Who owns iShares U.S. Broker-Dealers & Securities Exchanges ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IAI from SEC Form 13F filings across 192 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 192 institutions disclosed 5.0M shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF worth $865.2M — about 69.9% of shares outstanding; the largest disclosed holder is Fisher Asset Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
192
13F holders
$865.2M
value, 2026 filers
69.9%
of shares outstanding (5.0M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IAI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 594,695 | $104.3M | 0.0% | 8.4% | -3.2% |
| 2 | MEITAV INVESTMENT HOUSE LTDNEW | 439,719 | $77.1M | 0.5% | 6.2% | new |
| 3 | MORGAN STANLEY | 425,828 | $74.7M | 0.0% | 6% | +4.8% |
| 4 | MML INVESTORS SERVICES, LLC | 274,228 | $48.1M | 0.1% | 3.9% | +35.4% |
| 5 | Phoenix Financial Ltd.NEW | 273,000 | $47.9M | 0.3% | 3.8% | new |
| 6 | TWO SIGMA INVESTMENTS, LP | 247,200 | $43.3M | 0.0% | 3.5% | -15.4% |
| 7 | WELLS FARGO & COMPANY/MN | 238,156 | $41.8M | 0.0% | 3.3% | +3.5% |
| 8 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDNEW | 130,297 | $22.8M | 0.9% | 1.8% | new |
| 9 | OSAIC HOLDINGS, INC. | 127,703 | $22.4M | 0.0% | 1.8% | +20.8% |
| 10 | BANK OF AMERICA CORP /DE/ | 124,159 | $21.8M | 0.0% | 1.7% | -25.6% |
| 11 | LPL Financial LLC | 118,978 | $20.9M | 0.0% | 1.7% | -15.4% |
| 12 | AlphaCore Capital LLC | 110,918 | $19.4M | 0.4% | 1.6% | -6.3% |
| 13 | ROYAL BANK OF CANADA | 94,678 | $16.6M | 0.0% | 1.3% | +4.6% |
| 14 | Equitable Holdings, Inc. | 93,476 | $16.4M | 0.1% | 1.3% | +12.7% |
| 15 | AMERIPRISE FINANCIAL INC | 93,144 | $16.3M | 0.0% | 1.3% | -53.9% |
| 16 | MinichMacGregor Wealth Management, LLC | 75,770 | $13.3M | 2.0% | 1.1% | +8.6% |
| 17 | UBS Group AG | 74,958 | $13.1M | 0.0% | 1.1% | -11.9% |
| 18 | Prospera Financial Services Inc | 70,074 | $12.3M | 0.2% | 1% | +0.5% |
| 19 | Advisory Services Network, LLC | 69,231 | $12.1M | 0.1% | 1% | +7.2% |
| 20 | WESPAC Advisors SoCal, LLC | 58,167 | $10.2M | 1.8% | 0.8% | -2.6% |
| 21 | Well Done, LLC | 52,860 | $9.3M | 1.2% | 0.7% | +6.3% |
| 22 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDNEW | 49,207 | $8.6M | 1.1% | 0.7% | new |
| 23 | AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDNEW | 49,200 | $81,166 | 0.4% | 0.7% | new |
| 24 | Harel Insurance Investments & Financial Services Ltd. | 48,200 | $8.5M | 0.0% | 0.7% | -97.3% |
| 25 | RAYMOND JAMES FINANCIAL INC | 45,540 | $8.0M | 0.0% | 0.6% | -5.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.