iSHARES TRUST - IBDV
Sector:
Funds
· Industry:
ETF / Fund
Website:
No information yet
· Social:
No information yet
Company profile
Powered by TradingView
Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$2.118B
QoQ value delta ($000)
+$581.3M
(+37.82%)
Implied price effect (QoQ)
-0.35%
Shares
Total shares
95,976,253
QoQ shares delta
+26,581,107
(+38.3%)
Total shares held by funds (by quarter)
Market chart (IBDV)
Powered by TradingView
Interactive chart by
TradingView.
Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 3 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/ | 179,673 | 8,141,072 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 136,604 | 6,189,596 | 0.21% |
| Aptus Capital Advisors, LLC | 130,946 | 5,933,256 | 0.94% |
| Capital Investment Advisors, LLC | 86,357 | 3,912,881 | 1.32% |
| MORGAN STANLEY | 78,845 | 3,572,524 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 78,328 | 3,549,093 | 0.02% |
| WELLS FARGO & COMPANY/MN | 66,924 | 3,032,393 | 0.01% |
| CAPITAL ADVISORS INC/OK | 66,803 | 3,026,891 | 1.08% |
| ROYAL BANK OF CANADA | 51,690 | 2,342,102 | 0.01% |
| HighTower Advisors, LLC | 50,604 | 2,292,925 | 0.06% |
| UBS Group AG | 41,337 | 1,873,007 | 0.01% |
| HM PAYSON & CO | 36,479 | 1,652,913 | 0.51% |
| SIGMA INVESTMENT COUNSELORS INC | 35,848 | 1,624,318 | 1.82% |
| Summit Financial, LLC | 34,750 | 1,574,557 | 0.51% |
| Klingman & Associates, LLC | 34,644 | 1,569,753 | 1.67% |
| Gratus Wealth Advisors, LLC | 32,729 | 1,482,987 | 4.54% |
| Sound View Wealth Advisors Group, LLC | 32,635 | 1,478,715 | 2.19% |
| Kathmere Capital Management, LLC | 30,370 | 1,376,104 | 2.04% |
| NewEdge Advisors, LLC | 25,044 | 1,134,774 | 0.09% |
| Apollon Wealth Management, LLC | 24,874 | 1,127,064 | 0.43% |
| US BANCORP \DE\ | 24,719 | 1,120,067 | 0.03% |
| RVW Wealth, LLC | 24,567 | 1,113,152 | 1.88% |
| STIFEL FINANCIAL CORP | 21,131 | 957,483 | 0.02% |
| WOODMONT INVESTMENT COUNSEL LLC | 21,052 | 953,887 | 1.32% |
| Advisors Capital Management, LLC | 20,901 | 947,056 | 0.25% |