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 |
|---|---|---|---|---|---|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
45,221
shares
|
$967,729
0.32% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
44,783
shares
|
$958,356
0.0% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
42,982
shares
|
$919,814
0.28% of portfolio
|
Q1 2022
Added 13.84%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
40,643
shares
|
$869,760
0.15% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
40,618
shares
|
$869,225
0.04% of portfolio
|
Q3 2024
Added 112.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
39,725
shares
|
$850,115
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
39,714
shares
|
$849,879
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,277
shares
|
$819,127
0.0% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,826
shares
|
$809,476
0.01% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
36,930
shares
|
$790,302
0.51% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
36,596
shares
|
$783,154
0.06% of portfolio
|
Q4 2024
Added 64.64%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
36,293
shares
|
$776,670
0.09% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
35,509
shares
|
$759,892
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
33,500
shares
|
$716,900
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
33,500
shares
|
$716,900
0.01% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
33,404
shares
|
$714,845
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
32,605
shares
|
$697,747
0.18% of portfolio
|
Q4 2024
Added 137.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
32,503
shares
|
$695,564
0.09% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
31,337
shares
|
$670,611
0.37% of portfolio
|
Q4 2024
Added 19.65%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
30,350
shares
|
$649,490
0.06% of portfolio
|
Q3 2024
Added 28.06%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
27,569
shares
|
$589,976
0.01% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
26,288
shares
|
$562,563
0.07% of portfolio
|
Q2 2024
Added 12.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$556,400
0.03% of portfolio
|
Q3 2023
Added 160.0%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
25,130
shares
|
$537,782
0.19% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
24,831
shares
|
$531,383
0.09% of portfolio
|
Q4 2024
Added 21.88%
|