IBDU — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBDU)? 19 institutions reported holding $78.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Venture Visionary Partners LLC ($36.8M), RVW Wealth, LLC ($28.1M), Whalen Wealth Management Inc. ($3.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $36.8M | 1.6M | Added |
| 2 | RVW Wealth, LLC | $28.1M | 1.2M | Added |
| 3 | Whalen Wealth Management Inc. | $3.7M | 161,891 | Added |
| 4 | Bullock Wealth Management Group | $1.6M | 70,780 | Added |
| 5 | Farther Finance Advisors, LLC | $1.4M | 62,956 | Added |
| 6 | Mendota Financial Group, LLC | $1.4M | 62,383 | Added |
| 7 | Montecito Bank & Trust | $1.2M | 52,653 | Added |
| 8 | Conrad Siegel Investment Advisors, Inc. | $1.1M | 49,610 | Added |
| 9 | Bank of New Hampshire | $922,122 | 40,640 | Trimmed |
| 10 | VALLEY WEALTH MANAGERS, INC. | $835,511 | 36,823 | Trimmed |
| 11 | Prosperity Planning, Inc. | $486,934 | 0 | Added |
| 12 | S.E.E.D. Planning Group LLC | $422,756 | 18,632 | Trimmed |
| 13 | Sarver Vrooman Wealth Advisors | $357,753 | 15,767 | Added |
| 14 | GAMMA Investing LLC | $319,112 | 14,064 | Added |
| 15 | Trust Co | $74,634 | 3,289 | Trimmed |
| 16 | BURKETT FINANCIAL SERVICES, LLC | $49,121 | 2,164 | Added |
| 17 | EASTERN BANK | $32,333 | 1,425 | Hold |
| 18 | Coastline Trust Co | $32,174 | 1,418 | Trimmed |
| 19 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30