Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 234 institutions that hold shares in the stock, with a total of 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,883,958
shares
|
$105 Million
1.18% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,541,535
shares
|
$97.9 Million
0.01% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,149,939
shares
|
$67.9 Million
1.38% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
2,675,727
shares
|
$57.7 Million
1.18% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,622,012
shares
|
$56.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,401,511
shares
|
$51.8 Million
0.01% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,377,983
shares
|
$51.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,156,307
shares
|
$46.5 Million
0.07% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,993,904
shares
|
$43 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,925,231
shares
|
$41.5 Million
0.06% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,865,922
shares
|
$40.2 Million
0.04% of portfolio
|
Q1 2025
Added 2214.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,861,587
shares
|
$40.1 Million
0.01% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,540,405
shares
|
$33.2 Million
6.12% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,524,830
shares
|
$32.9 Million
2.06% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,312,798
shares
|
$28.3 Million
1.75% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
1,288,957
shares
|
$27.8 Million
0.41% of portfolio
|
Q1 2025
Added 470.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,207,836
shares
|
$26 Million
0.0% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,159,235
shares
|
$25 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,031,068
shares
|
$22.2 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
968,370
shares
|
$20.9 Million
7.98% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
968,055
shares
|
$20.9 Million
0.92% of portfolio
|
Q1 2025
Reduced 47.2%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
763,414
shares
|
$16.5 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
757,598
shares
|
$16.3 Million
1.37% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
747,346
shares
|
$16.1 Million
0.1% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
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%
|