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 |
|---|---|---|---|---|---|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
202,001
shares
|
$4.45 Million
1.91% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
200,934
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2025
Added 53.55%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
190,624
shares
|
$4.2 Million
2.67% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
183,273
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,392
shares
|
$3.8 Million
0.32% of portfolio
|
Q4 2024
Added 36.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
169,448
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
167,855
shares
|
$3.7 Million
0.24% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
167,570
shares
|
$3.69 Million
0.06% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
162,997
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
150,256
shares
|
$3.31 Million
0.22% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
146,348
shares
|
$3.22 Million
0.71% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
140,770
shares
|
$3.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
133,964
shares
|
$2.95 Million
0.57% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
129,924
shares
|
$2.86 Million
0.06% of portfolio
|
Q3 2025
Added 69.07%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
126,691
shares
|
$2.79 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
124,667
shares
|
$2.75 Million
0.02% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
122,393
shares
|
$2.7 Million
0.3% of portfolio
|
Q3 2025
Added 21.73%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
119,462
shares
|
$2.63 Million
2.1% of portfolio
|
Q3 2025
Added 38.7%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
115,681
shares
|
$2.55 Million
0.88% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
112,975
shares
|
$2.49 Million
0.74% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
110,260
shares
|
$2.43 Million
0.32% of portfolio
|
Q3 2025
Added 55.28%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
109,775
shares
|
$2.42 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
108,528
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
107,981
shares
|
$2.38 Million
0.06% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
107,818
shares
|
$2.38 Million
0.74% of portfolio
|
Q3 2025
Reduced 32.94%
|
|