Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 195 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
167,570
shares
|
$3.54 Million
0.06% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
155,116
shares
|
$3.28 Million
0.9% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
154,596
shares
|
$3.27 Million
0.24% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
149,727
shares
|
$3.17 Million
1.09% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
140,258
shares
|
$2.97 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
139,189
shares
|
$2.94 Million
0.17% of portfolio
|
Q3 2024
Added 79.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
137,380
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Added 1311.63%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
136,743
shares
|
$2.89 Million
0.33% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
126,299
shares
|
$2.67 Million
0.24% of portfolio
|
Q3 2024
Added 257.46%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
123,296
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
113,986
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
113,926
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
107,653
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
100,413
shares
|
$2.12 Million
1.52% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
92,146
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
89,510
shares
|
$1.89 Million
0.61% of portfolio
|
Q3 2024
Added 45.01%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
89,000
shares
|
$1.88 Million
0.82% of portfolio
|
Q3 2024
Added 306.86%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
88,232
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
87,599
shares
|
$1.85 Million
1.27% of portfolio
|
Q3 2024
Added 27.75%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
86,287
shares
|
$1.82 Million
0.46% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
86,061
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
84,427
shares
|
$1.79 Million
0.5% of portfolio
|
Q3 2024
Added 42.76%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
84,422
shares
|
$1.79 Million
1.26% of portfolio
|
Q3 2024
Added 46.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
83,132
shares
|
$1.76 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
81,739
shares
|
$1.73 Million
1.74% of portfolio
|
Q3 2024
Added 3.47%
|