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

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

420 institutions reported holding $3.07B of ISHARES TR (IBDU) in SEC 13F filings for 2026-06-30. Largest institutional holders: SHUFRO ROSE & CO LLC ($200.8M), BANK OF AMERICA CORP /DE/ ($176.7M), Aptus Capital Advisors, LLC ($150.5M), MORGAN STANLEY ($150.3M), MERCER GLOBAL ADVISORS INC /ADV ($134.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SHUFRO ROSE & CO LLC	$200.8M	8.7M	Added
2	BANK OF AMERICA CORP /DE/	$176.7M	7.6M	Added
3	Aptus Capital Advisors, LLC	$150.5M	6.5M	Added
4	MORGAN STANLEY	$150.3M	6.5M	Trimmed
5	MERCER GLOBAL ADVISORS INC /ADV	$134.1M	5.8M	Added
6	CAPITAL ADVISORS INC/OK	$119.0M	5.1M	Added
7	Capital Investment Advisors, LLC	$93.5M	4.0M	Added
8	UBS Group AG	$90.0M	3.9M	Added
9	RAYMOND JAMES FINANCIAL INC	$83.4M	3.6M	Added
10	HM PAYSON & CO	$72.8M	3.1M	Added
11	Lido Advisors, LLC	$66.1M	2.9M	Trimmed
12	LPL Financial LLC	$58.1M	2.5M	Added
13	Royal Bank of Canada	$53.0M	2.3M	Trimmed
14	WELLS FARGO & COMPANY/MN	$51.4M	2.2M	Added
15	SUMMITRY LLC	$46.8M	2.0M	Added
16	HighTower Advisors, LLC	$45.8M	2.0M	Added
17	Sound View Wealth Advisors Group, LLC	$43.9M	1.9M	Added
18	WOODMONT INVESTMENT COUNSEL LLC	$41.0M	1.8M	Added
19	AMERIPRISE FINANCIAL INC	$37.7M	1.6M	Added
20	Klingman & Associates, LLC	$37.6M	1.6M	Added
21	SIGMA INVESTMENT COUNSELORS INC	$36.2M	1.6M	Added
22	Gratus Wealth Advisors, LLC	$35.9M	1.6M	Added
23	Venture Visionary Partners LLC	$34.5M	1.5M	Trimmed
24	Meiji Yasuda Life Insurance Co	$30.5M	1.3M	Added
25	Summit Financial, LLC	$28.5M	1.2M	Added

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