Who Owns ISHARES TR (IBDT)? -- Institutional Holders (2026-03-31)

Name: ISHARES TR (IBDT) Institutional Holders (2026-03-31)
Creator: ko.io

443 institutions reported holding $2.82B of ISHARES TR (IBDT) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($226.7M), MERCER GLOBAL ADVISORS INC /ADV ($133.9M), MORGAN STANLEY ($117.8M), Lido Advisors, LLC ($113.4M), Capital Investment Advisors, LLC ($95.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$226.7M	9.0M	Added
2	MERCER GLOBAL ADVISORS INC /ADV	$133.9M	5.3M	Trimmed
3	MORGAN STANLEY	$117.8M	4.7M	Added
4	Lido Advisors, LLC	$113.4M	4.5M	Added
5	Capital Investment Advisors, LLC	$95.1M	3.8M	Added
6	CAPITAL ADVISORS INC/OK	$89.5M	3.5M	Added
7	UBS Group AG	$89.3M	3.5M	Added
8	RAYMOND JAMES FINANCIAL INC	$79.0M	3.1M	Added
9	HM PAYSON & CO	$74.5M	2.9M	Added
10	LPL Financial LLC	$63.7M	2.5M	Added
11	WELLS FARGO & COMPANY/MN	$46.8M	1.8M	Trimmed
12	HighTower Advisors, LLC	$44.9M	1.8M	Trimmed
13	AMERIPRISE FINANCIAL INC	$41.4M	1.6M	Added
14	WOODMONT INVESTMENT COUNSEL LLC	$41.1M	1.6M	Trimmed
15	Sound View Wealth Advisors Group, LLC	$39.6M	1.6M	Added
16	Royal Bank of Canada	$37.2M	1.5M	Added
17	SUMMITRY LLC	$36.8M	1.5M	Added
18	HENGEHOLD CAPITAL MANAGEMENT LLC	$36.4M	1.4M	Added
19	Gratus Wealth Advisors, LLC	$34.8M	1.4M	Added
20	Kathmere Capital Management, LLC	$33.1M	1.3M	Added
21	Klingman & Associates, LLC	$33.0M	1.3M	Added
22	SIGMA INVESTMENT COUNSELORS INC	$32.4M	1.3M	Added
23	HOWLAND CAPITAL MANAGEMENT LLC	$31.2M	1.2M	Added
24	RVW Wealth, LLC	$29.4M	1.2M	Added
25	Baltimore-Washington Financial Advisors, Inc.	$26.7M	1.1M	Added

Source: SEC Form 13F filings · as of 2026-03-31