Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 50.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
457,968
shares
|
$9.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
403,034
shares
|
$8.62 Million
1.76% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
372,600
shares
|
$7.97 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
355,057
shares
|
$7.6 Million
1.59% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
353,581
shares
|
$7.57 Million
0.02% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
336,508
shares
|
$7.2 Million
0.0% of portfolio
|
Q3 2024
Added 81.01%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
310,954
shares
|
$6.65 Million
2.08% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
308,777
shares
|
$6.61 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
295,681
shares
|
$6.33 Million
2.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
291,446
shares
|
$6.24 Million
1.25% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
288,519
shares
|
$6.17 Million
0.28% of portfolio
|
Q3 2024
Added 48.88%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
286,975
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
268,570
shares
|
$5.75 Million
0.55% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
262,042
shares
|
$5.61 Million
0.0% of portfolio
|
Q3 2024
Added 26.31%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
249,834
shares
|
$5.35 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
249,604
shares
|
$5.34 Million
0.02% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
238,865
shares
|
$5.11 Million
0.22% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,820
shares
|
$4.85 Million
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
226,168
shares
|
$4.84 Million
2.06% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
206,935
shares
|
$4.43 Million
2.93% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
203,113
shares
|
$4.35 Million
0.07% of portfolio
|
Q3 2024
Added 530.3%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
201,466
shares
|
$4.31 Million
0.11% of portfolio
|
Q3 2024
Added 56.38%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
193,900
shares
|
$4.15 Million
1.74% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
191,482
shares
|
$4.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
184,036
shares
|
$3.94 Million
0.97% of portfolio
|
Q4 2024
Added 11.63%
|