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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
59,512
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
59,093
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
58,045
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
56,406
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 80.34%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
53,100
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 34.43%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
52,791
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Added 58.04%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
51,847
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 25.02%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
51,752
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
49,955
shares
|
$1.08 Million
0.37% of portfolio
|
Q4 2024
Reduced 34.27%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
49,853
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
47,996
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
46,500
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
45,872
shares
|
$991,752
0.11% of portfolio
|
Q4 2024
Added 26.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
44,783
shares
|
$968,208
0.0% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
44,710
shares
|
$966,630
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
42,982
shares
|
$929,270
0.28% of portfolio
|
Q1 2022
Added 13.84%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
42,818
shares
|
$925,725
0.08% of portfolio
|
Q4 2024
Added 269.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
42,585
shares
|
$920,687
0.0% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
40,643
shares
|
$878,701
0.15% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
39,959
shares
|
$863,913
0.01% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
39,714
shares
|
$858,616
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
39,007
shares
|
$843,331
0.0% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
36,930
shares
|
$798,426
0.51% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
36,596
shares
|
$791,205
0.06% of portfolio
|
Q4 2024
Added 64.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
34,934
shares
|
$755,273
0.01% of portfolio
|
Q4 2024
Added 220.08%
|