# ISHARES TR (IBDR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBDR/

- Reporting holders: 24
- Reported value: $66.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $26.7M | 1,100,432 | 1.7% | 31 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $18.2M | 750,158 | 0.5% | 17 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $5.8M | 238,821 | 4.0% | 4 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $2.6M | 106,106 | 1.1% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.9M | 79,760 | 0.3% | 10 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $1.7M | 72,096 | 0.3% | 11 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $1.6M | 67,483 | 0.1% | 18 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $1.5M | 60,469 | 0.3% | 2 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $980.4K | 40,447 | 0.3% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $850.4K | 35,082 | 0.0% | 11 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $836.8K | 34,520 | 0.1% | 32 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $820.5K | 33,960 | 0.3% | 11 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $808.7K | 33,361 | 0.2% | 12 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $427.7K | 17,644 | 0.1% | 2 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $287.5K | 11,859 | 0.0% | 11 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $249.6K | 10,295 | 0.2% | 17 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $236.6K | 9,760 | 0.0% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $211.6K | 8,731 | 0.0% | 8 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $145.4K | 5,997 | 0.0% | 9 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $100.0K | 4,126 | 0.0% | 2 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $72.7K | 3,000 | 0.0% | 19 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $58.3K | 2,407 | 0.0% | 4 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $53.2K | 2,194 | 0.0% | 7 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $40.5K | 1,670 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $66.2M |
| Q2 2026 | 454 | $2.6B |
| Q1 2026 | 463 | $2.7B |
| Q4 2025 | 459 | $2.7B |
| Q3 2025 | 427 | $2.4B |
| Q2 2025 | 425 | $2.5B |
| Q1 2025 | 410 | $2.4B |
| Q4 2024 | 390 | $2.3B |
| Q3 2024 | 358 | $2.1B |
| Q2 2024 | 348 | $2.0B |
| Q1 2024 | 334 | $2.0B |
| Q4 2023 | 318 | $1.8B |