Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 60.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,341,723
shares
|
$93.2 Million
1.04% of portfolio
|
Q4 2024
Added 66.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,870,919
shares
|
$83.1 Million
0.01% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,422,727
shares
|
$73.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,890,502
shares
|
$62.1 Million
1.28% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,660,892
shares
|
$57.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,478,139
shares
|
$53.2 Million
1.08% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,180,192
shares
|
$46.8 Million
0.0% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,158,079
shares
|
$46.3 Million
0.01% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,156,307
shares
|
$46.3 Million
0.07% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,855,633
shares
|
$39.8 Million
0.06% of portfolio
|
Q4 2024
Added 30.07%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,833,366
shares
|
$39.4 Million
1.23% of portfolio
|
Q4 2024
Added 110.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,770,354
shares
|
$38 Million
0.01% of portfolio
|
Q4 2024
Added 35.29%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,540,405
shares
|
$33.1 Million
6.12% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,460,180
shares
|
$31.4 Million
1.85% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,174,209
shares
|
$25.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,169,191
shares
|
$25.1 Million
1.54% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,037,175
shares
|
$22.3 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
994,299
shares
|
$21.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
968,370
shares
|
$20.8 Million
7.98% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
763,414
shares
|
$16.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
738,334
shares
|
$15.9 Million
0.26% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
687,539
shares
|
$14.8 Million
1.2% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
674,793
shares
|
$14.5 Million
1.62% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
667,244
shares
|
$14.3 Million
1.38% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
631,335
shares
|
$13.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.12%
|