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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
107,516
shares
|
$2.37 Million
0.28% of portfolio
|
Q3 2025
Added 245.58%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
101,667
shares
|
$2.24 Million
0.49% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
96,911
shares
|
$2.13 Million
1.51% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
91,128
shares
|
$2.01 Million
0.84% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
90,950
shares
|
$2 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
90,735
shares
|
$2 Million
0.16% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
90,683
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
88,666
shares
|
$1.95 Million
1.15% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
86,180
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
85,931
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Added 52.88%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
85,830
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
82,418
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 65.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
81,590
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
79,713
shares
|
$1.76 Million
1.14% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
79,050
shares
|
$1.74 Million
1.54% of portfolio
|
Q3 2025
Reduced 42.27%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
77,827
shares
|
$1.71 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
76,691
shares
|
$1.69 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
76,521
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
75,583
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
75,223
shares
|
$1.66 Million
0.89% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
74,214
shares
|
$1.63 Million
1.12% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
72,713
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
71,777
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2025
Added 25.99%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
71,291
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2025
Added 138.64%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
71,142
shares
|
$1.57 Million
0.18% of portfolio
|
Q3 2025
Added 4.54%
|
|