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 |
|---|---|---|---|---|---|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
51,752
shares
|
$1.11 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
49,853
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
49,098
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
47,996
shares
|
$1.03 Million
0.32% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
45,872
shares
|
$985,330
0.11% of portfolio
|
Q4 2024
Added 26.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
44,783
shares
|
$961,938
0.0% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
42,982
shares
|
$923,253
0.28% of portfolio
|
Q1 2022
Added 13.84%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
42,818
shares
|
$919,730
0.08% of portfolio
|
Q4 2024
Added 269.44%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
40,643
shares
|
$873,011
0.15% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
40,618
shares
|
$872,474
0.04% of portfolio
|
Q3 2024
Added 112.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
39,959
shares
|
$858,319
0.01% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
39,725
shares
|
$853,293
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
39,714
shares
|
$853,056
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
39,007
shares
|
$837,870
0.0% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,277
shares
|
$822,189
0.0% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
36,930
shares
|
$793,256
0.51% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
36,596
shares
|
$786,082
0.06% of portfolio
|
Q4 2024
Added 64.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
33,500
shares
|
$719,580
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
33,500
shares
|
$719,580
0.01% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
33,404
shares
|
$717,517
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
32,605
shares
|
$700,355
0.18% of portfolio
|
Q4 2024
Added 137.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
32,503
shares
|
$698,164
0.09% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
31,337
shares
|
$673,118
0.37% of portfolio
|
Q4 2024
Added 19.65%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
30,350
shares
|
$651,918
0.06% of portfolio
|
Q3 2024
Added 28.06%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
27,647
shares
|
$593,857
0.19% of portfolio
|
Q4 2024
Added 10.02%
|