Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 77.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
763,414
shares
|
$17 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
744,116
shares
|
$16.5 Million
1.76% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
688,608
shares
|
$15.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
653,952
shares
|
$14.5 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
644,027
shares
|
$14.3 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
643,107
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
634,284
shares
|
$14.1 Million
2.73% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
623,340
shares
|
$13.9 Million
0.57% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
588,294
shares
|
$13.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
562,398
shares
|
$12.5 Million
0.45% of portfolio
|
Q3 2025
Reduced 49.93%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
495,965
shares
|
$11 Million
1.96% of portfolio
|
Q3 2025
Added 31.22%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
491,728
shares
|
$10.9 Million
6.35% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
471,593
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
424,368
shares
|
$9.43 Million
1.71% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
421,778
shares
|
$9.38 Million
1.6% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
419,257
shares
|
$9.32 Million
0.12% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
396,924
shares
|
$8.82 Million
7.81% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
394,318
shares
|
$8.77 Million
1.97% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
385,325
shares
|
$8.57 Million
0.02% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
364,839
shares
|
$8.11 Million
2.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
356,151
shares
|
$7.92 Million
0.02% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
353,408
shares
|
$7.86 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
350,432
shares
|
$7.79 Million
0.09% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
333,362
shares
|
$7.41 Million
0.59% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
329,697
shares
|
$7.33 Million
0.0% of portfolio
|
Q2 2025
Added 26.81%
|