iSHARES TRUST - IBDW
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$1.945B
QoQ value delta ($000)
-$711K
(-0.04%)
Implied price effect (QoQ)
-0.09%
Shares
Total shares
93,476,824
QoQ shares delta
+49,908
(+0.05%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 3 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 156,842 | 7,526,023 | 1.07% |
| BANK OF AMERICA CORP /DE/ | 113,957 | 5,468,188 | 0.01% |
| MORGAN STANLEY | 101,537 | 4,872,246 | 0.01% |
| Capital Investment Advisors, LLC | 84,037 | 4,032,502 | 1.11% |
| RAYMOND JAMES FINANCIAL INC | 72,812 | 3,493,863 | 0.02% |
| CAPITAL ADVISORS INC/OK | 70,151 | 3,366,208 | 1.03% |
| Venture Visionary Partners LLC | 64,980 | 3,118,072 | 1.81% |
| HighTower Advisors, LLC | 63,643 | 3,053,931 | 0.06% |
| WELLS FARGO & COMPANY/MN | 48,575 | 2,330,862 | 0.01% |
| Sarver Vrooman Wealth Advisors | 45,444 | 2,265,413 | 26.73% |
| ROYAL BANK OF CANADA | 42,854 | 2,056,315 | 0.01% |
| UBS Group AG | 41,158 | 1,974,964 | 0.01% |
| SIGMA INVESTMENT COUNSELORS INC | 39,592 | 1,899,841 | 1.93% |
| MERCER GLOBAL ADVISORS INC /ADV | 39,398 | 1,890,508 | 0.05% |
| Advisors Capital Management, LLC | 38,747 | 1,859,275 | 0.41% |
| Klingman & Associates, LLC | 36,815 | 1,766,564 | 1.57% |
| SUMMITRY LLC | 34,588 | 1,659,714 | 1.14% |
| AMERIPRISE FINANCIAL INC | 32,019 | 1,536,466 | 0.01% |
| Summit Financial, LLC | 29,175 | 1,399,981 | 0.32% |
| Sound View Wealth Advisors Group, LLC | 27,590 | 1,323,935 | 1.71% |
| NewEdge Advisors, LLC | 25,224 | 1,210,400 | 0.08% |
| WOODMONT INVESTMENT COUNSEL LLC | 23,505 | 1,127,880 | 1.28% |
| MV CAPITAL MANAGEMENT, INC. | 19,160 | 919,403 | 1.7% |
| US BANCORP \DE\ | 18,597 | 892,375 | 0.02% |
| EP Wealth Advisors, LLC | 18,090 | 868,068 | 0.07% |