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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,392
shares
|
$3.83 Million
0.32% of portfolio
|
Q4 2024
Added 36.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
167,570
shares
|
$3.73 Million
0.06% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
166,255
shares
|
$3.7 Million
0.25% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
165,551
shares
|
$3.68 Million
0.0% of portfolio
|
Q2 2025
Added 69.58%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
162,997
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
160,778
shares
|
$3.57 Million
0.87% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
158,121
shares
|
$3.52 Million
0.02% of portfolio
|
Q2 2025
Added 30.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
156,676
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2025
Added 94.76%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
150,256
shares
|
$3.34 Million
0.22% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
146,348
shares
|
$3.25 Million
0.71% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
143,778
shares
|
$3.2 Million
0.03% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
136,941
shares
|
$3.04 Million
1.24% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
133,964
shares
|
$2.98 Million
0.57% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
133,846
shares
|
$2.98 Million
0.09% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
130,858
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
124,667
shares
|
$2.77 Million
0.02% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
115,737
shares
|
$2.57 Million
1.61% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
115,681
shares
|
$2.57 Million
0.88% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
112,975
shares
|
$2.51 Million
0.74% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
112,580
shares
|
$2.5 Million
0.84% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
107,981
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
107,721
shares
|
$2.39 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
107,516
shares
|
$2.39 Million
0.28% of portfolio
|
Q3 2025
Added 245.58%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
100,547
shares
|
$2.24 Million
0.26% of portfolio
|
Q2 2025
Added 124.19%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
100,260
shares
|
$2.23 Million
0.52% of portfolio
|
Q2 2025
Added 2.17%
|