ISHARES TR (IBDX)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
222
Reporting holders
$1.4B
Reported value
0.0%
Held as options
+9
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 | $162.6M | 6,456,747 | 1.11% | 13q | +1.8%+$2.9M |
| Capital Investment Advisors, LLC | $88.3M | 3,505,410 | 1.16% | 12q | +5.3%+$4.4M |
| WELLS FARGO & COMPANY/MN | $77.8M | 3,089,226 | 0.01% | 15q | -45.1%-$64.0M |
| CAPITAL ADVISORS INC/OK | $71.1M | 2,822,834 | 1.05% | 3q | +1.2%+$809.1K |
| MORGAN STANLEY | $65.3M | 2,594,159 | 0.00% | 12q | -10.8%-$7.9M |
| BANK OF AMERICA CORP /DE/ | $64.6M | 2,565,607 | 0.00% | 15q | +5.0%+$3.1M |
| SIGMA INVESTMENT COUNSELORS INC | $39.9M | 1,585,690 | 1.95% | 11q | +4.9%+$1.9M |
| MV CAPITAL MANAGEMENT, INC. | $39.0M | 1,547,349 | 1.82% | 11q | +100.1%+$19.5M |
| ROYAL BANK OF CANADA | $33.9M | 1,345,144 | 0.01% | 15q | +32.2%+$8.2M |
| UBS Group AG | $30.5M | 1,208,903 | 0.00% | 16q | +3.2%+$957.8K |
| Klingman & Associates, LLC | $29.6M | 1,175,446 | 1.26% | 6q | +8.7%+$2.4M |
| RAYMOND JAMES FINANCIAL INC | $29.3M | 1,161,884 | 0.01% | 7q | +60.2%+$11.0M |
| Summit Financial, LLC | $29.2M | 1,160,179 | 0.32% | 4q | -26.8%-$10.7M |
| Seven Springs Wealth Group, LLC | $26.8M | 1,064,868 | 5.86% | 4q | HELD |
| Sound View Wealth Advisors Group, LLC | $25.3M | 1,005,519 | 1.57% | 7q | +11.0%+$2.5M |
| AMERIPRISE FINANCIAL INC | $23.8M | 943,449 | 0.00% | 10q | -53.3%-$27.1M |
| US BANCORP \DE\ | $22.9M | 908,163 | 0.02% | 10q | +4.6%+$998.6K |
| NewEdge Advisors, LLC | $22.1M | 876,466 | 0.07% | new | NEW |
| HighTower Advisors, LLC | $21.7M | 860,425 | 0.02% | 12q | +0.7%+$160.8K |
| Advisors Capital Management, LLC | $21.7M | 859,918 | 0.23% | 5q | +2.3%+$496.2K |
| COWA, LLC | $19.5M | 774,107 | 4.89% | 6q | +6.2%+$1.1M |
| Arrow Financial Corp | $15.9M | 630,882 | 1.42% | 14q | +2.7%+$412.4K |
| LPL Financial LLC | $14.2M | 563,924 | 0.00% | 13q | +10.6%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.3M | 528,252 | 0.02% | 15q | +3.6%+$456.7K |
| MB, LEVIS & ASSOCIATES, LLC | $13.3M | 527,546 | 4.90% | 14q | +1.2%+$159.3K |
| Rockefeller Capital Management L.P. | $13.3M | 527,541 | 0.02% | 14q | +1.5%+$196.9K |
| PFG Private Wealth Management, LLC | $12.8M | 507,215 | 5.54% | 3q | -7.7%-$1.1M |
| Ironwood Financial, llc | $11.6M | 464,902 | 1.81% | 6q | +22.4%+$2.1M |
| Probity Advisors, Inc. | $10.5M | 415,729 | 1.50% | 11q | +36.7%+$2.8M |
| Parkway Wealth Management Group, LLC | $10.1M | 402,635 | 1.17% | 3q | +1.2%+$120.5K |
| Atlantic Union Bankshares Corp | $9.6M | 380,552 | 0.16% | 5q | +9.3%+$814.9K |
| Cornerstone Planning, LLC | $9.6M | 379,908 | 2.21% | 2q | +2.6%+$246.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $8.3M | 329,320 | 0.01% | 9q | +178.3%+$5.3M |
| Guidance Point Advisors, LLC | $8.2M | 325,556 | 1.73% | 13q | +3.1%+$248.9K |
| Glenview Trust Co | $8.0M | 315,424 | 0.06% | 6q | +123.6%+$4.4M |
| Snowden Capital Advisors LLC | $7.5M | 297,905 | 0.18% | 4q | +1.5%+$112.9K |
| LYELL WEALTH MANAGEMENT, LP | $6.7M | 266,910 | 0.41% | 11q | +0.9%+$60.3K |
| Parallel Advisors, LLC | $6.7M | 266,516 | 0.10% | 11q | +9.1%+$561.4K |
| MCF Advisors LLC | $6.5M | 257,910 | 0.23% | 15q | +1.1%+$73.7K |
| HOWLAND CAPITAL MANAGEMENT LLC | $6.4M | 252,860 | 0.23% | 6q | +35.9%+$1.7M |
| Concurrent Investment Advisors, LLC | $6.4M | 252,548 | 0.05% | new | NEW |
| 4Thought Financial Group Inc. | $6.3M | 250,276 | 2.96% | 15q | +22.0%+$1.1M |
| HANCOCK WHITNEY CORP | $6.2M | 245,933 | 0.10% | 5q | +2.6%+$158.0K |
| Lido Advisors, LLC | $6.2M | 245,637 | 0.02% | 11q | +1.9%+$114.4K |
| Krilogy Financial LLC | $5.5M | 219,930 | 0.16% | 14q | HELD |
| Marathon Mission, Inc. | $5.3M | 208,786 | 2.63% | 9q | -3.7%-$199.6K |
| Praetorian Wealth Management, Inc. | $5.0M | 197,602 | 0.86% | 3q | +24.3%+$972.6K |
| ENVESTNET ASSET MANAGEMENT INC | $4.9M | 193,616 | 0.00% | 12q | +6.1%+$281.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 181,414 | 0.00% | 14q | +7.6%+$321.1K |
| KINTRA WEALTH, LLC | $4.5M | 180,265 | 0.23% | 9q | +1.1%+$47.6K |
| PRECEDENT WEALTH PARTNERS, LLC | $4.2M | 168,450 | 0.71% | 11q | +22.4%+$776.1K |
| RWA WEALTH PARTNERS, LLC | $4.2M | 165,231 | 0.04% | 8q | +1.1%+$44.6K |
| BENJAMIN EDWARDS INC | $3.9M | 152,965 | 0.04% | 16q | -14.0%-$625.3K |
| OneDigital Investment Advisors LLC | $3.8M | 149,251 | 0.03% | 3q | -12.7%-$548.3K |
| Evergreen Private Wealth LLC | $3.7M | 145,453 | 1.35% | 10q | +5.5%+$191.2K |
| NEUBERGER BERMAN GROUP LLC | $3.6M | 141,341 | 0.00% | 10q | HELD |
| ADIRONDACK TRUST CO | $3.5M | 138,162 | 1.04% | 11q | +6.2%+$202.9K |
| EP Wealth Advisors, LLC | $3.3M | 132,767 | 0.01% | new | NEW |
| Houlihan Financial Resource Group, Ltd. | $3.3M | 132,540 | 1.19% | 3q | +27.4%+$717.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 126,162 | 0.01% | 12q | +38.6%+$877.0K |
| Quantum Financial Advisors, LLC | $3.1M | 123,915 | 0.31% | 10q | +343.3%+$2.4M |
| Kestra Advisory Services, LLC | $3.1M | 123,690 | 0.01% | 10q | +3.2%+$97.4K |
| Paradigm, Strategies in Wealth Management, LLC | $2.9M | 116,188 | 1.78% | 13q | -3.6%-$110.7K |
| Seneca House Advisors | $2.9M | 113,199 | 1.01% | 15q | -4.9%-$146.0K |
| Arcataur Capital Management LLC | $2.7M | 108,125 | 0.68% | 6q | +3.8%+$100.8K |
| Sanctuary Advisors, LLC | $2.7M | 113,325 | 0.01% | 3q | +171.6%+$1.7M |
| MEITAV INVESTMENT HOUSE LTD | $2.6M | 104,670 | 0.02% | 6q | +61.3%+$999.1K |
| Modern Wealth Management, LLC | $2.6M | 101,538 | 0.03% | new | NEW |
| Cetera Investment Advisers | $2.5M | 100,098 | 0.00% | 9q | +36.4%+$672.9K |
| Rossmore Private Capital | $2.5M | 98,416 | 0.20% | 5q | +13.2%+$288.7K |
| Segment Wealth Management, LLC | $2.4M | 97,135 | 0.13% | 11q | +11.3%+$249.4K |
| Stonebrook Private Inc. | $2.4M | 96,344 | 0.44% | 11q | +1.4%+$34.4K |
| CENTRAL TRUST Co | $2.4M | 95,131 | 0.04% | 13q | +16.6%+$341.2K |
| Hills Bank & Trust Co | $2.3M | 92,782 | 0.10% | 2q | +780.5%+$2.1M |
| First National Trust Co | $2.3M | 92,160 | 0.08% | 7q | +16.9%+$334.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.2M | 89,169 | 0.01% | 8q | +25.7%+$457.9K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $2.2M | 88,568 | 0.13% | 7q | +12.8%+$253.9K |
| Winthrop Partners - WNY, LLC | $2.2M | 88,182 | 1.10% | 3q | +17.5%+$330.8K |
| OSAIC HOLDINGS, INC. | $2.0M | 80,980 | 0.00% | 16q | +13.5%+$242.2K |
| IFP Advisors, Inc | $2.0M | 80,562 | 0.04% | 13q | -2.7%-$56.5K |
| Archford Capital Strategies, LLC | $2.0M | 80,541 | 0.21% | 15q | -5.3%-$113.9K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $2.0M | 77,924 | 0.49% | 3q | -8.1%-$174.1K |
| Associated Banc-Corp | $2.0M | 77,631 | 0.05% | 10q | +11.6%+$203.9K |
| Centric Wealth Management | $1.9M | 76,618 | 0.30% | 3q | HELD |
| WRAPMANAGER INC | $1.8M | 69,524 | 0.55% | 5q | -8.8%-$169.8K |
| OPPENHEIMER & CO INC | $1.7M | 66,787 | 0.02% | 3q | +16.4%+$237.3K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.7M | 66,469 | 0.02% | 11q | +5.3%+$83.8K |
| 10Elms LLP | $1.6M | 64,472 | 0.69% | 6q | +49.9%+$540.3K |
| Wilkins Miller Wealth Management, LLC | $1.6M | 62,568 | 0.87% | 7q | -6.7%-$113.3K |
| LBMC INVESTMENT ADVISORS, LLC | $1.5M | 59,937 | 0.08% | 5q | HELD |
| Chesley Taft & Associates LLC | $1.4M | 56,900 | 0.06% | 6q | +3.5%+$47.9K |
| NovaPoint Capital, LLC | $1.4M | 54,642 | 0.29% | 9q | +4.6%+$60.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $1.4M | 53,736 | 0.02% | 8q | -1.7%-$22.9K |
| BEACON FINANCIAL GROUP | $1.3M | 50,126 | 0.11% | 9q | -6.1%-$82.0K |
| McGlone Suttner Wealth Management, Inc. | $1.3M | 49,760 | 0.15% | 14q | +0.7%+$8.4K |
| J.W. COLE ADVISORS, INC. | $1.2M | 49,385 | 0.02% | 5q | HELD |
| Venture Visionary Partners LLC | $1.2M | 48,839 | 0.03% | 15q | +3.1%+$36.8K |
| Princeton Global Asset Management LLC | $1.1M | 45,050 | 0.16% | 8q | +25.5%+$230.2K |
| Montecito Bank & Trust | $1.1M | 44,419 | 0.17% | 9q | +2.8%+$30.8K |
| Beacon Pointe Advisors, LLC | $1.0M | 40,927 | 0.00% | 11q | +11.5%+$106.3K |
Showing the largest 100 of 228 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 | 222 | $1.4B | 53,911,735 | 19 | 129 | 33 | 0.0% |
| Q1 2026 | 213 | $1.4B | 53,470,516 | 31 | 124 | 23 | 0.0% |
| Q4 2025 | 189 | $1.2B | 47,054,758 | 24 | 109 | 21 | 0.0% |
| Q3 2025 | 166 | $992.9M | 38,755,096 | 27 | 85 | 21 | 0.0% |
| Q2 2025 | 145 | $872.2M | 34,394,040 | 24 | 79 | 22 | 0.0% |
| Q1 2025 | 132 | $792.3M | 31,703,108 | 26 | 67 | 18 | 0.0% |
| Q4 2024 | 116 | $698.1M | 28,399,821 | 12 | 66 | 16 | 0.0% |
| Q3 2024 | 108 | $656.1M | 25,530,668 | 15 | 71 | 10 | 0.0% |
| Q2 2024 | 97 | $548.1M | 22,317,443 | 12 | 65 | 10 | 0.0% |
| Q1 2024 | 93 | $479.6M | 19,362,790 | 19 | 58 | 8 | 0.0% |
| Q4 2023 | 77 | $345.3M | 13,691,823 | 28 | 34 | 7 | 0.0% |
| Q3 2023 | 51 | $183.5M | 7,818,633 | 14 | 26 | 6 | 0.0% |
| Q2 2023 | 40 | $142.7M | 5,798,475 | 9 | 24 | 2 | 0.0% |
| Q1 2023 | 31 | $61.4M | 2,452,170 | 10 | 14 | 4 | 0.0% |
| Q4 2022 | 22 | $30.9M | 1,281,257 | 13 | 6 | 2 | 0.0% |
| Q3 2022 | 12 | $14.0M | 591,114 | 12 | 0 | 0 | 0.0% |