# ISHARES TR (IBDV)

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

- Reporting holders: 15
- Reported value: $60.0M
- 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 |
|---|---|---|---|---|
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $26.6M | 1,258,724 | 0.7% | 17 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $25.9M | 1,224,215 | 1.7% | 4 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.5M | 72,693 | 0.6% | 11 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.3M | 59,289 | 0.2% | 10 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $1.1M | 53,730 | 0.2% | 13 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $964.5K | 45,623 | 0.2% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $939.5K | 44,440 | 0.0% | 10 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $401.3K | 18,985 | 0.1% | 10 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $297.0K | 14,050 | 0.0% | 10 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $284.7K | 13,466 | 0.0% | 3 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $248.1K | 11,737 | 0.1% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $217.4K | 10,285 | 0.0% | 3 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $161.9K | 7,659 | 0.0% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $32.8K | 1,550 | 0.0% | 6 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $27.8K | 1,316 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $60.0M |
| Q2 2026 | 351 | $2.7B |
| Q1 2026 | 336 | $2.4B |
| Q4 2025 | 316 | $2.1B |
| Q3 2025 | 270 | $1.6B |
| Q2 2025 | 248 | $1.5B |
| Q1 2025 | 221 | $1.3B |
| Q4 2024 | 214 | $1.2B |
| Q3 2024 | 191 | $1.1B |
| Q2 2024 | 174 | $818.8M |
| Q1 2024 | 151 | $732.7M |
| Q4 2023 | 134 | $604.3M |