Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 72.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,883,958
shares
|
$107 Million
1.18% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,541,535
shares
|
$100 Million
0.01% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,439,530
shares
|
$75.7 Million
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
2,813,280
shares
|
$61.9 Million
1.14% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,622,012
shares
|
$57.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,597,444
shares
|
$57.2 Million
0.02% of portfolio
|
Q2 2025
Added 651.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,401,511
shares
|
$52.9 Million
0.01% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,377,983
shares
|
$52.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,156,307
shares
|
$47.5 Million
0.07% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,993,904
shares
|
$43.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,925,231
shares
|
$42.4 Million
0.06% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,865,922
shares
|
$41.1 Million
0.04% of portfolio
|
Q1 2025
Added 2214.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,861,587
shares
|
$41 Million
0.01% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,565,293
shares
|
$34.5 Million
1.93% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,540,405
shares
|
$33.9 Million
6.12% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,338,959
shares
|
$29.5 Million
1.63% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,288,957
shares
|
$28.4 Million
0.41% of portfolio
|
Q1 2025
Added 470.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,207,836
shares
|
$26.6 Million
0.0% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,172,073
shares
|
$25.8 Million
0.03% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
1,123,205
shares
|
$24.7 Million
0.97% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,041,818
shares
|
$22.9 Million
0.48% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
968,370
shares
|
$21.3 Million
7.98% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
892,440
shares
|
$19.6 Million
1.47% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
785,864
shares
|
$17.3 Million
0.28% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
763,414
shares
|
$16.8 Million
0.25% of portfolio
|
Q2 2022
New holding
|