Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 77.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35,735
shares
|
$794,389
0.0% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
34,992
shares
|
$777,872
0.08% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
34,303
shares
|
$762,555
0.12% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
33,992
shares
|
$755,642
0.12% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
32,782
shares
|
$728,743
0.04% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
31,729
shares
|
$705,335
0.01% of portfolio
|
Q3 2025
Added 728.43%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
31,421
shares
|
$698,488
0.05% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
30,254
shares
|
$672,546
0.09% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
29,874
shares
|
$664,099
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
29,435
shares
|
$654,340
0.18% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
28,549
shares
|
$634,644
0.14% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
28,142
shares
|
$625,596
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
27,843
shares
|
$618,949
0.13% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
27,419
shares
|
$609,524
0.02% of portfolio
|
Q3 2025
Added 35.74%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
27,019
shares
|
$600,632
0.38% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
26,738
shares
|
$594,385
0.23% of portfolio
|
Q2 2025
Added 54.51%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
26,422
shares
|
$587,361
0.04% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
26,402
shares
|
$586,916
0.08% of portfolio
|
Q3 2025
Added 15.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
26,000
shares
|
$577,980
0.03% of portfolio
|
Q3 2023
Added 160.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
24,214
shares
|
$538,277
0.06% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
23,845
shares
|
$530,074
0.06% of portfolio
|
Q2 2024
Added 6.71%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
23,283
shares
|
$517,581
0.25% of portfolio
|
Q2 2025
Added 67.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
22,971
shares
|
$510,645
0.0% of portfolio
|
Q2 2025
Added 88.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
22,876
shares
|
$508,533
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
22,860
shares
|
$508,177
0.07% of portfolio
|
Q1 2025
Added 82.79%
|