# ISHARES TR (IAI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IAI/

- Reporting holders: 6
- Reported value: $5.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $4.0M | 22,975 | 0.9% | 8 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $1.2M | 6,713 | 0.8% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $155.0K | 880 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $104.1K | 591 | 0.0% | 12 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $5.3K | 30 | 0.0% | 11 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $3.2K | 18 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $300 | 1,704 | 0.0% | 14 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $2 | 14 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $5.5M |
| Q2 2026 | 193 | $889.1M |
| Q1 2026 | 172 | $1.0B |
| Q4 2025 | 192 | $1.0B |
| Q3 2025 | 187 | $987.0M |
| Q2 2025 | 184 | $948.1M |
| Q1 2025 | 181 | $834.3M |
| Q4 2024 | 185 | $1.4B |
| Q3 2024 | 151 | $1.2B |
| Q2 2024 | 135 | $878.4M |
| Q1 2024 | 90 | $273.6M |
| Q4 2023 | 87 | $344.2M |