Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 52.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
26,288
shares
|
$564,666
0.07% of portfolio
|
Q2 2024
Added 12.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$558,480
0.03% of portfolio
|
Q3 2023
Added 160.0%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
24,831
shares
|
$533,369
0.09% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
23,845
shares
|
$512,190
0.06% of portfolio
|
Q2 2024
Added 6.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
23,492
shares
|
$504,608
0.0% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
23,361
shares
|
$501,794
0.11% of portfolio
|
Q4 2024
Reduced 16.95%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,045
shares
|
$495,006
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
21,728
shares
|
$466,717
0.07% of portfolio
|
Q4 2024
Added 14.89%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
21,589
shares
|
$463,731
0.11% of portfolio
|
Q1 2024
Added 116.5%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
20,620
shares
|
$442,917
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
20,532
shares
|
$441,027
0.11% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,354
shares
|
$415,723
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
18,920
shares
|
$406,401
0.01% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
18,805
shares
|
$403,931
0.08% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
17,282
shares
|
$371,217
0.02% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
16,750
shares
|
$359,790
0.01% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
16,339
shares
|
$350,961
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,950
shares
|
$342,606
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
15,749
shares
|
$338,288
0.2% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,633
shares
|
$335,796
0.01% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
15,186
shares
|
$326,195
0.02% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
15,174
shares
|
$325,937
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
15,068
shares
|
$323,660
0.31% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
13,766
shares
|
$295,693
0.05% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
13,590
shares
|
$291,913
0.21% of portfolio
|
Q2 2024
Reduced 2.38%
|