iSHARES TRUST - IBDR

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)

$2.617B

QoQ value delta ($000)

-$176M (-6.3%)

Implied price effect (QoQ)

-3.05%

Total shares

107,966,424

QoQ shares delta

-3,751,094 (-3.36%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 459 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/	237,199	9,785,471	0.02%
Lido Advisors, LLC	113,296	4,673,929	0.35%
MERCER GLOBAL ADVISORS INC /ADV	103,578	4,273,058	0.15%
HM PAYSON & CO	101,577	4,190,511	1.47%
LPL Financial LLC	98,049	4,044,967	0.03%
MORGAN STANLEY	90,905	3,750,218	0.01%
RAYMOND JAMES FINANCIAL INC	64,640	2,666,707	0.02%
Sound View Wealth Advisors Group, LLC	48,025	1,981,257	3.27%
COMMONWEALTH EQUITY SERVICES, LLC	40,821	1,684,063	0.06%
CAPTRUST FINANCIAL ADVISORS	37,430	1,544,174	0.07%
Gratus Wealth Advisors, LLC	36,275	1,496,505	5.25%
ROYAL BANK OF CANADA	35,309	1,456,647	0.01%
AMERIPRISE FINANCIAL INC	35,044	1,446,933	0.01%
Kathmere Capital Management, LLC	33,763	1,392,870	2.08%
HOWLAND CAPITAL MANAGEMENT LLC	32,191	1,328,040	1.27%
HighTower Advisors, LLC	31,869	1,314,746	0.03%
SHUFRO ROSE & CO LLC	30,149	1,243,779	2.05%
Focus Partners Wealth	29,857	1,231,735	0.03%
SIGMA INVESTMENT COUNSELORS INC	28,046	1,157,018	1.48%
RVW Wealth, LLC	27,646	1,140,545	2.15%
Stratos Wealth Partners, LTD.	26,984	1,113,222	0.31%
Kestra Advisory Services, LLC	25,031	1,032,655	0.09%
WELLS FARGO & COMPANY/MN	24,820	1,023,954	0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	24,678	1,018,078	0.02%
COWA, LLC	24,606	1,015,106	6.64%