# ISHARES TR (IBDW)

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

- Reporting holders: 14
- Reported value: $101.8M
- 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/) | $47.0M | 2,341,903 | 1.2% | 16 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $45.4M | 2,265,413 | 26.7% | 7 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $2.6M | 129,200 | 1.3% | 11 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.5M | 75,132 | 0.6% | 11 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.3M | 64,595 | 0.2% | 10 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $1.2M | 60,470 | 0.3% | 14 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $785.1K | 39,138 | 0.2% | 1 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $668.0K | 33,298 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $411.6K | 20,517 | 0.0% | 9 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $332.2K | 16,560 | 0.0% | 8 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $261.5K | 13,036 | 0.1% | 2 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $164.7K | 8,211 | 0.0% | 11 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $138.2K | 6,890 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $39.1K | 1,950 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $101.8M |
| Q2 2026 | 293 | $2.0B |
| Q1 2026 | 289 | $1.9B |
| Q4 2025 | 261 | $1.7B |
| Q3 2025 | 234 | $1.5B |
| Q2 2025 | 213 | $1.3B |
| Q1 2025 | 197 | $1.1B |
| Q4 2024 | 179 | $984.0M |
| Q3 2024 | 154 | $868.7M |
| Q2 2024 | 142 | $728.1M |
| Q1 2024 | 129 | $709.6M |
| Q4 2023 | 112 | $581.0M |