IAI

Ishares U.s. Broker-dealers

Latest period2024 - Q4Total superinvestors22

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 22 superinvestors own shares of Ishares U.s. Broker-dealers (IAI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares U.s. Broker-dealers (IAI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares U.s. Broker-dealers (IAI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares U.s. Broker-dealers (IAI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -6.83%
0.31%
$110.296M
765,415 shares@ 144.1 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
New Position
3.76%
$12.317M
85,475 shares@ 144.11 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Decreased -2.24%
2.39%
$11.496M
79,781 shares@ 144.1 avg price
Rhonda Carter@Well Done, Llc
Recent Activity
0.87%
$4.731M
36,804 shares@ 128.56 avg price
Grant Donaldson@Tudor Financial Inc.
Recent Activity
Increased 3.39%
1.58%
$2.692M
18,685 shares@ 144.1 avg price
Brett Hobbs@Cadent Capital Advisors, Llc
Recent Activity
New Position
0.84%
$2.417M
16,776 shares@ 144.11 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Increased 136.28%
0.23%
$808,977
5,614 shares@ 144.1 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 94.89%
0.01%
$621,000
4,309 shares@ 144.12 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -11.22%
0.06%
$533,458
3,702 shares@ 144.1 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
New Position
0.08%
$520,423
3,612 shares@ 144.09 avg price