iSHARES TRUST - IBDU
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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)
$3.073B
QoQ value delta ($000)
+$104K
(+0.0%)
Implied price effect (QoQ)
-0.02%
Shares
Total shares
132,747,417
QoQ shares delta
+31,927
(+0.02%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (IBDU)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 200,764 | 8,668,602 | 11.53% |
| BANK OF AMERICA CORP /DE/ | 176,727 | 7,630,704 | 0.01% |
| Aptus Capital Advisors, LLC | 150,470 | 6,497,005 | 1.03% |
| MORGAN STANLEY | 150,251 | 6,487,553 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 134,134 | 5,791,658 | 0.17% |
| CAPITAL ADVISORS INC/OK | 119,047 | 5,140,239 | 1.75% |
| Capital Investment Advisors, LLC | 93,467 | 4,035,738 | 1.23% |
| UBS Group AG | 90,038 | 3,887,671 | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 83,368 | 3,599,661 | 0.02% |
| HM PAYSON & CO | 72,776 | 3,142,337 | 0.96% |
| Lido Advisors, LLC | 66,074 | 2,852,951 | 0.18% |
| LPL Financial LLC | 58,054 | 2,506,686 | 0.01% |
| ROYAL BANK OF CANADA | 53,025 | 2,289,483 | 0.01% |
| WELLS FARGO & COMPANY/MN | 51,421 | 2,220,273 | 0.01% |
| SUMMITRY LLC | 46,838 | 2,022,397 | 1.54% |
| HighTower Advisors, LLC | 45,812 | 1,978,091 | 0.04% |
| Sound View Wealth Advisors Group, LLC | 43,888 | 1,895,010 | 2.72% |
| WOODMONT INVESTMENT COUNSEL LLC | 41,028 | 1,771,527 | 2.24% |
| AMERIPRISE FINANCIAL INC | 37,736 | 1,629,388 | 0.01% |
| Klingman & Associates, LLC | 37,575 | 1,622,444 | 1.6% |
| SIGMA INVESTMENT COUNSELORS INC | 36,162 | 1,561,416 | 1.76% |
| Gratus Wealth Advisors, LLC | 35,909 | 1,550,502 | 4.57% |
| Venture Visionary Partners LLC | 34,539 | 1,491,364 | 0.96% |
| Meiji Yasuda Life Insurance Co | 30,455 | 1,315,000 | 1.01% |
| Summit Financial, LLC | 28,485 | 1,229,949 | 0.31% |