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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,815
shares
|
$103,041
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
4,618
shares
|
$98,825
0.01% of portfolio
|
Q3 2024
Added 98.54%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,566
shares
|
$97,712
0.01% of portfolio
|
Q2 2023
Added 11.61%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
4,565
shares
|
$97,691
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,330
shares
|
$92,662
0.0% of portfolio
|
Q4 2024
Added 342.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,301
shares
|
$92,041
0.0% of portfolio
|
Q3 2024
Added 12188.57%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,200
shares
|
$89,880
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,049
shares
|
$86,648
0.01% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3,294
shares
|
$70,491
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,503
shares
|
$53,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,335
shares
|
$49,969
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,209
shares
|
$47,272
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$42,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$42,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,962
shares
|
$41,986
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,950
shares
|
$41,730
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,479
shares
|
$31,650
0.0% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,396
shares
|
$29,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,383
shares
|
$29,596
0.0% of portfolio
|
Q2 2024
Reduced 36.3%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,326
shares
|
$28,376
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,287
shares
|
$27,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,276
shares
|
$27,306
0.01% of portfolio
|
Q4 2024
Added 37.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$26,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,168
shares
|
$24,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,024
shares
|
$21,913
0.0% of portfolio
|
Q1 2024
New holding
|