iSHARES TRUST - Exchange Traded Fund (IAI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
IAI
Shares outstanding
12,454,324
Price per share
$179.37
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,531,430
Total reported value
$978,030,878
% of total 13F portfolios
0.01%
Share change
+172,395
Value change
+$32,068,946
Number of holders
185
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 30 Sep 2025, 185 institutional investors reported holding 5,531,430 shares of iSHARES TRUST - Exchange Traded Fund (IAI). This represents 44% 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 37% 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
Fisher Asset Management, LLC 5.3% 657,517 -3.9% 0.04% $116,301,666
Harel Insurance Investments & Financial Services Ltd. 5.1% 640,000 0% 1% $113,203,000
LPL Financial LLC 3.4% 429,180 +15% 0.02% $75,913,325
MORGAN STANLEY 3.4% 419,378 -9.2% 0% $74,179,800
BANK OF AMERICA CORP /DE/ 2.6% 328,559 +5.2% 0% $58,115,462
TWO SIGMA INVESTMENTS, LP 2% 249,100 +23% 0.07% $44,060,808
WELLS FARGO & COMPANY/MN 1.7% 213,263 +34% 0.01% $37,721,984
MML INVESTORS SERVICES, LLC 1.7% 206,517 +1.1% 0.1% $36,528,772
SPC Financial, Inc. 1.4% 169,156 +0.18% 2.3% $29,920,399
AMERIPRISE FINANCIAL INC 0.98% 122,669 +3.2% 0% $21,714,394
UBS Group AG 0.95% 118,344 +47% 0% $20,932,687
OSAIC HOLDINGS, INC. 0.86% 107,154 -49% 0.03% $18,720,536
STIFEL FINANCIAL CORP 0.85% 105,318 -2.9% 0.02% $18,631,701
WESPAC Advisors SoCal, LLC 0.78% 97,406 -0.86% 3.5% $17,229,125
ROYAL BANK OF CANADA 0.78% 96,557 +7.1% 0% $17,079,000
RAYMOND JAMES FINANCIAL INC 0.72% 89,622 +18% 0.01% $15,852,356
Advisory Services Network, LLC 0.68% 85,127 +0.51% 0.22% $15,057,193
Chicago Wealth Management, Inc. 0.63% 78,094 -0.4% 6% $13,813,242
MinichMacGregor Wealth Management, LLC 0.52% 65,140 +1.5% 2.2% $11,521,963
Prospera Financial Services Inc 0.48% 59,758 -2.4% 0.18% $10,570,309
HighTower Advisors, LLC 0.47% 59,128 +40% 0.01% $10,458,698
Quadrature Capital Ltd 0.46% 56,881 0.12% $10,054,854
Well Done, LLC 0.34% 42,106 +13% 1.3% $7,447,710
SFI Advisors, LLC 0.32% 39,820 -1.6% 4.5% $7,043,353
Prostatis Group LLC 0.32% 39,234 1.7% $6,939,626

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
2025 Q4 267,901 $48,072,031 +$1,548,725 $179.37 28
2025 Q3 5,531,430 $978,030,878 +$32,068,946 $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