ISHARES TR

$IAI
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Institutional coverage

164 13F filers hold $IAI.

13F holders
164
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

2 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

01
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
02
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 164 · Source: 13F-HR
01
WealthTrust Axiom LLC
2.38% of portfolio
1,810,236 sh
02
Banyan Capital Management, Inc.
—
1,618,044 sh
03
Citizens Financial Group INC
0.03% of portfolio
614,447 sh
04
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
324,494 sh
05
Sheaff Brock Investment Advisors, LLC
0.03% of portfolio
316,362 sh
06
Leuthold Group, LLC
0.04% of portfolio
292,100 sh
07
Two Sigma
0.12% of portfolio
249,100 sh
08
Midwestern Financial, LLC
0.09% of portfolio
202,545 sh
09
Covey Capital Advisors, LLC
0.14% of portfolio
193,590 sh
10
AlphaCore Capital LLC
0.66% of portfolio
163,203 sh
See all 164 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IAI in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IAI in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:14 UTC.