iSHARES TRUST - IBDW

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)

$1.709B

QoQ value delta ($000)

+$301.7M (+21.44%)

Implied price effect (QoQ)

-0.33%

Total shares

80,792,966

QoQ shares delta

+14,487,414 (+21.85%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Aptus Capital Advisors, LLC	153,561	7,260,585	1.1%
MORGAN STANLEY	98,910	4,676,640	0.01%
BANK OF AMERICA CORP /DE/	88,458	4,182,426	0.01%
Capital Investment Advisors, LLC	77,147	3,647,613	1.18%
CAPITAL ADVISORS INC/OK	65,344	3,089,595	1.05%
Venture Visionary Partners LLC	56,336	2,640,751	1.84%
RAYMOND JAMES FINANCIAL INC	53,742	2,541,030	0.02%
Sarver Vrooman Wealth Advisors	48,988	2,316,263	27.94%
WELLS FARGO & COMPANY/MN	48,303	2,283,858	0.01%
AMERIPRISE FINANCIAL INC	46,774	2,218,379	0.01%
ROYAL BANK OF CANADA	41,221	1,949,023	0.01%
MERCER GLOBAL ADVISORS INC /ADV	41,054	1,941,124	0.06%
Summit Financial, LLC	38,630	1,826,496	0.57%
SIGMA INVESTMENT COUNSELORS INC	37,090	1,753,685	1.88%
UBS Group AG	35,218	1,665,198	0.01%
Advisors Capital Management, LLC	35,196	1,664,118	0.41%
Klingman & Associates, LLC	33,424	1,580,348	1.61%
SUMMITRY LLC	32,764	1,549,157	1.37%
HighTower Advisors, LLC	25,617	1,211,230	0.03%
NewEdge Advisors, LLC	25,292	1,195,846	0.09%
Sound View Wealth Advisors Group, LLC	23,671	1,119,214	1.59%
COMMONWEALTH EQUITY SERVICES, LLC	18,043	853,136	0.02%
US BANCORP \DE\	17,952	848,823	0.02%
WOODMONT INVESTMENT COUNSEL LLC	17,215	813,979	1.08%
MV CAPITAL MANAGEMENT, INC.	16,522	781,212	1.59%