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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
11,195
shares
|
$246,625
0.01% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
11,078
shares
|
$244,048
0.12% of portfolio
|
Q3 2025
Added 29.01%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
10,611
shares
|
$233,760
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
10,546
shares
|
$232,328
0.02% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
10,509
shares
|
$231,513
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
10,200
shares
|
$224,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,909
shares
|
$218,295
0.06% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,803
shares
|
$215,960
0.04% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
9,702
shares
|
$213,735
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,651
shares
|
$212,611
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,631
shares
|
$212,170
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
9,625
shares
|
$212,038
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,620
shares
|
$211,928
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
9,500
shares
|
$209,285
0.0% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
9,423
shares
|
$207,588
0.02% of portfolio
|
Q4 2024
Reduced 60.76%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,253
shares
|
$203,843
0.11% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
9,204
shares
|
$202,764
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
9,180
shares
|
$202,235
0.13% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
7,630
shares
|
$168,088
0.02% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
7,364
shares
|
$162,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,938
shares
|
$152,844
0.0% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
6,850
shares
|
$150,905
0.07% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,382
shares
|
$140,595
0.0% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
6,370
shares
|
$140,331
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
6,124
shares
|
$134,911
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|