Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 61 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,785
shares
|
$190,458
0.12% of portfolio
|
Q4 2024
Reduced 35.36%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,960
shares
|
$150,892
0.01% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,925
shares
|
$150,134
0.04% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,850
shares
|
$148,508
0.08% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,044
shares
|
$131,033
0.0% of portfolio
|
Q4 2024
Added 25.52%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,965
shares
|
$129,321
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
5,829
shares
|
$126,372
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
4,618
shares
|
$100,118
0.01% of portfolio
|
Q3 2024
Added 98.54%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,566
shares
|
$98,990
0.01% of portfolio
|
Q2 2023
Added 11.61%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
4,565
shares
|
$98,969
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
4,551
shares
|
$98,665
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,367
shares
|
$94,676
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,330
shares
|
$93,874
0.0% of portfolio
|
Q4 2024
Added 342.74%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
4,200
shares
|
$91,056
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,104
shares
|
$88,974
0.0% of portfolio
|
Q4 2024
Added 63.96%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,049
shares
|
$87,782
0.01% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
3,294
shares
|
$71,413
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,971
shares
|
$64,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,335
shares
|
$50,622
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,209
shares
|
$47,891
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,075
shares
|
$44,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$43,360
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$43,360
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,962
shares
|
$42,536
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,950
shares
|
$42,276
0.0% of portfolio
|
Q3 2022
New holding
|