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 |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
12,374
shares
|
$266,783
0.21% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,218
shares
|
$263,420
0.0% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
12,088
shares
|
$260,617
0.05% of portfolio
|
Q4 2024
Reduced 35.72%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
12,048
shares
|
$259,754
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
11,728
shares
|
$252,855
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
11,300
shares
|
$243,628
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,105
shares
|
$239,423
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
11,052
shares
|
$238,281
0.13% of portfolio
|
Q1 2025
Reduced 64.73%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
10,779
shares
|
$232,395
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
10,622
shares
|
$229,010
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,459
shares
|
$225,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
10,222
shares
|
$220,386
0.01% of portfolio
|
Q1 2025
Added 71.37%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,803
shares
|
$211,352
0.04% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,631
shares
|
$207,644
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,510
shares
|
$205,035
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
9,423
shares
|
$203,159
0.02% of portfolio
|
Q4 2024
Reduced 60.76%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
9,253
shares
|
$199,494
0.14% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
8,796
shares
|
$189,641
0.11% of portfolio
|
Q1 2025
Added 50.9%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
8,685
shares
|
$187,248
0.06% of portfolio
|
Q1 2025
Added 25.42%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
6,850
shares
|
$147,686
0.09% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6,051
shares
|
$130,459
0.01% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
5,788
shares
|
$124,789
0.02% of portfolio
|
Q1 2025
Added 25.34%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
5,734
shares
|
$123,625
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,461
shares
|
$117,739
0.0% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,566
shares
|
$98,442
0.01% of portfolio
|
Q2 2023
Added 11.61%
|