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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,613
shares
|
$302,616
0.0% of portfolio
|
Q2 2025
Reduced 43.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
13,541
shares
|
$301,016
0.0% of portfolio
|
Q2 2025
Reduced 82.37%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
13,200
shares
|
$293,436
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,147
shares
|
$292,257
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
13,141
shares
|
$292,124
0.2% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,995
shares
|
$288,878
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
12,811
shares
|
$284,788
0.05% of portfolio
|
Q1 2025
Added 21.29%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
12,549
shares
|
$278,964
0.11% of portfolio
|
Q2 2024
Added 27.34%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
12,238
shares
|
$272,050
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
12,141
shares
|
$269,894
0.0% of portfolio
|
Q2 2025
Added 180.39%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,095
shares
|
$268,871
0.19% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
12,088
shares
|
$268,716
0.05% of portfolio
|
Q4 2024
Reduced 35.72%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
12,009
shares
|
$266,960
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
11,777
shares
|
$261,802
0.21% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
11,750
shares
|
$261,202
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
11,220
shares
|
$249,420
0.07% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,209
shares
|
$249,176
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
11,078
shares
|
$246,263
0.12% of portfolio
|
Q3 2025
Added 29.01%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
10,546
shares
|
$234,437
0.02% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,333
shares
|
$229,702
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
10,222
shares
|
$227,235
0.01% of portfolio
|
Q1 2025
Added 71.37%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
9,979
shares
|
$221,833
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,909
shares
|
$220,277
0.06% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,803
shares
|
$217,920
0.04% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,631
shares
|
$214,097
0.11% of portfolio
|
Q4 2024
New holding
|