Who Owns ISHARES TR (IBDV)? -- Institutional Holders (2026-03-31)
350 institutions reported holding $2.31B of ISHARES TR (IBDV) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($198.5M), Aptus Capital Advisors, LLC ($132.3M), MERCER GLOBAL ADVISORS INC /ADV ($117.6M), MORGAN STANLEY ($103.7M), RAYMOND JAMES FINANCIAL INC ($94.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $198.5M | 9.1M | Added |
| 2 | Aptus Capital Advisors, LLC | $132.3M | 6.0M | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $117.6M | 5.4M | Trimmed |
| 4 | MORGAN STANLEY | $103.7M | 4.7M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $94.2M | 4.3M | Added |
| 6 | Capital Investment Advisors, LLC | $89.2M | 4.1M | Added |
| 7 | CAPITAL ADVISORS INC/OK | $70.4M | 3.2M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $64.1M | 2.9M | Trimmed |
| 9 | Royal Bank of Canada | $55.0M | 2.5M | Added |
| 10 | HM PAYSON & CO | $53.7M | 2.5M | Added |
| 11 | HighTower Advisors, LLC | $51.6M | 2.4M | Added |
| 12 | UBS Group AG | $46.3M | 2.1M | Added |
| 13 | Lido Advisors, LLC | $43.3M | 2.0M | Added |
| 14 | Sound View Wealth Advisors Group, LLC | $38.2M | 1.7M | Added |
| 15 | Klingman & Associates, LLC | $36.1M | 1.7M | Added |
| 16 | SIGMA INVESTMENT COUNSELORS INC | $36.0M | 1.6M | Added |
| 17 | Summit Financial, LLC | $35.2M | 1.6M | Added |
| 18 | Gratus Wealth Advisors, LLC | $35.0M | 1.6M | Added |
| 19 | Kathmere Capital Management, LLC | $32.9M | 1.5M | Added |
| 20 | RVW Wealth, LLC | $26.4M | 1.2M | Added |
| 21 | Venture Visionary Partners LLC | $25.6M | 1.2M | Added |
| 22 | US BANCORP \DE\ | $25.5M | 1.2M | Added |
| 23 | WOODMONT INVESTMENT COUNSEL LLC | $23.3M | 1.1M | Added |
| 24 | STIFEL FINANCIAL CORP | $23.2M | 1.1M | Added |
| 25 | LPL Financial LLC | $22.7M | 1.0M | Added |
Source: SEC Form 13F filings · as of 2026-03-31