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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
94,879
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 57.18%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
94,020
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
93,299
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Added 29.65%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
92,800
shares
|
$2.01 Million
0.41% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
92,664
shares
|
$2 Million
0.52% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
91,067
shares
|
$1.97 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
90,817
shares
|
$1.96 Million
0.03% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
89,956
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 54.41%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
89,374
shares
|
$1.93 Million
1.82% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
86,848
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
82,015
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
81,912
shares
|
$1.77 Million
1.11% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
80,626
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
78,945
shares
|
$1.71 Million
1.17% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
78,938
shares
|
$1.71 Million
0.65% of portfolio
|
Q4 2024
Added 93.7%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
77,731
shares
|
$1.68 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
76,811
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
76,394
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Added 55.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
75,969
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
75,945
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2024
Added 47.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
69,172
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 54.46%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
68,621
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
66,500
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Added 98.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
66,310
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,040
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 67.31%
|