# ISHARES TR (IBDT)

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

- Reporting holders: 21
- Reported value: $49.0M
- 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/) | $29.8M | 1,195,531 | 1.9% | 20 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.9M | 114,863 | 0.1% | 16 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $2.7M | 108,014 | 1.4% | 13 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $2.7M | 107,810 | 0.5% | 2 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.6M | 63,651 | 0.7% | 11 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $1.4M | 57,273 | 0.9% | 5 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.4M | 56,897 | 0.2% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 56,790 | 0.0% | 15 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $1.1M | 44,077 | 0.1% | 18 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $1.1M | 43,846 | 0.2% | 8 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $830.3K | 33,265 | 0.2% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $449.3K | 18,000 | 0.0% | 7 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $423.5K | 16,967 | 0.1% | 2 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $328.2K | 13,150 | 0.1% | 19 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $318.1K | 12,745 | 0.0% | 11 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $288.3K | 11,550 | 0.2% | 7 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $79.7K | 3,194 | 0.0% | 11 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $56.6K | 2,266 | 0.0% | 9 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $51.4K | 2,059 | 0.0% | 4 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $49.8K | 1,995 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $33.1K | 1,325 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $49.0M |
| Q2 2026 | 437 | $3.2B |
| Q1 2026 | 423 | $2.9B |
| Q4 2025 | 412 | $2.7B |
| Q3 2025 | 384 | $2.3B |
| Q2 2025 | 366 | $2.2B |
| Q1 2025 | 347 | $2.0B |
| Q4 2024 | 332 | $1.8B |
| Q3 2024 | 293 | $1.7B |
| Q2 2024 | 288 | $1.5B |
| Q1 2024 | 265 | $1.5B |
| Q4 2023 | 238 | $1.2B |