ISHARES TR (IBDT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
424
Reporting holders
$3.1B
Reported value
0.0%
Held as options
+18
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $279.2M | 11,057,825 | 0.17% | 13q | +109.2%+$145.8M |
| BANK OF AMERICA CORP /DE/ | $240.5M | 9,526,329 | 0.02% | 30q | +6.4%+$14.5M |
| MORGAN STANLEY | $121.7M | 4,818,723 | 0.01% | 30q | +3.6%+$4.2M |
| Lido Advisors, LLC | $106.7M | 4,224,505 | 0.29% | 13q | -5.6%-$6.3M |
| Capital Investment Advisors, LLC | $98.2M | 3,890,204 | 1.29% | 25q | +3.7%+$3.5M |
| UBS Group AG | $95.2M | 3,771,658 | 0.01% | 31q | +7.0%+$6.2M |
| CAPITAL ADVISORS INC/OK | $90.2M | 3,572,252 | 1.33% | 17q | +1.1%+$992.8K |
| RAYMOND JAMES FINANCIAL INC | $83.7M | 3,315,601 | 0.02% | 7q | +6.3%+$5.0M |
| HM PAYSON & CO | $80.2M | 3,174,609 | 1.06% | 10q | +8.0%+$5.9M |
| LPL Financial LLC | $73.1M | 2,896,388 | 0.02% | 25q | +15.2%+$9.7M |
| HighTower Advisors, LLC | $46.0M | 1,821,559 | 0.04% | 13q | +2.6%+$1.2M |
| AMERIPRISE FINANCIAL INC | $43.4M | 1,718,025 | 0.01% | 26q | -47.5%-$39.2M |
| ROYAL BANK OF CANADA | $42.3M | 1,675,867 | 0.01% | 31q | +14.2%+$5.2M |
| Sound View Wealth Advisors Group, LLC | $42.1M | 1,666,571 | 2.61% | 15q | +6.7%+$2.6M |
| WELLS FARGO & COMPANY/MN | $41.0M | 1,624,267 | 0.01% | 31q | -56.1%-$52.4M |
| MV CAPITAL MANAGEMENT, INC. | $40.4M | 1,598,109 | 1.88% | 14q | +101.2%+$20.3M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $38.4M | 1,520,952 | 2.98% | 11q | +5.9%+$2.2M |
| SUMMITRY LLC | $38.1M | 1,507,612 | 1.25% | 7q | +3.7%+$1.4M |
| WOODMONT INVESTMENT COUNSEL LLC | $36.7M | 1,453,743 | 2.00% | 17q | -10.5%-$4.3M |
| Gratus Wealth Advisors, LLC | $35.6M | 1,410,511 | 4.53% | 11q | +2.8%+$968.2K |
| Kathmere Capital Management, LLC | $35.1M | 1,388,753 | 1.85% | 11q | +6.3%+$2.1M |
| SIGMA INVESTMENT COUNSELORS INC | $33.8M | 1,336,901 | 1.65% | 23q | +4.6%+$1.5M |
| HOWLAND CAPITAL MANAGEMENT LLC | $33.1M | 1,309,506 | 1.19% | 14q | +6.4%+$2.0M |
| Klingman & Associates, LLC | $32.7M | 1,294,887 | 1.39% | 17q | -0.7%-$239.8K |
| RVW Wealth, LLC | $30.5M | 1,206,680 | 2.01% | 19q | +4.1%+$1.2M |
| Glenview Trust Co | $28.8M | 1,138,213 | 0.21% | 13q | +102.7%+$14.6M |
| Baltimore-Washington Financial Advisors, Inc. | $27.5M | 1,090,554 | 1.03% | 8q | +3.4%+$913.3K |
| Summit Financial, LLC | $27.5M | 1,089,727 | 0.30% | 4q | +98.5%+$13.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $27.1M | 1,073,212 | 0.03% | 26q | +4.7%+$1.2M |
| CAPTRUST FINANCIAL ADVISORS | $27.0M | 1,070,569 | 0.04% | 27q | +8.2%+$2.1M |
| STIFEL FINANCIAL CORP | $27.0M | 1,067,372 | 0.02% | 31q | +2.9%+$771.5K |
| Kestra Advisory Services, LLC | $25.3M | 1,000,332 | 0.08% | 18q | +16.9%+$3.7M |
| TABR Capital Management, LLC | $23.9M | 946,636 | 20.37% | 6q | +2081.4%+$22.8M |
| TRUIST FINANCIAL CORP | $23.7M | 939,140 | 0.03% | 25q | +8.0%+$1.8M |
| NewEdge Advisors, LLC | $21.5M | 850,687 | 0.06% | new | NEW |
| BENJAMIN EDWARDS INC | $19.7M | 778,356 | 0.18% | 30q | +5.1%+$952.0K |
| US BANCORP \DE\ | $19.5M | 771,072 | 0.02% | 25q | +14.9%+$2.5M |
| Summit Asset Management, LLC | $19.0M | 753,549 | 2.44% | 4q | +1.9%+$350.6K |
| REBALANCE, LLC | $17.2M | 682,885 | 0.90% | 7q | -5.6%-$1.0M |
| BlackRock, Inc. | $17.0M | 673,567 | 0.00% | 8q | +19.3%+$2.8M |
| Merit Financial Group, LLC | $16.5M | 655,222 | 0.05% | 5q | +128.4%+$9.3M |
| Mesirow Financial Investment Management, Inc. | $16.5M | 653,571 | 0.26% | 7q | +2.5%+$398.3K |
| SPINNAKER TRUST | $16.1M | 639,228 | 0.78% | 12q | +16.7%+$2.3M |
| Sanctuary Advisors, LLC | $15.5M | 612,638 | 0.07% | 9q | +6.7%+$967.7K |
| Arrow Financial Corp | $14.9M | 591,506 | 1.34% | 27q | +2.4%+$351.2K |
| CENTRAL TRUST Co | $14.7M | 583,112 | 0.27% | 28q | +8.1%+$1.1M |
| NOVEM GROUP | $14.2M | 563,458 | 1.44% | 4q | +12.9%+$1.6M |
| Strid Group, LLC | $13.5M | 533,967 | 1.50% | 10q | +38.7%+$3.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.5M | 533,006 | 0.01% | 26q | +6.1%+$776.7K |
| LYELL WEALTH MANAGEMENT, LP | $13.4M | 529,578 | 0.82% | 15q | +8.0%+$994.9K |
| Stratos Wealth Partners, LTD. | $13.3M | 527,531 | 0.13% | 12q | +7.9%+$976.9K |
| Integrated Wealth Concepts LLC | $13.2M | 524,705 | 0.06% | 13q | +94.3%+$6.4M |
| Windsor Capital Management, LLC | $13.0M | 516,289 | 3.39% | 12q | +3.5%+$438.2K |
| Cornerstone Planning, LLC | $13.0M | 512,899 | 3.00% | 4q | +2.7%+$335.6K |
| Focus Partners Wealth | $12.9M | 511,450 | 0.01% | 5q | +50.8%+$4.4M |
| Snowden Capital Advisors LLC | $12.9M | 509,515 | 0.30% | 17q | +0.8%+$103.8K |
| First National Trust Co | $12.8M | 507,886 | 0.44% | 10q | +2.0%+$252.9K |
| First International Bank of Israel Ltd. | $10.2M | 402,000 | 2.77% | 5q | HELD |
| Ironwood Financial, llc | $10.1M | 400,157 | 1.57% | 12q | +64.2%+$3.9M |
| Northstar Group, Inc. | $9.9M | 392,466 | 1.28% | 10q | +10.8%+$969.1K |
| Allworth Financial LP | $9.9M | 390,112 | 0.04% | 23q | +11.7%+$1.0M |
| Beacon Pointe Advisors, LLC | $9.6M | 380,094 | 0.04% | 15q | +4.5%+$416.0K |
| Atria Investments, Inc | $9.5M | 374,417 | 0.09% | 11q | +12.5%+$1.1M |
| ARCADIA INVESTMENT ADVISORS LLC | $9.3M | 370,192 | 3.94% | 20q | +7.8%+$673.9K |
| ENVESTNET ASSET MANAGEMENT INC | $9.3M | 368,353 | 0.00% | 31q | +26.4%+$1.9M |
| Global Retirement Partners, LLC | $9.2M | 364,874 | 0.14% | 10q | -40.8%-$6.3M |
| Cetera Investment Advisers | $9.0M | 356,117 | 0.01% | 11q | +36.8%+$2.4M |
| EP Wealth Advisors, LLC | $8.7M | 344,113 | 0.03% | 13q | +56.2%+$3.1M |
| Parallel Advisors, LLC | $8.6M | 339,434 | 0.13% | 14q | +11.3%+$871.7K |
| InvesTrust | $8.4M | 332,478 | 3.23% | 7q | +5.7%+$454.8K |
| EIGHT 31 FINANCIAL, LLC | $8.1M | 320,900 | 4.82% | 6q | +2.3%+$182.3K |
| PFG Private Wealth Management, LLC | $7.7M | 305,532 | 3.34% | 3q | -8.3%-$698.1K |
| IFP Advisors, Inc | $7.7M | 303,282 | 0.14% | 15q | HELD |
| Composition Wealth, LLC | $7.6M | 300,201 | 0.09% | 4q | +13.3%+$887.1K |
| LBMC INVESTMENT ADVISORS, LLC | $7.1M | 280,115 | 0.38% | 8q | +20.4%+$1.2M |
| Praetorian Wealth Management, Inc. | $7.0M | 275,923 | 1.20% | 23q | +1.5%+$103.7K |
| JONES FINANCIAL COMPANIES LLLP | $6.9M | 272,590 | 0.00% | 10q | +17.1%+$1.0M |
| Quantum Financial Advisors, LLC | $6.9M | 271,687 | 0.68% | 10q | +15.7%+$932.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.8M | 267,703 | 0.04% | 31q | +38.1%+$1.9M |
| Guidance Point Advisors, LLC | $6.7M | 266,941 | 1.42% | 18q | +5.8%+$370.3K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $6.7M | 263,379 | 0.38% | 5q | +33.0%+$1.7M |
| HAMEL ASSOCIATES, INC. | $6.6M | 262,251 | 1.83% | 14q | HELD |
| SONATA CAPITAL GROUP INC | $6.6M | 261,971 | 2.13% | 8q | +5.5%+$342.7K |
| Penobscot Investment Management Company, Inc. | $6.6M | 260,871 | 0.45% | 9q | +11.6%+$684.7K |
| MinichMacGregor Wealth Management, LLC | $6.4M | 252,775 | 0.97% | 10q | +2.6%+$161.1K |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $6.3M | 249,890 | 3.14% | 11q | +25.2%+$1.3M |
| Heartland Bank & Trust Co | $6.2M | 247,322 | 1.29% | 8q | +15.9%+$854.7K |
| Cheviot Value Management, LLC | $6.2M | 244,851 | 0.63% | 6q | -2.6%-$163.9K |
| MCF Advisors LLC | $6.2M | 244,338 | 0.22% | 18q | -2.9%-$184.7K |
| HARBOR ADVISORY CORP /MA/ | $6.1M | 242,577 | 1.64% | 12q | +12.7%+$689.3K |
| Houlihan Financial Resource Group, Ltd. | $5.8M | 230,329 | 2.07% | 12q | +2.9%+$163.2K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5.8M | 228,180 | 0.21% | 11q | +11.2%+$580.2K |
| OSAIC HOLDINGS, INC. | $5.8M | 227,792 | 0.01% | 26q | +18.1%+$882.5K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $5.7M | 227,284 | 1.30% | 11q | +6.3%+$341.1K |
| Wick Capital Partners, LLC | $5.7M | 223,896 | 0.85% | 6q | +17.9%+$857.4K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5.6M | 222,717 | 0.07% | 25q | +32.5%+$1.4M |
| 4Thought Financial Group Inc. | $5.4M | 215,180 | 2.55% | 22q | +23.4%+$1.0M |
| Atlantic Union Bankshares Corp | $5.4M | 212,420 | 0.09% | 5q | -5.0%-$284.6K |
| Winthrop Partners - WNY, LLC | $5.3M | 211,849 | 2.65% | 3q | +5.9%+$298.6K |
| Krilogy Financial LLC | $5.2M | 207,145 | 0.15% | 22q | +0.6%+$31.8K |
Showing the largest 100 of 436 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 | 424 | $3.1B | 123,857,959 | 37 | 217 | 84 | 0.0% |
| Q1 2026 | 406 | $2.9B | 113,497,769 | 35 | 229 | 62 | 0.0% |
| Q4 2025 | 393 | $2.7B | 104,568,541 | 37 | 233 | 49 | 0.0% |
| Q3 2025 | 364 | $2.3B | 88,437,844 | 37 | 196 | 56 | 0.0% |
| Q2 2025 | 345 | $2.1B | 83,401,225 | 31 | 168 | 61 | 0.0% |
| Q1 2025 | 327 | $2.0B | 78,971,678 | 34 | 188 | 49 | 0.0% |
| Q4 2024 | 309 | $1.8B | 71,681,360 | 35 | 179 | 34 | 0.0% |
| Q3 2024 | 269 | $1.6B | 63,923,726 | 20 | 155 | 31 | 0.0% |
| Q2 2024 | 265 | $1.4B | 56,869,167 | 27 | 137 | 47 | 0.0% |
| Q1 2024 | 240 | $1.3B | 54,015,382 | 41 | 131 | 27 | 0.0% |
| Q4 2023 | 214 | $1.1B | 44,852,335 | 44 | 105 | 22 | 0.0% |
| Q3 2023 | 161 | $775.0M | 32,247,069 | 24 | 80 | 18 | 0.0% |
| Q2 2023 | 138 | $661.4M | 26,933,941 | 15 | 69 | 27 | 0.0% |
| Q1 2023 | 124 | $585.1M | 23,461,698 | 20 | 63 | 18 | 0.0% |
| Q4 2022 | 101 | $423.6M | 17,438,990 | 17 | 42 | 21 | 0.0% |
| Q3 2022 | 104 | $453.4M | 19,076,864 | 12 | 42 | 20 | 0.0% |
| Q2 2022 | 97 | $381.8M | 15,295,927 | 15 | 39 | 20 | 0.0% |
| Q1 2022 | 84 | $214.6M | 8,126,942 | 9 | 38 | 15 | 0.0% |
| Q4 2021 | 83 | $223.1M | 7,884,177 | 7 | 37 | 14 | 0.0% |
| Q3 2021 | 79 | $204.2M | 7,128,805 | 7 | 37 | 14 | 0.0% |
| Q2 2021 | 75 | $185.8M | 6,426,654 | 6 | 38 | 14 | 0.0% |
| Q1 2021 | 76 | $159.1M | 5,616,570 | 8 | 37 | 12 | 0.0% |
| Q4 2020 | 73 | $152.5M | 5,160,684 | 11 | 34 | 9 | 0.0% |
| Q3 2020 | 64 | $137.4M | 4,712,672 | 8 | 34 | 12 | 0.2% |
| Q2 2020 | 60 | $122.9M | 4,259,903 | 14 | 28 | 10 | 0.0% |
| Q1 2020 | 50 | $96.3M | 3,669,984 | 13 | 15 | 16 | 0.0% |
| Q4 2019 | 42 | $93.2M | 3,371,540 | 6 | 22 | 6 | 0.0% |
| Q3 2019 | 36 | $80.4M | 2,900,986 | 7 | 17 | 7 | 0.0% |
| Q2 2019 | 31 | $50.7M | 1,871,165 | 6 | 16 | 6 | 0.0% |
| Q1 2019 | 26 | $40.8M | 1,565,568 | 16 | 4 | 5 | 0.0% |
| Q4 2018 | 10 | $40.7M | 1,629,028 | 1 | 0 | 0 | 0.0% |