iSHARES TRUST - IBDT

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.823B

QoQ value delta ($000)

+$644.5M (+29.59%)

Implied price effect (QoQ)

+4.21%

Total shares

106,152,006

QoQ shares delta

+20,791,595 (+24.36%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 5 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MERCER GLOBAL ADVISORS INC /ADV	225,976	8,819,963	0.34%
BANK OF AMERICA CORP /DE/	220,726	8,671,248	0.02%
Align Financial, LLC	121,436	121,436	0.07%
MORGAN STANLEY	116,837	4,589,972	0.01%
Capital Investment Advisors, LLC	92,427	3,631,034	1.41%
CAPITAL ADVISORS INC/OK	84,091	3,303,535	1.35%
UBS Group AG	77,230	3,034,009	0.01%
RAYMOND JAMES FINANCIAL INC	75,747	2,975,726	0.02%
Lido Advisors, LLC	61,723	2,419,267	0.18%
HM PAYSON & CO	58,297	2,290,213	0.82%
LPL Financial LLC	57,653	2,264,906	0.02%
WELLS FARGO & COMPANY/MN	47,241	1,855,895	0.01%
HighTower Advisors, LLC	46,097	1,810,935	0.05%
WOODMONT INVESTMENT COUNSEL LLC	41,396	1,626,267	2.59%
AMERIPRISE FINANCIAL INC	40,898	1,606,758	0.01%
Sound View Wealth Advisors Group, LLC	36,808	1,446,008	2.47%
HENGEHOLD CAPITAL MANAGEMENT LLC	35,709	1,402,862	3.01%
SUMMITRY LLC	35,425	1,391,684	1.48%
Gratus Wealth Advisors, LLC	33,127	1,301,414	4.59%
Klingman & Associates, LLC	32,247	1,266,855	1.56%
ROYAL BANK OF CANADA	32,126	1,262,060	0.01%
SIGMA INVESTMENT COUNSELORS INC	31,793	1,249,003	1.62%
Kathmere Capital Management, LLC	30,449	1,196,223	2.05%
HOWLAND CAPITAL MANAGEMENT LLC	30,304	1,190,517	1.15%
RVW Wealth, LLC	27,711	1,088,657	2.12%