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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
33,305
shares
|
$720,054
0.08% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
32,605
shares
|
$704,920
0.18% of portfolio
|
Q4 2024
Added 137.47%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
31,337
shares
|
$677,505
0.37% of portfolio
|
Q4 2024
Added 19.65%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
28,437
shares
|
$614,807
0.01% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
27,647
shares
|
$597,728
0.19% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
26,413
shares
|
$571,049
0.07% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
26,000
shares
|
$562,120
0.03% of portfolio
|
Q3 2023
Added 160.0%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
25,855
shares
|
$558,985
0.04% of portfolio
|
Q4 2024
Added 58.24%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
24,831
shares
|
$536,846
0.09% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
24,458
shares
|
$528,781
0.0% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
23,845
shares
|
$515,528
0.06% of portfolio
|
Q2 2024
Added 6.71%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
23,361
shares
|
$505,064
0.11% of portfolio
|
Q4 2024
Reduced 16.95%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,045
shares
|
$498,232
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
22,578
shares
|
$488,136
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
22,495
shares
|
$486,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
21,728
shares
|
$469,759
0.07% of portfolio
|
Q4 2024
Added 14.89%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
21,589
shares
|
$466,754
0.11% of portfolio
|
Q1 2024
Added 116.5%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
21,427
shares
|
$463,251
0.0% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20,983
shares
|
$453,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
20,979
shares
|
$453,565
0.03% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
20,620
shares
|
$445,804
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
20,533
shares
|
$443,923
0.29% of portfolio
|
Q4 2024
Reduced 38.71%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
20,532
shares
|
$443,901
0.11% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
18,920
shares
|
$409,050
0.01% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
17,758
shares
|
$383,927
0.0% of portfolio
|
Q4 2024
Added 93.59%
|