ISHARES TR (IBDW)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
283
Reporting holders
$2.0B
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | $156.8M | 7,526,023 | 1.07% | 15q | +1.8%+$2.8M |
| BANK OF AMERICA CORP /DE/ | $114.0M | 5,468,188 | 0.01% | 19q | +5.8%+$6.3M |
| MORGAN STANLEY | $101.5M | 4,872,246 | 0.01% | 15q | -3.7%-$3.9M |
| Capital Investment Advisors, LLC | $84.0M | 4,032,502 | 1.11% | 18q | +5.0%+$4.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $78.8M | 3,781,016 | 0.05% | 9q | +315.7%+$59.8M |
| RAYMOND JAMES FINANCIAL INC | $72.8M | 3,493,863 | 0.02% | 7q | -2.0%-$1.5M |
| CAPITAL ADVISORS INC/OK | $70.2M | 3,366,208 | 1.03% | 4q | +1.5%+$1.0M |
| Venture Visionary Partners LLC | $65.0M | 3,118,072 | 1.81% | 15q | +9.3%+$5.5M |
| HighTower Advisors, LLC | $63.6M | 3,053,931 | 0.06% | 11q | +72.2%+$26.7M |
| WELLS FARGO & COMPANY/MN | $48.6M | 2,330,862 | 0.01% | 18q | -44.0%-$38.1M |
| Sarver Vrooman Wealth Advisors | $46.1M | 2,220,499 | 27.48% | 6q | +1.2%+$546.5K |
| ROYAL BANK OF CANADA | $42.9M | 2,056,315 | 0.01% | 19q | HELD |
| UBS Group AG | $41.2M | 1,974,964 | 0.01% | 18q | +4.2%+$1.7M |
| SIGMA INVESTMENT COUNSELORS INC | $39.6M | 1,899,841 | 1.93% | 14q | +4.6%+$1.7M |
| Advisors Capital Management, LLC | $38.7M | 1,859,275 | 0.41% | 10q | +6.3%+$2.3M |
| MV CAPITAL MANAGEMENT, INC. | $38.3M | 1,831,526 | 1.78% | 12q | +100.8%+$19.2M |
| Klingman & Associates, LLC | $36.8M | 1,766,564 | 1.57% | 13q | +3.9%+$1.4M |
| SUMMITRY LLC | $34.6M | 1,659,714 | 1.14% | 14q | +3.4%+$1.1M |
| AMERIPRISE FINANCIAL INC | $32.0M | 1,536,466 | 0.01% | 12q | -52.2%-$35.0M |
| Summit Financial, LLC | $29.2M | 1,399,981 | 0.32% | 4q | -26.3%-$10.4M |
| Sound View Wealth Advisors Group, LLC | $27.6M | 1,323,935 | 1.71% | 11q | +11.9%+$2.9M |
| NewEdge Advisors, LLC | $25.2M | 1,210,400 | 0.08% | new | NEW |
| WOODMONT INVESTMENT COUNSEL LLC | $23.5M | 1,127,880 | 1.28% | 4q | +20.5%+$4.0M |
| US BANCORP \DE\ | $18.6M | 892,375 | 0.02% | 10q | HELD |
| EP Wealth Advisors, LLC | $18.1M | 868,068 | 0.07% | 4q | +18.7%+$2.9M |
| Glenview Trust Co | $17.2M | 823,351 | 0.13% | 7q | +109.4%+$9.0M |
| BlackRock, Inc. | $17.0M | 814,335 | 0.00% | 8q | +1313343.5%+$17.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.7M | 802,813 | 0.02% | 16q | +4.3%+$689.1K |
| Arrow Financial Corp | $15.5M | 741,952 | 1.39% | 19q | +2.7%+$400.0K |
| LPL Financial LLC | $15.1M | 724,949 | 0.00% | 15q | +11.6%+$1.6M |
| HOWLAND CAPITAL MANAGEMENT LLC | $14.3M | 684,857 | 0.51% | 9q | +31.5%+$3.4M |
| Ironwood Financial, llc | $13.6M | 660,559 | 2.13% | 11q | +16.0%+$1.9M |
| Rockefeller Capital Management L.P. | $13.4M | 643,295 | 0.02% | 14q | +1.8%+$232.2K |
| Envision Financial Planning, LLC | $13.4M | 641,798 | 4.35% | 12q | HELD |
| Lido Advisors, LLC | $12.6M | 603,204 | 0.03% | 14q | -13.4%-$1.9M |
| Mariner, LLC | $12.2M | 583,372 | 0.01% | 11q | -10.2%-$1.4M |
| PFG Private Wealth Management, LLC | $12.1M | 578,995 | 5.23% | 3q | -8.0%-$1.1M |
| Probity Advisors, Inc. | $11.9M | 573,243 | 1.71% | 11q | +9.3%+$1.0M |
| JANE STREET GROUP, LLC | $11.1M | 532,424 | 0.00% | 2q | +136.9%+$6.4M |
| First National Trust Co | $10.8M | 520,124 | 0.37% | 8q | +15.5%+$1.5M |
| TRUIST FINANCIAL CORP | $10.6M | 508,581 | 0.01% | 5q | +20.2%+$1.8M |
| Parkway Wealth Management Group, LLC | $10.1M | 486,711 | 1.17% | 3q | +0.8%+$78.8K |
| Kestra Advisory Services, LLC | $9.9M | 475,124 | 0.03% | 11q | +14.6%+$1.3M |
| Atlantic Union Bankshares Corp | $9.7M | 463,988 | 0.16% | 5q | +8.5%+$758.5K |
| Cornerstone Planning, LLC | $9.6M | 458,296 | 2.21% | 2q | +2.6%+$244.8K |
| Windsor Capital Management, LLC | $9.0M | 433,744 | 2.35% | 2q | +1093.0%+$8.3M |
| COWA, LLC | $9.0M | 433,167 | 2.26% | 7q | +6.0%+$511.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.0M | 431,279 | 0.00% | 15q | +6.0%+$509.9K |
| Guidance Point Advisors, LLC | $9.0M | 431,138 | 1.90% | 15q | +2.1%+$187.5K |
| Hills Bank & Trust Co | $8.4M | 405,071 | 0.36% | 2q | +526.2%+$7.1M |
| SPRENG CAPITAL MANAGEMENT, INC. | $8.2M | 391,643 | 2.97% | 2q | +2.7%+$217.7K |
| Snowden Capital Advisors LLC | $8.1M | 386,984 | 0.19% | 17q | +1.7%+$132.1K |
| LYELL WEALTH MANAGEMENT, LP | $7.7M | 369,802 | 0.47% | 11q | +5.8%+$421.5K |
| ENVESTNET ASSET MANAGEMENT INC | $7.4M | 355,795 | 0.00% | 12q | +2.0%+$147.0K |
| Concurrent Investment Advisors, LLC | $6.6M | 316,874 | 0.06% | new | NEW |
| Parallel Advisors, LLC | $6.5M | 313,991 | 0.10% | 11q | +7.5%+$455.8K |
| Praetorian Wealth Management, Inc. | $6.4M | 306,517 | 1.10% | 7q | +3.5%+$214.1K |
| 4Thought Financial Group Inc. | $6.3M | 301,622 | 2.95% | 17q | +23.3%+$1.2M |
| Cheviot Value Management, LLC | $6.2M | 298,110 | 0.63% | 6q | -0.7%-$42.1K |
| HANCOCK WHITNEY CORP | $6.2M | 295,165 | 0.10% | 5q | +1.4%+$83.2K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $5.8M | 277,060 | 1.31% | 3q | +11.2%+$581.2K |
| Beaumont Asset Management, L.L.C. | $5.8M | 276,416 | 2.24% | 6q | +7.6%+$407.7K |
| OSAIC HOLDINGS, INC. | $5.6M | 268,177 | 0.01% | 19q | +2.1%+$115.5K |
| Krilogy Financial LLC | $5.6M | 267,705 | 0.16% | 18q | -0.5%-$28.4K |
| ADIRONDACK TRUST CO | $5.4M | 259,253 | 1.61% | 13q | +6.1%+$308.6K |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $5.0M | 242,115 | 2.51% | 2q | +26.2%+$1.0M |
| Sanctuary Advisors, LLC | $4.9M | 235,560 | 0.02% | 3q | +22.6%+$905.6K |
| CENTRAL TRUST Co | $4.8M | 231,504 | 0.09% | 15q | +21.6%+$857.9K |
| Winthrop Partners - WNY, LLC | $4.6M | 222,319 | 2.29% | 3q | +4.5%+$198.9K |
| Chicago Partners Investment Group LLC | $4.3M | 210,919 | 0.09% | 4q | +1.2%+$50.9K |
| Wilkins Miller Wealth Management, LLC | $4.3M | 207,018 | 2.37% | 7q | -2.1%-$92.2K |
| PRECEDENT WEALTH PARTNERS, LLC | $4.2M | 203,531 | 0.71% | 11q | +19.4%+$690.2K |
| Apollon Wealth Management, LLC | $4.2M | 201,721 | 0.05% | new | NEW |
| BENJAMIN EDWARDS INC | $4.0M | 193,491 | 0.04% | 19q | -11.9%-$543.4K |
| Cetera Investment Advisers | $4.0M | 192,734 | 0.00% | 9q | +16.8%+$577.9K |
| Houlihan Financial Resource Group, Ltd. | $3.9M | 186,267 | 1.38% | 5q | +11.6%+$402.6K |
| Clearstead Advisors, LLC | $3.9M | 185,948 | 0.04% | 7q | HELD |
| OneDigital Investment Advisors LLC | $3.9M | 185,102 | 0.03% | 3q | -13.3%-$593.0K |
| Rossmore Private Capital | $3.6M | 171,546 | 0.29% | 6q | +7.6%+$253.6K |
| Quantum Financial Advisors, LLC | $3.5M | 167,044 | 0.34% | 10q | +5.8%+$191.1K |
| Beacon Pointe Advisors, LLC | $3.4M | 164,663 | 0.02% | 12q | +7.1%+$228.4K |
| NEUBERGER BERMAN GROUP LLC | $3.4M | 163,040 | 0.00% | 10q | HELD |
| MCF Advisors LLC | $3.2M | 155,130 | 0.12% | 15q | +1.1%+$34.4K |
| MEMBERS WEALTH LLC | $3.1M | 150,935 | 1.72% | 7q | +8.7%+$250.4K |
| Valmark Advisers, Inc. | $2.9M | 140,059 | 0.03% | 6q | +30.6%+$684.2K |
| Segment Wealth Management, LLC | $2.9M | 139,435 | 0.15% | 11q | +8.5%+$228.8K |
| IFP Advisors, Inc | $2.9M | 137,046 | 0.05% | 14q | -2.0%-$56.8K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $2.8M | 134,439 | 0.17% | 8q | +10.7%+$271.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.7M | 132,320 | 0.00% | 12q | +39.2%+$770.5K |
| Stratos Wealth Partners, LTD. | $2.7M | 129,141 | 0.03% | 11q | HELD |
| Marathon Mission, Inc. | $2.6M | 126,006 | 1.31% | 10q | -3.5%-$95.0K |
| Atria Investments, Inc | $2.6M | 125,871 | 0.03% | 5q | +12.2%+$285.5K |
| JONES FINANCIAL COMPANIES LLLP | $2.6M | 124,636 | 0.00% | 8q | +18.6%+$408.1K |
| KINTRA WEALTH, LLC | $2.6M | 125,217 | 0.14% | 9q | -1.0%-$26.3K |
| Modern Wealth Management, LLC | $2.5M | 122,246 | 0.03% | new | NEW |
| Wealthstar Advisors, LLC | $2.5M | 118,934 | 0.72% | 4q | HELD |
| Commonwealth Financial Services, LLC | $2.5M | 118,177 | 0.33% | 6q | -74.3%-$7.1M |
| Stonebrook Private Inc. | $2.4M | 117,475 | 0.45% | 11q | +1.5%+$35.1K |
| HAMEL ASSOCIATES, INC. | $2.4M | 116,752 | 0.67% | 3q | +10.6%+$234.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 115,815 | 0.01% | 11q | +25.4%+$489.2K |
Showing the largest 100 of 292 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 | 283 | $2.0B | 95,420,480 | 26 | 157 | 45 | 0.0% |
| Q1 2026 | 277 | $1.9B | 89,179,893 | 38 | 164 | 29 | 0.0% |
| Q4 2025 | 250 | $1.7B | 79,646,988 | 28 | 137 | 35 | 0.0% |
| Q3 2025 | 219 | $1.4B | 67,059,082 | 30 | 120 | 22 | 0.0% |
| Q2 2025 | 196 | $1.2B | 56,859,213 | 26 | 101 | 36 | 0.0% |
| Q1 2025 | 182 | $1.1B | 52,053,946 | 26 | 103 | 22 | 0.0% |
| Q4 2024 | 166 | $951.5M | 46,760,043 | 23 | 98 | 17 | 0.0% |
| Q3 2024 | 140 | $825.7M | 38,913,854 | 17 | 94 | 10 | 0.0% |
| Q2 2024 | 127 | $684.6M | 33,738,627 | 16 | 74 | 20 | 0.0% |
| Q1 2024 | 117 | $670.3M | 32,720,912 | 19 | 71 | 12 | 0.0% |
| Q4 2023 | 102 | $558.5M | 26,897,362 | 30 | 51 | 10 | 0.0% |
| Q3 2023 | 73 | $369.7M | 19,071,214 | 20 | 38 | 7 | 0.0% |
| Q2 2023 | 56 | $295.7M | 14,588,032 | 11 | 31 | 7 | 0.0% |
| Q1 2023 | 49 | $232.6M | 11,270,176 | 11 | 27 | 4 | 0.0% |
| Q4 2022 | 38 | $131.5M | 6,597,315 | 15 | 16 | 6 | 0.0% |
| Q3 2022 | 31 | $79.1M | 4,055,784 | 3 | 15 | 7 | 0.0% |
| Q2 2022 | 30 | $75.9M | 3,645,983 | 10 | 12 | 5 | 0.0% |
| Q1 2022 | 20 | $21.6M | 951,546 | 7 | 7 | 4 | 0.0% |
| Q4 2021 | 17 | $20.5M | 823,113 | 13 | 1 | 1 | 0.0% |
| Q3 2021 | 4 | $9.0M | 360,645 | 3 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $7.6M | 300,000 | 1 | 0 | 0 | 0.0% |