IBDV institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding349
Shares held113,345,214
Reported value$2.5bn
Quarter flows32 new, 208 added, 62 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/9,615,369$209.6m0.0%
Aptus Capital Advisors, LLC6,150,150$134.1m0.9%
MERCER GLOBAL ADVISORS INC /ADV6,081,902$132.6m0.2%
MORGAN STANLEY4,474,434$97.5m0.0%
RAYMOND JAMES FINANCIAL INC4,375,104$95.4m0.0%
Capital Investment Advisors, LLC4,264,875$93.0m1.2%
CAPITAL ADVISORS INC/OK3,253,303$70.9m1.0%
UBS Group AG3,026,804$66.0m0.0%
WELLS FARGO & COMPANY/MN3,017,703$65.8m0.0%
HM PAYSON & CO2,726,515$59.4m0.8%
HighTower Advisors, LLC2,510,850$54.7m0.1%
ROYAL BANK OF CANADA2,504,175$54.6m0.0%
Sound View Wealth Advisors Group, LLC1,880,024$41.0m2.5%
Klingman & Associates, LLC1,715,577$37.4m1.6%
SIGMA INVESTMENT COUNSELORS INC1,661,062$36.2m1.8%
Gratus Wealth Advisors, LLC1,641,321$35.8m4.6%
Lido Advisors, LLC1,600,025$34.9m0.1%
Summit Financial, LLC1,540,468$33.6m0.4%
LPL Financial LLC1,494,454$32.6m0.0%
Kathmere Capital Management, LLC1,348,430$29.4m1.6%
RVW Wealth, LLC1,309,276$28.5m1.9%
Venture Visionary Partners LLC1,273,692$27.8m0.8%
NewEdge Advisors, LLC1,219,208$26.6m0.1%
WOODMONT INVESTMENT COUNSEL LLC1,207,452$26.3m1.4%
US BANCORP \DE\1,197,971$26.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBDV"). IBDV price history · All 13F data

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