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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
94,718
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
92,318
shares
|
$2.05 Million
1.6% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
90,915
shares
|
$2.02 Million
0.8% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
90,735
shares
|
$2.02 Million
0.16% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
90,683
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
87,937
shares
|
$1.95 Million
1.21% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
86,130
shares
|
$1.91 Million
1.57% of portfolio
|
Q2 2025
Added 38.75%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
85,830
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
82,418
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2025
Added 65.03%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
81,716
shares
|
$1.82 Million
1.37% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
77,827
shares
|
$1.73 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
77,120
shares
|
$1.71 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
76,847
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
76,596
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
76,521
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
75,583
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
74,214
shares
|
$1.65 Million
1.12% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
72,713
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
71,858
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
71,777
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2025
Added 25.99%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
71,008
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Added 44.23%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
68,663
shares
|
$1.53 Million
0.35% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
68,050
shares
|
$1.51 Million
0.18% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
64,300
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
62,746
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.06%
|