +$180,336 | +3.32% | |
| Mcguire Investment Group, Llc | 0.47% | 30,849 | $5,408,755 | $5,588,605 | +$179,850 | +3.33% | |
| Cetera Investment Advisers | 0.00% | 27,157 | $4,761,451 | $4,919,762 | +$158,311 | +3.32% | |
| Commonwealth Equity Services, Llc | 0.01% | 26,639 | $4,670,590 | $4,825,921 | +$155,331 | +3.33% | |
| Qube Research & Technologies Ltd | 0.00% | 23,536 | $4,126,567 | $4,263,782 | +$137,215 | +3.33% | |
| Cottonwood Capital Advisors, Llc | 2.48% | 23,514 | $4,122,667 | $4,259,796 | +$137,129 | +3.33% | |
| Envestnet Asset Management Inc | 0.00% | 23,348 | $4,093,598 | $4,229,724 | +$136,126 | +3.33% | |
| Janney Montgomery Scott Llc | 0.01% | 22,759 | $3,990,000 | $4,123,020 | +$133,020 | +3.33% | |
| Sfi Advisors, Llc | 3.37% | 22,270 | $3,904,590 | $4,034,433 | +$129,843 | +3.33% | |
| Nan Shan Life Insurance Co., Ltd. | 0.11% | 20,580 | $3,608,291 | $3,728,273 | +$119,982 | +3.33% | |
| Ars Investment Partners, Llc | 0.16% | 20,334 | $3,565,161 | $3,683,707 | +$118,546 | +3.33% | |
| 1 North Wealth Services Llc | 1.12% | 19,538 | $3,425,598 | $3,539,504 | +$113,906 | +3.33% | |
| Game Plan Financial Advisors, Llc | 1.21% | 13,468 | $3,264,913 | $2,439,863 | -$825,050 | -25.27% | |
| Tudor Financial Inc. | 1.43% | 18,208 | $3,192,326 | $3,298,561 | +$106,235 | +3.33% | |
| Jones Financial Companies Lllp | 0.00% | 17,709 | $3,113,575 | $3,208,162 | +$94,587 | +3.04% | |
| Arete Wealth Advisors, Llc | 0.19% | 16,248 | $2,848,761 | $2,943,488 | +$94,727 | +3.33% | |
| Heritage Oak Wealth Advisors Llc | 0.81% | 15,573 | $2,730,414 | $2,821,205 | +$90,791 | +3.33% | |
| Valicenti Advisory Services Inc | 0.50% | 15,173 | $2,660,000 | $2,748,741 | +$88,741 | +3.34% | |
| Pcg Wealth Advisors, Llc | 0.57% | 14,480 | $2,538,714 | $2,623,197 | +$84,483 | +3.33% | |
| Goldman Sachs Group Inc | 0.00% | 13,758 | $2,412,190 | $2,492,399 | +$80,209 | +3.33% |
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.