Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

IAIIAI
26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 127,703 shares of IAI (ISHARES TR), worth $22.4M as of 2026-Q2. The position was increased (+20.8% shares). IAI represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$22.4M

Current Shares

127,703

Total Value Change

+$22.1M

Total Shares Change

+121,261

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
127,703
+20.8%
$22.4M0.0%$175.33
34
2026-Q1
Decreased
105,754
-7.1%
$17.4M0.0%$171.17
0
2025-Q4
Increased
113,824
+6.2%
$20.4M0.0%$181.17
30
2025-Q3
Decreased
107,154
-48.9%
$18.7M0.0%$177.39
0
2025-Q2
Increased
209,877
+127.4%
$32.4M0.1%$165.85
47
2025-Q1
Decreased
92,295
-6.1%
$12.9M0.0%$138.40
0
2024-Q4
Increased
98,283
+185.1%
$14.2M0.0%$142.86
45
2024-Q3
Increased
34,474
+392.8%
$4.4M0.0%$126.86
43
2024-Q2
Increased
6,995
+97.7%
$818,3520.0%$115.04
40
2024-Q1
Decreased
3,539
-58.9%
$410,7790.0%$113.78
0
2023-Q4
Decreased
8,615
-76.3%
$935,2860.0%$106.11
0
2023-Q3
Increased
36,306
+334.4%
$3.3M0.0%$88.64
43
2023-Q2
Decreased
8,357
-93.9%
$758,4040.0%$87.77
0
2023-Q1
Decreased
136,442
-16.8%
$12.5M0.0%$86.73
0
2022-Q4
Increased
163,992
+125.7%
$15.8M0.0%$92.05
45
2022-Q3
Increased
72,666
+34.5%
$6.2M0.0%$81.71
35
2022-Q2
Decreased
54,019
-61.9%
$4.5M0.0%$80.96
0
2022-Q1
Decreased
141,810
-19.4%
$14.2M0.0%$96.75
0
2021-Q4
Increased
176,014
+1.4%
$19.4M0.0%$103.71
29
2021-Q3
Increased
173,635
+1.3%
$18.1M0.0%$99.07
29
2021-Q2
Increased
171,445
+913.6%
$17.5M0.0%$94.33
46
2021-Q1
Increased
16,914
+2330.2%
$1.6M0.0%$85.88
41
2020-Q4
Decreased
696
-10.4%
$55,0000.0%$72.79
0
2020-Q3
Unchanged
777
0.0%
$48,0000.0%$56.28
0
2020-Q2
Decreased
777
-87.9%
$47,0000.0%$53.93
0
2020-Q1
New
6,442
-
$330,0000.0%$47.77
33

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

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