iSHARES TRUST - IBDU

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)

$2.646B

QoQ value delta ($000)

+$442.1M (+20.06%)

Implied price effect (QoQ)

-0.19%

Total shares

113,010,081

QoQ shares delta

+19,065,493 (+20.29%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 4 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	171,030	7,307,434	0.01%
Aptus Capital Advisors, LLC	155,868	6,659,628	1.12%
MERCER GLOBAL ADVISORS INC /ADV	131,335	5,611,412	0.2%
MORGAN STANLEY	128,922	5,508,349	0.01%
CAPITAL ADVISORS INC/OK	112,312	4,798,655	1.81%
SHUFRO ROSE & CO LLC	89,060	3,805,205	6.02%
Capital Investment Advisors, LLC	87,117	3,722,161	1.33%
UBS Group AG	82,222	3,513,052	0.01%
RAYMOND JAMES FINANCIAL INC	69,083	2,951,639	0.02%
ROYAL BANK OF CANADA	51,061	2,181,614	0.01%
HM PAYSON & CO	50,607	2,162,265	0.71%
LPL Financial LLC	49,939	2,133,696	0.01%
WELLS FARGO & COMPANY/MN	49,210	2,102,566	0.01%
SUMMITRY LLC	42,995	1,837,008	1.79%
HighTower Advisors, LLC	41,457	1,771,313	0.05%
WOODMONT INVESTMENT COUNSEL LLC	40,853	1,745,523	2.56%
Sound View Wealth Advisors Group, LLC	37,762	1,613,448	2.53%
Klingman & Associates, LLC	36,020	1,539,005	1.74%
SIGMA INVESTMENT COUNSELORS INC	35,452	1,514,732	1.8%
Lido Advisors, LLC	33,427	1,425,001	0.1%
Gratus Wealth Advisors, LLC	33,257	1,420,969	4.61%
Venture Visionary Partners LLC	31,802	1,351,617	1.04%
COMMONWEALTH EQUITY SERVICES, LLC	28,088	1,200,095	0.04%
Seven Springs Wealth Group, LLC	26,905	1,149,546	7.69%
Wealthcare Advisory Partners LLC	26,801	1,145,131	0.53%