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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
4,565
shares
|
$98,421
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,330
shares
|
$93,354
0.0% of portfolio
|
Q4 2024
Added 342.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,104
shares
|
$88,482
0.0% of portfolio
|
Q4 2024
Added 63.96%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,049
shares
|
$87,296
0.01% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,810
shares
|
$82,143
0.0% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,396
shares
|
$73,217
0.05% of portfolio
|
Q1 2025
Added 73.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,924
shares
|
$63,041
0.0% of portfolio
|
Q1 2025
Added 97.7%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
2,470
shares
|
$53,253
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$43,120
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$43,120
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,950
shares
|
$42,042
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,390
shares
|
$29,968
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,383
shares
|
$29,817
0.0% of portfolio
|
Q2 2024
Reduced 36.3%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,355
shares
|
$29,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,328
shares
|
$28,631
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,276
shares
|
$27,510
0.0% of portfolio
|
Q4 2024
Added 37.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,250
shares
|
$26,950
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,170
shares
|
$25,225
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,024
shares
|
$22,077
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,000
shares
|
$21,560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
970
shares
|
$20,913
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
897
shares
|
$19,339
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
873
shares
|
$18,821
0.0% of portfolio
|
Q4 2022
Added 5.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
828
shares
|
$17,851
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
820
shares
|
$17,679
0.0% of portfolio
|
Q1 2025
Added 0.74%
|