Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 290 institutions that hold shares in the stock, with a total of 80.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,625,501
shares
|
$124 Million
0.98% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,549,328
shares
|
$122 Million
0.01% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,857,407
shares
|
$85 Million
0.15% of portfolio
|
Q3 2025
Added 38.99%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,683,315
shares
|
$81.1 Million
1.41% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,943,852
shares
|
$64.9 Million
1.11% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,909,448
shares
|
$64.1 Million
0.0% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,846,755
shares
|
$62.7 Million
0.01% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,464,795
shares
|
$54.3 Million
0.02% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,156,307
shares
|
$47.5 Million
0.07% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,146,797
shares
|
$47.3 Million
0.06% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,081,115
shares
|
$45.8 Million
0.01% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,633,897
shares
|
$36 Million
1.92% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,552,485
shares
|
$34.2 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,540,405
shares
|
$33.9 Million
6.12% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,435,980
shares
|
$31.6 Million
1.62% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,398,162
shares
|
$30.8 Million
0.01% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,100,249
shares
|
$24.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,057,554
shares
|
$23.3 Million
0.44% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
987,630
shares
|
$21.8 Million
1.53% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
968,370
shares
|
$21.3 Million
7.98% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
949,500
shares
|
$20.9 Million
0.1% of portfolio
|
Q3 2025
Added 37.89%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
894,973
shares
|
$19.7 Million
0.26% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
877,222
shares
|
$19.3 Million
4.39% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
875,718
shares
|
$19.3 Million
0.02% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
795,525
shares
|
$17.5 Million
1.18% of portfolio
|
Q3 2025
Added 1379.85%
|
|