Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,197,575
shares
|
$114 Million
1.02% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,681,615
shares
|
$103 Million
0.01% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,439,530
shares
|
$75.5 Million
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
2,813,280
shares
|
$61.7 Million
1.14% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,775,216
shares
|
$60.9 Million
0.13% of portfolio
|
Q2 2025
Added 1498.67%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,610,653
shares
|
$57.3 Million
0.0% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,597,444
shares
|
$57 Million
0.02% of portfolio
|
Q2 2025
Added 651.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,548,211
shares
|
$55.9 Million
0.01% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,156,307
shares
|
$47.3 Million
0.07% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,136,930
shares
|
$46.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,981,759
shares
|
$43.5 Million
0.06% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,963,714
shares
|
$43.1 Million
0.01% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,785,875
shares
|
$39.2 Million
1.17% of portfolio
|
Q2 2025
Added 2298.76%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,565,293
shares
|
$34.3 Million
1.93% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,540,405
shares
|
$33.8 Million
6.12% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,338,959
shares
|
$29.4 Million
1.63% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,220,356
shares
|
$26.8 Million
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,172,073
shares
|
$25.7 Million
0.03% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
1,123,205
shares
|
$24.6 Million
0.97% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,110,775
shares
|
$24.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,041,818
shares
|
$22.9 Million
0.48% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
968,370
shares
|
$21.2 Million
7.98% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
892,440
shares
|
$19.6 Million
1.47% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
838,955
shares
|
$18.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 55.04%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
837,621
shares
|
$18.4 Million
0.27% of portfolio
|
Q2 2025
Added 6.59%
|