iSHARES TRUST - IBDV
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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)
$2.462B
QoQ value delta ($000)
-$14K
(-0.0%)
Implied price effect (QoQ)
-0.0%
Shares
Total shares
112,970,558
QoQ shares delta
+1,468
(+0.0%)
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: 3 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/ | 209,615 | 9,615,369 | 0.01% |
| Aptus Capital Advisors, LLC | 134,073 | 6,150,150 | 0.92% |
| MERCER GLOBAL ADVISORS INC /ADV | 132,585 | 6,081,902 | 0.16% |
| MORGAN STANLEY | 97,542 | 4,474,434 | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 95,377 | 4,375,104 | 0.03% |
| Capital Investment Advisors, LLC | 92,974 | 4,264,875 | 1.22% |
| CAPITAL ADVISORS INC/OK | 70,922 | 3,253,303 | 1.04% |
| UBS Group AG | 65,984 | 3,026,804 | 0.01% |
| WELLS FARGO & COMPANY/MN | 65,785 | 3,017,703 | 0.01% |
| HM PAYSON & CO | 59,438 | 2,726,515 | 0.79% |
| HighTower Advisors, LLC | 54,736 | 2,510,850 | 0.05% |
| ROYAL BANK OF CANADA | 54,590 | 2,504,175 | 0.01% |
| Sound View Wealth Advisors Group, LLC | 40,984 | 1,880,024 | 2.54% |
| Klingman & Associates, LLC | 37,399 | 1,715,577 | 1.59% |
| SIGMA INVESTMENT COUNSELORS INC | 36,211 | 1,661,062 | 1.76% |
| Gratus Wealth Advisors, LLC | 35,780 | 1,641,321 | 4.55% |
| Lido Advisors, LLC | 34,880 | 1,600,025 | 0.09% |
| Summit Financial, LLC | 33,582 | 1,540,468 | 0.37% |
| LPL Financial LLC | 32,579 | 1,494,454 | 0.01% |
| Kathmere Capital Management, LLC | 29,395 | 1,348,430 | 1.55% |
| RVW Wealth, LLC | 28,542 | 1,309,276 | 1.88% |
| Venture Visionary Partners LLC | 27,766 | 1,273,692 | 0.77% |
| NewEdge Advisors, LLC | 26,578 | 1,219,208 | 0.08% |
| WOODMONT INVESTMENT COUNSEL LLC | 26,322 | 1,207,452 | 1.44% |
| US BANCORP \DE\ | 26,115 | 1,197,971 | 0.03% |