Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 55.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
589,097
shares
|
$12.6 Million
1.42% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
586,026
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
457,968
shares
|
$9.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
411,131
shares
|
$8.8 Million
0.39% of portfolio
|
Q4 2024
Added 42.5%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
410,980
shares
|
$8.79 Million
1.72% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
372,600
shares
|
$7.97 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
355,057
shares
|
$7.6 Million
1.59% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
353,581
shares
|
$7.57 Million
0.02% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
336,508
shares
|
$7.2 Million
0.0% of portfolio
|
Q3 2024
Added 81.01%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
310,954
shares
|
$6.65 Million
2.08% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
308,777
shares
|
$6.61 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
302,673
shares
|
$6.48 Million
0.59% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
291,446
shares
|
$6.24 Million
1.25% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
286,975
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
284,181
shares
|
$6.08 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
262,042
shares
|
$5.61 Million
0.0% of portfolio
|
Q3 2024
Added 26.31%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
249,834
shares
|
$5.35 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
249,604
shares
|
$5.34 Million
0.02% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
238,865
shares
|
$5.11 Million
0.22% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
237,100
shares
|
$5.07 Million
2.09% of portfolio
|
Q4 2024
Added 22.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
226,820
shares
|
$4.85 Million
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
226,168
shares
|
$4.84 Million
2.06% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
212,728
shares
|
$4.55 Million
3.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
203,113
shares
|
$4.35 Million
0.07% of portfolio
|
Q3 2024
Added 530.3%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
201,466
shares
|
$4.31 Million
0.11% of portfolio
|
Q3 2024
Added 56.38%
|