iSHARES TRUST - IBDX

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.219B

QoQ value delta ($000)

+$212.5M (+21.12%)

Implied price effect (QoQ)

-0.4%

Total shares

47,757,988

QoQ shares delta

+8,488,212 (+21.62%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Aptus Capital Advisors, LLC	159,027	6,229,049	1.14%
Capital Investment Advisors, LLC	80,971	3,171,614	1.23%
WELLS FARGO & COMPANY/MN	77,388	3,031,262	0.01%
CAPITAL ADVISORS INC/OK	67,744	2,653,529	1.09%
MORGAN STANLEY	66,464	2,603,401	0.0%
BANK OF AMERICA CORP /DE/	59,260	2,321,213	0.0%
AMERIPRISE FINANCIAL INC	45,297	1,782,338	0.01%
Summit Financial, LLC	38,849	1,521,738	0.57%
SIGMA INVESTMENT COUNSELORS INC	36,930	1,446,565	1.88%
Seven Springs Wealth Group, LLC	26,293	1,029,915	7.51%
ROYAL BANK OF CANADA	25,293	990,738	0.0%
UBS Group AG	24,624	964,547	0.0%
Klingman & Associates, LLC	22,638	886,734	1.09%
NewEdge Advisors, LLC	21,961	860,213	0.08%
Sound View Wealth Advisors Group, LLC	21,855	856,087	1.47%
HighTower Advisors, LLC	21,276	833,404	0.02%
MV CAPITAL MANAGEMENT, INC.	21,222	831,287	2.04%
US BANCORP \DE\	19,556	766,035	0.02%
RAYMOND JAMES FINANCIAL INC	15,362	601,761	0.0%
ARROW FINANCIAL CORP	15,296	599,146	1.52%
COMMONWEALTH EQUITY SERVICES, LLC	14,552	570,010	0.02%
COWA, LLC	14,159	570,722	4.31%
Rockefeller Capital Management L.P.	13,100	513,140	0.02%
MB, LEVIS & ASSOCIATES, LLC	13,096	512,992	5.51%
PFG Private Wealth Management, LLC	12,675	496,477	5.55%