Ken Fisher's IAI Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 614,447 shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) worth $100.88 M, representing 0.03% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IAI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 826,392 shares. Largest reduction occurred in Q2 2024, reducing 40,109 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares US Broker-Dealers & Securities Exchanges ETF (IAI) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Broker-Dealers & Securities Exchanges ETF (IAI) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -21,040 | Reduce 3.31% | 614,447 | $164.18 |
| Q4 2025 | -22,030 | Reduce 3.35% | 635,487 | $179.37 |
| Q3 2025 | -26,536 | Reduce 3.88% | 657,517 | $176.88 |
| Q2 2025 | -26,147 | Reduce 3.68% | 684,053 | $169.14 |
| Q1 2025 | -35,756 | Reduce 4.79% | 710,200 | $140.11 |
| Q4 2024 | -32,844 | Reduce 4.22% | 745,956 | $144.10 |
| Q3 2024 | -24,657 | Reduce 3.07% | 778,800 | $128.56 |
| Q2 2024 | -40,109 | Reduce 4.75% | 803,457 | $116.93 |
| Q1 2024 | -26,592 | Reduce 3.06% | 843,566 | $116.01 |
| Q4 2023 | -23,280 | Reduce 2.61% | 870,158 | $108.53 |
| Q3 2023 | +5,182 | Add 0.58% | 893,438 | $91.03 |
| Q2 2023 | +56,900 | Add 6.84% | 888,256 | $90.75 |
| Q1 2023 | +826,392 | Add 16647.70% | 831,356 | $91.64 |
| Q4 2022 | -1,644 | Reduce 24.88% | 4,964 | $96.09 |
| Q3 2022 | +1,682 | Add 34.15% | 6,608 | $85.35 |
| Q2 2022 | +71 | Add 1.46% | 4,926 | $84.04 |
| Q1 2022 | +161 | Add 3.43% | 4,855 | $99.90 |
| Q4 2021 | +1,087 | Add 30.14% | 4,694 | $110.14 |
| Q3 2021 | +666 | Add 22.65% | 3,607 | $104.52 |
| Q2 2021 | -129 | Reduce 4.20% | 2,941 | $102.01 |
| Q4 2020 | +3,070 | New Buy | 3,070 | $79.48 |
Ken Fisher's iShares US Broker-Dealers & Securities Exchanges ETF Investment FAQs
Ken Fisher first purchased iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2020, acquiring 3,070 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) for 22 quarters since Q4 2020.
Ken Fisher's largest addition to iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was in Q1 2023, adding 831,356 shares worth $76.19 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 614,447 shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI), valued at approximately $100.88 M.
As of the Q1 2026 filing, iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) represents approximately 0.03% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was 893,438 shares, as reported at the end of Q3 2023.