Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 292 institutions that hold shares in the stock, with a total of 80.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,925
shares
|
$901,577
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
40,732
shares
|
$897,325
0.38% of portfolio
|
Q2 2025
Added 268.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
40,622
shares
|
$894,902
0.0% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
38,987
shares
|
$858,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
38,100
shares
|
$839,343
0.5% of portfolio
|
Q3 2025
Added 224.26%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
37,593
shares
|
$828,173
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
36,790
shares
|
$810,483
0.07% of portfolio
|
Q4 2025
Reduced 6.47%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
36,594
shares
|
$806,165
0.05% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
35,516
shares
|
$782,417
0.26% of portfolio
|
Q3 2025
Added 32.83%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
34,893
shares
|
$768,692
0.46% of portfolio
|
Q3 2025
Reduced 69.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
34,627
shares
|
$762,832
0.05% of portfolio
|
Q4 2025
Added 171.58%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
34,359
shares
|
$756,928
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
34,036
shares
|
$749,813
0.28% of portfolio
|
Q3 2025
Added 157.85%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
33,992
shares
|
$748,843
0.12% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
32,782
shares
|
$722,187
0.04% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
32,778
shares
|
$722,099
0.06% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
32,585
shares
|
$717,847
0.01% of portfolio
|
Q3 2025
Added 85.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
31,729
shares
|
$698,989
0.01% of portfolio
|
Q3 2025
Added 728.43%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
31,290
shares
|
$689,318
0.43% of portfolio
|
Q4 2025
Added 15.81%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
30,254
shares
|
$666,495
0.09% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
30,213
shares
|
$665,592
0.03% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
29,435
shares
|
$648,453
0.18% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
28,549
shares
|
$628,934
0.14% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
27,843
shares
|
$613,381
0.13% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
27,419
shares
|
$604,040
0.02% of portfolio
|
Q3 2025
Added 35.74%
|
|