IBDR — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IBDR? 25 Institutions Hold $66.2M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IBDR)? 25 institutions reported holding $66.18M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($26.7M), Venture Visionary Partners LLC ($18.2M), Delta Wealth Advisors LLC ($5.8M).

Rank	Institution	Value	Shares	Change
1	RVW Wealth, LLC	$26.7M	1.1M	Trimmed
2	Venture Visionary Partners LLC	$18.2M	750,158	Added
3	Delta Wealth Advisors LLC	$5.8M	238,821	Added
4	BRIGHTON SECURITIES CORP.	$2.6M	106,106	Trimmed
5	Montecito Bank & Trust	$1.9M	79,760	Trimmed
6	Conrad Siegel Investment Advisors, Inc.	$1.7M	72,096	Added
7	VALLEY WEALTH MANAGERS, INC.	$1.6M	67,483	Trimmed
8	COLTON GROOME FINANCIAL ADVISORS, LLC	$1.5M	60,469	Hold
9	PRIVATE CLIENT SERVICES, LLC	$980,435	40,447	Added
10	Farther Finance Advisors, LLC	$850,393	35,082	Added
11	TLWM	$836,771	34,520	Trimmed
12	Bullock Wealth Management Group	$820,465	33,960	Trimmed
13	Prosperity Planning, Inc.	$808,663	0	Trimmed
14	S.E.E.D. Planning Group LLC	$427,688	17,644	Trimmed
15	Trust Co	$287,474	11,859	Trimmed
16	Horizons Wealth Management	$249,551	10,295	Trimmed
17	BAKER TILLY WEALTH MANAGEMENT, LLC	$236,582	9,760	Hold
18	Avidian Wealth Enterprises, LLC	$211,639	8,731	Trimmed
19	Coastline Trust Co	$145,367	5,997	Trimmed
20	TOMPKINS FINANCIAL CORP	$100,014	4,126	Hold
21	Bank of New Hampshire	$72,720	3,000	Hold
22	BURKETT FINANCIAL SERVICES, LLC	$58,349	2,407	Added
23	Sarver Vrooman Wealth Advisors	$53,187	2,194	Trimmed
24	ARMSTRONG ADVISORY GROUP, INC	$40,481	1,670	Hold
25	Weaver Consulting Group	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30