Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 228 institutions that hold shares in the stock, with a total of 62.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$43,020
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$43,020
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,962
shares
|
$42,202
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,950
shares
|
$41,944
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,479
shares
|
$31,813
0.0% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,429
shares
|
$30,737
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,383
shares
|
$29,748
0.0% of portfolio
|
Q2 2024
Reduced 36.3%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,326
shares
|
$28,522
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,276
shares
|
$27,446
0.01% of portfolio
|
Q4 2024
Added 37.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,250
shares
|
$26,887
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,168
shares
|
$25,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,024
shares
|
$22,026
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,000
shares
|
$21,510
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
970
shares
|
$20,864
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
897
shares
|
$19,294
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
873
shares
|
$18,778
0.0% of portfolio
|
Q4 2022
Added 5.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
828
shares
|
$17,810
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
814
shares
|
$17,509
0.0% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
812
shares
|
$17,466
0.0% of portfolio
|
Q1 2025
Reduced 36.91%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
805
shares
|
$17,315
0.0% of portfolio
|
Q1 2025
Added 207.25%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
765
shares
|
$16,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
599
shares
|
$12,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
500
shares
|
$10,755
0.0% of portfolio
|
Q1 2024
Reduced 89.45%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
351
shares
|
$7,550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
329
shares
|
$7,076
0.0% of portfolio
|
Q4 2024
New holding
|