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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
20,990
shares
|
$466,607
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
20,427
shares
|
$454,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
20,051
shares
|
$445,733
0.42% of portfolio
|
Q2 2025
Added 26.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
19,900
shares
|
$442,377
0.0% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
19,712
shares
|
$438,197
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
19,367
shares
|
$430,528
0.01% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
18,916
shares
|
$420,502
0.07% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
18,785
shares
|
$417,590
0.29% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
18,192
shares
|
$404,408
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
17,815
shares
|
$396,027
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
17,606
shares
|
$391,381
0.01% of portfolio
|
Q2 2025
Reduced 57.0%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
17,037
shares
|
$378,732
0.01% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
16,868
shares
|
$374,975
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
16,612
shares
|
$369,284
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
15,815
shares
|
$351,567
0.01% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
15,752
shares
|
$350,166
0.1% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
15,739
shares
|
$349,877
0.16% of portfolio
|
Q2 2025
Added 46.02%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
15,600
shares
|
$346,788
0.06% of portfolio
|
Q3 2025
Added 66.84%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,068
shares
|
$334,961
0.27% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
15,064
shares
|
$334,872
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
14,870
shares
|
$330,560
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
14,486
shares
|
$322,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
14,400
shares
|
$320,112
0.15% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
14,244
shares
|
$316,644
0.04% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
13,666
shares
|
$303,795
0.11% of portfolio
|
Q3 2025
New holding
|