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 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
45,830
shares
|
$988,094
0.9% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
44,850
shares
|
$966,966
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
44,397
shares
|
$957,199
0.0% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
43,724
shares
|
$942,689
0.27% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
40,993
shares
|
$883,809
0.01% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,966
shares
|
$883,226
0.16% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
40,941
shares
|
$882,687
0.01% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
40,331
shares
|
$869,536
0.06% of portfolio
|
Q1 2025
Added 165.58%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
39,655
shares
|
$854,961
0.23% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
37,004
shares
|
$797,806
0.01% of portfolio
|
Q1 2025
Added 30.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
36,376
shares
|
$784,266
0.01% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
35,179
shares
|
$758,459
0.08% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
33,395
shares
|
$719,996
0.12% of portfolio
|
Q1 2025
Added 61.95%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
29,435
shares
|
$634,618
0.21% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
29,050
shares
|
$626,318
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
27,843
shares
|
$600,295
0.13% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
27,360
shares
|
$589,881
0.04% of portfolio
|
Q1 2025
Added 30.42%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
26,671
shares
|
$575,026
0.1% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
26,000
shares
|
$560,560
0.03% of portfolio
|
Q3 2023
Added 160.0%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
25,855
shares
|
$557,433
0.04% of portfolio
|
Q4 2024
Added 58.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
25,369
shares
|
$546,955
0.0% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
24,955
shares
|
$538,029
0.15% of portfolio
|
Q1 2025
Added 21.54%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
24,467
shares
|
$527,508
0.03% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
24,214
shares
|
$522,053
0.06% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,108
shares
|
$519,768
0.0% of portfolio
|
Q1 2025
Added 14.89%
|