# ISHARES TR (IBDX)

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

- Reporting holders: 11
- Reported value: $10.6M
- 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 |
|---|---|---|---|---|
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $5.1M | 213,473 | 2.6% | 10 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.2M | 49,595 | 0.0% | 16 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.1M | 45,943 | 0.2% | 10 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.0M | 42,938 | 0.4% | 6 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $528.3K | 21,950 | 0.1% | 1 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $513.0K | 21,314 | 0.3% | 7 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $395.5K | 16,430 | 0.1% | 7 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $328.6K | 13,650 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $248.5K | 10,324 | 0.0% | 5 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $47.8K | 1,988 | 0.0% | 9 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $40.9K | 1,700 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $10.6M |
| Q2 2026 | 229 | $1.4B |
| Q1 2026 | 221 | $1.4B |
| Q4 2025 | 198 | $1.2B |
| Q3 2025 | 177 | $1.0B |
| Q2 2025 | 157 | $899.2M |
| Q1 2025 | 141 | $814.4M |
| Q4 2024 | 124 | $716.3M |
| Q3 2024 | 118 | $673.3M |
| Q2 2024 | 106 | $565.3M |
| Q1 2024 | 102 | $494.6M |
| Q4 2023 | 84 | $356.4M |