IBDT — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBDT)? 21 institutions reported holding $49.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($29.8M), Venture Visionary Partners LLC ($2.9M), Marathon Mission, Inc. ($2.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RVW Wealth, LLC | $29.8M | 1.2M | Trimmed |
| 2 | Venture Visionary Partners LLC | $2.9M | 114,863 | Added |
| 3 | Marathon Mission, Inc. | $2.7M | 108,014 | Added |
| 4 | Weaver Consulting Group | $2.7M | 107,810 | Added |
| 5 | Bullock Wealth Management Group | $1.6M | 63,651 | Added |
| 6 | Mendota Financial Group, LLC | $1.4M | 57,273 | Added |
| 7 | Montecito Bank & Trust | $1.4M | 56,897 | Added |
| 8 | Farther Finance Advisors, LLC | $1.4M | 56,790 | Added |
| 9 | VALLEY WEALTH MANAGERS, INC. | $1.1M | 44,077 | Trimmed |
| 10 | Conrad Siegel Investment Advisors, Inc. | $1.1M | 43,846 | Added |
| 11 | Prosperity Planning, Inc. | $830,305 | 0 | Hold |
| 12 | Avidian Wealth Enterprises, LLC | $449,280 | 18,000 | Trimmed |
| 13 | S.E.E.D. Planning Group LLC | $423,501 | 16,967 | Trimmed |
| 14 | Bank of New Hampshire | $328,224 | 13,150 | Trimmed |
| 15 | GAMMA Investing LLC | $318,115 | 12,745 | Added |
| 16 | Sarver Vrooman Wealth Advisors | $288,288 | 11,550 | Trimmed |
| 17 | Trust Co | $79,730 | 3,194 | Added |
| 18 | Coastline Trust Co | $56,559 | 2,266 | Trimmed |
| 19 | BURKETT FINANCIAL SERVICES, LLC | $51,410 | 2,059 | Added |
| 20 | Miller Global Investments, LLC | $49,795 | 1,995 | Hold |
| 21 | EASTERN BANK | $33,072 | 1,325 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30