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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
23,845
shares
|
$514,098
0.06% of portfolio
|
Q2 2024
Added 6.71%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
23,082
shares
|
$497,647
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
22,848
shares
|
$492,602
0.0% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
22,803
shares
|
$491,632
0.08% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
22,648
shares
|
$488,290
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
21,589
shares
|
$465,458
0.12% of portfolio
|
Q1 2024
Added 116.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
20,910
shares
|
$450,819
0.01% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
20,275
shares
|
$437,129
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
20,229
shares
|
$436,137
0.15% of portfolio
|
Q1 2025
Reduced 85.3%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
19,367
shares
|
$417,552
0.01% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
18,336
shares
|
$395,324
0.3% of portfolio
|
Q1 2025
Added 45.58%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
17,305
shares
|
$373,095
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
16,750
shares
|
$361,130
0.01% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
16,244
shares
|
$350,220
0.28% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
15,839
shares
|
$341,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
15,801
shares
|
$340,669
0.34% of portfolio
|
Q1 2025
Added 247.2%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
15,386
shares
|
$331,722
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
15,174
shares
|
$327,151
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
15,068
shares
|
$324,866
0.32% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
14,630
shares
|
$315,422
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
14,400
shares
|
$310,464
0.18% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
13,933
shares
|
$300,395
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
13,872
shares
|
$299,080
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
12,811
shares
|
$276,205
0.05% of portfolio
|
Q1 2025
Added 21.29%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
12,549
shares
|
$270,556
0.12% of portfolio
|
Q2 2024
Added 27.34%
|