ISHARES TR (IBDY)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
164
Reporting holders
$820.3M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | $85.0M | 3,299,900 | 1.12% | 12q | +6.2%+$5.0M |
| MORGAN STANLEY | $60.2M | 2,336,734 | 0.00% | 12q | +3.3%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $55.2M | 2,142,584 | 0.00% | 11q | +10.8%+$5.4M |
| CAPITAL ADVISORS INC/OK | $48.9M | 1,901,100 | 0.72% | new | NEW |
| MV CAPITAL MANAGEMENT, INC. | $48.6M | 1,882,070 | 2.26% | 10q | +100.8%+$24.4M |
| SIGMA INVESTMENT COUNSELORS INC | $38.1M | 1,478,526 | 1.86% | 7q | +6.7%+$2.4M |
| Summit Financial, LLC | $29.4M | 1,143,222 | 0.32% | 4q | -43.9%-$23.1M |
| SUMMITRY LLC | $26.8M | 1,042,372 | 0.88% | 10q | +1.7%+$442.2K |
| US BANCORP \DE\ | $22.2M | 863,835 | 0.02% | 10q | +7.4%+$1.5M |
| HighTower Advisors, LLC | $19.0M | 738,622 | 0.02% | 9q | +18.5%+$3.0M |
| RAYMOND JAMES FINANCIAL INC | $19.0M | 738,413 | 0.01% | 7q | +32.7%+$4.7M |
| Envision Financial Planning, LLC | $19.0M | 737,993 | 6.18% | 12q | -12.0%-$2.6M |
| AMERIPRISE FINANCIAL INC | $18.5M | 716,884 | 0.00% | 6q | -46.4%-$16.0M |
| WELLS FARGO & COMPANY/MN | $17.5M | 679,809 | 0.00% | 13q | -47.3%-$15.7M |
| UBS Group AG | $15.9M | 616,604 | 0.00% | 11q | +15.4%+$2.1M |
| Arrow Financial Corp | $15.7M | 610,058 | 1.41% | 12q | +3.4%+$521.7K |
| Rockefeller Capital Management L.P. | $13.3M | 516,077 | 0.02% | 10q | +1.4%+$189.1K |
| MB, LEVIS & ASSOCIATES, LLC | $12.8M | 495,495 | 4.70% | 12q | +1.1%+$135.6K |
| Sound View Wealth Advisors Group, LLC | $12.6M | 490,589 | 0.78% | 3q | +1218.3%+$11.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.2M | 434,894 | 0.01% | 11q | +2.8%+$301.4K |
| INSTRUMENTAL WEALTH, LLC | $10.8M | 418,536 | 5.46% | 11q | HELD |
| LPL Financial LLC | $10.0M | 388,876 | 0.00% | 10q | +7.2%+$671.6K |
| ROYAL BANK OF CANADA | $9.6M | 372,485 | 0.00% | 12q | +37.4%+$2.6M |
| Kestra Advisory Services, LLC | $8.6M | 335,084 | 0.03% | 10q | +0.6%+$54.1K |
| Guidance Point Advisors, LLC | $7.4M | 289,080 | 1.57% | 10q | +3.9%+$278.1K |
| Lido Advisors, LLC | $6.7M | 260,996 | 0.02% | 10q | +11.5%+$692.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.6M | 257,892 | 0.00% | 7q | +126.5%+$3.7M |
| Concurrent Investment Advisors, LLC | $6.4M | 247,004 | 0.05% | new | NEW |
| Parallel Advisors, LLC | $6.0M | 234,639 | 0.09% | 11q | +10.2%+$556.7K |
| HANCOCK WHITNEY CORP | $6.0M | 233,766 | 0.10% | 5q | +3.3%+$192.3K |
| Probity Advisors, Inc. | $6.0M | 231,197 | 0.85% | 11q | +22.1%+$1.1M |
| Mariner, LLC | $5.8M | 227,092 | 0.01% | 11q | -23.4%-$1.8M |
| Ironwood Financial, llc | $5.3M | 210,239 | 0.84% | 3q | +1158.4%+$4.9M |
| Krilogy Financial LLC | $5.3M | 204,922 | 0.16% | 10q | -1.4%-$73.3K |
| LYELL WEALTH MANAGEMENT, LP | $5.3M | 204,795 | 0.32% | 6q | +12.9%+$601.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.3M | 204,577 | 0.00% | 2q | -25.8%-$1.8M |
| CITADEL ADVISORS LLC | $4.8M | 187,684 | 0.00% | 2q | +109.8%+$2.5M |
| 4Thought Financial Group Inc. | $4.8M | 185,959 | 2.25% | 11q | +5.9%+$264.8K |
| BENJAMIN EDWARDS INC | $3.9M | 152,729 | 0.04% | 11q | -14.5%-$665.9K |
| PRECEDENT WEALTH PARTNERS, LLC | $3.9M | 151,321 | 0.65% | 5q | +17.7%+$586.5K |
| Evergreen Private Wealth LLC | $3.7M | 142,119 | 1.35% | 10q | +5.0%+$175.6K |
| JAMES INVESTMENT RESEARCH, INC. | $3.3M | 130,105 | 0.34% | 11q | -5.4%-$191.7K |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 128,608 | 0.00% | 11q | -4.1%-$140.7K |
| EP Wealth Advisors, LLC | $3.3M | 128,507 | 0.01% | new | NEW |
| ADIRONDACK TRUST CO | $3.3M | 128,140 | 0.98% | 11q | +7.8%+$237.3K |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.3M | 126,693 | 0.12% | 3q | +42.1%+$966.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 125,678 | 0.01% | 10q | +40.0%+$916.7K |
| First Interstate Bank | $3.1M | 119,680 | 0.16% | 11q | -93.8%-$46.9M |
| Atlantic Union Bankshares Corp | $2.9M | 112,702 | 0.05% | 5q | -24.7%-$950.6K |
| Marathon Mission, Inc. | $2.6M | 100,193 | 1.29% | 6q | -0.8%-$21.9K |
| OneDigital Investment Advisors LLC | $2.5M | 95,777 | 0.02% | 3q | -9.5%-$257.5K |
| Stonebrook Private Inc. | $2.4M | 94,310 | 0.44% | 11q | +1.4%+$32.7K |
| McGlone Suttner Wealth Management, Inc. | $2.3M | 90,470 | 0.27% | 11q | +1.2%+$27.1K |
| Glenview Trust Co | $2.3M | 88,992 | 0.02% | 6q | +186.1%+$1.5M |
| Seneca House Advisors | $2.3M | 88,080 | 0.80% | 10q | -7.1%-$174.0K |
| Segment Wealth Management, LLC | $2.1M | 80,505 | 0.11% | 10q | +14.9%+$268.8K |
| Klingman & Associates, LLC | $2.0M | 78,833 | 0.09% | new | NEW |
| COWA, LLC | $2.0M | 76,745 | 0.50% | 3q | +14.9%+$256.3K |
| Associated Banc-Corp | $2.0M | 75,757 | 0.05% | 10q | +11.6%+$201.9K |
| Archford Capital Strategies, LLC | $1.9M | 72,909 | 0.19% | 11q | -5.6%-$110.7K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $1.7M | 66,715 | 0.10% | 7q | +13.5%+$203.7K |
| JANE STREET GROUP, LLC | $1.7M | 66,000 | 0.00% | 2q | -80.2%-$6.9M |
| Wilkins Miller Wealth Management, LLC | $1.6M | 62,838 | 0.89% | 7q | +2.1%+$34.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.6M | 62,566 | 0.01% | 7q | +1.0%+$16.7K |
| J.W. COLE ADVISORS, INC. | $1.6M | 62,223 | 0.03% | 5q | -0.6%-$9.1K |
| NovaPoint Capital, LLC | $1.4M | 54,469 | 0.29% | 2q | +11.2%+$141.3K |
| MEITAV INVESTMENT HOUSE LTD | $1.4M | 52,641 | 0.01% | 7q | +3.6%+$47.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $1.3M | 49,874 | 0.02% | 11q | -1.7%-$22.8K |
| Paradigm, Strategies in Wealth Management, LLC | $1.2M | 48,312 | 0.76% | 8q | +2.9%+$34.9K |
| First National Trust Co | $1.2M | 44,991 | 0.04% | 6q | +36.4%+$309.1K |
| Cetera Investment Advisers | $1.1M | 43,995 | 0.00% | 6q | +12.3%+$123.7K |
| CAPTRUST FINANCIAL ADVISORS | $1.1M | 43,092 | 0.00% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $1.1M | 41,073 | 0.00% | 10q | +29.5%+$241.2K |
| LITTLE HOUSE CAPITAL LLC | $1.0M | 39,157 | 0.23% | 10q | +2.6%+$25.7K |
| Jacobi Capital Management LLC | $986.6K | 38,320 | 0.05% | 3q | +33.2%+$246.0K |
| Gilbert & Cook, Inc. | $978.8K | 38,018 | 0.11% | 3q | HELD |
| Clearstead Advisors, LLC | $959.2K | 37,257 | 0.01% | 4q | +11.3%+$97.1K |
| IFP Advisors, Inc | $889.1K | 34,534 | 0.02% | 11q | +16.5%+$125.8K |
| Montecito Bank & Trust | $850.7K | 33,044 | 0.13% | 9q | +3.3%+$27.4K |
| 10Elms LLP | $832.1K | 32,320 | 0.35% | 5q | +44.4%+$255.6K |
| Stokes Family Office, LLC | $800.2K | 31,080 | 0.09% | 9q | +14.1%+$98.6K |
| Reliant Wealth Planning | $753.9K | 29,284 | 0.21% | 5q | -20.9%-$198.9K |
| CVA Family Office, LLC | $750.3K | 29,142 | 0.07% | 10q | HELD |
| Corient Private Wealth LP | $748.1K | 29,060 | 0.00% | new | NEW |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $733.0K | 28,473 | 0.00% | 4q | HELD |
| Rose Capital Advisors LLC | $730.3K | 28,368 | 0.37% | new | FIRST |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $728.9K | 28,312 | 0.01% | 5q | -28.6%-$291.9K |
| Sterling Investment Advisors, Ltd. | $704.1K | 27,350 | 0.12% | 4q | +15.2%+$92.9K |
| Valmark Advisers, Inc. | $676.4K | 26,274 | 0.01% | 6q | +19.6%+$111.0K |
| Aspen Wealth Management LLC | $668.6K | 25,972 | 0.11% | new | NEW |
| Beacon Pointe Advisors, LLC | $653.5K | 25,385 | 0.00% | 10q | -8.7%-$62.5K |
| Forvis Mazars Wealth Advisors, LLC | $584.0K | 22,684 | 0.01% | 12q | HELD |
| NESTEGG ADVISORS, INC. | $565.8K | 21,977 | 0.40% | 4q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $557.2K | 21,643 | 0.01% | 5q | +11.3%+$56.4K |
| LBMC INVESTMENT ADVISORS, LLC | $550.2K | 21,370 | 0.03% | 5q | HELD |
| Gryphon Financial Partners LLC | $549.0K | 21,326 | 0.05% | 5q | -6.5%-$38.4K |
| DEARBORN PARTNERS LLC | $541.7K | 21,005 | 0.01% | 3q | +128.1%+$304.2K |
| Addison Advisors LLC | $513.2K | 19,935 | 0.24% | 10q | -36.2%-$291.5K |
| ROMANO BROTHERS AND COMPANY | $466.4K | 18,115 | 0.05% | 2q | +42.7%+$139.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $450.5K | 17,592 | 0.03% | 4q | -11.1%-$56.3K |
Showing the largest 100 of 168 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 | 164 | $820.3M | 31,864,195 | 22 | 80 | 30 | 0.0% |
| Q1 2026 | 153 | $799.8M | 30,939,761 | 23 | 84 | 14 | 0.0% |
| Q4 2025 | 136 | $701.6M | 26,836,565 | 18 | 76 | 12 | 0.0% |
| Q3 2025 | 123 | $622.2M | 23,721,587 | 19 | 68 | 17 | 0.0% |
| Q2 2025 | 110 | $535.3M | 20,571,499 | 18 | 56 | 21 | 0.0% |
| Q1 2025 | 105 | $482.0M | 18,859,497 | 23 | 58 | 8 | 0.0% |
| Q4 2024 | 90 | $489.4M | 19,492,034 | 10 | 56 | 10 | 0.0% |
| Q3 2024 | 88 | $491.9M | 18,641,429 | 13 | 52 | 11 | 0.0% |
| Q2 2024 | 75 | $396.6M | 15,732,872 | 8 | 51 | 11 | 0.0% |
| Q1 2024 | 74 | $341.3M | 13,401,132 | 31 | 35 | 6 | 0.0% |
| Q4 2023 | 44 | $194.7M | 7,537,714 | 29 | 13 | 0 | 0.0% |
| Q3 2023 | 15 | $43.7M | 1,822,764 | 12 | 2 | 0 | 0.0% |
| Q2 2023 | 3 | $8.2M | 325,706 | 3 | 0 | 0 | 0.0% |