iSHARES TRUST - IBDR

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.795B

QoQ value delta ($000)

+$438.7M (+18.62%)

Implied price effect (QoQ)

+2.9%

Total shares

111,797,685

QoQ shares delta

+14,818,990 (+15.28%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 8 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/	236,652	9,766,906	0.02%
HM PAYSON & CO	103,780	4,283,152	1.46%
MERCER GLOBAL ADVISORS INC /ADV	100,261	4,136,377	0.15%
LPL Financial LLC	98,071	4,047,513	0.03%
MORGAN STANLEY	93,976	3,878,527	0.01%
Align Financial, LLC	88,343	88,343	0.05%
Lido Advisors, LLC	86,954	3,578,482	0.26%
RAYMOND JAMES FINANCIAL INC	78,512	3,240,308	0.02%
CAPTRUST FINANCIAL ADVISORS	70,686	2,917,315	0.13%
Sound View Wealth Advisors Group, LLC	48,782	2,013,302	3.27%
Sarver Vrooman Wealth Advisors	44,946	1,854,991	25.63%
AMERIPRISE FINANCIAL INC	36,029	1,486,976	0.01%
ROYAL BANK OF CANADA	36,004	1,485,934	0.01%
Gratus Wealth Advisors, LLC	34,807	1,436,539	4.83%
COMMONWEALTH EQUITY SERVICES, LLC	34,131	1,408,626	0.05%
HighTower Advisors, LLC	33,841	1,396,686	0.04%
HOWLAND CAPITAL MANAGEMENT LLC	32,473	1,340,214	1.24%
RVW Wealth, LLC	31,943	1,318,361	2.44%
Focus Partners Wealth	31,472	1,298,892	0.04%
Kathmere Capital Management, LLC	30,975	1,278,379	2.09%
WELLS FARGO & COMPANY/MN	29,461	1,215,913	0.01%
SIGMA INVESTMENT COUNSELORS INC	29,195	1,204,934	1.48%
SHUFRO ROSE & CO LLC	28,858	1,191,011	1.95%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	26,102	1,077,263	0.02%
NewEdge Advisors, LLC	25,362	1,046,723	0.09%