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
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.02%
$503,197
3,492 shares@ 144.1 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased -0.2%
0.06%
$486,913
3,379 shares@ 144.1 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Decreased -7.15%
0.04%
$360,826
2,504 shares@ 144.1 avg price
Lauren Black@Phillips Wealth Planners Llc
Recent Activity
Decreased -1.83%
0.34%
$339,285
2,401 shares@ 141.31 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
New Position
0.04%
$329,989
2,290 shares@ 144.1 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 7.68%
0.05%
$288,866
2,005 shares@ 144.08 avg price
Nancy Reinhold@Cpr Investments Inc.
Recent Activity
New Position
0.23%
$251,773
1,747 shares@ 144.12 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
0.01%
$126,808
880 shares@ 144.1 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -9.37%
0.01%
$8,358
58 shares@ 144.11 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
New Position
0.01%
$7,313
50 shares@ 146.26 avg price