IBDS — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IBDS? 25 Institutions Hold $62M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IBDS)? 25 institutions reported holding $62.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($30.1M), Venture Visionary Partners LLC ($12.2M), Tlwm ($3.9M).

Rank	Institution	Value	Shares	Change
1	RVW Wealth, LLC	$30.1M	1.2M	Trimmed
2	Venture Visionary Partners LLC	$12.2M	507,140	Added
3	TLWM	$3.9M	162,168	Trimmed
4	Marathon Mission, Inc.	$2.7M	112,717	Added
5	Montecito Bank & Trust	$1.8M	73,360	Added
6	Farther Finance Advisors, LLC	$1.8M	72,894	Trimmed
7	Conrad Siegel Investment Advisors, Inc.	$1.7M	70,103	Added
8	Bullock Wealth Management Group	$1.6M	66,407	Added
9	VALLEY WEALTH MANAGERS, INC.	$1.5M	63,847	Trimmed
10	Weaver Consulting Group	$947,373	39,277	Added
11	Avidian Wealth Enterprises, LLC	$595,233	24,678	Added
12	Prosperity Planning, Inc.	$582,107	0	Trimmed
13	Bank of New Hampshire	$528,952	21,930	Trimmed
14	S.E.E.D. Planning Group LLC	$426,302	17,674	Trimmed
15	BAKER TILLY WEALTH MANAGEMENT, LLC	$319,541	13,248	New
16	GAMMA Investing LLC	$317,516	13,164	Added
17	Sarver Vrooman Wealth Advisors	$289,536	12,004	Trimmed
18	Horizons Wealth Management	$251,765	10,438	Trimmed
19	Trust Co	$180,313	7,476	Added
20	Coastline Trust Co	$96,552	4,003	Trimmed
21	BURKETT FINANCIAL SERVICES, LLC	$51,912	2,152	Added
22	Miller Global Investments, LLC	$29,909	1,240	Trimmed
23	EASTERN BANK	$27,617	1,145	Hold
24	ARMSTRONG ADVISORY GROUP, INC	$20,623	855	Hold
25	TOMPKINS FINANCIAL CORP	$16,185	671	New

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