IBDX institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding228
Shares held53,647,504
Reported value$1.4bn
Quarter flows22 new, 139 added, 34 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Aptus Capital Advisors, LLC6,456,747$162.6m1.1%
Capital Investment Advisors, LLC3,505,410$88.3m1.2%
WELLS FARGO & COMPANY/MN3,089,226$77.8m0.0%
CAPITAL ADVISORS INC/OK2,822,834$71.1m1.0%
MORGAN STANLEY2,594,159$65.3m0.0%
BANK OF AMERICA CORP /DE/2,565,607$64.6m0.0%
SIGMA INVESTMENT COUNSELORS INC1,585,690$39.9m1.9%
ROYAL BANK OF CANADA1,345,144$33.9m0.0%
UBS Group AG1,208,903$30.5m0.0%
Klingman & Associates, LLC1,175,446$29.6m1.3%
RAYMOND JAMES FINANCIAL INC1,161,884$29.3m0.0%
Summit Financial, LLC1,160,179$29.2m0.3%
Seven Springs Wealth Group, LLC1,064,868$26.8m5.9%
Sound View Wealth Advisors Group, LLC1,005,519$25.3m1.6%
AMERIPRISE FINANCIAL INC943,449$23.8m0.0%
US BANCORP \DE\908,163$22.9m0.0%
NewEdge Advisors, LLC876,466$22.1m0.1%
HighTower Advisors, LLC860,425$21.7m0.0%
Advisors Capital Management, LLC859,918$21.7m0.2%
COWA, LLC774,107$19.5m4.9%
MV CAPITAL MANAGEMENT, INC.774,005$19.5m1.7%
Arrow Financial Corp630,882$15.9m1.4%
LPL Financial LLC563,924$14.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC528,252$13.3m0.0%
MB, LEVIS & ASSOCIATES, LLC527,546$13.3m4.9%

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

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