# ISHARES TR (IBDY)

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

- Reporting holders: 9
- Reported value: $4.3M
- 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/) | $2.5M | 102,589 | 1.3% | 7 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $845.7K | 34,545 | 0.1% | 10 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $346.3K | 14,145 | 0.0% | 12 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $245.6K | 10,031 | 0.1% | 5 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $206.4K | 8,430 | 0.1% | 9 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $73.4K | 3,000 | 0.0% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $47.4K | 1,936 | 0.0% | 9 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $41.6K | 1,700 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $24.0K | 981 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $4.3M |
| Q2 2026 | 169 | $842.2M |
| Q1 2026 | 162 | $813.8M |
| Q4 2025 | 143 | $716.9M |
| Q3 2025 | 132 | $647.3M |
| Q2 2025 | 121 | $558.4M |
| Q1 2025 | 114 | $504.9M |
| Q4 2024 | 97 | $504.3M |
| Q3 2024 | 97 | $503.0M |
| Q2 2024 | 80 | $408.7M |
| Q1 2024 | 78 | $349.1M |
| Q4 2023 | 48 | $201.2M |