iSHARES TRUST - IBDW

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)

$1.838B

QoQ value delta ($000)

+$132.4M (+7.76%)

Implied price effect (QoQ)

-1.04%

Total shares

87,837,458

QoQ shares delta

+7,170,492 (+8.89%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 290 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Aptus Capital Advisors, LLC	154,741	7,393,304	1.22%
BANK OF AMERICA CORP /DE/	108,140	5,166,787	0.01%
MORGAN STANLEY	105,881	5,058,827	0.01%
Capital Investment Advisors, LLC	80,403	3,841,541	1.18%
RAYMOND JAMES FINANCIAL INC	74,647	3,566,527	0.02%
CAPITAL ADVISORS INC/OK	69,419	3,316,750	1.12%
Venture Visionary Partners LLC	59,722	2,853,427	1.99%
Sarver Vrooman Wealth Advisors	45,924	2,194,181	28.29%
WELLS FARGO & COMPANY/MN	43,540	2,080,313	0.01%
ROYAL BANK OF CANADA	43,081	2,058,364	0.01%
Summit Financial, LLC	39,771	1,900,235	0.51%
UBS Group AG	39,654	1,894,630	0.01%
SIGMA INVESTMENT COUNSELORS INC	38,009	1,816,012	2.01%
HighTower Advisors, LLC	37,121	1,773,629	0.04%
Advisors Capital Management, LLC	36,612	1,749,262	0.43%
Klingman & Associates, LLC	35,576	1,699,798	1.7%
AMERIPRISE FINANCIAL INC	33,651	1,607,751	0.01%
SUMMITRY LLC	33,584	1,604,622	1.18%
Sound View Wealth Advisors Group, LLC	24,756	1,182,844	1.68%
NewEdge Advisors, LLC	24,495	1,170,337	0.09%
WOODMONT INVESTMENT COUNSEL LLC	19,597	936,335	1.21%
MV CAPITAL MANAGEMENT, INC.	19,090	912,123	1.87%
MERCER GLOBAL ADVISORS INC /ADV	19,036	909,529	0.03%
US BANCORP \DE\	18,654	891,295	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	16,110	769,745	0.02%