iSHARES TRUST - IBDX

Sector: Funds · Industry: ETF / Fund
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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$1.272B
QoQ value delta ($000)
+$53.26M (+4.37%)
Implied price effect (QoQ)
-0.96%
Shares
Total shares
50,329,600
QoQ shares delta
+2,571,612 (+5.38%)
Total shares held by funds (by quarter)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 220 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 160,285 6,342,898 1.26%
Capital Investment Advisors, LLC 84,153 3,330,175 1.23%
MORGAN STANLEY 73,511 2,909,042 0.0%
WELLS FARGO & COMPANY/MN 71,143 2,815,335 0.01%
CAPITAL ADVISORS INC/OK 70,521 2,790,716 1.13%
BANK OF AMERICA CORP /DE/ 61,722 2,442,506 0.0%
Summit Financial, LLC 40,042 1,584,574 0.51%
SIGMA INVESTMENT COUNSELORS INC 38,199 1,511,640 2.02%
UBS Group AG 29,588 1,170,880 0.0%
Klingman & Associates, LLC 27,330 1,081,554 1.31%
Seven Springs Wealth Group, LLC 26,825 1,061,550 6.2%
ROYAL BANK OF CANADA 25,716 1,017,649 0.0%
AMERIPRISE FINANCIAL INC 25,514 1,009,242 0.01%
Sound View Wealth Advisors Group, LLC 22,886 905,660 1.56%
US BANCORP \DE\ 21,947 868,522 0.03%
HighTower Advisors, LLC 21,581 854,043 0.02%
Advisors Capital Management, LLC 21,232 840,219 0.25%
MV CAPITAL MANAGEMENT, INC. 19,542 773,344 1.92%
COWA, LLC 18,421 729,002 4.97%
RAYMOND JAMES FINANCIAL INC 18,327 725,258 0.01%
ARROW FINANCIAL CORP 15,528 614,512 1.56%
PFG Private Wealth Management, LLC 13,893 549,790 5.89%
MB, LEVIS & ASSOCIATES, LLC 13,171 521,224 5.5%
Rockefeller Capital Management L.P. 13,133 519,723 0.02%
COMMONWEALTH EQUITY SERVICES, LLC 12,890 510,121 0.02%