iSHARES TRUST - IBDZ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Capital Investment Advisors, LLC History No change 2,711,023 70,622 0.93% 0.93% 1 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 2,351,615 61,259 0.42% 0.42% 2 0 0.0% Q2 2026 Aug 12, 2026
Sarver Vrooman Wealth Advisors History Added to 1,718,835 42,334 24.91% 25.98% 3 +37,801 2.25% Q3 2026 Oct 01, 2026
MORGAN STANLEY History No change 1,514,889 39,462 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,360,791 35,448 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,304,097 33,971 1.66% 1.66% 6 0 0.0% Q2 2026 Jul 28, 2026
SUMMITRY LLC History No change 1,290,108 33,607 1.11% 1.11% 7 0 0.0% Q2 2026 Jul 21, 2026
Summit Financial, LLC History No change 1,054,715 27,475 0.3% 0.3% 8 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 745,780 19,428 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 732,336 19,077 1.69% 1.69% 10 0 0.0% Q2 2026 Jul 30, 2026
WELLS FARGO & COMPANY/MN History No change 662,018 17,245 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
Seneca House Advisors History No change 547,030 14,250 5.04% 5.04% 12 0 0.0% Q2 2026 Jul 31, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 515,551 13,430 4.95% 4.95% 13 0 0.0% Q2 2026 Jul 22, 2026
ARROW FINANCIAL CORP History No change 512,414 13,348 1.2% 1.2% 14 0 0.0% Q2 2026 Jul 31, 2026
HighTower Advisors, LLC History No change 504,014 13,129 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History No change 496,658 12,937 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
PFG Private Wealth Management, LLC History No change 491,365 12,800 5.55% 5.55% 17 0 0.0% Q2 2026 Jul 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 411,323 10,714 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 396,620 10,332 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 05, 2026
NESTEGG ADVISORS, INC. History No change 392,084 10,213 7.22% 7.22% 20 0 0.0% Q2 2026 Jul 14, 2026
Parkway Wealth Management Group, LLC History No change 389,186 10,138 1.17% 1.17% 21 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 386,053 10,056 0.01% 0.01% 22 0 0.0% Q2 2026 Jul 29, 2026
US BANCORP \DE\ History No change 382,108 9,953 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 368,529 9,600 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 292,677 7,624 1.61% 1.61% 25 0 0.0% Q2 2026 Jul 31, 2026
Kestra Advisory Services, LLC History No change 290,450 7,566 0.02% 0.02% 26 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 278,288 7,249 0.0% 0.0% 27 0 0.0% Q2 2026 Sep 02, 2026
Lido Advisors, LLC History No change 266,373 6,939 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 07, 2026
Probity Advisors, Inc. History No change 232,182 6,048 0.86% 0.86% 29 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 220,481 5,743 0.09% 0.09% 30 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 218,132 5,682 0.07% 0.07% 31 0 0.0% Q2 2026 Jul 22, 2026
HANCOCK WHITNEY CORP History No change 211,349 5,505 0.09% 0.09% 32 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 201,927 5,260 0.16% 0.16% 33 0 0.0% Q2 2026 Jul 27, 2026
4Thought Financial Group Inc. History No change 184,936 4,817 2.26% 2.26% 34 0 0.0% Q2 2026 Jul 28, 2026
LYELL WEALTH MANAGEMENT, LP History No change 181,335 4,723 0.29% 0.29% 35 0 0.0% Q2 2026 Aug 05, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 155,677 4,055 2.47% 2.47% 36 0 0.0% Q2 2026 Jul 21, 2026
BENJAMIN EDWARDS INC History No change 152,066 3,961 0.04% 0.04% 37 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 129,750 3,379 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 19, 2026
EP Wealth Advisors, LLC History No change 126,985 3,307 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 120,298 3,133 0.05% 0.05% 40 0 0.0% Q2 2026 Jul 21, 2026
MEITAV INVESTMENT HOUSE LTD History No change 119,534 3,112 0.02% 0.02% 41 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 118,097 3,043 0.01% 0.01% 42 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Union Bankshares Corp History No change 103,669 2,700 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 11, 2026
Marathon Mission, Inc. History Added to 102,753 2,530 1.28% 1.3% 44 +2,597 2.59% Q3 2026 Oct 01, 2026
Stonebrook Private Inc. History No change 93,518 2,436 0.44% 0.44% 45 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 84,655 2,205 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 79,505 2,071 0.0% 0.0% 47 0 0.0% Q2 2026 Sep 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 78,195 2,036 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 76,286 1,987 0.2% 0.2% 49 0 0.0% Q2 2026 Jul 17, 2026
Segment Wealth Management, LLC History No change 61,800 1,609 0.08% 0.08% 50 0 0.0% Q2 2026 Jul 16, 2026
OneDigital Investment Advisors LLC History No change 58,177 1,515 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 06, 2026
ASSOCIATED BANC-CORP History No change 57,703 1,503 0.04% 0.04% 52 0 0.0% Q2 2026 Jul 31, 2026
Roble, Belko & Company, Inc History No change 57,696 1,503 0.16% 0.16% 53 0 0.0% Q2 2026 Jul 24, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 45,351 1,181 0.07% 0.07% 54 0 0.0% Q2 2026 Aug 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 41,457 1,079 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 39,425 1,027 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 38,523 1,003 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 12, 2026
Gilbert & Cook, Inc. History No change 37,680 981 0.11% 0.11% 58 0 0.0% Q2 2026 Jul 28, 2026
LITTLE HOUSE CAPITAL LLC History No change 34,368 895 0.2% 0.2% 59 0 0.0% Q2 2026 Aug 07, 2026
Stokes Family Office, LLC History No change 31,515 820 0.1% 0.1% 60 0 0.0% Q2 2026 Aug 11, 2026
Montecito Bank & Trust History Added to 29,219 719 0.11% 0.1% 61 +3,917 15.48% Q3 2026 Oct 01, 2026
Beacon Pointe Advisors, LLC History No change 27,474 715 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 18, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 27,353 712 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 14, 2026
Aspen Wealth Management LLC History No change 25,708 669 0.11% 0.11% 64 0 0.0% Q2 2026 Jul 31, 2026
OSAIC HOLDINGS, INC. History No change 25,311 659 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 25,129 654 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 23,030 599 0.01% 0.01% 67 0 0.0% Q2 2026 Jul 20, 2026
Advisory Services Network, LLC History No change 22,343 582 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 12, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 21,743 566 0.09% 0.09% 69 0 0.0% Q2 2026 Jul 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 21,203 552 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL TRUST CO History No change 20,306 528 0.02% 0.02% 71 0 0.0% Q2 2026 Jul 30, 2026
JONES FINANCIAL COMPANIES LLLP History No change 20,159 526 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
McGlone Suttner Wealth Management, Inc. History No change 19,866 517 0.06% 0.06% 73 0 0.0% Q2 2026 Jul 21, 2026
Gradient Capital Advisors, LLC History No change 19,518 508 0.12% 0.12% 74 0 0.0% Q2 2026 Jul 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 19,275 502 0.0% 0.0% 75 0 0.0% Q2 2026 Jul 17, 2026
Reliant Wealth Planning History No change 19,050 496 0.14% 0.14% 76 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 18,371 478 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 18,102 471 0.01% 0.01% 78 0 0.0% Q2 2026 Jul 15, 2026
COWA, LLC History No change 17,741 462 0.12% 0.12% 79 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 17,689 460 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 17,520 456 0.19% 0.19% 81 0 0.0% Q2 2026 Jul 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 16,318 425 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
XML Financial, LLC History No change 16,245 423 0.03% 0.03% 83 0 0.0% Q2 2026 Jul 24, 2026
Glenview Trust Co History No change 15,609 406 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 18, 2026
10Elms LLP History No change 15,150 394 0.17% 0.17% 85 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 14,600 380 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 14,098 367 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 13, 2026
Greater Midwest Financial Group, LLC History No change 14,048 365 0.18% 0.18% 88 0 0.0% Q2 2026 Jul 15, 2026
Sterling Investment Advisors, Ltd. History No change 13,725 357 0.06% 0.06% 89 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 13,619 354 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Quantum Financial Advisors, LLC History No change 13,226 344 0.03% 0.03% 91 0 0.0% Q2 2026 Jul 08, 2026
CAPTRUST FINANCIAL ADVISORS History No change 12,594 328 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 12,393 322 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 07, 2026
CVA Family Office, LLC History No change 11,949 311 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 11,454 298 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 28, 2026
Jacobi Capital Management LLC History No change 11,096 289 0.01% 0.01% 96 0 0.0% Q2 2026 Jul 31, 2026
Belpointe Asset Management LLC History No change 10,982 286 0.01% 0.01% 97 0 0.0% Q2 2026 Jul 31, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 10,841 282 0.08% 0.08% 98 0 0.0% Q2 2026 Jul 14, 2026
ROMANO BROTHERS AND COMPANY History No change 10,385 270 0.03% 0.03% 99 0 0.0% Q2 2026 Jul 21, 2026
KINTRA WEALTH, LLC History No change 10,062 257 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
Redwood Financial Network Corp History No change 9,747 253 0.14% 0.14% 101 0 0.0% Q2 2026 Aug 07, 2026
Rose Capital Advisors LLC History No change 9,453 246 0.12% 0.12% 102 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 9,069 236 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 9,056 235 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 8,816 229 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Wilkins Miller Wealth Management, LLC History No change 8,772 228 0.13% 0.13% 106 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 7,853 205 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 7,780 202 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 27, 2026
CHOREO, LLC History No change 7,712 200 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 04, 2026
Addison Advisors LLC History No change 5,040 131 0.06% 0.06% 110 0 0.0% Q2 2026 Aug 10, 2026
CNB Bank History No change 4,947 128 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 06, 2026
Cherry Tree Wealth Management, LLC History No change 4,596 119 0.02% 0.02% 112 0 0.0% Q2 2026 Sep 15, 2026
Rockefeller Capital Management L.P. History No change 3,005 78 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 2,330 60 0.01% 0.01% 114 0 0.0% Q2 2026 Jul 16, 2026
SIGNATUREFD, LLC History No change 1,919 49 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 23, 2026
Fairway Wealth LLC History No change 1,794 46 0.01% 0.01% 116 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,603 41 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 22, 2026
United Community Bank History No change 1,465 38 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 1,133 29 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 960 25 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 05, 2026
CENTRAL TRUST Co History No change 888 23 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 31, 2026
AE Wealth Management LLC History No change 854 22 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 800 20 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History No change 714 18 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 21, 2026
Bullock Wealth Management Group History No change 522 13 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 19, 2026
FMR LLC History No change 341 8 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 50 1 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026