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 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
144,666
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
142,343
shares
|
$3.11 Million
0.04% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
131,756
shares
|
$2.88 Million
0.06% of portfolio
|
Q1 2025
Added 98.13%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
130,289
shares
|
$2.85 Million
1.27% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
125,702
shares
|
$2.75 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
124,667
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
124,394
shares
|
$2.72 Million
0.09% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
120,818
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
118,379
shares
|
$2.59 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
116,715
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
110,913
shares
|
$2.43 Million
0.52% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
109,105
shares
|
$2.39 Million
0.81% of portfolio
|
Q1 2025
Reduced 39.24%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
106,822
shares
|
$2.34 Million
1.12% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
105,966
shares
|
$2.32 Million
1.69% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
105,363
shares
|
$2.3 Million
0.85% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
102,820
shares
|
$2.25 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
98,134
shares
|
$2.15 Million
0.55% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
97,627
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
93,271
shares
|
$2.04 Million
1.39% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
93,184
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
89,903
shares
|
$1.97 Million
1.77% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
86,130
shares
|
$1.88 Million
1.57% of portfolio
|
Q2 2025
Added 38.75%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
82,235
shares
|
$1.8 Million
0.12% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
79,936
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
78,731
shares
|
$1.72 Million
0.41% of portfolio
|
Q1 2025
New holding
|