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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,049
shares
|
$86,648
0.01% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3,294
shares
|
$70,491
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,022
shares
|
$64,670
0.0% of portfolio
|
Q3 2024
Added 28.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,503
shares
|
$53,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,335
shares
|
$49,969
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,209
shares
|
$47,272
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$42,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$42,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,950
shares
|
$41,730
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,396
shares
|
$29,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,383
shares
|
$29,596
0.0% of portfolio
|
Q2 2024
Reduced 36.3%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,291
shares
|
$27,627
0.0% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,287
shares
|
$27,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$26,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,024
shares
|
$21,913
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$21,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
978
shares
|
$20,929
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
926
shares
|
$19,816
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
890
shares
|
$19,046
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
873
shares
|
$18,682
0.0% of portfolio
|
Q4 2022
Added 5.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
809
shares
|
$17,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
741
shares
|
$15,857
0.0% of portfolio
|
Q3 2024
Added 212.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
500
shares
|
$10,700
0.0% of portfolio
|
Q1 2024
Reduced 89.45%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
351
shares
|
$7,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
262
shares
|
$5,606
0.0% of portfolio
|
Q4 2024
Added 1.55%
|