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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
733,627
shares
|
$15.8 Million
1.79% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
664,224
shares
|
$14.3 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
634,284
shares
|
$13.7 Million
2.73% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
618,457
shares
|
$13.3 Million
0.02% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
604,783
shares
|
$13 Million
0.03% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
593,870
shares
|
$12.8 Million
5.99% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
562,248
shares
|
$12.1 Million
0.56% of portfolio
|
Q1 2025
Added 36.76%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
479,854
shares
|
$10.3 Million
6.46% of portfolio
|
Q1 2025
Added 2946.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
428,769
shares
|
$9.24 Million
0.0% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
418,404
shares
|
$9.02 Million
0.12% of portfolio
|
Q1 2025
Added 21.69%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
413,334
shares
|
$8.91 Million
1.84% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
403,083
shares
|
$8.69 Million
1.74% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
395,513
shares
|
$8.53 Million
2.05% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
377,965
shares
|
$8.15 Million
1.77% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
374,024
shares
|
$8.06 Million
8.63% of portfolio
|
Q1 2025
Added 28.88%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
366,024
shares
|
$7.89 Million
0.02% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
354,014
shares
|
$7.63 Million
0.25% of portfolio
|
Q1 2025
Added 2063.11%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
347,119
shares
|
$7.48 Million
2.11% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
345,750
shares
|
$7.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
326,034
shares
|
$7.03 Million
0.02% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
322,208
shares
|
$6.95 Million
0.66% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
319,171
shares
|
$6.88 Million
2.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
308,777
shares
|
$6.66 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
282,297
shares
|
$6.09 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
273,500
shares
|
$5.9 Million
2.55% of portfolio
|
Q1 2025
Added 15.35%
|