IBDW institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding290
Shares held93,510,157
Reported value$1.9bn
Quarter flows28 new, 170 added, 47 trimmed, 26 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Aptus Capital Advisors, LLC7,526,023$156.8m1.1%
BANK OF AMERICA CORP /DE/5,468,188$114.0m0.0%
MORGAN STANLEY4,872,246$101.5m0.0%
Capital Investment Advisors, LLC4,032,502$84.0m1.1%
RAYMOND JAMES FINANCIAL INC3,493,863$72.8m0.0%
CAPITAL ADVISORS INC/OK3,366,208$70.2m1.0%
Venture Visionary Partners LLC3,118,072$65.0m1.8%
HighTower Advisors, LLC3,053,931$63.6m0.1%
WELLS FARGO & COMPANY/MN2,330,862$48.6m0.0%
Sarver Vrooman Wealth Advisors2,220,499$46.1m27.5%
ROYAL BANK OF CANADA2,056,315$42.9m0.0%
UBS Group AG1,974,964$41.2m0.0%
SIGMA INVESTMENT COUNSELORS INC1,899,841$39.6m1.9%
MERCER GLOBAL ADVISORS INC /ADV1,890,508$39.4m0.0%
Advisors Capital Management, LLC1,859,275$38.7m0.4%
Klingman & Associates, LLC1,766,564$36.8m1.6%
SUMMITRY LLC1,659,714$34.6m1.1%
AMERIPRISE FINANCIAL INC1,536,466$32.0m0.0%
Summit Financial, LLC1,399,981$29.2m0.3%
Sound View Wealth Advisors Group, LLC1,323,935$27.6m1.7%
NewEdge Advisors, LLC1,210,400$25.2m0.1%
WOODMONT INVESTMENT COUNSEL LLC1,127,880$23.5m1.3%
MV CAPITAL MANAGEMENT, INC.919,403$19.2m1.7%
US BANCORP \DE\892,375$18.6m0.0%
EP Wealth Advisors, LLC868,068$18.1m0.1%

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

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