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 52.3 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,619
shares
|
$292,536
0.0% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
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%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
12,549
shares
|
$269,552
0.13% of portfolio
|
Q2 2024
Added 27.34%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
11,300
shares
|
$242,724
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,914
shares
|
$234,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
10,900
shares
|
$234,132
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
10,779
shares
|
$231,532
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
10,634
shares
|
$228,418
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
10,562
shares
|
$226,871
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,287
shares
|
$220,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
9,803
shares
|
$210,568
0.04% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
9,758
shares
|
$209,601
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
9,697
shares
|
$208,291
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,631
shares
|
$206,873
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
9,423
shares
|
$202,406
0.02% of portfolio
|
Q4 2024
Reduced 60.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,173
shares
|
$197,036
0.0% of portfolio
|
Q3 2024
Added 261.0%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,405
shares
|
$159,059
0.05% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,960
shares
|
$149,500
0.01% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,965
shares
|
$128,128
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,850
shares
|
$125,658
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
5,829
shares
|
$125,206
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,734
shares
|
$123,166
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,815
shares
|
$103,426
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
4,618
shares
|
$99,194
0.01% of portfolio
|
Q3 2024
Added 98.54%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,566
shares
|
$98,077
0.01% of portfolio
|
Q2 2023
Added 11.61%
|