iSHARES TRUST - IBDT
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$2.983B
QoQ value delta ($000)
-$601K
(-0.02%)
Implied price effect (QoQ)
-0.01%
Shares
Total shares
118,173,863
QoQ shares delta
-7,907
(-0.01%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 9 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/ | 240,539 | 9,526,329 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 139,685 | 5,532,094 | 0.17% |
| MORGAN STANLEY | 121,672 | 4,818,723 | 0.01% |
| Lido Advisors, LLC | 106,668 | 4,224,505 | 0.29% |
| Capital Investment Advisors, LLC | 98,227 | 3,890,204 | 1.29% |
| UBS Group AG | 95,234 | 3,771,658 | 0.01% |
| CAPITAL ADVISORS INC/OK | 90,199 | 3,572,252 | 1.33% |
| RAYMOND JAMES FINANCIAL INC | 83,718 | 3,315,601 | 0.02% |
| HM PAYSON & CO | 80,158 | 3,174,609 | 1.06% |
| LPL Financial LLC | 73,133 | 2,896,388 | 0.02% |
| HighTower Advisors, LLC | 45,994 | 1,821,559 | 0.04% |
| AMERIPRISE FINANCIAL INC | 43,381 | 1,718,025 | 0.01% |
| ROYAL BANK OF CANADA | 42,316 | 1,675,867 | 0.01% |
| Sound View Wealth Advisors Group, LLC | 42,080 | 1,666,571 | 2.61% |
| WELLS FARGO & COMPANY/MN | 41,012 | 1,624,267 | 0.01% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 38,404 | 1,520,952 | 2.98% |
| SUMMITRY LLC | 38,067 | 1,507,612 | 1.25% |
| WOODMONT INVESTMENT COUNSEL LLC | 36,707 | 1,453,743 | 2.0% |
| Gratus Wealth Advisors, LLC | 35,615 | 1,410,511 | 4.53% |
| Kathmere Capital Management, LLC | 35,066 | 1,388,753 | 1.85% |
| SIGMA INVESTMENT COUNSELORS INC | 33,756 | 1,336,901 | 1.65% |
| HOWLAND CAPITAL MANAGEMENT LLC | 33,065 | 1,309,506 | 1.19% |
| Klingman & Associates, LLC | 32,695 | 1,294,887 | 1.39% |
| RVW Wealth, LLC | 29,840 | 1,195,531 | 1.92% |
| Baltimore-Washington Financial Advisors, Inc. | 27,536 | 1,090,554 | 1.03% |