Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 195 institutions that hold shares in the stock, with a total of 49.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,914
shares
|
$235,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
10,900
shares
|
$234,786
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
10,634
shares
|
$229,056
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
10,562
shares
|
$227,505
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
10,473
shares
|
$225,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,287
shares
|
$221,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
9,758
shares
|
$210,187
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
9,697
shares
|
$208,873
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,173
shares
|
$197,586
0.0% of portfolio
|
Q3 2024
Added 261.0%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,405
shares
|
$159,503
0.05% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,609
shares
|
$142,357
0.01% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,965
shares
|
$128,486
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,850
shares
|
$126,009
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,734
shares
|
$123,510
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,815
shares
|
$103,715
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
4,618
shares
|
$99,471
0.01% of portfolio
|
Q3 2024
Added 98.54%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,566
shares
|
$98,351
0.01% of portfolio
|
Q2 2023
Added 11.61%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
4,565
shares
|
$98,330
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,301
shares
|
$92,643
0.0% of portfolio
|
Q3 2024
Added 12188.57%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,200
shares
|
$90,468
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,049
shares
|
$87,215
0.01% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3,294
shares
|
$70,952
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,022
shares
|
$65,093
0.0% of portfolio
|
Q3 2024
Added 28.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,503
shares
|
$53,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,335
shares
|
$50,295
0.03% of portfolio
|
Q2 2023
New holding
|