iSHARES TRUST - IBDU

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.908B

QoQ value delta ($000)

+$262.5M (+9.92%)

Implied price effect (QoQ)

-0.65%

Total shares

125,033,425

QoQ shares delta

+12,022,434 (+10.64%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 382 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/	170,114	7,313,604	0.01%
MORGAN STANLEY	155,675	6,692,831	0.01%
Aptus Capital Advisors, LLC	148,422	6,381,013	1.17%
CAPITAL ADVISORS INC/OK	118,244	5,083,616	1.9%
MERCER GLOBAL ADVISORS INC /ADV	117,085	5,033,782	0.17%
SHUFRO ROSE & CO LLC	92,531	3,978,128	6.29%
Capital Investment Advisors, LLC	89,881	3,864,206	1.31%
UBS Group AG	85,633	3,681,557	0.01%
Lido Advisors, LLC	75,990	3,267,016	0.23%
RAYMOND JAMES FINANCIAL INC	73,785	3,172,199	0.02%
HM PAYSON & CO	65,765	2,827,401	0.95%
LPL Financial LLC	55,432	2,383,159	0.01%
ROYAL BANK OF CANADA	54,442	2,340,571	0.01%
WELLS FARGO & COMPANY/MN	49,431	2,125,189	0.01%
SUMMITRY LLC	44,321	1,905,503	1.56%
HighTower Advisors, LLC	43,370	1,864,585	0.05%
Sound View Wealth Advisors Group, LLC	41,085	1,766,350	2.79%
WOODMONT INVESTMENT COUNSEL LLC	40,745	1,751,750	2.51%
Klingman & Associates, LLC	36,766	1,580,678	1.76%
SIGMA INVESTMENT COUNSELORS INC	35,894	1,543,187	1.9%
Gratus Wealth Advisors, LLC	35,101	1,509,083	5.08%
Venture Visionary Partners LLC	34,742	1,493,666	1.16%
Wealthcare Advisory Partners LLC	27,501	1,182,371	0.53%
Meiji Yasuda Life Insurance Co	27,423	1,179,000	0.94%
Seven Springs Wealth Group, LLC	27,089	1,164,618	6.26%