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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
16,612
shares
|
$365,962
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
16,557
shares
|
$364,750
0.14% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
15,893
shares
|
$350,122
0.0% of portfolio
|
Q3 2025
Reduced 30.53%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
15,752
shares
|
$347,016
0.1% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
15,600
shares
|
$343,668
0.06% of portfolio
|
Q3 2025
Added 66.84%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,068
shares
|
$331,948
0.27% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
14,669
shares
|
$323,158
0.01% of portfolio
|
Q3 2025
Added 43.5%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
14,400
shares
|
$317,232
0.15% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
14,244
shares
|
$313,795
0.04% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,007
shares
|
$308,574
0.0% of portfolio
|
Q3 2025
Reduced 37.94%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
13,666
shares
|
$301,061
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
13,361
shares
|
$294,342
0.05% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,147
shares
|
$289,628
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
12,845
shares
|
$282,975
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
12,793
shares
|
$281,829
0.2% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
12,750
shares
|
$280,882
0.02% of portfolio
|
Q3 2025
Added 61.23%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
12,549
shares
|
$276,454
0.07% of portfolio
|
Q2 2024
Added 27.34%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
12,494
shares
|
$275,242
0.02% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,312
shares
|
$271,233
0.0% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
12,238
shares
|
$269,603
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
12,235
shares
|
$269,537
0.15% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
12,088
shares
|
$266,298
0.05% of portfolio
|
Q4 2024
Reduced 35.72%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,256
shares
|
$247,969
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
11,220
shares
|
$247,176
0.07% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,209
shares
|
$246,934
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|