Who Owns ISHARES TR (IBDR)? -- Institutional Holders (2026-06-30)
484 institutions reported holding $2.45B of ISHARES TR (IBDR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($238.2M), Lido Advisors, LLC ($106.2M), MERCER GLOBAL ADVISORS INC /ADV ($104.5M), HM PAYSON & CO ($101.4M), LPL Financial LLC ($94.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $238.2M | 9.8M | Added |
| 2 | Lido Advisors, LLC | $106.2M | 0 | Trimmed |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $104.5M | 4.3M | Added |
| 4 | HM PAYSON & CO | $101.4M | 4.2M | Trimmed |
| 5 | LPL Financial LLC | $94.0M | 3.9M | Trimmed |
| 6 | MORGAN STANLEY | $86.6M | 3.6M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $60.2M | 2.5M | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 1.6M | Trimmed |
| 9 | Gratus Wealth Advisors, LLC | $37.0M | 1.5M | Added |
| 10 | Kathmere Capital Management, LLC | $36.4M | 1.5M | Added |
| 11 | HOWLAND CAPITAL MANAGEMENT LLC | $36.2M | 1.5M | Added |
| 12 | Sound View Wealth Advisors Group, LLC | $35.7M | 1.5M | Trimmed |
| 13 | CAPTRUST FINANCIAL ADVISORS | $34.3M | 1.4M | Trimmed |
| 14 | Royal Bank of Canada | $31.6M | 1.3M | Trimmed |
| 15 | HighTower Advisors, LLC | $30.9M | 0 | Trimmed |
| 16 | Stratos Wealth Partners, LTD. | $28.5M | 0 | Added |
| 17 | RVW Wealth, LLC | $28.2M | 1.2M | Added |
| 18 | Kestra Advisory Services, LLC | $28.2M | 1.2M | Added |
| 19 | SIGMA INVESTMENT COUNSELORS INC | $27.8M | 1.1M | Trimmed |
| 20 | NewEdge Advisors, LLC | $27.5M | 1.1M | Added |
| 21 | Focus Partners Wealth | $26.5M | 1.1M | Trimmed |
| 22 | COWA, LLC | $26.4M | 0 | Added |
| 23 | AMERIPRISE FINANCIAL INC | $25.9M | 1.1M | Trimmed |
| 24 | Mariner, LLC | $24.4M | 1.0M | Trimmed |
| 25 | IFS Advisors, LLC | $23.6M | 973,964 | Added |
Source: SEC Form 13F filings · as of 2026-06-30