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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
61,573
shares
|
$1.37 Million
0.81% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
57,259
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 57.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
56,207
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
55,499
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
53,757
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
53,684
shares
|
$1.19 Million
0.65% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
52,430
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
52,329
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2025
Added 252.79%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
51,865
shares
|
$1.15 Million
0.91% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
51,776
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
51,732
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
50,715
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
50,613
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
49,048
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 54.27%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
49,014
shares
|
$1.09 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
45,303
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
44,965
shares
|
$999,571
0.23% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
43,778
shares
|
$973,184
0.25% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
41,009
shares
|
$911,630
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
40,732
shares
|
$905,472
0.38% of portfolio
|
Q2 2025
Added 268.55%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
39,333
shares
|
$874,372
0.08% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
38,987
shares
|
$866,681
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
37,303
shares
|
$829,245
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
35,814
shares
|
$796,145
0.04% of portfolio
|
Q2 2025
Added 76.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35,735
shares
|
$794,389
0.0% of portfolio
|
Q2 2025
Reduced 19.51%
|