Who Owns ISHARES TR (IBDZ)? -- Institutional Holders (2026-03-31)
126 institutions reported holding $646.9M of ISHARES TR (IBDZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Capital Investment Advisors, LLC ($64.9M), Summit Financial, LLC ($45.7M), Sarver Vrooman Wealth Advisors ($43.1M), MORGAN STANLEY ($39.0M), Aptus Capital Advisors, LLC ($35.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Capital Investment Advisors, LLC | $64.9M | 2.5M | Added |
| 2 | Summit Financial, LLC | $45.7M | 1.8M | Added |
| 3 | Sarver Vrooman Wealth Advisors | $43.1M | 1.7M | Added |
| 4 | MORGAN STANLEY | $39.0M | 1.5M | Added |
| 5 | Aptus Capital Advisors, LLC | $35.8M | 1.4M | New |
| 6 | SUMMITRY LLC | $33.0M | 1.3M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $31.6M | 1.2M | Added |
| 8 | SIGMA INVESTMENT COUNSELORS INC | $28.2M | 1.1M | Added |
| 9 | MV CAPITAL MANAGEMENT, INC. | $19.0M | 730,868 | Added |
| 10 | Royal Bank of Canada | $18.3M | 701,465 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $16.3M | 625,178 | Added |
| 12 | PFG Private Wealth Management, LLC | $13.9M | 532,394 | Added |
| 13 | MB, LEVIS & ASSOCIATES, LLC | $13.3M | 510,649 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $13.1M | 504,181 | Added |
| 15 | Seneca House Advisors | $12.9M | 496,769 | Added |
| 16 | Arrow Financial Corp | $11.5M | 441,310 | Added |
| 17 | Motley Fool Wealth Management, LLC | $10.7M | 408,741 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $10.1M | 386,990 | Added |
| 19 | Parkway Wealth Management Group, LLC | $10.1M | 384,699 | Added |
| 20 | HighTower Advisors, LLC | $10.0M | 385,423 | Added |
| 21 | UBS Group AG | $9.6M | 369,667 | Added |
| 22 | US BANCORP \DE\ | $9.1M | 349,740 | Added |
| 23 | Janney Montgomery Scott LLC | $8.9M | 343,060 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 328,810 | Added |
| 25 | NESTEGG ADVISORS, INC. | $8.3M | 319,564 | Added |
Source: SEC Form 13F filings · as of 2026-03-31