# ISHARES TR (IBDS)

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

- Reporting holders: 25
- Reported value: $62.0M
- 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/) | $30.1M | 1,248,705 | 1.9% | 17 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $12.2M | 507,140 | 0.3% | 17 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $3.9M | 162,168 | 0.6% | 32 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $2.7M | 112,717 | 1.4% | 14 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.8M | 73,360 | 0.3% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.8M | 72,894 | 0.0% | 11 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $1.7M | 70,103 | 0.3% | 10 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.6M | 66,407 | 0.7% | 11 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $1.5M | 63,847 | 0.1% | 18 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $947.4K | 39,277 | 0.2% | 13 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $595.2K | 24,678 | 0.0% | 3 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $582.1K | 24,134 | 0.1% | 12 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $529.0K | 21,930 | 0.1% | 22 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $426.3K | 17,674 | 0.1% | 2 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $319.5K | 13,248 | 0.1% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $317.5K | 13,164 | 0.0% | 11 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $289.5K | 12,004 | 0.2% | 7 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $251.8K | 10,438 | 0.2% | 17 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $180.3K | 7,476 | 0.0% | 11 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $96.6K | 4,003 | 0.0% | 9 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $51.9K | 2,152 | 0.0% | 4 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $29.9K | 1,240 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $27.6K | 1,145 | 0.0% | 9 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $20.6K | 855 | 0.0% | 16 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $16.2K | 671 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $62.0M |
| Q2 2026 | 444 | $3.0B |
| Q1 2026 | 444 | $2.9B |
| Q4 2025 | 431 | $2.7B |
| Q3 2025 | 400 | $2.5B |
| Q2 2025 | 385 | $2.4B |
| Q1 2025 | 381 | $2.3B |
| Q4 2024 | 368 | $2.2B |
| Q3 2024 | 332 | $2.0B |
| Q2 2024 | 326 | $1.9B |
| Q1 2024 | 319 | $1.9B |
| Q4 2023 | 287 | $1.5B |