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 |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
763,414
shares
|
$16.8 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
744,116
shares
|
$16.4 Million
1.76% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
692,153
shares
|
$15.2 Million
0.6% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
653,952
shares
|
$14.4 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
644,027
shares
|
$14.2 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
643,107
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
634,284
shares
|
$14 Million
2.73% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
593,430
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
592,263
shares
|
$13 Million
0.03% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
562,398
shares
|
$12.4 Million
0.45% of portfolio
|
Q3 2025
Reduced 49.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
511,031
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
495,965
shares
|
$10.9 Million
1.96% of portfolio
|
Q3 2025
Added 31.22%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
445,858
shares
|
$9.82 Million
1.68% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
432,233
shares
|
$9.52 Million
0.11% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
421,778
shares
|
$9.29 Million
1.6% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
416,868
shares
|
$9.18 Million
0.02% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
406,253
shares
|
$8.95 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
404,974
shares
|
$8.92 Million
0.0% of portfolio
|
Q3 2025
Added 144.62%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
397,200
shares
|
$8.75 Million
1.82% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
396,924
shares
|
$8.74 Million
7.81% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
380,058
shares
|
$8.37 Million
2.03% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
372,226
shares
|
$8.2 Million
0.62% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
365,730
shares
|
$8.06 Million
0.02% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
356,662
shares
|
$7.86 Million
0.23% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
350,432
shares
|
$7.72 Million
0.09% of portfolio
|
Q3 2025
Added 15.04%
|
|