IBDZ institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding127
Shares held26,628,773
Reported value$693.4m
Quarter flows19 new, 72 added, 20 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Capital Investment Advisors, LLC2,711,023$70.6m0.9%
Aptus Capital Advisors, LLC2,351,615$61.3m0.4%
Sarver Vrooman Wealth Advisors1,681,034$43.6m26.0%
MORGAN STANLEY1,514,889$39.5m0.0%
BANK OF AMERICA CORP /DE/1,360,791$35.4m0.0%
SIGMA INVESTMENT COUNSELORS INC1,304,097$34.0m1.7%
SUMMITRY LLC1,290,108$33.6m1.1%
Summit Financial, LLC1,054,715$27.5m0.3%
ROYAL BANK OF CANADA745,780$19.4m0.0%
MV CAPITAL MANAGEMENT, INC.732,336$19.1m1.7%
WELLS FARGO & COMPANY/MN662,018$17.2m0.0%
Seneca House Advisors547,030$14.3m5.0%
MB, LEVIS & ASSOCIATES, LLC515,551$13.4m4.9%
Arrow Financial Corp512,414$13.3m1.2%
HighTower Advisors, LLC504,014$13.1m0.0%
AMERIPRISE FINANCIAL INC496,658$12.9m0.0%
PFG Private Wealth Management, LLC491,365$12.8m5.5%
RAYMOND JAMES FINANCIAL INC411,323$10.7m0.0%
Janney Montgomery Scott LLC396,620$10.3m0.0%
NESTEGG ADVISORS, INC.392,084$10.2m7.2%
Parkway Wealth Management Group, LLC389,186$10.1m1.2%
COMMONWEALTH EQUITY SERVICES, LLC386,053$10.1m0.0%
US BANCORP \DE\382,108$10.0m0.0%
UBS Group AG368,529$9.6m0.0%
Guidance Point Advisors, LLC292,677$7.6m1.6%

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

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