ISHARES TR (IBDD)
Institutional ownership reported to the SEC as of Q1 2023, across 18 quarters.
4
Reporting holders
$22.9M
Reported value
0.0%
Held as options
-22
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | $22.7M | 854,013 | 4.23% | new | NEW |
| Anchor Investment Management, LLC | $95.1K | 3,578 | 0.01% | 25q | HELD |
| Advisory Services Network, LLC | $52.7K | 1,983 | 0.00% | 2q | +0.7% |
| PNC Financial Services Group, Inc. | $10.8K | 405 | 0.00% | 2q | HELD |
| Kovitz Investment Group Partners, LLC | $309 | 11,608 | 0.01% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2023 | 4 | $22.9M | 859,979 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 26 | $45.6M | 1,720,171 | 4 | 8 | 4 | 0.0% |
| Q3 2022 | 26 | $30.4M | 1,148,663 | 3 | 6 | 9 | 0.0% |
| Q2 2022 | 23 | $29.3M | 1,106,401 | 5 | 7 | 5 | 0.0% |
| Q1 2022 | 21 | $23.8M | 894,522 | 2 | 7 | 6 | 0.0% |
| Q4 2021 | 22 | $22.5M | 840,134 | 0 | 8 | 6 | 0.0% |
| Q3 2021 | 23 | $21.1M | 782,955 | 4 | 2 | 7 | 0.0% |
| Q2 2021 | 21 | $22.6M | 836,220 | 2 | 3 | 7 | 0.0% |
| Q1 2021 | 21 | $25.6M | 944,094 | 1 | 5 | 8 | 0.0% |
| Q4 2020 | 24 | $26.5M | 970,274 | 3 | 6 | 7 | 0.0% |
| Q3 2020 | 23 | $24.9M | 912,279 | 1 | 8 | 7 | 0.0% |
| Q2 2020 | 27 | $44.7M | 1,632,960 | 4 | 9 | 9 | 0.0% |
| Q1 2020 | 24 | $34.0M | 1,290,512 | 3 | 6 | 8 | 0.0% |
| Q4 2019 | 24 | $31.1M | 1,161,535 | 2 | 7 | 5 | 0.0% |
| Q3 2019 | 24 | $31.5M | 1,171,515 | 2 | 4 | 10 | 0.0% |
| Q2 2019 | 26 | $35.8M | 1,339,635 | 3 | 8 | 7 | 0.0% |
| Q1 2019 | 26 | $31.4M | 1,189,882 | 6 | 8 | 6 | 0.0% |
| Q4 2018 | 22 | $15.9M | 619,884 | 0 | 1 | 1 | 0.0% |