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 |
|---|---|---|---|---|---|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
344,137
shares
|
$7.58 Million
4.3% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
324,354
shares
|
$7.15 Million
1.81% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
319,802
shares
|
$7.05 Million
0.25% of portfolio
|
Q3 2025
Added 56.81%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
308,777
shares
|
$6.8 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
307,334
shares
|
$6.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 88.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
304,382
shares
|
$6.71 Million
0.0% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
296,250
shares
|
$6.53 Million
2.67% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
293,172
shares
|
$6.46 Million
0.14% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
275,562
shares
|
$6.07 Million
0.12% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
270,791
shares
|
$5.97 Million
0.02% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
268,380
shares
|
$5.91 Million
0.0% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
264,703
shares
|
$5.83 Million
0.12% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
255,510
shares
|
$5.63 Million
1.18% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
255,389
shares
|
$5.63 Million
0.24% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
252,595
shares
|
$5.56 Million
0.09% of portfolio
|
Q3 2025
Added 29.86%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
249,270
shares
|
$5.49 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
246,080
shares
|
$5.42 Million
3.38% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
236,025
shares
|
$5.2 Million
0.22% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
234,919
shares
|
$5.18 Million
1.54% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
229,680
shares
|
$5.06 Million
0.09% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
227,892
shares
|
$5.02 Million
2.71% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,820
shares
|
$5 Million
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
219,519
shares
|
$4.84 Million
1.36% of portfolio
|
Q3 2025
Added 85.44%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
214,641
shares
|
$4.73 Million
0.31% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
202,843
shares
|
$4.47 Million
0.25% of portfolio
|
Q1 2025
Added 13.57%
|
|