ISHARES TR (IBDZ)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
123
Reporting holders
$704.1M
Reported value
0.0%
Held as options
+8
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 | $70.6M | 2,711,023 | 0.93% | 8q | +8.8%+$5.7M |
| Aptus Capital Advisors, LLC | $61.3M | 2,351,615 | 0.42% | 2q | +71.0%+$25.4M |
| Sarver Vrooman Wealth Advisors | $43.6M | 1,681,034 | 25.98% | 6q | +1.6%+$675.6K |
| MORGAN STANLEY | $39.5M | 1,514,889 | 0.00% | 6q | +1.2%+$448.7K |
| MV CAPITAL MANAGEMENT, INC. | $38.1M | 1,463,204 | 1.78% | 8q | +100.2%+$19.1M |
| BANK OF AMERICA CORP /DE/ | $35.4M | 1,360,791 | 0.00% | 7q | +12.1%+$3.8M |
| SIGMA INVESTMENT COUNSELORS INC | $34.0M | 1,304,097 | 1.66% | 5q | +20.5%+$5.8M |
| SUMMITRY LLC | $33.6M | 1,290,108 | 1.11% | 9q | +1.9%+$627.8K |
| Summit Financial, LLC | $27.5M | 1,054,715 | 0.30% | 4q | -39.9%-$18.3M |
| ROYAL BANK OF CANADA | $19.4M | 745,780 | 0.00% | 8q | +6.3%+$1.2M |
| WELLS FARGO & COMPANY/MN | $17.2M | 662,018 | 0.00% | 5q | -47.1%-$15.3M |
| Seneca House Advisors | $14.3M | 547,030 | 5.04% | 8q | +10.1%+$1.3M |
| MB, LEVIS & ASSOCIATES, LLC | $13.4M | 515,551 | 4.95% | 8q | +1.0%+$127.7K |
| Arrow Financial Corp | $13.3M | 512,414 | 1.20% | 8q | +16.1%+$1.9M |
| HighTower Advisors, LLC | $13.1M | 504,014 | 0.01% | 8q | +30.8%+$3.1M |
| AMERIPRISE FINANCIAL INC | $12.9M | 496,658 | 0.00% | 5q | -50.7%-$13.3M |
| PFG Private Wealth Management, LLC | $12.8M | 491,365 | 5.55% | 3q | -7.7%-$1.1M |
| RAYMOND JAMES FINANCIAL INC | $10.7M | 411,323 | 0.00% | 7q | +6.3%+$633.9K |
| NESTEGG ADVISORS, INC. | $10.2M | 392,084 | 7.22% | 3q | +22.7%+$1.9M |
| Parkway Wealth Management Group, LLC | $10.1M | 389,186 | 1.17% | 3q | +1.2%+$116.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.1M | 386,053 | 0.01% | 9q | +17.4%+$1.5M |
| US BANCORP \DE\ | $10.0M | 382,108 | 0.01% | 7q | +9.3%+$843.2K |
| UBS Group AG | $9.6M | 368,529 | 0.00% | 8q | HELD |
| Guidance Point Advisors, LLC | $7.6M | 292,677 | 1.61% | 8q | +4.0%+$293.6K |
| Kestra Advisory Services, LLC | $7.6M | 290,450 | 0.02% | 8q | +8.9%+$615.3K |
| CITADEL ADVISORS LLC | $7.2M | 278,288 | 0.00% | new | NEW |
| Lido Advisors, LLC | $6.9M | 266,373 | 0.02% | 7q | +2.1%+$143.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.8M | 259,500 | 0.00% | 5q | +119.8%+$3.7M |
| Probity Advisors, Inc. | $6.0M | 232,182 | 0.87% | 7q | +20.7%+$1.0M |
| Parallel Advisors, LLC | $5.7M | 220,481 | 0.09% | 9q | +8.4%+$445.3K |
| Apollon Wealth Management, LLC | $5.7M | 218,132 | 0.07% | new | NEW |
| HANCOCK WHITNEY CORP | $5.5M | 211,349 | 0.09% | 5q | +10.5%+$521.1K |
| Krilogy Financial LLC | $5.3M | 201,927 | 0.16% | 7q | -1.0%-$55.8K |
| 4Thought Financial Group Inc. | $4.8M | 184,936 | 2.26% | 7q | +6.2%+$282.5K |
| LYELL WEALTH MANAGEMENT, LP | $4.7M | 181,335 | 0.29% | 4q | +40.7%+$1.4M |
| Paradigm, Strategies in Wealth Management, LLC | $4.1M | 155,677 | 2.47% | 8q | -20.3%-$1.0M |
| BENJAMIN EDWARDS INC | $4.0M | 152,066 | 0.04% | 7q | -14.5%-$669.6K |
| EP Wealth Advisors, LLC | $3.3M | 126,985 | 0.01% | new | NEW |
| J.W. COLE ADVISORS, INC. | $3.1M | 120,298 | 0.05% | 5q | HELD |
| MEITAV INVESTMENT HOUSE LTD | $3.1M | 119,534 | 0.02% | 7q | +21.3%+$547.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 118,097 | 0.01% | 4q | +39.2%+$857.7K |
| Atlantic Union Bankshares Corp | $2.7M | 103,669 | 0.05% | 5q | -21.3%-$731.4K |
| Marathon Mission, Inc. | $2.6M | 100,156 | 1.30% | 4q | -1.6%-$43.1K |
| Stonebrook Private Inc. | $2.4M | 93,518 | 0.44% | 7q | +1.6%+$38.3K |
| LPL Financial LLC | $2.2M | 84,655 | 0.00% | 7q | +29.7%+$505.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 79,505 | 0.00% | 7q | -6.1%-$134.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 78,195 | 0.00% | 2q | +30.1%+$471.8K |
| Archford Capital Strategies, LLC | $2.0M | 76,286 | 0.20% | 7q | -5.1%-$106.5K |
| Segment Wealth Management, LLC | $1.6M | 61,800 | 0.08% | 7q | +20.2%+$270.7K |
| OneDigital Investment Advisors LLC | $1.5M | 58,177 | 0.01% | 2q | -8.0%-$131.8K |
| Associated Banc-Corp | $1.5M | 57,703 | 0.04% | 6q | +13.0%+$173.5K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $1.2M | 45,351 | 0.07% | 5q | +23.7%+$226.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $1.1M | 41,457 | 0.01% | 7q | HELD |
| Cetera Investment Advisers | $1.0M | 39,425 | 0.00% | 4q | +91.6%+$490.9K |
| MCF Advisors LLC | $1.0M | 38,523 | 0.04% | 5q | HELD |
| Gilbert & Cook, Inc. | $981.6K | 37,680 | 0.11% | 3q | HELD |
| LITTLE HOUSE CAPITAL LLC | $895.3K | 34,368 | 0.20% | 6q | +2.7%+$23.9K |
| Stokes Family Office, LLC | $821.0K | 31,515 | 0.10% | 7q | +16.7%+$117.6K |
| Glenview Trust Co | $761.3K | 29,218 | 0.01% | 6q | +114.7%+$406.7K |
| Beacon Pointe Advisors, LLC | $715.7K | 27,474 | 0.00% | 6q | +3.1%+$21.6K |
| INSIGNEO ADVISORY SERVICES, LLC | $712.5K | 27,353 | 0.03% | new | NEW |
| Aspen Wealth Management LLC | $669.7K | 25,708 | 0.11% | new | NEW |
| OSAIC HOLDINGS, INC. | $659.4K | 25,311 | 0.00% | 8q | +11.9%+$69.9K |
| Montecito Bank & Trust | $659.1K | 25,302 | 0.10% | 7q | +1.0%+$6.8K |
| Valmark Advisers, Inc. | $654.6K | 25,129 | 0.01% | 6q | +20.4%+$110.8K |
| IFP Advisors, Inc | $599.9K | 23,030 | 0.01% | 7q | +26.6%+$125.9K |
| Advisory Services Network, LLC | $582.0K | 22,343 | 0.01% | 6q | +12.3%+$63.7K |
| PRECEDENT WEALTH PARTNERS, LLC | $566.4K | 21,743 | 0.09% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $552.3K | 21,203 | 0.01% | 3q | +97.0%+$272.0K |
| First National Trust Co | $529.0K | 20,306 | 0.02% | 3q | +6.9%+$34.2K |
| JONES FINANCIAL COMPANIES LLLP | $526.5K | 20,159 | 0.00% | 6q | +6.1%+$30.1K |
| McGlone Suttner Wealth Management, Inc. | $517.5K | 19,866 | 0.06% | 8q | +1.1%+$5.6K |
| Gradient Capital Advisors, LLC | $508.4K | 19,518 | 0.12% | 8q | +8.5%+$39.9K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $502.1K | 19,275 | 0.00% | 3q | HELD |
| Reliant Wealth Planning | $496.3K | 19,050 | 0.14% | 5q | HELD |
| Private Advisor Group, LLC | $478.6K | 18,371 | 0.00% | 8q | +6.2%+$27.8K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $471.6K | 18,102 | 0.01% | 7q | +6.7%+$29.7K |
| COWA, LLC | $462.2K | 17,741 | 0.12% | new | NEW |
| Creative Planning | $460.8K | 17,689 | 0.00% | 2q | +2.9%+$12.9K |
| Koesten, Hirschmann & Crabtree, INC. | $456.4K | 17,520 | 0.19% | 8q | +51.7%+$155.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $425.1K | 16,318 | 0.00% | 4q | +14.9%+$55.3K |
| XML Financial, LLC | $423.2K | 16,245 | 0.03% | 3q | +20.5%+$72.1K |
| 10Elms LLP | $394.7K | 15,150 | 0.17% | 4q | +326.8%+$302.2K |
| LBMC INVESTMENT ADVISORS, LLC | $380.3K | 14,600 | 0.02% | 5q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $367.3K | 14,098 | 0.04% | new | NEW |
| Greater Midwest Financial Group, LLC | $366.0K | 14,048 | 0.18% | 6q | +1.0%+$3.8K |
| Sterling Investment Advisors, Ltd. | $357.5K | 13,725 | 0.06% | 4q | +35.7%+$94.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $354.3K | 13,619 | 0.00% | 5q | +21.7%+$63.1K |
| Quantum Financial Advisors, LLC | $344.5K | 13,226 | 0.03% | 6q | +7.8%+$24.9K |
| CAPTRUST FINANCIAL ADVISORS | $328.1K | 12,594 | 0.00% | 7q | -4.3%-$14.6K |
| MML INVESTORS SERVICES, LLC | $322.8K | 12,393 | 0.00% | 5q | +18.3%+$49.8K |
| CVA Family Office, LLC | $311.3K | 11,949 | 0.03% | 7q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $298.4K | 11,454 | 0.00% | 2q | +45.2%+$92.9K |
| Jacobi Capital Management LLC | $289.0K | 11,096 | 0.01% | new | NEW |
| Belpointe Asset Management LLC | $286.1K | 10,982 | 0.01% | 2q | +38.1%+$79.0K |
| SEAVIEW INVESTMENT MANAGERS LLC | $282.4K | 10,841 | 0.08% | 6q | -1.5%-$4.3K |
| ROMANO BROTHERS AND COMPANY | $270.5K | 10,385 | 0.03% | 2q | +25.1%+$54.3K |
| KINTRA WEALTH, LLC | $258.0K | 10,062 | 0.01% | 2q | HELD |
| Redwood Financial Network Corp | $253.9K | 9,747 | 0.14% | 2q | +2.6%+$6.4K |
| Rose Capital Advisors LLC | $246.3K | 9,453 | 0.12% | new | FIRST |
Showing the largest 100 of 127 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 | 123 | $704.1M | 27,039,871 | 15 | 69 | 20 | 0.0% |
| Q1 2026 | 115 | $666.9M | 25,589,284 | 17 | 70 | 14 | 0.0% |
| Q4 2025 | 104 | $465.4M | 17,647,540 | 13 | 61 | 11 | 0.0% |
| Q3 2025 | 91 | $322.9M | 12,201,459 | 17 | 49 | 15 | 0.0% |
| Q2 2025 | 74 | $279.5M | 10,631,488 | 14 | 36 | 13 | 0.0% |
| Q1 2025 | 69 | $216.1M | 8,379,811 | 20 | 38 | 4 | 0.0% |
| Q4 2024 | 49 | $170.3M | 6,693,489 | 24 | 21 | 2 | 0.0% |
| Q3 2024 | 25 | $91.7M | 3,432,486 | 21 | 2 | 1 | 0.0% |
| Q2 2024 | 4 | $44.9M | 1,772,359 | 4 | 0 | 0 | 0.0% |