Who Owns ISHARES TR (IBDT)? -- Institutional Holders (2026-06-30)

Name: ISHARES TR (IBDT) Institutional Holders (2026-06-30)
Creator: ko.io

458 institutions reported holding $2.98B of ISHARES TR (IBDT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($240.5M), MERCER GLOBAL ADVISORS INC /ADV ($139.7M), MORGAN STANLEY ($121.7M), Lido Advisors, LLC ($106.7M), Capital Investment Advisors, LLC ($98.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$240.5M	9.5M	Added
2	MERCER GLOBAL ADVISORS INC /ADV	$139.7M	5.5M	Added
3	MORGAN STANLEY	$121.7M	4.8M	Added
4	Lido Advisors, LLC	$106.7M	4.2M	Trimmed
5	Capital Investment Advisors, LLC	$98.2M	3.9M	Added
6	UBS Group AG	$95.2M	3.8M	Added
7	CAPITAL ADVISORS INC/OK	$90.2M	3.6M	Added
8	RAYMOND JAMES FINANCIAL INC	$83.7M	3.3M	Added
9	HM PAYSON & CO	$80.2M	3.2M	Added
10	LPL Financial LLC	$73.1M	2.9M	Added
11	HighTower Advisors, LLC	$46.0M	1.8M	Added
12	AMERIPRISE FINANCIAL INC	$43.4M	1.7M	Added
13	Royal Bank of Canada	$42.3M	1.7M	Added
14	Sound View Wealth Advisors Group, LLC	$42.1M	1.7M	Added
15	WELLS FARGO & COMPANY/MN	$41.0M	1.6M	Trimmed
16	HENGEHOLD CAPITAL MANAGEMENT LLC	$38.4M	1.5M	Added
17	SUMMITRY LLC	$38.1M	1.5M	Added
18	WOODMONT INVESTMENT COUNSEL LLC	$36.7M	1.5M	Trimmed
19	Gratus Wealth Advisors, LLC	$35.6M	1.4M	Added
20	Kathmere Capital Management, LLC	$35.1M	1.4M	Added
21	SIGMA INVESTMENT COUNSELORS INC	$33.8M	1.3M	Added
22	HOWLAND CAPITAL MANAGEMENT LLC	$33.1M	1.3M	Added
23	Klingman & Associates, LLC	$32.7M	1.3M	Trimmed
24	RVW Wealth, LLC	$30.5M	1.2M	Added
25	Baltimore-Washington Financial Advisors, Inc.	$27.5M	1.1M	Added

Source: SEC Form 13F filings · as of 2026-06-30