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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$21,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
890
shares
|
$19,046
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
873
shares
|
$18,682
0.0% of portfolio
|
Q4 2022
Added 5.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
822
shares
|
$17,590
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
814
shares
|
$17,419
0.0% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
765
shares
|
$16,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
500
shares
|
$10,700
0.0% of portfolio
|
Q1 2024
Reduced 89.45%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
351
shares
|
$7,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
262
shares
|
$5,606
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
55
shares
|
$1,177
0.0% of portfolio
|
Q2 2024
Reduced 96.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
38
shares
|
$813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|