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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
68,954
shares
|
$1.52 Million
0.34% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
64,885
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 28.2%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
64,300
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
60,504
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Added 33.55%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
55,782
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
55,499
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
55,042
shares
|
$1.21 Million
0.64% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
54,373
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
54,117
shares
|
$1.19 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
53,523
shares
|
$1.18 Million
0.29% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
52,329
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 252.79%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
51,865
shares
|
$1.14 Million
0.91% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
51,776
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
51,732
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
50,723
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
50,715
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
49,365
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Added 192.65%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
49,048
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 54.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
48,648
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 85.24%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
48,548
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
44,965
shares
|
$990,578
0.23% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
44,489
shares
|
$980,092
0.07% of portfolio
|
Q3 2025
Added 58.09%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
43,778
shares
|
$964,429
0.25% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
42,243
shares
|
$930,613
0.01% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,925
shares
|
$901,577
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|