iSHARES TRUST - IBDQ

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2025 · Q2 2025
Value (USD)
Total reported value ($000)
$1.928B
QoQ value delta ($000)
-$155.7M (-7.47%)
Implied price effect (QoQ)
-0.08%
Shares
Total shares
76,563,791
QoQ shares delta
-6,119,192 (-7.4%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2025)

Top 25 only Full list
Early Q2 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 160,589 6,375,127 0.01%
HM PAYSON & CO 88,360 3,507,777 1.27%
Lido Advisors, LLC 87,706 3,481,802 0.27%
MORGAN STANLEY 80,919 3,212,382 0.0%
LPL Financial LLC 67,255 2,669,916 0.02%
RAYMOND JAMES FINANCIAL INC 57,867 2,297,242 0.02%
UBS Group AG 52,787 2,095,570 0.01%
COMMONWEALTH EQUITY SERVICES, LLC 45,871 1,820,985 0.06%
Sound View Wealth Advisors Group, LLC 41,414 1,644,079 2.85%
Stratos Wealth Partners, LTD. 33,360 1,324,347 0.39%
Gratus Wealth Advisors, LLC 32,475 1,289,241 4.57%
Kathmere Capital Management, LLC 30,974 1,229,636 2.2%
CAPTRUST FINANCIAL ADVISORS 26,131 1,037,391 0.05%
RVW Wealth, LLC 24,911 988,940 1.94%
HOWLAND CAPITAL MANAGEMENT LLC 24,528 973,740 0.93%
WELLS FARGO & COMPANY/MN 23,345 926,784 0.0%
Mariner, LLC 22,716 901,792 0.03%
Glenview Trust Co 21,450 851,541 0.34%
NewEdge Advisors, LLC 21,132 838,905 0.1%
SIGMA INVESTMENT COUNSELORS INC 21,022 834,570 1.09%
TRUIST FINANCIAL CORP 19,803 786,165 0.03%
Matthew Goff Investment Advisor, LLC 19,162 760,736 3.27%
Focus Partners Wealth 18,917 750,980 0.03%
OSAIC HOLDINGS, INC. 18,680 741,566 0.03%
HighTower Advisors, LLC 18,577 737,476 0.02%