IBDY institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding168
Shares held31,273,147
Reported value$805.0m
Quarter flows25 new, 89 added, 29 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Capital Investment Advisors, LLC3,299,900$85.0m1.1%
MORGAN STANLEY2,336,734$60.2m0.0%
BANK OF AMERICA CORP /DE/2,142,584$55.2m0.0%
CAPITAL ADVISORS INC/OK1,901,100$48.9m0.7%
SIGMA INVESTMENT COUNSELORS INC1,478,526$38.1m1.9%
Summit Financial, LLC1,143,222$29.4m0.3%
SUMMITRY LLC1,042,372$26.8m0.9%
MV CAPITAL MANAGEMENT, INC.944,849$24.3m2.2%
US BANCORP \DE\863,835$22.2m0.0%
HighTower Advisors, LLC738,622$19.0m0.0%
RAYMOND JAMES FINANCIAL INC738,413$19.0m0.0%
Envision Financial Planning, LLC737,993$19.0m6.2%
AMERIPRISE FINANCIAL INC716,884$18.5m0.0%
WELLS FARGO & COMPANY/MN679,809$17.5m0.0%
UBS Group AG616,604$15.9m0.0%
Arrow Financial Corp610,058$15.7m1.4%
Rockefeller Capital Management L.P.516,077$13.3m0.0%
MB, LEVIS & ASSOCIATES, LLC495,495$12.8m4.7%
Sound View Wealth Advisors Group, LLC490,589$12.6m0.8%
COMMONWEALTH EQUITY SERVICES, LLC434,894$11.2m0.0%
INSTRUMENTAL WEALTH, LLC418,536$10.8m5.5%
Janney Montgomery Scott LLC415,635$10.7m0.0%
LPL Financial LLC388,876$10.0m0.0%
ROYAL BANK OF CANADA372,485$9.6m0.0%
Kestra Advisory Services, LLC335,084$8.6m0.0%

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

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