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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
84,422
shares
|
$1.81 Million
1.26% of portfolio
|
Q3 2024
Added 46.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
83,132
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
82,015
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
81,912
shares
|
$1.76 Million
1.11% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
81,739
shares
|
$1.76 Million
1.74% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
79,294
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
78,945
shares
|
$1.7 Million
1.17% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
78,938
shares
|
$1.7 Million
0.65% of portfolio
|
Q4 2024
Added 93.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
78,226
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 64.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
77,214
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,811
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
76,006
shares
|
$1.63 Million
0.44% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
75,945
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Added 47.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,962
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
69,334
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
68,621
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
64,011
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
62,056
shares
|
$1.33 Million
0.17% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
60,364
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 62.29%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
59,550
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Added 281.73%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
59,093
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
58,256
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
53,100
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Added 34.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
51,899
shares
|
$1.11 Million
0.27% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
51,847
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 25.02%
|