ISHARES TR (IBDV)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
339
Reporting holders
$2.6B
Reported value
0.0%
Held as options
+17
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 | $265.0M | 12,156,439 | 0.16% | 10q | +126.2%+$147.9M |
| BANK OF AMERICA CORP /DE/ | $209.6M | 9,615,369 | 0.01% | 23q | +6.0%+$11.9M |
| Aptus Capital Advisors, LLC | $134.1M | 6,150,150 | 0.92% | 17q | +1.8%+$2.4M |
| MORGAN STANLEY | $97.5M | 4,474,434 | 0.01% | 22q | -5.6%-$5.8M |
| RAYMOND JAMES FINANCIAL INC | $95.4M | 4,375,104 | 0.03% | 7q | +1.6%+$1.5M |
| Capital Investment Advisors, LLC | $93.0M | 4,264,875 | 1.22% | 24q | +4.7%+$4.2M |
| CAPITAL ADVISORS INC/OK | $70.9M | 3,253,303 | 1.04% | 9q | +1.2%+$830.0K |
| UBS Group AG | $66.0M | 3,026,804 | 0.01% | 22q | +43.0%+$19.8M |
| WELLS FARGO & COMPANY/MN | $65.8M | 3,017,703 | 0.01% | 23q | -48.5%-$61.9M |
| HM PAYSON & CO | $59.4M | 2,726,515 | 0.79% | 4q | +11.1%+$5.9M |
| HighTower Advisors, LLC | $54.7M | 2,510,850 | 0.05% | 12q | +6.5%+$3.3M |
| ROYAL BANK OF CANADA | $54.6M | 2,504,175 | 0.01% | 24q | HELD |
| Sound View Wealth Advisors Group, LLC | $41.0M | 1,880,024 | 2.54% | 11q | +7.7%+$2.9M |
| MV CAPITAL MANAGEMENT, INC. | $40.4M | 1,850,535 | 1.88% | 13q | +101.1%+$20.3M |
| Klingman & Associates, LLC | $37.4M | 1,715,577 | 1.59% | 13q | +4.0%+$1.4M |
| SIGMA INVESTMENT COUNSELORS INC | $36.2M | 1,661,062 | 1.76% | 15q | +1.1%+$376.7K |
| Gratus Wealth Advisors, LLC | $35.8M | 1,641,321 | 4.55% | 3q | +2.6%+$904.9K |
| Lido Advisors, LLC | $34.9M | 1,600,025 | 0.09% | 11q | -19.2%-$8.3M |
| Summit Financial, LLC | $33.6M | 1,540,468 | 0.37% | 4q | -4.3%-$1.5M |
| LPL Financial LLC | $32.6M | 1,494,454 | 0.01% | 16q | +44.0%+$10.0M |
| Kathmere Capital Management, LLC | $29.4M | 1,348,430 | 1.55% | 3q | -10.2%-$3.3M |
| RVW Wealth, LLC | $28.5M | 1,309,276 | 1.88% | 3q | +8.6%+$2.2M |
| Venture Visionary Partners LLC | $27.8M | 1,273,692 | 0.77% | 16q | +9.0%+$2.3M |
| NewEdge Advisors, LLC | $26.6M | 1,219,208 | 0.08% | new | NEW |
| WOODMONT INVESTMENT COUNSEL LLC | $26.3M | 1,207,452 | 1.44% | 5q | +13.4%+$3.1M |
| US BANCORP \DE\ | $26.1M | 1,197,971 | 0.03% | 21q | +2.7%+$688.7K |
| STIFEL FINANCIAL CORP | $23.8M | 1,090,232 | 0.02% | 24q | +2.8%+$652.8K |
| Advisors Capital Management, LLC | $22.6M | 1,038,921 | 0.24% | 10q | +6.1%+$1.3M |
| HOWLAND CAPITAL MANAGEMENT LLC | $22.3M | 1,021,727 | 0.80% | 12q | +15.9%+$3.1M |
| Glenview Trust Co | $21.6M | 987,132 | 0.16% | 9q | +105.3%+$11.1M |
| EP Wealth Advisors, LLC | $18.5M | 847,911 | 0.07% | 4q | +18.8%+$2.9M |
| Kestra Advisory Services, LLC | $17.4M | 797,556 | 0.06% | 11q | +22.7%+$3.2M |
| BlackRock, Inc. | $17.0M | 779,369 | 0.00% | 8q | +19.4%+$2.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.6M | 762,897 | 0.02% | 16q | +6.5%+$1.0M |
| Arrow Financial Corp | $15.3M | 702,825 | 1.37% | 23q | +2.6%+$389.1K |
| AMERIPRISE FINANCIAL INC | $14.9M | 682,341 | 0.00% | 18q | -47.2%-$13.3M |
| First National Trust Co | $14.2M | 653,441 | 0.48% | 9q | +10.9%+$1.4M |
| Rockefeller Capital Management L.P. | $14.0M | 644,355 | 0.02% | 14q | +3.5%+$474.2K |
| Ironwood Financial, llc | $13.9M | 644,551 | 2.18% | 11q | +16.0%+$1.9M |
| Mariner, LLC | $12.9M | 592,613 | 0.01% | 11q | -9.7%-$1.4M |
| PFG Private Wealth Management, LLC | $12.4M | 569,999 | 5.38% | 3q | -8.2%-$1.1M |
| Probity Advisors, Inc. | $12.4M | 569,582 | 1.78% | 11q | +9.7%+$1.1M |
| CENTRAL TRUST Co | $11.7M | 538,604 | 0.21% | 15q | +7.4%+$807.7K |
| CAPTRUST FINANCIAL ADVISORS | $11.6M | 534,289 | 0.02% | 24q | +9.9%+$1.0M |
| LYELL WEALTH MANAGEMENT, LP | $10.7M | 492,598 | 0.66% | 12q | +5.3%+$536.3K |
| REBALANCE, LLC | $10.6M | 483,987 | 0.55% | 3q | +1.2%+$130.1K |
| MinichMacGregor Wealth Management, LLC | $10.3M | 474,157 | 1.57% | 7q | +4.0%+$401.1K |
| Parkway Wealth Management Group, LLC | $10.2M | 466,293 | 1.17% | 3q | +0.7%+$73.0K |
| ENVESTNET ASSET MANAGEMENT INC | $10.1M | 464,538 | 0.00% | 15q | +20.1%+$1.7M |
| Snowden Capital Advisors LLC | $9.9M | 453,691 | 0.23% | 17q | +3.2%+$302.5K |
| BENJAMIN EDWARDS INC | $9.7M | 445,634 | 0.09% | 23q | -3.2%-$325.6K |
| Sanctuary Advisors, LLC | $9.7M | 445,048 | 0.04% | 4q | +18.2%+$1.5M |
| Cornerstone Planning, LLC | $9.6M | 439,383 | 2.22% | 4q | +2.1%+$201.5K |
| RWA WEALTH PARTNERS, LLC | $9.5M | 434,649 | 0.09% | 8q | HELD |
| Guidance Point Advisors, LLC | $9.4M | 431,677 | 1.99% | 18q | +4.5%+$404.6K |
| Atlantic Union Bankshares Corp | $9.3M | 425,145 | 0.15% | 5q | +6.2%+$541.0K |
| Centric Wealth Management | $9.1M | 418,846 | 1.42% | 8q | HELD |
| Parallel Advisors, LLC | $8.9M | 406,873 | 0.14% | 11q | +8.9%+$725.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.5M | 390,373 | 0.00% | 15q | +10.3%+$795.5K |
| EIGHT 31 FINANCIAL, LLC | $8.1M | 369,661 | 4.79% | 4q | +2.3%+$183.9K |
| Windsor Capital Management, LLC | $7.8M | 356,462 | 2.02% | 5q | +47.0%+$2.5M |
| ARCADIA INVESTMENT ADVISORS LLC | $7.6M | 348,528 | 3.20% | 7q | +9.7%+$673.4K |
| LBMC INVESTMENT ADVISORS, LLC | $7.5M | 345,712 | 0.41% | 6q | +22.7%+$1.4M |
| Concurrent Investment Advisors, LLC | $7.5M | 343,567 | 0.06% | new | NEW |
| Allworth Financial LP | $7.4M | 338,443 | 0.03% | 11q | +17.9%+$1.1M |
| Cetera Investment Advisers | $7.2M | 331,851 | 0.01% | 13q | +53.7%+$2.5M |
| Praetorian Wealth Management, Inc. | $6.6M | 304,213 | 1.14% | 11q | +2.2%+$145.6K |
| 4Thought Financial Group Inc. | $6.3M | 289,935 | 2.97% | 22q | +21.3%+$1.1M |
| Atria Investments, Inc | $6.3M | 288,553 | 0.06% | 10q | +15.5%+$845.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.1M | 281,940 | 0.03% | 15q | +41.3%+$1.8M |
| SHUFRO ROSE & CO LLC | $6.0M | 274,603 | 0.34% | 2q | +137.3%+$3.5M |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $5.8M | 264,107 | 1.31% | 5q | +3.4%+$190.9K |
| InvesTrust | $5.7M | 262,812 | 2.21% | 4q | +14.7%+$733.9K |
| Merit Financial Group, LLC | $5.6M | 258,972 | 0.02% | 5q | +177.8%+$3.6M |
| Wilkins Miller Wealth Management, LLC | $5.6M | 256,301 | 3.07% | 7q | HELD |
| Strid Group, LLC | $5.6M | 256,065 | 0.62% | 2q | +179.3%+$3.6M |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $5.4M | 249,690 | 2.71% | 3q | +25.2%+$1.1M |
| Krilogy Financial LLC | $5.4M | 246,320 | 0.16% | 22q | -0.7%-$40.2K |
| IFP Advisors, Inc | $5.3M | 242,424 | 0.10% | 14q | -2.1%-$112.9K |
| HANCOCK WHITNEY CORP | $5.2M | 240,440 | 0.09% | 5q | +0.9%+$47.7K |
| MEMBERS WEALTH LLC | $5.0M | 230,622 | 2.76% | 7q | +11.8%+$531.1K |
| SPINNAKER TRUST | $4.9M | 226,090 | 0.24% | 8q | +69.2%+$2.0M |
| J.W. COLE ADVISORS, INC. | $4.8M | 218,881 | 0.08% | 5q | +50.8%+$1.6M |
| OneDigital Investment Advisors LLC | $4.8M | 218,486 | 0.04% | 3q | -12.4%-$672.6K |
| Quantum Financial Advisors, LLC | $4.7M | 217,650 | 0.47% | 10q | +2.5%+$113.8K |
| Winthrop Partners - WNY, LLC | $4.7M | 217,320 | 2.34% | 3q | +5.5%+$247.8K |
| Houlihan Financial Resource Group, Ltd. | $4.7M | 216,089 | 1.68% | 9q | +5.6%+$251.5K |
| Stratos Wealth Partners, LTD. | $4.7M | 213,579 | 0.05% | 12q | +25.3%+$938.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 202,809 | 0.01% | 12q | +34.7%+$1.1M |
| Chicago Partners Investment Group LLC | $4.3M | 201,353 | 0.09% | 4q | +1.1%+$46.1K |
| Beacon Pointe Advisors, LLC | $4.3M | 196,779 | 0.02% | 14q | +6.5%+$261.4K |
| Rossmore Private Capital | $4.2M | 194,579 | 0.34% | 6q | +2.9%+$117.8K |
| PRECEDENT WEALTH PARTNERS, LLC | $4.2M | 194,222 | 0.70% | 11q | +19.7%+$695.9K |
| Beaumont Asset Management, L.L.C. | $4.2M | 191,235 | 1.62% | 6q | +71.4%+$1.7M |
| FourThought Financial Partners, LLC | $4.0M | 185,482 | 0.31% | 5q | +20.3%+$682.3K |
| HAMEL ASSOCIATES, INC. | $4.0M | 185,294 | 1.11% | 9q | -1.1%-$45.6K |
| Gotham Asset Management, LLC | $3.9M | 180,543 | 0.01% | 5q | HELD |
| ROMANO BROTHERS AND COMPANY | $3.9M | 180,142 | 0.39% | 6q | +3.7%+$141.4K |
| OSAIC HOLDINGS, INC. | $3.9M | 179,334 | 0.00% | 24q | +3.7%+$139.2K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $3.9M | 177,115 | 0.23% | 10q | +6.9%+$250.5K |
Showing the largest 100 of 350 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 | 339 | $2.6B | 118,869,986 | 30 | 195 | 59 | 0.0% |
| Q1 2026 | 322 | $2.4B | 107,364,413 | 36 | 201 | 39 | 0.0% |
| Q4 2025 | 303 | $2.1B | 94,462,162 | 44 | 189 | 31 | 0.0% |
| Q3 2025 | 256 | $1.6B | 70,878,752 | 31 | 144 | 33 | 0.0% |
| Q2 2025 | 231 | $1.5B | 67,045,952 | 36 | 120 | 38 | 0.0% |
| Q1 2025 | 206 | $1.3B | 60,128,750 | 25 | 122 | 28 | 0.0% |
| Q4 2024 | 199 | $1.1B | 53,242,406 | 25 | 115 | 25 | 0.0% |
| Q3 2024 | 173 | $1.0B | 47,012,669 | 20 | 111 | 16 | 0.0% |
| Q2 2024 | 157 | $768.1M | 36,154,439 | 20 | 95 | 16 | 0.0% |
| Q1 2024 | 137 | $681.3M | 31,848,424 | 20 | 83 | 16 | 0.0% |
| Q4 2023 | 122 | $580.5M | 26,824,937 | 36 | 58 | 12 | 0.0% |
| Q3 2023 | 86 | $341.2M | 16,736,540 | 19 | 43 | 12 | 0.0% |
| Q2 2023 | 68 | $299.9M | 14,145,052 | 13 | 37 | 11 | 0.0% |
| Q1 2023 | 55 | $255.0M | 11,843,901 | 7 | 38 | 5 | 0.0% |
| Q4 2022 | 49 | $152.5M | 7,315,799 | 12 | 23 | 11 | 0.0% |
| Q3 2022 | 44 | $154.1M | 7,604,547 | 8 | 22 | 7 | 0.0% |
| Q2 2022 | 40 | $137.7M | 6,436,815 | 6 | 21 | 11 | 0.0% |
| Q1 2022 | 36 | $125.4M | 5,386,465 | 6 | 21 | 5 | 0.0% |
| Q4 2021 | 34 | $118.4M | 4,717,646 | 3 | 19 | 7 | 0.0% |
| Q3 2021 | 31 | $76.2M | 3,013,754 | 5 | 19 | 2 | 0.0% |
| Q2 2021 | 28 | $69.8M | 2,736,587 | 6 | 15 | 3 | 0.0% |
| Q1 2021 | 26 | $55.8M | 2,253,819 | 7 | 12 | 3 | 0.0% |
| Q4 2020 | 19 | $47.9M | 1,824,025 | 8 | 5 | 1 | 0.0% |
| Q3 2020 | 11 | $31.3M | 1,213,982 | 9 | 0 | 1 | 0.0% |
| Q2 2020 | 2 | $9.7M | 384,192 | 2 | 0 | 0 | 0.0% |