iSHARES TRUST - IBDX
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$1.35B
QoQ value delta ($000)
-$161K
(-0.01%)
Implied price effect (QoQ)
-0.02%
Shares
Total shares
53,635,270
QoQ shares delta
+6,063
(+0.01%)
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: 4 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 | 162,645 | 6,456,747 | 1.11% |
| Capital Investment Advisors, LLC | 88,301 | 3,505,410 | 1.16% |
| WELLS FARGO & COMPANY/MN | 77,817 | 3,089,226 | 0.01% |
| CAPITAL ADVISORS INC/OK | 71,107 | 2,822,834 | 1.05% |
| MORGAN STANLEY | 65,346 | 2,594,159 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 64,627 | 2,565,607 | 0.0% |
| SIGMA INVESTMENT COUNSELORS INC | 39,943 | 1,585,690 | 1.95% |
| ROYAL BANK OF CANADA | 33,884 | 1,345,144 | 0.01% |
| UBS Group AG | 30,452 | 1,208,903 | 0.0% |
| Klingman & Associates, LLC | 29,609 | 1,175,446 | 1.26% |
| RAYMOND JAMES FINANCIAL INC | 29,267 | 1,161,884 | 0.01% |
| Summit Financial, LLC | 29,224 | 1,160,179 | 0.32% |
| Seven Springs Wealth Group, LLC | 26,824 | 1,064,868 | 5.86% |
| Sound View Wealth Advisors Group, LLC | 25,329 | 1,005,519 | 1.57% |
| AMERIPRISE FINANCIAL INC | 23,765 | 943,449 | 0.0% |
| US BANCORP \DE\ | 22,876 | 908,163 | 0.02% |
| NewEdge Advisors, LLC | 22,078 | 876,466 | 0.07% |
| HighTower Advisors, LLC | 21,674 | 860,425 | 0.02% |
| Advisors Capital Management, LLC | 21,661 | 859,918 | 0.23% |
| COWA, LLC | 19,499 | 774,107 | 4.89% |
| MV CAPITAL MANAGEMENT, INC. | 19,497 | 774,005 | 1.73% |
| ARROW FINANCIAL CORP | 15,891 | 630,882 | 1.42% |
| LPL Financial LLC | 14,205 | 563,924 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,306 | 528,252 | 0.02% |
| Rockefeller Capital Management L.P. | 13,288 | 527,541 | 0.02% |