Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 61.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
625,184
shares
|
$13.5 Million
2.23% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
577,968
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
548,801
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Added 63.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
524,198
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
411,131
shares
|
$8.89 Million
0.39% of portfolio
|
Q4 2024
Added 42.5%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
410,980
shares
|
$8.89 Million
1.72% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
377,194
shares
|
$8.15 Million
0.04% of portfolio
|
Q4 2024
Added 338.29%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
372,600
shares
|
$8.06 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
355,057
shares
|
$7.68 Million
1.59% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
353,581
shares
|
$7.64 Million
0.02% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
346,148
shares
|
$7.48 Million
0.0% of portfolio
|
Q4 2024
Added 32.1%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
343,826
shares
|
$7.43 Million
0.09% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
330,539
shares
|
$7.15 Million
2.02% of portfolio
|
Q4 2024
Added 135.66%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
317,523
shares
|
$6.86 Million
1.97% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
308,777
shares
|
$6.68 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
302,673
shares
|
$6.54 Million
0.59% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
291,446
shares
|
$6.3 Million
1.25% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
290,205
shares
|
$6.27 Million
6.31% of portfolio
|
Q4 2024
New holding
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
284,181
shares
|
$6.14 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
277,452
shares
|
$6 Million
0.02% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
261,491
shares
|
$5.65 Million
5.84% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
249,375
shares
|
$5.39 Million
0.12% of portfolio
|
Q4 2024
Added 23.78%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
244,861
shares
|
$5.29 Million
0.22% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
240,544
shares
|
$5.2 Million
2.17% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
237,100
shares
|
$5.13 Million
2.09% of portfolio
|
Q4 2024
Added 22.28%
|