ISHARES TR (IBDU)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
382
Reporting holders
$3.2B
Reported value
0.5%
Held as options
+7
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 | $268.1M | 11,576,385 | 0.17% | 7q | +130.0%+$151.5M |
| SHUFRO ROSE & CO LLC | $200.8M | 8,668,602 | 11.53% | 6q | +117.9%+$108.6M |
| BANK OF AMERICA CORP /DE/ | $176.7M | 7,630,704 | 0.01% | 27q | +4.3%+$7.3M |
| Aptus Capital Advisors, LLC | $150.5M | 6,497,005 | 1.03% | 17q | +1.8%+$2.7M |
| MORGAN STANLEY | $150.3M | 6,487,553 | 0.01% | 23q | -3.1%-$4.8M |
| CAPITAL ADVISORS INC/OK | $119.0M | 5,140,239 | 1.75% | 14q | +1.1%+$1.3M |
| Capital Investment Advisors, LLC | $93.5M | 4,035,738 | 1.23% | 13q | +4.4%+$4.0M |
| UBS Group AG | $90.0M | 3,887,671 | 0.01% | 26q | +5.6%+$4.8M |
| RAYMOND JAMES FINANCIAL INC | $83.4M | 3,599,661 | 0.02% | 7q | +13.5%+$9.9M |
| HM PAYSON & CO | $72.8M | 3,142,337 | 0.96% | 8q | +11.1%+$7.3M |
| Lido Advisors, LLC | $66.1M | 2,852,951 | 0.18% | 11q | -12.7%-$9.6M |
| LPL Financial LLC | $58.1M | 2,506,686 | 0.01% | 23q | +5.2%+$2.9M |
| ROYAL BANK OF CANADA | $53.0M | 2,289,483 | 0.01% | 27q | -2.2%-$1.2M |
| WELLS FARGO & COMPANY/MN | $51.4M | 2,220,273 | 0.01% | 27q | -47.8%-$47.0M |
| SUMMITRY LLC | $46.8M | 2,022,397 | 1.54% | 7q | +6.1%+$2.7M |
| HighTower Advisors, LLC | $45.8M | 1,978,091 | 0.04% | 9q | +6.1%+$2.6M |
| Sound View Wealth Advisors Group, LLC | $43.9M | 1,895,010 | 2.72% | 11q | +7.3%+$3.0M |
| WOODMONT INVESTMENT COUNSEL LLC | $41.0M | 1,771,527 | 2.24% | 8q | +1.1%+$458.0K |
| MV CAPITAL MANAGEMENT, INC. | $40.7M | 1,751,994 | 1.89% | 13q | +101.1%+$20.4M |
| AMERIPRISE FINANCIAL INC | $37.7M | 1,629,388 | 0.01% | 22q | -25.9%-$13.2M |
| Klingman & Associates, LLC | $37.6M | 1,622,444 | 1.60% | 17q | +2.6%+$967.3K |
| SIGMA INVESTMENT COUNSELORS INC | $36.2M | 1,561,416 | 1.76% | 7q | +1.2%+$422.2K |
| Gratus Wealth Advisors, LLC | $35.9M | 1,550,502 | 4.57% | 11q | +2.7%+$959.3K |
| Venture Visionary Partners LLC | $34.5M | 1,491,364 | 0.96% | 15q | HELD |
| Meiji Yasuda Life Insurance Co | $30.5M | 1,315,000 | 1.01% | 6q | +11.5%+$3.1M |
| Summit Financial, LLC | $28.5M | 1,229,949 | 0.31% | 4q | +10.4%+$2.7M |
| Kathmere Capital Management, LLC | $28.3M | 1,224,087 | 1.50% | 8q | +6.0%+$1.6M |
| Wealthcare Advisory Partners LLC | $28.3M | 1,223,806 | 0.54% | 8q | +3.5%+$959.6K |
| RVW Wealth, LLC | $28.0M | 1,210,684 | 1.85% | 15q | +5.4%+$1.4M |
| Advisors Capital Management, LLC | $28.0M | 1,207,209 | 0.30% | 11q | +6.2%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $27.4M | 1,182,596 | 0.03% | 16q | +3.2%+$844.6K |
| Seven Springs Wealth Group, LLC | $26.9M | 1,161,935 | 5.87% | 10q | HELD |
| HOWLAND CAPITAL MANAGEMENT LLC | $25.9M | 1,118,191 | 0.93% | 13q | +10.1%+$2.4M |
| Glenview Trust Co | $23.3M | 1,005,575 | 0.17% | 10q | +103.1%+$11.8M |
| Kestra Advisory Services, LLC | $21.7M | 937,764 | 0.07% | 12q | +16.2%+$3.0M |
| Summit Asset Management, LLC | $18.4M | 793,992 | 2.36% | 3q | +2.0%+$365.0K |
| CAPTRUST FINANCIAL ADVISORS | $17.7M | 764,126 | 0.03% | 24q | +17.0%+$2.6M |
| BlackRock, Inc. | $17.2M | 740,823 | 0.00% | 8q | +20.5%+$2.9M |
| SIMPLEX TRADING, LLC | $16.8M | options only | 0.01% | 8q | OPTIONS |
| First National Trust Co | $16.6M | 715,822 | 0.56% | 10q | +8.3%+$1.3M |
| US BANCORP \DE\ | $16.6M | 715,219 | 0.02% | 25q | +4.1%+$645.1K |
| Arrow Financial Corp | $15.2M | 655,962 | 1.36% | 27q | +2.2%+$332.1K |
| Ironwood Financial, llc | $14.7M | 636,737 | 2.29% | 11q | +13.9%+$1.8M |
| STIFEL FINANCIAL CORP | $14.2M | 613,536 | 0.01% | 12q | +9.0%+$1.2M |
| Rockefeller Capital Management L.P. | $14.0M | 605,089 | 0.02% | 14q | +1.9%+$264.4K |
| Mesirow Financial Investment Management, Inc. | $13.9M | 599,061 | 0.22% | 5q | +31.8%+$3.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.2M | 572,041 | 0.01% | 26q | +7.9%+$972.7K |
| Windsor Capital Management, LLC | $13.0M | 562,587 | 3.39% | 8q | +3.5%+$446.1K |
| Robertson Stephens Wealth Management, LLC | $12.9M | 555,787 | 0.32% | 13q | -1.1%-$147.3K |
| Baltimore-Washington Financial Advisors, Inc. | $12.8M | 552,048 | 0.48% | 6q | +9.5%+$1.1M |
| LYELL WEALTH MANAGEMENT, LP | $12.7M | 546,943 | 0.78% | 15q | +8.4%+$980.1K |
| Probity Advisors, Inc. | $12.5M | 540,849 | 1.79% | 11q | +8.1%+$935.8K |
| SPINNAKER TRUST | $12.4M | 536,924 | 0.60% | 10q | +30.7%+$2.9M |
| Ruggaard & Associates LLC | $12.2M | 528,717 | 4.39% | 3q | +3.3%+$391.1K |
| Merit Financial Group, LLC | $12.1M | 523,314 | 0.04% | 5q | +152.0%+$7.3M |
| CENTRAL TRUST Co | $12.0M | 517,935 | 0.22% | 26q | +7.2%+$801.1K |
| ENVESTNET ASSET MANAGEMENT INC | $11.2M | 485,028 | 0.00% | 19q | +17.1%+$1.6M |
| REBALANCE, LLC | $10.6M | 458,533 | 0.56% | 7q | +1.2%+$127.7K |
| Strid Group, LLC | $10.3M | 443,780 | 1.14% | 9q | +99.8%+$5.1M |
| Parkway Wealth Management Group, LLC | $10.2M | 439,736 | 1.18% | 3q | +0.7%+$69.5K |
| BENJAMIN EDWARDS INC | $9.4M | 404,090 | 0.09% | 26q | -6.0%-$602.0K |
| Global Retirement Partners, LLC | $9.2M | 397,717 | 0.14% | new | NEW |
| First International Bank of Israel Ltd. | $9.1M | 395,000 | 2.49% | 5q | HELD |
| LBMC INVESTMENT ADVISORS, LLC | $8.5M | 367,266 | 0.46% | 6q | +19.4%+$1.4M |
| ARCADIA INVESTMENT ADVISORS LLC | $8.1M | 347,588 | 3.40% | 11q | +8.1%+$602.0K |
| Penobscot Investment Management Company, Inc. | $7.9M | 343,065 | 0.55% | 9q | +30.5%+$1.9M |
| Guidance Point Advisors, LLC | $7.9M | 341,567 | 1.67% | 18q | +6.0%+$446.5K |
| Integrated Wealth Concepts LLC | $7.8M | 337,049 | 0.04% | 13q | +109.3%+$4.1M |
| Parallel Advisors, LLC | $7.3M | 313,883 | 0.11% | 14q | +12.6%+$812.7K |
| InvesTrust | $7.2M | 309,429 | 2.76% | 7q | +13.3%+$842.0K |
| Envision Financial Planning, LLC | $7.1M | 305,471 | 2.30% | 12q | +0.7%+$48.1K |
| SPRENG CAPITAL MANAGEMENT, INC. | $6.9M | 298,459 | 2.51% | new | NEW |
| Praetorian Wealth Management, Inc. | $6.9M | 297,915 | 1.19% | 14q | +2.7%+$183.0K |
| Cetera Investment Advisers | $6.6M | 286,885 | 0.01% | 6q | +43.5%+$2.0M |
| Beacon Pointe Advisors, LLC | $6.5M | 279,053 | 0.03% | 14q | +4.4%+$272.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.4M | 278,417 | 0.04% | 19q | +39.2%+$1.8M |
| J.W. COLE ADVISORS, INC. | $6.4M | 277,601 | 0.11% | 5q | -0.9%-$60.4K |
| IFP Advisors, Inc | $6.3M | 272,975 | 0.11% | 15q | +2.7%+$163.5K |
| EP Wealth Advisors, LLC | $5.9M | 256,326 | 0.02% | 9q | +121.2%+$3.3M |
| Snowden Capital Advisors LLC | $5.9M | 255,694 | 0.14% | 17q | +16.6%+$844.9K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $5.8M | 250,490 | 1.32% | 8q | +2048.1%+$5.5M |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $5.8M | 249,415 | 2.88% | 7q | +25.3%+$1.2M |
| HAMEL ASSOCIATES, INC. | $5.7M | 245,615 | 1.57% | 10q | HELD |
| Apollon Wealth Management, LLC | $5.7M | 245,087 | 0.07% | new | NEW |
| Great Diamond Partners, LLC | $5.5M | 235,576 | 0.94% | 4q | +252.3%+$3.9M |
| Atlantic Union Bankshares Corp | $5.4M | 233,769 | 0.09% | 5q | -2.7%-$148.5K |
| 4Thought Financial Group Inc. | $5.4M | 233,473 | 2.54% | 22q | +25.1%+$1.1M |
| Houlihan Financial Resource Group, Ltd. | $5.4M | 232,703 | 1.92% | 12q | +4.3%+$220.9K |
| Winthrop Partners - WNY, LLC | $5.3M | 227,803 | 2.61% | 3q | +4.4%+$222.4K |
| Krilogy Financial LLC | $5.3M | 226,780 | 0.16% | 22q | HELD |
| HANCOCK WHITNEY CORP | $5.2M | 226,507 | 0.09% | 5q | +0.7%+$36.5K |
| OneDigital Investment Advisors LLC | $5.0M | 217,105 | 0.04% | 3q | -12.1%-$691.9K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5.0M | 214,164 | 0.07% | 7q | +52.0%+$1.7M |
| OSAIC HOLDINGS, INC. | $4.9M | 211,817 | 0.01% | 26q | +19.3%+$794.5K |
| REGIONS FINANCIAL CORP | $4.8M | 206,396 | 0.03% | 8q | +6.1%+$273.1K |
| MEMBERS WEALTH LLC | $4.7M | 202,246 | 2.57% | 7q | +10.1%+$427.9K |
| 10Elms LLP | $4.6M | 199,139 | 1.95% | 7q | +104.4%+$2.4M |
| Sowell Financial Services LLC | $4.5M | 193,159 | 0.15% | 7q | HELD |
| Rossmore Private Capital | $4.4M | 191,186 | 0.36% | 6q | +11.7%+$465.1K |
| Heartland Bank & Trust Co | $4.4M | 190,831 | 0.91% | 6q | +28.5%+$980.5K |
Showing the largest 100 of 391 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 | 382 | $3.2B | 138,770,659 | 40 | 206 | 61 | 0.5% |
| Q1 2026 | 375 | $3.0B | 126,990,624 | 54 | 215 | 47 | 0.3% |
| Q4 2025 | 347 | $2.6B | 111,685,401 | 41 | 203 | 46 | 0.1% |
| Q3 2025 | 310 | $2.2B | 94,832,881 | 32 | 177 | 45 | 0.0% |
| Q2 2025 | 294 | $2.1B | 90,235,946 | 36 | 153 | 49 | 0.0% |
| Q1 2025 | 268 | $1.9B | 83,218,880 | 40 | 148 | 35 | 0.0% |
| Q4 2024 | 244 | $1.7B | 73,820,581 | 32 | 139 | 28 | 0.0% |
| Q3 2024 | 211 | $1.4B | 57,597,954 | 37 | 122 | 15 | 0.0% |
| Q2 2024 | 189 | $1.0B | 45,916,024 | 25 | 113 | 16 | 0.0% |
| Q1 2024 | 169 | $1.0B | 44,508,637 | 33 | 95 | 11 | 0.0% |
| Q4 2023 | 144 | $755.1M | 32,733,055 | 34 | 75 | 13 | 0.0% |
| Q3 2023 | 108 | $524.3M | 23,935,454 | 22 | 54 | 13 | 0.0% |
| Q2 2023 | 86 | $460.3M | 20,501,442 | 17 | 43 | 9 | 0.0% |
| Q1 2023 | 72 | $383.7M | 16,771,966 | 14 | 39 | 9 | 0.0% |
| Q4 2022 | 54 | $227.3M | 10,238,948 | 9 | 23 | 12 | 0.0% |
| Q3 2022 | 70 | $287.3M | 13,184,158 | 6 | 34 | 8 | 0.0% |
| Q2 2022 | 68 | $229.9M | 10,059,377 | 15 | 28 | 13 | 0.0% |
| Q1 2022 | 55 | $122.9M | 4,988,863 | 7 | 29 | 10 | 0.0% |
| Q4 2021 | 54 | $117.3M | 4,457,206 | 8 | 26 | 8 | 0.0% |
| Q3 2021 | 50 | $101.8M | 3,823,249 | 7 | 28 | 7 | 0.0% |
| Q2 2021 | 43 | $86.4M | 3,220,057 | 4 | 23 | 2 | 0.0% |
| Q1 2021 | 43 | $68.8M | 2,633,572 | 8 | 18 | 4 | 0.0% |
| Q4 2020 | 44 | $64.1M | 2,332,068 | 10 | 18 | 4 | 0.0% |
| Q3 2020 | 36 | $55.2M | 2,040,426 | 6 | 15 | 3 | 0.0% |
| Q2 2020 | 34 | $46.3M | 1,731,683 | 11 | 12 | 5 | 0.0% |
| Q1 2020 | 27 | $45.9M | 1,905,392 | 14 | 5 | 2 | 0.0% |
| Q4 2019 | 14 | $22.2M | 868,193 | 12 | 0 | 0 | 0.0% |
| Q3 2019 | 2 | $8.1M | 320,720 | 2 | 0 | 0 | 0.0% |