Who Owns ISHARES TR (IBDR)? -- Institutional Holders (2026-06-30)
264 institutions reported holding $911.1M of ISHARES TR (IBDR) in SEC 13F filings for 2026-06-30. Largest institutional holders: HM PAYSON & CO ($101.4M), COMMONWEALTH EQUITY SERVICES, LLC ($39.9M), Gratus Wealth Advisors, LLC ($37.0M), Kathmere Capital Management, LLC ($36.4M), HOWLAND CAPITAL MANAGEMENT LLC ($36.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HM PAYSON & CO | $101.4M | 4.2M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 1.6M | Trimmed |
| 3 | Gratus Wealth Advisors, LLC | $37.0M | 1.5M | Added |
| 4 | Kathmere Capital Management, LLC | $36.4M | 1.5M | Added |
| 5 | HOWLAND CAPITAL MANAGEMENT LLC | $36.2M | 1.5M | Added |
| 6 | RVW Wealth, LLC | $28.2M | 1.2M | Added |
| 7 | Kestra Advisory Services, LLC | $28.2M | 1.2M | Added |
| 8 | SIGMA INVESTMENT COUNSELORS INC | $27.8M | 1.1M | Trimmed |
| 9 | Mesirow Financial Investment Management, Inc. | $21.1M | 872,266 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $20.9M | 862,303 | Trimmed |
| 11 | BENJAMIN EDWARDS INC | $20.3M | 838,929 | Added |
| 12 | MV CAPITAL MANAGEMENT, INC. | $18.3M | 756,074 | Added |
| 13 | REBALANCE, LLC | $17.3M | 711,980 | Trimmed |
| 14 | Venture Visionary Partners LLC | $16.0M | 662,326 | Trimmed |
| 15 | SPINNAKER TRUST | $16.0M | 661,842 | Added |
| 16 | Northstar Group, Inc. | $13.3M | 0 | Added |
| 17 | Strid Group, LLC | $13.1M | 538,854 | Trimmed |
| 18 | CENTRAL TRUST Co | $12.7M | 525,939 | Trimmed |
| 19 | IFP Advisors, Inc | $12.0M | 495,135 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 421,595 | Added |
| 21 | ARCADIA INVESTMENT ADVISORS LLC | $9.9M | 409,478 | Added |
| 22 | Miracle Mile Advisors, LLC | $9.5M | 392,395 | Added |
| 23 | Atria Investments, Inc | $9.2M | 377,655 | Added |
| 24 | First National Trust Co | $8.9M | 368,206 | Trimmed |
| 25 | SAX WEALTH ADVISORS, LLC | $8.9M | 367,674 | Added |
Source: SEC Form 13F filings · as of 2026-06-30