How many shares of IAI does COMMONWEALTH EQUITY SERVICES, LLC own?

As of 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC holds 26,639 shares of IAI (ISHARES TR).

What is COMMONWEALTH EQUITY SERVICES, LLC's IAI position worth?

As of 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC's IAI position is worth $4.7M.

Is COMMONWEALTH EQUITY SERVICES, LLC buying or selling IAI?

In 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC decreased their IAI position (-2.0% change in shares).

When did COMMONWEALTH EQUITY SERVICES, LLC first buy IAI?

Based on available 13F filings, COMMONWEALTH EQUITY SERVICES, LLC first reported a position in IAI in 2020-Q1. They have held the position across 26 quarters.

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COMMONWEALTH EQUITY SERVICES, LLC

IAI
26 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

Current Value

$4.7M

Current Shares

26,639

Total Value Change

+$3.5M

Total Shares Change

+4,069

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	26,639	-2.0%	$4.7M	0.0%	$175.33	0
2026-Q1	Increased	27,175	+8.3%	$4.5M	0.0%	$171.17	29
2025-Q4	Increased	25,082	+10.6%	$4.5M	0.0%	$181.17	30
2025-Q3	Increased	22,686	+262.1%	$4M	0.0%	$177.39	43
2025-Q2	Increased	6,265	+32.8%	$1.1M	0.0%	$165.85	32
2025-Q1	Decreased	4,719	-4.5%	$661,000	0.0%	$138.40	0
2024-Q4	Increased	4,940	+13.1%	$712,000	0.0%	$142.86	28
2024-Q3	Decreased	4,367	-18.3%	$561,000	0.0%	$126.86	0
2024-Q2	Increased	5,348	+2.3%	$625,000	0.0%	$115.04	25
2024-Q1	Decreased	5,230	-11.9%	$607,000	0.0%	$113.78	0
2023-Q4	Increased	5,934	+1.4%	$644,000	0.0%	$106.11	25
2023-Q3	Decreased	5,852	-25.2%	$533,000	0.0%	$88.64	0
2023-Q2	Decreased	7,826	-11.2%	$710,000	0.0%	$87.77	0
2023-Q1	Decreased	8,808	-0.0%	$807,000	0.0%	$86.73	0
2022-Q4	Increased	8,809	+3.8%	$846,000	0.0%	$92.05	26
2022-Q3	Decreased	8,486	-55.5%	$724,000	0.0%	$81.71	0
2022-Q2	Decreased	19,058	-72.1%	$1.6M	0.0%	$80.96	0
2022-Q1	Increased	68,291	+0.8%	$6.8M	0.0%	$96.75	27
2021-Q4	Increased	67,750	+3.6%	$7.5M	0.0%	$103.71	28
2021-Q3	Increased	65,366	+26.1%	$6.8M	0.0%	$99.07	34
2021-Q2	Increased	51,817	+67.2%	$5.3M	0.0%	$94.33	40
2021-Q1	Increased	30,993	+949.9%	$2.9M	0.0%	$85.88	42
2020-Q4	Decreased	2,952	-8.6%	$234,000	0.0%	$72.79	0
2020-Q3	New	3,230	-	$200,000	0.0%	$56.28	32
2020-Q2	Exited	0	-100.0%	$0	0.0%	$53.93	0
2020-Q1	New	22,570	-	$1.2M	0.0%	$47.77	35

Other major holders of IAI: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, ASSETMARK, INC

IAI26 quarters

IAI
26 quarters