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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,000
shares
|
$43,080
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$43,080
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,950
shares
|
$42,003
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,396
shares
|
$30,069
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,383
shares
|
$29,789
0.0% of portfolio
|
Q2 2024
Reduced 36.3%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,291
shares
|
$27,808
0.0% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$26,925
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,024
shares
|
$22,056
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,000
shares
|
$21,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
978
shares
|
$21,066
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
926
shares
|
$19,946
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
877
shares
|
$18,890
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
873
shares
|
$18,804
0.0% of portfolio
|
Q4 2022
Added 5.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
741
shares
|
$15,961
0.0% of portfolio
|
Q3 2024
Added 212.66%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
685
shares
|
$14,754
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
500
shares
|
$10,770
0.0% of portfolio
|
Q1 2024
Reduced 89.45%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
351
shares
|
$7,560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
258
shares
|
$5,557
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
55
shares
|
$1,184
0.0% of portfolio
|
Q2 2024
Reduced 96.02%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|