Security Snapshot

iSHARES TRUST - Exchange Traded Fund (IAI) Institutional Ownership

CUSIP: 464288794

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

190

Shares (Excl. Options)

5,744,028

Price

$179.37

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Type / Class
Equity / Exchange Traded Fund
Symbol
IAI
Shares outstanding
12,454,324
Price per share
$172.54
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,744,028
Total reported value
$1,030,349,938
% of total 13F portfolios
0.01%
Share change
+379,643
Value change
+$68,563,787
Number of holders
190
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • IAI - iSHARES TRUST - Exchange Traded Fund is tracked under CUSIP 464288794.
  • 190 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 190 to 102 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,030,349,938 to $651,275,132.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 190 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464288794?
CUSIP 464288794 identifies IAI - iSHARES TRUST - Exchange Traded Fund in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of iSHARES TRUST - Exchange Traded Fund (IAI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 0.2% -93% $1,983,627 -$98,256,931 14,294 -98% TRUIST FINANCIAL CORP 31 Mar 2025

As of 31 Dec 2025, 190 institutional investors reported holding 5,744,028 shares of iSHARES TRUST - Exchange Traded Fund (IAI). This represents 46% of the company’s total 12,454,324 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Exchange Traded Fund (IAI) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Harel Insurance Investments & Financial Services Ltd. 9.5% 1,178,736 +84% 1.8% $211,430,000
Fisher Asset Management, LLC 5.1% 635,487 -3.4% 0.04% $113,987,383
LPL Financial LLC 3.6% 446,882 +4.1% 0.02% $80,157,282
MORGAN STANLEY 3.3% 406,797 -3% 0% $72,967,290
WELLS FARGO & COMPANY/MN 2.2% 275,560 +29% 0.01% $49,427,325
MML INVESTORS SERVICES, LLC 1.9% 237,569 +15% 0.1% $42,612,757
BANK OF AMERICA CORP /DE/ 1.4% 177,013 -46% 0% $31,750,885
AlphaCore Capital LLC 1.3% 163,203 0.66% $29,273,668
AMERIPRISE FINANCIAL INC 1.1% 131,654 +7.3% 0.01% $23,614,734
TWO SIGMA INVESTMENTS, LP 1% 124,900 -50% 0.03% $22,403,313
OSAIC HOLDINGS, INC. 0.91% 113,824 +6.2% 0.03% $20,418,458
STIFEL FINANCIAL CORP 0.84% 105,050 -0.25% 0.02% $18,846,429
WESPAC Advisors SoCal, LLC 0.79% 98,767 +1.4% 3.6% $17,715,925
ROYAL BANK OF CANADA 0.73% 91,163 -5.6% 0% $16,352,000
UBS Group AG 0.71% 88,019 -26% 0% $15,787,968
Chicago Wealth Management, Inc. 0.63% 79,003 +1.2% 5.7% $14,170,798
Advisory Services Network, LLC 0.62% 76,624 -10% 0.19% $13,744,123
MinichMacGregor Wealth Management, LLC 0.52% 64,937 -0.31% 2.1% $11,647,789
Prospera Financial Services Inc 0.5% 62,331 +4.3% 0.18% $11,180,258
HighTower Advisors, LLC 0.49% 60,666 +2.6% 0.01% $10,881,633
Prostatis Group LLC 0.48% 59,613 +52% 2.6% $10,692,862
RAYMOND JAMES FINANCIAL INC 0.48% 59,410 -34% 0% $10,656,300
Well Done, LLC 0.38% 46,870 +11% 1.3% $8,407,072
Jump Financial, LLC 0.36% 44,840 0.1% $8,042,951
SFI Advisors, LLC 0.32% 39,371 -1.1% 4.5% $7,061,967

Institutional Holders of iSHARES TRUST - Exchange Traded Fund (IAI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,966,824 $651,275,132 -$18,772,965 $164.18 102
2025 Q4 5,744,028 $1,030,349,938 +$68,563,787 $179.37 190
2025 Q3 5,531,427 $978,030,478 +$32,068,545 $176.88 185
2025 Q2 5,371,982 $905,863,208 -$54,775,193 $169.14 181
2025 Q1 5,809,000 $813,950,939 -$557,756,258 $140.11 176
2024 Q4 9,750,318 $1,404,830,834 +$96,698,927 $144.10 182
2024 Q3 9,015,542 $1,159,636,567 +$195,567,067 $128.56 150
2024 Q2 7,486,201 $875,389,422 +$635,777,403 $116.93 134
2024 Q1 2,032,241 $235,567,171 -$100,548,304 $116.01 91
2023 Q4 2,962,579 $321,483,558 -$13,073,130 $108.53 86
2023 Q3 3,090,431 $282,583,258 -$78,610,319 $91.03 84
2023 Q2 3,955,005 $358,913,644 -$204,158,575 $90.75 83
2023 Q1 6,200,207 $568,200,525 +$5,520,270 $91.64 109
2022 Q4 6,093,567 $587,002,327 +$221,170,635 $96.13 113
2022 Q3 3,788,808 $323,986,950 +$82,202,079 $85.39 91
2022 Q2 2,834,477 $237,999,368 -$68,950,085 $83.97 91
2022 Q1 3,603,422 $359,943,692 -$147,479,964 $99.88 106
2021 Q4 5,006,512 $550,004,420 +$53,056,251 $110.20 120
2021 Q3 4,414,881 $460,453,794 -$71,871,671 $104.40 112
2021 Q2 5,088,165 $519,361,887 +$317,434,575 $102.07 91
2021 Q1 1,979,524 $182,488,837 +$80,439,639 $92.16 66
2020 Q4 1,114,752 $88,666,583 +$36,212,960 $79.54 53
2020 Q3 658,035 $40,812,500 -$6,577,188 $62.00 44
2020 Q2 764,299 $45,743,043 -$45,029,586 $59.85 41
2020 Q1 1,535,229 $78,649,203 -$44,958,232 $51.19 52
2019 Q4 2,244,796 $153,770,375 +$1,643,884 $68.50 62
2019 Q3 2,278,355 $146,477,547 -$6,705 $64.31 62
2019 Q2 2,283,397 $144,085,994 +$4,937,098 $63.14 58
2019 Q1 2,204,234 $129,565,095 +$1,349,671 $58.78 60
2018 Q4 2,184,354 $122,362,189 -$53,342,104 $56.03 60
2018 Q3 3,093,385 $192,643,095 -$77,143,756 $62.23 64
2018 Q2 4,339,047 $279,743,293 +$78,152,679 $64.11 73
2018 Q1 3,068,407 $200,741,088 +$96,612,804 $65.43 67
2017 Q4 1,595,881 $100,156,612 +$8,236,330 $62.77 53
2017 Q3 1,370,482 $78,322,875 +$1,995,975 $57.16 46
2017 Q2 1,351,942 $72,060,165 -$11,150,287 $53.29 47
2017 Q1 1,571,005 $80,420,099 -$37,523,299 $51.24 52
2016 Q4 2,318,924 $114,831,976 +$61,365,925 $49.48 49
2016 Q3 1,094,136 $45,498,779 +$5,731,294 $41.59 37
2016 Q2 968,525 $34,938,000 -$17,910,420 $36.07 32
2016 Q1 1,457,728 $54,547,678 -$107,454,438 $37.43 37
2015 Q4 4,189,953 $174,021,718 -$4,009,086 $41.52 49
2015 Q3 4,198,116 $161,956,817 -$1,996,384 $38.54 49
2015 Q2 4,219,009 $184,960,434 +$7,251,926 $43.84 51
2015 Q1 4,233,812 $181,373,032 +$17,342,869 $42.84 52
2014 Q4 3,837,331 $163,650,647 +$19,744,606 $42.65 56
2014 Q3 3,340,833 $131,159,451 +$3,180,246 $39.26 48
2014 Q2 3,264,277 $122,929,859 -$37,976,945 $37.66 47
2014 Q1 4,302,218 $166,065,292 +$55,015,993 $38.60 48
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .