Who owns IAI?
iShares U.S. Broker-Dealers & Securities Exchanges ETF · iShares
191 institutions reported holding IAI, worth $868.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IAI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Fisher Asset Management, LLC | Plano, TX | $104.3M | 594,695 | −19,752 shares |
| Meitav Investment House Ltd. | Bene-Beraq, Israel | $77.1M | 439,719 | New position |
| Morgan Stanley | New York, NY | $74.7M | 425,828 | +19,509 shares |
| MML Investors Services, LLC | Springfield, MA | $48.1M | 274,228 | +71,683 shares |
| Phoenix Financial Ltd. | Givatayim, Israel | $47.9M | 273,000 | New position |
| Two Sigma Investments, LP | New York, NY | $43.3M | 247,200 | −44,900 shares |
| Wells Fargo & Company | San Francisco, CA | $41.8M | 238,156 | +7,943 shares |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | Tel Aviv, Israel | $22.8M | 130,297 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $22.4M | 127,703 | +21,949 shares |
| Bank of America Corp. | Charlotte, NC | $21.8M | 124,159 | −42,632 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IAI?
191 institutional managers reported holding IAI in Form 13F filings for June 30, 2026, worth $868.6M in total. The largest reported position was held by Fisher Asset Management, LLC, at $104.3M.
Did institutions buy or sell IAI last quarter?
Reported 13F value fell 10.1% from March 31, 2026, which includes price moves as well as buying and selling. 36 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IAI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.