§ EQUITY
USDIAI
ISHARES U.S. BROKER-DEALERS
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
92 increased/new, 63 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fisher Asset Management, LLC | 614K | 0.0% | −3% |
| Morgan Stanley | 406K | 0.0% | n/a |
| TWO SIGMA INVESTMENTS, LP | 292K | 0.0% | +134% |
| Wells Fargo & Company | 230K | n/a | −16% |
| MML INVESTORS SERVICES, LLC | 203K | 0.1% | −15% |
| AMERIPRISE FINANCIAL INC | 202K | n/a | +53% |
◇ AC INTELLIGENCE
Top institutional owners for IAI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER38.1% · 144 holders
INCOME / DEFENSIVE30.8% · 3 holders
DEALER / BANK17.0% · 17 holders
QUALITY / COMPOUNDER13.8% · 5 holders
TACTICAL / MACRO0.3% · 1 holder
ACTIVIST0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IAI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IAI yet.