Who Owns ISHARES TR (IBDY)? -- Institutional Holders (2026-03-31)
169 institutions reported holding $779.6M of ISHARES TR (IBDY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Capital Investment Advisors, LLC ($80.3M), MORGAN STANLEY ($58.5M), Summit Financial, LLC ($52.7M), First Interstate Bank ($50.2M), BANK OF AMERICA CORP /DE/ ($50.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Capital Investment Advisors, LLC | $80.3M | 3.1M | Added |
| 2 | MORGAN STANLEY | $58.5M | 2.3M | Added |
| 3 | Summit Financial, LLC | $52.7M | 2.0M | Added |
| 4 | First Interstate Bank | $50.2M | 1.9M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $50.0M | 1.9M | Added |
| 6 | SIGMA INVESTMENT COUNSELORS INC | $35.8M | 1.4M | Added |
| 7 | SUMMITRY LLC | $26.5M | 1.0M | Added |
| 8 | MV CAPITAL MANAGEMENT, INC. | $24.2M | 937,221 | Added |
| 9 | Envision Financial Planning, LLC | $21.7M | 838,607 | Added |
| 10 | US BANCORP \DE\ | $20.8M | 804,020 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $17.3M | 668,866 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $16.7M | 645,507 | Trimmed |
| 13 | HighTower Advisors, LLC | $16.1M | 623,050 | Added |
| 14 | Arrow Financial Corp | $15.2M | 589,794 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $14.4M | 556,383 | Added |
| 16 | UBS Group AG | $13.8M | 534,158 | Added |
| 17 | Rockefeller Capital Management L.P. | $13.2M | 508,731 | Added |
| 18 | MB, LEVIS & ASSOCIATES, LLC | $12.7M | 490,228 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 423,185 | Added |
| 20 | INSTRUMENTAL WEALTH, LLC | $10.8M | 416,784 | Added |
| 21 | Janney Montgomery Scott LLC | $10.0M | 388,257 | Added |
| 22 | LPL Financial LLC | $9.4M | 362,791 | Added |
| 23 | JANE STREET GROUP, LLC | $8.6M | 333,588 | New |
| 24 | Kestra Advisory Services, LLC | $8.6M | 332,981 | Added |
| 25 | Mariner, LLC | $7.7M | 296,460 | Added |
Source: SEC Form 13F filings · as of 2026-03-31