IBDV — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBDV)? 15 institutions reported holding $59.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Venture Visionary Partners LLC ($26.6M), RVW Wealth, LLC ($25.9M), Bullock Wealth Management Group ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $26.6M | 1.3M | Trimmed |
| 2 | RVW Wealth, LLC | $25.9M | 1.2M | Trimmed |
| 3 | Bullock Wealth Management Group | $1.5M | 72,693 | Added |
| 4 | Montecito Bank & Trust | $1.3M | 59,289 | Added |
| 5 | Bank of New Hampshire | $1.1M | 53,730 | Added |
| 6 | Conrad Siegel Investment Advisors, Inc. | $964,465 | 45,623 | Added |
| 7 | Farther Finance Advisors, LLC | $939,459 | 44,440 | Trimmed |
| 8 | Prosperity Planning, Inc. | $401,333 | 0 | Trimmed |
| 9 | VALLEY WEALTH MANAGERS, INC. | $297,011 | 14,050 | Trimmed |
| 10 | Avidian Wealth Enterprises, LLC | $284,663 | 13,466 | Trimmed |
| 11 | Sarver Vrooman Wealth Advisors | $248,120 | 11,737 | Trimmed |
| 12 | GAMMA Investing LLC | $217,425 | 10,285 | Added |
| 13 | Trust Co | $161,916 | 7,659 | Hold |
| 14 | EASTERN BANK | $32,767 | 1,550 | Hold |
| 15 | Coastline Trust Co | $27,820 | 1,316 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30