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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
273,480
shares
|
$5.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.5%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
259,989
shares
|
$5.61 Million
0.0% of portfolio
|
Q1 2025
Added 305.98%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
256,721
shares
|
$5.53 Million
4.19% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
255,389
shares
|
$5.51 Million
0.24% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
247,643
shares
|
$5.34 Million
2.21% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
241,456
shares
|
$5.21 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
240,027
shares
|
$5.17 Million
0.0% of portfolio
|
Q1 2025
Added 16696.85%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
237,754
shares
|
$5.13 Million
3.4% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
236,002
shares
|
$5.09 Million
0.13% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
233,507
shares
|
$5.03 Million
1.26% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,820
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
217,331
shares
|
$4.69 Million
2.5% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
202,843
shares
|
$4.37 Million
0.25% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
198,458
shares
|
$4.28 Million
0.31% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
187,819
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Added 97.96%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
182,963
shares
|
$3.94 Million
3.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
173,595
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Added 35.55%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,392
shares
|
$3.72 Million
0.32% of portfolio
|
Q4 2024
Added 36.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
167,570
shares
|
$3.61 Million
0.06% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
162,397
shares
|
$3.5 Million
0.05% of portfolio
|
Q1 2025
Added 78.82%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
162,334
shares
|
$3.5 Million
0.26% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
159,157
shares
|
$3.43 Million
0.92% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
159,093
shares
|
$3.43 Million
0.37% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
145,956
shares
|
$3.15 Million
0.13% of portfolio
|
Q1 2025
Added 50.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
144,666
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Added 13.51%
|