ISHARES TR (IBDR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
438
Reporting holders
$2.6B
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $238.2M | 9,829,831 | 0.02% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $208.9M | 8,620,636 | 0.13% | 22q | +101.7%+$105.3M |
| Lido Advisors, LLC | $106.2M | 4,383,801 | 0.29% | 14q | -6.2%-$7.0M |
| HM PAYSON & CO | $101.4M | 4,186,318 | 1.34% | 12q | HELD |
| LPL Financial LLC | $94.0M | 3,879,923 | 0.02% | 31q | -4.1%-$4.0M |
| MORGAN STANLEY | $86.6M | 3,576,118 | 0.00% | 35q | -4.6%-$4.2M |
| RAYMOND JAMES FINANCIAL INC | $60.2M | 2,484,975 | 0.02% | 7q | -6.8%-$4.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 1,648,333 | 0.05% | 31q | -2.1%-$865.7K |
| Gratus Wealth Advisors, LLC | $37.0M | 1,527,912 | 4.71% | 11q | +2.1%+$761.0K |
| MV CAPITAL MANAGEMENT, INC. | $36.5M | 1,507,501 | 1.70% | 15q | +100.6%+$18.3M |
| Kathmere Capital Management, LLC | $36.4M | 1,502,321 | 1.93% | 11q | +7.9%+$2.7M |
| HOWLAND CAPITAL MANAGEMENT LLC | $36.2M | 1,496,018 | 1.31% | 14q | +12.6%+$4.1M |
| Sound View Wealth Advisors Group, LLC | $35.7M | 1,472,485 | 2.21% | 29q | -25.7%-$12.3M |
| Glenview Trust Co | $34.9M | 1,440,039 | 0.26% | 15q | +102.5%+$17.7M |
| CAPTRUST FINANCIAL ADVISORS | $34.3M | 1,415,924 | 0.05% | 27q | -8.3%-$3.1M |
| ROYAL BANK OF CANADA | $31.6M | 1,305,406 | 0.00% | 31q | -10.4%-$3.7M |
| HighTower Advisors, LLC | $30.9M | 1,276,117 | 0.03% | 22q | -2.9%-$936.0K |
| Stratos Wealth Partners, LTD. | $28.5M | 1,175,452 | 0.29% | 15q | +5.6%+$1.5M |
| RVW Wealth, LLC | $28.2M | 1,165,091 | 1.86% | 30q | +2.2%+$594.7K |
| Kestra Advisory Services, LLC | $28.2M | 1,162,481 | 0.09% | 24q | +12.6%+$3.1M |
| SIGMA INVESTMENT COUNSELORS INC | $27.8M | 1,146,679 | 1.35% | 29q | -0.9%-$250.5K |
| NewEdge Advisors, LLC | $27.5M | 1,136,875 | 0.08% | new | NEW |
| Focus Partners Wealth | $26.5M | 1,093,602 | 0.03% | 11q | -11.2%-$3.3M |
| COWA, LLC | $26.4M | 1,089,624 | 6.62% | 9q | +7.3%+$1.8M |
| AMERIPRISE FINANCIAL INC | $25.9M | 1,068,172 | 0.01% | 30q | -63.1%-$44.2M |
| Mariner, LLC | $24.4M | 1,007,776 | 0.03% | 27q | HELD |
| IFS Advisors, LLC | $23.6M | 973,964 | 11.30% | 4q | +0.6%+$149.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.7M | 935,865 | 0.01% | 30q | -8.1%-$2.0M |
| Mesirow Financial Investment Management, Inc. | $21.1M | 872,266 | 0.33% | 11q | -1.2%-$256.6K |
| TRUIST FINANCIAL CORP | $20.9M | 862,303 | 0.02% | 27q | -0.5%-$107.5K |
| BENJAMIN EDWARDS INC | $20.3M | 838,929 | 0.19% | 30q | +3.6%+$710.9K |
| WELLS FARGO & COMPANY/MN | $20.3M | 837,009 | 0.00% | 31q | -59.1%-$29.3M |
| US BANCORP \DE\ | $17.3M | 714,410 | 0.02% | 31q | -5.2%-$941.8K |
| REBALANCE, LLC | $17.3M | 711,980 | 0.90% | 7q | -6.4%-$1.2M |
| Venture Visionary Partners LLC | $16.0M | 662,326 | 0.45% | 16q | -23.3%-$4.9M |
| SPINNAKER TRUST | $16.0M | 661,842 | 0.78% | 12q | +15.2%+$2.1M |
| Capital Investment Advisors, LLC | $16.0M | 660,322 | 0.21% | 27q | +6.8%+$1.0M |
| Sanctuary Advisors, LLC | $15.8M | 652,971 | 0.07% | 9q | -0.6%-$97.5K |
| Merit Financial Group, LLC | $15.7M | 647,358 | 0.05% | 5q | +111.4%+$8.3M |
| EP Wealth Advisors, LLC | $14.3M | 591,531 | 0.05% | 13q | +26.5%+$3.0M |
| Beacon Pointe Advisors, LLC | $13.9M | 574,362 | 0.06% | 17q | -2.2%-$312.6K |
| Northstar Group, Inc. | $13.3M | 550,123 | 1.72% | 16q | +2.6%+$334.1K |
| Strid Group, LLC | $13.1M | 538,854 | 1.45% | 20q | -11.1%-$1.6M |
| CENTRAL TRUST Co | $12.7M | 525,939 | 0.23% | 31q | -3.3%-$438.9K |
| NovaPoint Capital, LLC | $12.7M | 523,659 | 2.64% | 6q | -17.5%-$2.7M |
| Integrated Wealth Concepts LLC | $12.3M | 508,244 | 0.06% | 17q | +71.2%+$5.1M |
| IFP Advisors, Inc | $12.0M | 495,135 | 0.22% | 16q | +2.9%+$336.8K |
| Baltimore-Washington Financial Advisors, Inc. | $11.6M | 480,366 | 0.44% | 13q | -0.5%-$60.1K |
| Cetera Investment Advisers | $11.4M | 471,188 | 0.01% | 13q | +33.0%+$2.8M |
| Wick Capital Partners, LLC | $11.1M | 457,123 | 1.67% | 12q | -5.4%-$633.7K |
| MCF Advisors LLC | $11.0M | 452,688 | 0.39% | 18q | +96.4%+$5.4M |
| Allworth Financial LP | $10.9M | 448,668 | 0.05% | 23q | +6.1%+$624.0K |
| Global Retirement Partners, LLC | $10.7M | 443,156 | 0.16% | 14q | -20.5%-$2.8M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.7M | 441,512 | 0.06% | 31q | +18.5%+$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $10.2M | 421,595 | 0.00% | 31q | +21.6%+$1.8M |
| ARCADIA INVESTMENT ADVISORS LLC | $9.9M | 409,478 | 4.18% | 24q | +3.6%+$343.1K |
| Balentine LLC | $9.6M | 397,242 | 0.34% | 8q | -4.0%-$404.7K |
| Composition Wealth, LLC | $9.5M | 392,395 | 0.11% | 4q | +1.9%+$175.5K |
| STIFEL FINANCIAL CORP | $9.5M | 392,070 | 0.01% | 31q | +2.2%+$202.3K |
| JANE STREET GROUP, LLC | $9.5M | 391,318 | 0.00% | 2q | +128.6%+$5.3M |
| Atria Investments, Inc | $9.2M | 377,655 | 0.09% | 12q | +11.6%+$954.0K |
| First National Trust Co | $8.9M | 368,206 | 0.30% | 15q | -12.7%-$1.3M |
| SAX WEALTH ADVISORS, LLC | $8.9M | 367,674 | 0.36% | 13q | +1.8%+$154.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $8.5M | 351,386 | 0.31% | 17q | -8.6%-$798.4K |
| OSAIC HOLDINGS, INC. | $8.5M | 350,589 | 0.01% | 26q | +16.4%+$1.2M |
| LYELL WEALTH MANAGEMENT, LP | $8.5M | 350,401 | 0.52% | 23q | -24.9%-$2.8M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $8.3M | 341,342 | 0.11% | 29q | +10.2%+$764.7K |
| CITADEL ADVISORS LLC | $8.1M | 334,081 | 0.00% | 2q | +37.3%+$2.2M |
| Kesler, Norman & Wride, LLC | $7.9M | 325,975 | 1.25% | 6q | -3.7%-$305.9K |
| Madden Advisory Services, Inc. | $7.9M | 325,410 | 2.83% | 12q | -1.4%-$114.9K |
| Parallel Advisors, LLC | $7.8M | 320,102 | 0.12% | 14q | +18.8%+$1.2M |
| InvesTrust | $7.7M | 317,326 | 2.96% | 7q | -2.1%-$164.5K |
| OneDigital Investment Advisors LLC | $7.0M | 289,388 | 0.06% | 6q | -8.9%-$683.3K |
| Cornerstone Planning, LLC | $7.0M | 288,419 | 1.62% | 4q | HELD |
| FULTON BREAKEFIELD BROENNIMAN LLC | $6.2M | 254,470 | 0.36% | 23q | +2.3%+$141.2K |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $6.1M | 249,890 | 3.02% | 19q | +25.2%+$1.2M |
| Resonant Capital Advisors, LLC | $6.0M | 247,125 | 0.29% | 10q | -3.9%-$241.9K |
| Creative Planning | $5.9M | 242,647 | 0.00% | 17q | +15.8%+$802.8K |
| Valmark Advisers, Inc. | $5.8M | 238,786 | 0.06% | 12q | +27.9%+$1.3M |
| JPMORGAN CHASE & CO | $5.8M | 237,318 | 0.00% | 26q | +20.7%+$986.6K |
| Laurel Wealth Advisors LLC | $5.7M | 236,025 | 0.55% | 31q | -1.9%-$110.9K |
| JONES FINANCIAL COMPANIES LLLP | $5.7M | 233,838 | 0.00% | 10q | +18.3%+$876.7K |
| Snowden Capital Advisors LLC | $5.6M | 232,437 | 0.13% | 17q | -4.7%-$276.9K |
| Delta Wealth Advisors LLC | $5.6M | 229,154 | 3.97% | 3q | +4.5%+$236.9K |
| Aviance Capital Partners, LLC | $5.6M | 229,073 | 0.58% | 3q | +9.5%+$483.6K |
| 4Thought Financial Group Inc. | $5.5M | 227,209 | 2.59% | 22q | +23.1%+$1.0M |
| Prospera Financial Services Inc | $5.5M | 225,797 | 0.08% | 6q | +18.6%+$859.8K |
| LBMC INVESTMENT ADVISORS, LLC | $5.4M | 222,321 | 0.29% | 7q | +5.2%+$264.0K |
| Houlihan Financial Resource Group, Ltd. | $5.4M | 222,124 | 1.92% | 16q | -1.1%-$61.4K |
| REGIONS FINANCIAL CORP | $5.4M | 220,984 | 0.03% | 23q | -11.3%-$683.0K |
| HAMEL ASSOCIATES, INC. | $5.2M | 215,254 | 1.44% | 16q | -11.4%-$671.4K |
| Guidance Point Advisors, LLC | $5.2M | 213,363 | 1.09% | 18q | +3.4%+$168.0K |
| Crews Bank & Trust | $5.1M | 211,905 | 0.67% | 7q | -6.1%-$334.4K |
| Heartland Bank & Trust Co | $5.1M | 211,676 | 1.06% | 10q | +5.8%+$280.4K |
| Sowell Financial Services LLC | $5.1M | 209,385 | 0.17% | 11q | -1.2%-$59.2K |
| Praetorian Wealth Management, Inc. | $5.1M | 209,282 | 0.87% | 25q | -5.0%-$269.2K |
| Winthrop Partners - WNY, LLC | $5.0M | 205,075 | 2.46% | 3q | -6.5%-$347.2K |
| 10Elms LLP | $4.9M | 203,963 | 2.09% | 7q | +90.6%+$2.3M |
| Arrow Financial Corp | $4.9M | 200,769 | 0.44% | 27q | -52.8%-$5.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 197,059 | 0.01% | 12q | -3.6%-$180.4K |
Showing the largest 100 of 451 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 438 | $2.6B | 105,623,129 | 27 | 130 | 172 | 0.0% |
| Q1 2026 | 441 | $2.6B | 108,118,844 | 37 | 158 | 143 | 0.0% |
| Q4 2025 | 433 | $2.7B | 109,560,718 | 39 | 206 | 94 | 0.0% |
| Q3 2025 | 404 | $2.4B | 96,930,935 | 27 | 203 | 85 | 0.0% |
| Q2 2025 | 400 | $2.4B | 99,997,206 | 33 | 166 | 97 | 0.0% |
| Q1 2025 | 385 | $2.3B | 96,023,389 | 36 | 193 | 80 | 0.0% |
| Q4 2024 | 368 | $2.3B | 94,377,410 | 35 | 193 | 53 | 0.0% |
| Q3 2024 | 333 | $2.0B | 84,396,065 | 27 | 180 | 55 | 0.0% |
| Q2 2024 | 319 | $1.9B | 80,218,276 | 26 | 170 | 61 | 0.0% |
| Q1 2024 | 304 | $1.8B | 77,118,630 | 37 | 167 | 41 | 0.0% |
| Q4 2023 | 286 | $1.6B | 68,256,935 | 47 | 125 | 59 | 0.0% |
| Q3 2023 | 233 | $1.3B | 53,928,212 | 37 | 115 | 42 | 0.1% |
| Q2 2023 | 200 | $1.2B | 50,495,660 | 15 | 105 | 39 | 0.0% |
| Q1 2023 | 192 | $1.1B | 46,291,620 | 30 | 103 | 29 | 0.0% |
| Q4 2022 | 158 | $918.8M | 39,325,440 | 33 | 65 | 33 | 0.0% |
| Q3 2022 | 172 | $923.6M | 40,022,446 | 25 | 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% |