iSHARES TRUST - IBDV

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.31B

QoQ value delta ($000)

+$192.1M (+9.07%)

Implied price effect (QoQ)

-0.82%

Total shares

105,545,373

QoQ shares delta

+9,569,120 (+9.97%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 334 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	198,511	9,068,595	0.01%
Aptus Capital Advisors, LLC	132,252	6,041,703	1.04%
MERCER GLOBAL ADVISORS INC /ADV	117,641	5,374,232	0.17%
MORGAN STANLEY	103,719	4,738,224	0.01%
RAYMOND JAMES FINANCIAL INC	94,226	4,304,559	0.03%
Capital Investment Advisors, LLC	89,157	4,072,983	1.3%
CAPITAL ADVISORS INC/OK	70,381	3,215,231	1.13%
WELLS FARGO & COMPANY/MN	64,118	2,929,125	0.01%
ROYAL BANK OF CANADA	54,981	2,511,724	0.01%
HM PAYSON & CO	53,727	2,454,411	0.78%
HighTower Advisors, LLC	51,602	2,357,358	0.05%
UBS Group AG	46,343	2,117,088	0.01%
Lido Advisors, LLC	43,348	1,980,284	0.13%
Sound View Wealth Advisors Group, LLC	38,227	1,746,344	2.6%
Klingman & Associates, LLC	36,126	1,650,363	1.73%
SIGMA INVESTMENT COUNSELORS INC	35,982	1,643,783	1.9%
Summit Financial, LLC	35,234	1,609,633	0.45%
Gratus Wealth Advisors, LLC	35,019	1,599,810	5.07%
Kathmere Capital Management, LLC	32,855	1,500,942	2.02%
RVW Wealth, LLC	26,401	1,206,110	2.06%
Venture Visionary Partners LLC	25,569	1,168,091	0.85%
US BANCORP \DE\	25,532	1,166,380	0.03%
WOODMONT INVESTMENT COUNSEL LLC	23,298	1,064,345	1.44%
STIFEL FINANCIAL CORP	23,209	1,060,287	0.02%
LPL Financial LLC	22,722	1,038,021	0.01%