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
+$32,288,106
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% $1,881,565 -$93,201,411 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 +$32,288,106 17,688% 185
2025 Q2 5,371,982 $905,863,208 -$54,775,194 16,914% 181
2025 Q1 5,806,074 $813,541,026 -$557,752,744 14,011% 175
2024 Q4 9,597,166 $1,382,705,369 +$84,005,371 14,410% 180
2024 Q3 9,015,542 $1,159,636,567 +$195,567,169 12,856% 150
2024 Q2 7,485,850 $875,348,328 +$635,780,791 11,693% 134
2024 Q1 2,032,241 $235,567,171 -$98,134,822 11,601% 91
2023 Q4 2,786,280 $302,349,762 -$3,572,170 10,853% 84
2023 Q3 3,081,282 $281,750,422 -$78,614,920 9,103% 82
2023 Q2 3,945,715 $358,070,664 -$203,508,290 9,075.01% 81
2023 Q1 6,183,994 $566,698,888 +$6,865,038 9,164% 106
2022 Q4 6,091,268 $586,781,324 +$198,042,912 9,613% 112
2022 Q3 3,783,528 $323,536,091 +$81,694,524 8,539.1% 89
2022 Q2 2,829,192 $237,555,587 -$61,261,486 8,397.12% 89
2022 Q1 3,592,877 $358,890,299 -$144,328,055 9,987.88% 102
2021 Q4 5,000,417 $549,332,686 +$53,056,184 11,020.16% 118
2021 Q3 4,412,788 $460,236,076 -$71,870,721 10,439.78% 112
2021 Q2 5,086,070 $519,148,050 +$317,433,550 10,207.1% 90
2021 Q1 1,979,593 $182,495,837 +$80,440,639 9,216% 68
2020 Q4 1,108,580 $88,175,646 +$36,218,536 7,954.51% 52
2020 Q3 651,793 $40,425,407 -$6,564,891 6,200% 43
2020 Q2 757,843 $45,357,459 -$44,624,808 5,985.09% 39
2020 Q1 1,527,883 $78,273,162 -$44,958,383 5,119.05% 51
2019 Q4 2,235,176 $153,111,414 +$2,320,239 6,849.68% 60
2019 Q3 2,271,013 $146,005,408 +$24,031 6,430.9% 61
2019 Q2 2,265,547 $142,958,976 +$4,495,704 6,313.89% 56
2019 Q1 2,196,334 $129,100,733 +$1,379,299 5,878.15% 59
2018 Q4 2,175,944 $121,890,976 -$53,339,892 5,603.18% 58
2018 Q3 3,084,935 $192,117,251 -$76,576,123 6,223.2% 62
2018 Q2 3,625,546 $237,601,267 +$76,940,939 6,411.29% 69
2018 Q1 3,059,812 $200,178,717 +$96,608,223 6,542.94% 65
2017 Q4 1,587,356 $99,621,498 +$8,236,332 6,276.66% 51
2017 Q3 1,361,957 $77,835,586 +$2,465,829 5,715.96% 44
2017 Q2 1,335,197 $71,167,824 -$11,156,952 5,329.34% 45
2017 Q1 1,554,385 $79,566,330 -$37,513,537 5,124.16% 51
2016 Q4 2,302,114 $114,000,217 +$61,365,926 4,947.99% 48
2016 Q3 1,094,136 $45,498,779 +$5,731,304 4,159.09% 37
2016 Q2 968,525 $34,938,000 -$17,910,427 3,607.48% 32
2016 Q1 1,457,728 $54,547,678 -$107,454,439 3,743.15% 37
2015 Q4 4,189,953 $174,021,718 -$4,215,083 4,152% 50
2015 Q3 4,192,572 $161,742,817 -$8,447,165 3,854.16% 49
2015 Q2 4,218,971 $184,959,434 +$6,973,929 4,384% 50
2015 Q1 4,233,774 $181,372,032 +$17,191,515 4,284% 51
2014 Q4 3,837,331 $163,650,647 +$19,744,593 4,264.83% 56
2014 Q3 3,340,833 $131,159,451 +$3,819,416 3,926.15% 48
2014 Q2 3,247,305 $122,290,700 -$37,800,951 3,766.09% 46
2014 Q1 4,302,218 $166,065,292 +$55,015,968 3,860% 48