ISHARES TR (IBDR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
24
Reporting holders
$66.2M
Reported value
0.0%
Calls
0.0%
Puts
-430
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RVW Wealth, LLC | $26.7M | 1,100,432 | 1.71% | 31q | -5.5%-$1.6M |
| Venture Visionary Partners LLC | $18.2M | 750,158 | 0.48% | 17q | +13.3%+$2.1M |
| Delta Wealth Advisors LLC | $5.8M | 238,821 | 3.98% | 4q | +4.2%+$234.3K |
| BRIGHTON SECURITIES CORP. | $2.6M | 106,106 | 1.08% | 4q | -2.1%-$55.9K |
| Montecito Bank & Trust | $1.9M | 79,760 | 0.29% | 10q | HELD |
| Conrad Siegel Investment Advisors, Inc. | $1.7M | 72,096 | 0.28% | 11q | +2.6%+$43.7K |
| VALLEY WEALTH MANAGERS, INC. | $1.6M | 67,483 | 0.09% | 18q | -6.4%-$112.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.5M | 60,469 | 0.34% | 2q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $980.4K | 40,447 | 0.26% | 3q | +1.6%+$15.7K |
| Farther Finance Advisors, LLC | $850.4K | 35,082 | 0.01% | 11q | +6.7%+$53.4K |
| TLWM | $836.8K | 34,520 | 0.13% | 32q | -0.7%-$5.9K |
| Bullock Wealth Management Group | $820.5K | 33,960 | 0.34% | 11q | -0.5%-$4.4K |
| Prosperity Planning, Inc. | $808.7K | 33,361 | 0.18% | 12q | -1.5%-$12.3K |
| S.E.E.D. Planning Group LLC | $427.7K | 17,644 | 0.10% | 2q | -5.5%-$24.8K |
| Trust Co | $287.5K | 11,859 | 0.03% | 11q | -2.4%-$7.1K |
| Horizons Wealth Management | $249.6K | 10,295 | 0.16% | 17q | -3.6%-$9.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $236.6K | 9,760 | 0.05% | 5q | HELD |
| Avidian Wealth Enterprises, LLC | $211.6K | 8,731 | 0.01% | 8q | -46.3%-$182.1K |
| Coastline Trust Co | $145.4K | 5,997 | 0.01% | 9q | -5.9%-$9.1K |
| TOMPKINS FINANCIAL CORP | $100.0K | 4,126 | 0.01% | 2q | HELD |
| Bank of New Hampshire | $72.7K | 3,000 | 0.02% | 19q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $58.3K | 2,407 | 0.02% | 4q | +1.0% |
| Sarver Vrooman Wealth Advisors | $53.2K | 2,194 | 0.03% | 7q | -27.8%-$20.5K |
| ARMSTRONG ADVISORY GROUP, INC | $40.5K | 1,670 | 0.00% | 16q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $66.2M | 2,730,378 | 0 | 6 | 12 | 0.0% |
| Q2 2026 | 454 | $2.6B | 108,639,439 | 28 | 138 | 178 | 0.0% |
| Q1 2026 | 463 | $2.7B | 110,167,841 | 40 | 163 | 149 | 0.0% |
| Q4 2025 | 459 | $2.7B | 112,174,847 | 41 | 214 | 99 | 0.0% |
| Q3 2025 | 427 | $2.4B | 100,029,398 | 31 | 211 | 90 | 0.0% |
| Q2 2025 | 425 | $2.5B | 103,288,500 | 35 | 172 | 103 | 0.0% |
| Q1 2025 | 410 | $2.4B | 99,373,949 | 39 | 204 | 84 | 0.0% |
| Q4 2024 | 390 | $2.3B | 97,272,813 | 35 | 206 | 55 | 0.0% |
| Q3 2024 | 358 | $2.1B | 87,088,248 | 30 | 191 | 61 | 0.0% |
| Q2 2024 | 348 | $2.0B | 84,670,037 | 29 | 184 | 68 | 0.0% |
| Q1 2024 | 334 | $2.0B | 83,259,883 | 37 | 187 | 45 | 0.0% |
| Q4 2023 | 318 | $1.8B | 74,278,402 | 52 | 141 | 66 | 0.0% |
| Q3 2023 | 260 | $1.4B | 58,937,097 | 37 | 132 | 47 | 0.1% |
| Q2 2023 | 231 | $1.3B | 56,641,217 | 18 | 120 | 47 | 0.0% |
| Q1 2023 | 231 | $1.2B | 50,542,584 | 36 | 122 | 34 | 0.0% |
| Q4 2022 | 206 | $1.1B | 45,124,546 | 40 | 89 | 41 | 0.0% |
| Q3 2022 | 173 | $923.8M | 40,031,950 | 26 | 74 | 33 | 0.0% |
| Q2 2022 | 151 | $793.1M | 33,351,405 | 30 | 46 | 38 | 0.0% |
| Q1 2022 | 127 | $843.2M | 34,185,390 | 13 | 59 | 24 | 0.0% |
| Q4 2021 | 129 | $741.5M | 28,347,554 | 11 | 65 | 20 | 0.3% |
| Q3 2021 | 116 | $639.2M | 24,112,876 | 13 | 56 | 19 | 0.0% |
| Q2 2021 | 108 | $532.3M | 20,012,117 | 11 | 63 | 15 | 0.0% |
| Q1 2021 | 106 | $458.8M | 17,414,641 | 14 | 58 | 11 | 0.0% |
| Q4 2020 | 97 | $427.2M | 15,762,085 | 13 | 50 | 6 | 0.0% |
| Q3 2020 | 84 | $359.3M | 13,387,795 | 11 | 38 | 14 | 0.1% |
| Q2 2020 | 79 | $339.2M | 12,676,101 | 9 | 39 | 17 | 0.0% |
| Q1 2020 | 77 | $316.5M | 12,895,168 | 7 | 36 | 20 | 0.0% |
| Q4 2019 | 79 | $330.3M | 12,931,039 | 16 | 38 | 12 | 0.0% |
| Q3 2019 | 63 | $277.9M | 10,951,938 | 9 | 37 | 10 | 0.0% |
| Q2 2019 | 64 | $220.9M | 8,819,327 | 7 | 32 | 11 | 0.0% |
| Q1 2019 | 62 | $141.2M | 5,826,099 | 15 | 21 | 11 | 0.0% |
| Q4 2018 | 48 | $130.4M | 5,660,130 | 2 | 1 | 1 | 0.0% |