# ISHARES TR (IBDU)

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

- Reporting holders: 18
- Reported value: $78.9M
- 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 |
|---|---|---|---|---|
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $36.8M | 1,620,932 | 1.0% | 16 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $28.1M | 1,239,851 | 1.8% | 16 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $3.7M | 161,891 | 1.6% | 5 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.6M | 70,780 | 0.7% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 62,956 | 0.0% | 10 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $1.4M | 62,383 | 0.9% | 5 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.2M | 52,653 | 0.2% | 10 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $1.1M | 49,610 | 0.2% | 7 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $922.1K | 40,640 | 0.2% | 19 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $835.5K | 36,823 | 0.0% | 11 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $486.9K | 21,460 | 0.1% | 10 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $422.8K | 18,632 | 0.1% | 2 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $357.8K | 15,767 | 0.2% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $319.1K | 14,064 | 0.0% | 6 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $74.6K | 3,289 | 0.0% | 11 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $49.1K | 2,164 | 0.0% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $32.3K | 1,425 | 0.0% | 9 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $32.2K | 1,418 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $78.9M |
| Q2 2026 | 392 | $3.3B |
| Q1 2026 | 388 | $3.0B |
| Q4 2025 | 360 | $2.6B |
| Q3 2025 | 327 | $2.3B |
| Q2 2025 | 311 | $2.2B |
| Q1 2025 | 283 | $2.0B |
| Q4 2024 | 260 | $1.7B |
| Q3 2024 | 228 | $1.4B |
| Q2 2024 | 206 | $1.1B |
| Q1 2024 | 183 | $1.1B |
| Q4 2023 | 157 | $803.4M |