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 |
|---|---|---|---|---|---|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
184,036
shares
|
$3.95 Million
0.97% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
171,312
shares
|
$3.68 Million
0.09% of portfolio
|
Q4 2024
Added 315.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
167,570
shares
|
$3.6 Million
0.06% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
156,689
shares
|
$3.37 Million
0.24% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
155,116
shares
|
$3.33 Million
0.9% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
152,907
shares
|
$3.28 Million
0.35% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
140,258
shares
|
$3.01 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
139,419
shares
|
$2.99 Million
0.97% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
139,189
shares
|
$2.99 Million
0.17% of portfolio
|
Q3 2024
Added 79.4%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
137,605
shares
|
$2.96 Million
1.09% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
137,380
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 1311.63%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
126,299
shares
|
$2.71 Million
0.24% of portfolio
|
Q3 2024
Added 257.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
124,667
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
123,296
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
113,986
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
107,653
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
100,413
shares
|
$2.16 Million
1.52% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
92,800
shares
|
$1.99 Million
0.41% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
92,146
shares
|
$1.98 Million
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
91,067
shares
|
$1.96 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
89,510
shares
|
$1.92 Million
0.61% of portfolio
|
Q3 2024
Added 45.01%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
89,000
shares
|
$1.91 Million
0.82% of portfolio
|
Q3 2024
Added 306.86%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
88,232
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
86,061
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
84,427
shares
|
$1.81 Million
0.5% of portfolio
|
Q3 2024
Added 42.76%
|