iSHARES TRUST - Exchange Traded Fund (IAI)

Historical Holders 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 as of 30 Sep 2025
5,532,841
Total reported value
$978,080,747
% of total 13F portfolios
0.01%
Share change
+173,806
Value change
+$32,288,104
Avg buy value change
+0%
Avg sell value change
-0%
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, iSHARES TRUST - Exchange Traded Fund (IAI) has 185 institutional shareholders filing 13F forms. They hold 5,532,841 shares. of 12,454,324 outstanding shares (44%) .

Top 25 institutional shareholders own 37% of the company.

Filer Ownership Nb Shares 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 (% of par) Investors
2025 Q4 98,797 $17,721,306 +$10,715 17,936.88% 2
2025 Q3 5,532,841 $978,080,747 +$32,288,104 17,688% 185
2025 Q2 5,371,982 $905,863,208 -$54,775,193 16,914% 181
2025 Q1 5,809,000 $813,950,939 -$557,756,258 14,011% 176
2024 Q4 9,750,318 $1,404,830,834 +$96,698,927 14,410% 182
2024 Q3 9,015,542 $1,159,636,567 +$195,567,067 12,856% 150
2024 Q2 7,486,201 $875,389,422 +$635,777,403 11,693% 134
2024 Q1 2,032,241 $235,567,171 -$100,548,304 11,601% 91
2023 Q4 2,962,579 $321,483,558 -$13,073,130 10,853% 86
2023 Q3 3,090,431 $282,583,258 -$78,610,319 9,103% 84
2023 Q2 3,955,005 $358,913,644 -$204,158,575 9,075.01% 83
2023 Q1 6,200,207 $568,200,525 +$5,520,270 9,164% 109
2022 Q4 6,093,567 $587,002,327 +$221,170,635 9,613% 113
2022 Q3 3,788,808 $323,986,950 +$82,202,079 8,539.05% 91
2022 Q2 2,834,477 $237,999,368 -$68,950,085 8,397.06% 91
2022 Q1 3,603,422 $359,943,692 -$147,479,964 9,987.95% 106
2021 Q4 5,006,512 $550,004,420 +$53,056,251 11,020.15% 120
2021 Q3 4,414,881 $460,453,794 -$71,871,671 10,439.81% 112
2021 Q2 5,088,165 $519,361,887 +$317,434,575 10,207.1% 91
2021 Q1 1,979,524 $182,488,837 +$80,439,639 9,216% 66
2020 Q4 1,114,752 $88,666,583 +$36,212,960 7,954.5% 53
2020 Q3 658,035 $40,812,500 -$6,577,188 6,200.06% 44
2020 Q2 764,299 $45,743,043 -$45,029,586 5,985.2% 41
2020 Q1 1,535,229 $78,649,203 -$44,958,232 5,119.05% 52
2019 Q4 2,244,796 $153,770,375 +$1,643,884 6,849.68% 62
2019 Q3 2,278,355 $146,477,547 -$6,705 6,430.89% 62
2019 Q2 2,283,397 $144,085,994 +$4,937,098 6,313.89% 58
2019 Q1 2,204,234 $129,565,095 +$1,349,671 5,878.04% 60
2018 Q4 2,184,354 $122,362,189 -$53,342,104 5,603.18% 60
2018 Q3 3,093,385 $192,643,095 -$77,143,756 6,223.2% 64
2018 Q2 4,339,047 $279,743,293 +$78,152,679 6,411.1% 73
2018 Q1 3,068,407 $200,741,088 +$96,612,804 6,542.97% 67
2017 Q4 1,595,881 $100,156,612 +$8,236,330 6,276.75% 53
2017 Q3 1,370,482 $78,322,875 +$1,995,975 5,716% 46
2017 Q2 1,351,942 $72,060,165 -$11,150,287 5,329.21% 47
2017 Q1 1,571,005 $80,420,099 -$37,523,299 5,124.46% 52
2016 Q4 2,318,924 $114,831,976 +$61,365,925 4,947.99% 49
2016 Q3 1,094,136 $45,498,779 +$5,731,294 4,159.09% 37
2016 Q2 968,525 $34,938,000 -$17,910,420 3,607.48% 32
2016 Q1 1,457,728 $54,547,678 -$107,454,438 3,743.15% 37
2015 Q4 4,189,953 $174,021,718 -$4,009,086 4,152% 49
2015 Q3 4,198,116 $161,956,817 -$1,996,384 3,854.18% 49
2015 Q2 4,219,009 $184,960,434 +$7,251,926 4,384% 51
2015 Q1 4,233,812 $181,373,032 +$17,342,869 4,284% 52
2014 Q4 3,837,331 $163,650,647 +$19,744,606 4,264.83% 56
2014 Q3 3,340,833 $131,159,451 +$3,180,246 3,926.14% 48
2014 Q2 3,264,277 $122,929,859 -$37,976,945 3,766.08% 47
2014 Q1 4,302,218 $166,065,292 +$55,015,993 3,859.99% 48