# ISHARES TR (IBDZ)

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

- Reporting holders: 4
- Reported value: $45.6M
- 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 |
|---|---|---|---|---|
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $42.3M | 1,718,835 | 24.9% | 7 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $2.5M | 102,753 | 1.3% | 5 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $719.7K | 29,219 | 0.1% | 8 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $13.0K | 529 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $45.6M |
| Q2 2026 | 128 | $725.7M |
| Q1 2026 | 119 | $676.3M |
| Q4 2025 | 108 | $474.1M |
| Q3 2025 | 95 | $328.5M |
| Q2 2025 | 78 | $283.7M |
| Q1 2025 | 73 | $219.4M |
| Q4 2024 | 51 | $171.7M |
| Q3 2024 | 27 | $92.4M |
| Q2 2024 | 5 | $45.2M |