iSHARES TRUST - IBDY

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$804.5M
QoQ value delta ($000)
-$85K (-0.01%)
Implied price effect (QoQ)
-0.02%
Shares
Total shares
31,263,904
QoQ shares delta
+3,897 (+0.01%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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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
Capital Investment Advisors, LLC 84,955 3,299,900 1.12%
MORGAN STANLEY 60,159 2,336,734 0.0%
BANK OF AMERICA CORP /DE/ 55,160 2,142,584 0.0%
CAPITAL ADVISORS INC/OK 48,943 1,901,100 0.72%
SIGMA INVESTMENT COUNSELORS INC 38,064 1,478,526 1.86%
Summit Financial, LLC 29,432 1,143,222 0.32%
SUMMITRY LLC 26,835 1,042,372 0.88%
MV CAPITAL MANAGEMENT, INC. 24,325 944,849 2.16%
US BANCORP \DE\ 22,239 863,835 0.02%
HighTower Advisors, LLC 19,015 738,622 0.02%
RAYMOND JAMES FINANCIAL INC 19,010 738,413 0.01%
Envision Financial Planning, LLC 18,999 737,993 6.18%
AMERIPRISE FINANCIAL INC 18,456 716,884 0.0%
WELLS FARGO & COMPANY/MN 17,501 679,809 0.0%
UBS Group AG 15,874 616,604 0.0%
ARROW FINANCIAL CORP 15,706 610,058 1.41%
Rockefeller Capital Management L.P. 13,286 516,077 0.02%
MB, LEVIS & ASSOCIATES, LLC 12,756 495,495 4.7%
Sound View Wealth Advisors Group, LLC 12,630 490,589 0.78%
COMMONWEALTH EQUITY SERVICES, LLC 11,196 434,894 0.01%
INSTRUMENTAL WEALTH, LLC 10,775 418,536 5.46%
Janney Montgomery Scott LLC 10,701 415,635 0.02%
LPL Financial LLC 10,011 388,876 0.0%
ROYAL BANK OF CANADA 9,589 372,485 0.0%
Kestra Advisory Services, LLC 8,626 335,084 0.03%