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 |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
324,354
shares
|
$7.21 Million
1.81% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
308,777
shares
|
$6.86 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
289,000
shares
|
$6.42 Million
2.62% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
271,492
shares
|
$6.04 Million
0.14% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
267,756
shares
|
$5.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
265,684
shares
|
$5.91 Million
0.12% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
260,863
shares
|
$5.8 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
255,510
shares
|
$5.68 Million
1.18% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
255,389
shares
|
$5.68 Million
0.24% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
250,078
shares
|
$5.56 Million
2.29% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
245,277
shares
|
$5.45 Million
3.67% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
240,027
shares
|
$5.34 Million
0.0% of portfolio
|
Q1 2025
Added 16696.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
232,043
shares
|
$5.16 Million
0.0% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,820
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
221,195
shares
|
$4.92 Million
2.74% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
219,519
shares
|
$4.88 Million
1.36% of portfolio
|
Q3 2025
Added 85.44%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
214,641
shares
|
$4.77 Million
0.31% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
212,918
shares
|
$4.73 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
211,259
shares
|
$4.7 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
203,939
shares
|
$4.53 Million
0.17% of portfolio
|
Q2 2025
Added 39.73%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
202,896
shares
|
$4.51 Million
0.28% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
202,843
shares
|
$4.51 Million
0.25% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
201,059
shares
|
$4.47 Million
2.0% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
194,506
shares
|
$4.32 Million
0.08% of portfolio
|
Q2 2025
Added 47.63%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
182,963
shares
|
$4.07 Million
3.0% of portfolio
|
Q2 2024
Reduced 5.98%
|