IBDW — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBDW)? 15 institutions reported holding $101.83M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Venture Visionary Partners LLC ($47.0M), Sarver Vrooman Wealth Advisors ($45.4M), Marathon Mission, Inc. ($2.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $47.0M | 2.3M | Trimmed |
| 2 | Sarver Vrooman Wealth Advisors | $45.4M | 2.3M | Added |
| 3 | Marathon Mission, Inc. | $2.6M | 129,200 | Added |
| 4 | Bullock Wealth Management Group | $1.5M | 75,132 | Added |
| 5 | Montecito Bank & Trust | $1.3M | 64,595 | Added |
| 6 | Bank of New Hampshire | $1.2M | 60,470 | Trimmed |
| 7 | Weaver Consulting Group | $785,108 | 39,138 | New |
| 8 | Conrad Siegel Investment Advisors, Inc. | $667,955 | 33,298 | Added |
| 9 | Farther Finance Advisors, LLC | $411,581 | 20,517 | Trimmed |
| 10 | RVW Wealth, LLC | $332,194 | 16,560 | Hold |
| 11 | Prosperity Planning, Inc. | $261,499 | 0 | Trimmed |
| 12 | Trust Co | $164,715 | 8,211 | Hold |
| 13 | Acropolis Investment Management, LLC | $138,214 | 6,890 | Hold |
| 14 | EASTERN BANK | $39,117 | 1,950 | Hold |
| 15 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30