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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
6,077
shares
|
$133,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
5,734
shares
|
$126,320
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
5,452
shares
|
$120,107
0.02% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
5,086
shares
|
$112,044
0.04% of portfolio
|
Q3 2025
Added 143.82%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,566
shares
|
$100,588
0.01% of portfolio
|
Q2 2023
Added 11.61%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
4,565
shares
|
$100,566
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
4,104
shares
|
$90,411
0.0% of portfolio
|
Q4 2024
Added 63.96%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,049
shares
|
$89,199
0.01% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
3,927
shares
|
$86,511
0.04% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,905
shares
|
$63,997
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,470
shares
|
$54,414
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,270
shares
|
$50,008
0.02% of portfolio
|
Q2 2025
Added 63.31%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,000
shares
|
$44,060
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$44,060
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,950
shares
|
$42,958
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,423
shares
|
$31,348
0.0% of portfolio
|
Q2 2025
Added 21.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,394
shares
|
$30,709
0.0% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,331
shares
|
$29,321
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
1,316
shares
|
$28,991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,276
shares
|
$28,110
0.0% of portfolio
|
Q4 2024
Added 37.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$27,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,200
shares
|
$26,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,025
shares
|
$22,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
932
shares
|
$20,531
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
918
shares
|
$20,223
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|