iSHARES TRUST - IBDZ

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$474.1M

QoQ value delta ($000)

+$165.3M (+53.51%)

Implied price effect (QoQ)

-0.36%

Total shares

17,978,313

QoQ shares delta

+6,308,907 (+54.06%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Capital Investment Advisors, LLC	59,298	2,248,701	0.9%
Summit Financial, LLC	43,707	1,657,455	0.64%
MORGAN STANLEY	33,932	1,286,773	0.0%
SUMMITRY LLC	33,293	1,262,550	1.39%
BANK OF AMERICA CORP /DE/	28,056	1,063,948	0.0%
ROYAL BANK OF CANADA	17,686	670,666	0.0%
SIGMA INVESTMENT COUNSELORS INC	17,243	653,888	0.88%
MV CAPITAL MANAGEMENT, INC.	14,697	557,365	1.41%
MB, LEVIS & ASSOCIATES, LLC	13,295	504,186	5.6%
PFG Private Wealth Management, LLC	12,827	486,439	5.61%
Motley Fool Wealth Management, LLC	12,016	455,702	0.93%
ARROW FINANCIAL CORP	10,571	400,877	1.05%
UBS Group AG	9,471	359,188	0.0%
Parkway Wealth Management Group, LLC	9,109	345,452	1.22%
HighTower Advisors, LLC	8,865	336,208	0.01%
US BANCORP \DE\	8,182	310,298	0.01%
Seneca House Advisors	7,522	285,269	2.81%
Guidance Point Advisors, LLC	6,799	257,841	1.58%
RAYMOND JAMES FINANCIAL INC	6,038	228,991	0.0%
Kestra Advisory Services, LLC	5,821	220,764	0.02%
Janney Montgomery Scott LLC	5,777	219,064	0.01%
Paradigm, Strategies in Wealth Management, LLC	5,717	216,813	3.75%
Lido Advisors, LLC	5,562	210,929	0.02%
Krilogy Financial LLC	5,273	199,395	0.18%
Parallel Advisors, LLC	5,271	199,895	0.1%