Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 52.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,303,802
shares
|
$92.4 Million
0.03% of portfolio
|
Q3 2024
Added 862.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,461,603
shares
|
$74.4 Million
0.01% of portfolio
|
Q3 2024
Added 65.06%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,890,502
shares
|
$62.1 Million
1.28% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,603,389
shares
|
$55.9 Million
0.92% of portfolio
|
Q3 2024
Added 38.02%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,478,139
shares
|
$53.2 Million
1.08% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,156,307
shares
|
$46.3 Million
0.07% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,010,792
shares
|
$43.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,878,250
shares
|
$40.3 Million
0.0% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,540,405
shares
|
$33.1 Million
6.12% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,426,601
shares
|
$30.6 Million
0.05% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,364,367
shares
|
$29.3 Million
1.48% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,308,587
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,253,408
shares
|
$26.9 Million
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,169,191
shares
|
$25.1 Million
1.54% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,037,175
shares
|
$22.3 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,001,915
shares
|
$21.5 Million
0.0% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
968,370
shares
|
$20.8 Million
7.98% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
872,273
shares
|
$18.7 Million
0.86% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
763,414
shares
|
$16.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
714,984
shares
|
$15.4 Million
0.26% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
646,385
shares
|
$13.9 Million
1.18% of portfolio
|
Q3 2024
Added 30.74%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
645,246
shares
|
$13.9 Million
1.34% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
632,117
shares
|
$13.6 Million
0.09% of portfolio
|
Q3 2024
Added 540.52%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
625,184
shares
|
$13.4 Million
2.23% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
589,097
shares
|
$12.7 Million
1.42% of portfolio
|
Q3 2024
Added 5.57%
|