iSHARES TRUST - IBDY

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)

$716.6M

QoQ value delta ($000)

+$78.72M (+12.34%)

Implied price effect (QoQ)

-0.33%

Total shares

27,414,696

QoQ shares delta

+3,090,674 (+12.71%)

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
Capital Investment Advisors, LLC	76,588	2,929,934	1.17%
MORGAN STANLEY	52,061	1,991,654	0.0%
Summit Financial, LLC	51,029	1,952,145	0.75%
FIRST INTERSTATE BANK	49,729	1,902,432	2.67%
BANK OF AMERICA CORP /DE/	46,748	1,788,385	0.0%
SIGMA INVESTMENT COUNSELORS INC	33,631	1,286,574	1.71%
SUMMITRY LLC	26,731	1,022,638	1.11%
MV CAPITAL MANAGEMENT, INC.	21,364	817,300	2.05%
Envision Financial Planning, LLC	20,618	788,791	7.8%
US BANCORP \DE\	20,045	766,838	0.02%
WELLS FARGO & COMPANY/MN	19,260	736,837	0.0%
AMERIPRISE FINANCIAL INC	15,518	593,668	0.0%
ARROW FINANCIAL CORP	14,531	555,895	1.45%
HighTower Advisors, LLC	14,093	539,173	0.02%
Rockefeller Capital Management L.P.	13,114	501,711	0.02%
UBS Group AG	13,055	499,449	0.0%
RAYMOND JAMES FINANCIAL INC	12,627	483,081	0.0%
MB, LEVIS & ASSOCIATES, LLC	12,607	482,288	5.31%
PFG Private Wealth Management, LLC	12,105	463,084	5.3%
INSTRUMENTAL WEALTH, LLC	10,930	414,016	6.55%
COMMONWEALTH EQUITY SERVICES, LLC	10,162	388,766	0.01%
Janney Montgomery Scott LLC	9,386	359,078	0.02%
Mariner, LLC	7,535	288,256	0.01%
Kestra Advisory Services, LLC	7,073	270,595	0.03%
Guidance Point Advisors, LLC	6,926	264,961	1.61%