Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 195 institutions that hold shares in the stock, with a total of 49.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
79,294
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
78,226
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 64.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
77,214
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,811
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
76,051
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
76,006
shares
|
$1.64 Million
0.44% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
72,136
shares
|
$1.55 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,962
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
69,334
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
65,218
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
64,011
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
62,056
shares
|
$1.34 Million
0.17% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
60,364
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 62.29%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
59,955
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
58,256
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
55,858
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
54,347
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
51,899
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
51,530
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
49,098
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
45,223
shares
|
$974,103
0.48% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
45,221
shares
|
$974,060
0.32% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
44,783
shares
|
$964,625
0.0% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
42,982
shares
|
$925,832
0.28% of portfolio
|
Q1 2022
Added 13.84%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
41,470
shares
|
$893,263
0.02% of portfolio
|
Q3 2024
Added 1.46%
|