Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 60.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
226,011
shares
|
$4.89 Million
0.07% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
212,728
shares
|
$4.6 Million
3.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
191,482
shares
|
$4.14 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
184,036
shares
|
$3.98 Million
0.97% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
179,569
shares
|
$3.88 Million
1.24% of portfolio
|
Q4 2024
Added 100.61%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
178,610
shares
|
$3.86 Million
0.22% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,392
shares
|
$3.73 Million
0.32% of portfolio
|
Q4 2024
Added 36.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
171,312
shares
|
$3.7 Million
0.09% of portfolio
|
Q4 2024
Added 315.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
167,570
shares
|
$3.62 Million
0.06% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
156,689
shares
|
$3.39 Million
0.24% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
155,866
shares
|
$3.37 Million
0.86% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
152,907
shares
|
$3.31 Million
0.35% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
139,419
shares
|
$3.01 Million
0.97% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
137,605
shares
|
$2.98 Million
1.09% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
136,428
shares
|
$2.95 Million
0.02% of portfolio
|
Q4 2024
Added 26.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
128,063
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Added 63.71%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
127,450
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
126,248
shares
|
$2.73 Million
0.03% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
124,667
shares
|
$2.7 Million
0.02% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
122,452
shares
|
$2.65 Million
1.12% of portfolio
|
Q4 2024
Added 37.59%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
105,877
shares
|
$2.29 Million
1.63% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
104,361
shares
|
$2.26 Million
1.56% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
97,268
shares
|
$2.1 Million
0.08% of portfolio
|
Q4 2024
Added 139.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
94,879
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 57.18%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
94,020
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Added 2.99%
|