IAI

Ishares U.s. Broker-dealers

Latest period2026 - Q2Total superinvestors15

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 15 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

SuperinvestorPortfolio %Reported Value
Sonia Biastti@Prospera Financial Services Inc
Recent Activity
Increased 0.55%
0.18%
$12.286M
70,074 shares@ 175.33 avg price
Brett Hobbs@Cadent Capital Advisors, Llc
Recent Activity
Decreased -1.65%
1.37%
$6.638M
37,859 shares@ 175.33 avg price
Kristen Niebuhr@Ars Investment Partners, Llc
Recent Activity
Increased 0.85%
0.16%
$3.565M
20,334 shares@ 175.34 avg price
Jason B. Lockridge@Southern Capital Advisors, Llc
Recent Activity
Decreased -0.93%
0.29%
$686,169
3,914 shares@ 175.32 avg price
Jarrett Jacobs@Fifth Third Securities, Inc.
Recent Activity
Decreased -17.94%
0.04%
$667,657
3,808 shares@ 175.34 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -14.7%
0.06%
$452,545
2,581 shares@ 175.34 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
0.01%
$430,786
2,457 shares@ 175.34 avg price
Edison Byzyka@Cx Institutional
Recent Activity
Decreased -91.54%
0.01%
$306,000
1,745 shares@ 175.36 avg price
Teresa Douberly@Swmg, Llc
Recent Activity
0.07%
$281,172
1,453 shares@ 193.52 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
New Position
0.07%
$175,000
1,000 shares@ 175.0 avg price

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