Who Owns ISHARES TR (IAI)? -- Institutional Holders (2026-06-30)
205 institutions reported holding $868.5M of ISHARES TR (IAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fisher Asset Management, LLC ($104.3M), MEITAV INVESTMENT HOUSE LTD ($77.1M), MORGAN STANLEY ($74.7M), MML INVESTORS SERVICES, LLC ($48.1M), Phoenix Financial Ltd. ($47.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fisher Asset Management, LLC | $104.3M | 594,695 | Trimmed |
| 2 | MEITAV INVESTMENT HOUSE LTD | $77.1M | 439,719 | New |
| 3 | MORGAN STANLEY | $74.7M | 425,828 | Added |
| 4 | MML INVESTORS SERVICES, LLC | $48.1M | 274,228 | Added |
| 5 | Phoenix Financial Ltd. | $47.9M | 273,000 | New |
| 6 | TWO SIGMA INVESTMENTS, LP | $43.3M | 247,200 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $41.8M | 238,156 | Added |
| 8 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $22.8M | 130,297 | New |
| 9 | OSAIC HOLDINGS, INC. | $22.4M | 127,703 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $21.8M | 124,159 | Trimmed |
| 11 | LPL Financial LLC | $20.9M | 118,978 | Trimmed |
| 12 | AlphaCore Capital LLC | $19.4M | 110,918 | Trimmed |
| 13 | Royal Bank of Canada | $16.6M | 94,678 | Added |
| 14 | Equitable Holdings, Inc. | $16.4M | 93,476 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $16.3M | 93,144 | Trimmed |
| 16 | MinichMacGregor Wealth Management, LLC | $13.3M | 75,770 | Added |
| 17 | UBS Group AG | $13.1M | 74,958 | Trimmed |
| 18 | Prospera Financial Services Inc | $12.3M | 70,074 | Added |
| 19 | Advisory Services Network, LLC | $12.1M | 69,231 | Added |
| 20 | WESPAC Advisors SoCal, LLC | $10.2M | 58,167 | Trimmed |
| 21 | Well Done, LLC | $9.3M | 52,860 | Added |
| 22 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $8.6M | 49,207 | New |
| 23 | Harel Insurance Investments & Financial Services Ltd. | $8.5M | 48,200 | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $8.0M | 45,540 | Trimmed |
| 25 | Prostatis Group LLC | $7.7M | 43,658 | Added |
Source: SEC Form 13F filings · as of 2026-06-30