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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
78,094
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
77,827
shares
|
$1.7 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
77,731
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
76,811
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
74,674
shares
|
$1.63 Million
1.15% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
74,450
shares
|
$1.63 Million
0.26% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
71,768
shares
|
$1.57 Million
1.09% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
70,220
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
70,200
shares
|
$1.54 Million
0.15% of portfolio
|
Q1 2025
Added 50.97%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
66,102
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
65,775
shares
|
$1.44 Million
0.18% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
65,255
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
65,173
shares
|
$1.43 Million
0.1% of portfolio
|
Q1 2025
Added 78.09%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
64,068
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
62,800
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
62,640
shares
|
$1.37 Million
0.33% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
57,432
shares
|
$1.26 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
56,969
shares
|
$1.25 Million
0.14% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
56,773
shares
|
$1.24 Million
0.85% of portfolio
|
Q1 2025
Added 176.5%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
55,287
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
52,430
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
49,234
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
49,150
shares
|
$1.07 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
49,014
shares
|
$1.07 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
48,887
shares
|
$1.07 Million
0.34% of portfolio
|
Q1 2025
Added 1.86%
|