iSHARES TRUST - IBDT

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)

$2.837B

QoQ value delta ($000)

+$13.98M (+0.5%)

Implied price effect (QoQ)

-4.75%

Total shares

111,992,314

QoQ shares delta

+5,840,308 (+5.5%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 419 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/	226,720	8,950,655	0.02%
MERCER GLOBAL ADVISORS INC /ADV	133,869	5,285,024	0.2%
MORGAN STANLEY	117,826	4,651,656	0.01%
Lido Advisors, LLC	113,363	4,475,447	0.35%
Capital Investment Advisors, LLC	95,052	3,752,574	1.39%
CAPITAL ADVISORS INC/OK	89,489	3,532,934	1.44%
UBS Group AG	89,287	3,524,978	0.01%
RAYMOND JAMES FINANCIAL INC	78,986	3,118,298	0.02%
HM PAYSON & CO	74,478	2,940,328	1.07%
LPL Financial LLC	63,666	2,513,489	0.02%
WELLS FARGO & COMPANY/MN	46,837	1,849,086	0.01%
HighTower Advisors, LLC	44,949	1,774,558	0.05%
AMERIPRISE FINANCIAL INC	41,409	1,634,772	0.01%
WOODMONT INVESTMENT COUNSEL LLC	41,139	1,624,154	2.54%
Sound View Wealth Advisors Group, LLC	39,579	1,562,572	2.69%
ROYAL BANK OF CANADA	37,186	1,468,086	0.01%
HENGEHOLD CAPITAL MANAGEMENT LLC	36,362	1,435,556	3.18%
SUMMITRY LLC	35,712	1,409,882	1.56%
Gratus Wealth Advisors, LLC	34,757	1,372,168	5.03%
Kathmere Capital Management, LLC	33,087	1,306,247	2.04%
Klingman & Associates, LLC	33,040	1,304,385	1.58%
SIGMA INVESTMENT COUNSELORS INC	32,380	1,278,339	1.71%
HOWLAND CAPITAL MANAGEMENT LLC	31,171	1,230,626	1.23%
RVW Wealth, LLC	29,363	1,159,226	2.29%
Baltimore-Washington Financial Advisors, Inc.	26,707	1,054,382	1.15%