Who Owns ISHARES TR (IBDW)? -- Institutional Holders (2026-06-30)
311 institutions reported holding $1.95B of ISHARES TR (IBDW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($156.8M), BANK OF AMERICA CORP /DE/ ($114.0M), MORGAN STANLEY ($101.5M), Capital Investment Advisors, LLC ($84.0M), RAYMOND JAMES FINANCIAL INC ($72.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $156.8M | 7.5M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $114.0M | 5.5M | Added |
| 3 | MORGAN STANLEY | $101.5M | 4.9M | Trimmed |
| 4 | Capital Investment Advisors, LLC | $84.0M | 4.0M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $72.8M | 3.5M | Trimmed |
| 6 | CAPITAL ADVISORS INC/OK | $70.2M | 3.4M | Added |
| 7 | Venture Visionary Partners LLC | $65.0M | 3.1M | Added |
| 8 | HighTower Advisors, LLC | $63.6M | 3.1M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $48.6M | 2.3M | Added |
| 10 | Sarver Vrooman Wealth Advisors | $46.1M | 2.2M | Added |
| 11 | Royal Bank of Canada | $42.9M | 2.1M | Trimmed |
| 12 | UBS Group AG | $41.2M | 2.0M | Added |
| 13 | SIGMA INVESTMENT COUNSELORS INC | $39.6M | 1.9M | Added |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $39.4M | 1.9M | Added |
| 15 | Advisors Capital Management, LLC | $38.7M | 1.9M | Added |
| 16 | Klingman & Associates, LLC | $36.8M | 1.8M | Added |
| 17 | SUMMITRY LLC | $34.6M | 1.7M | Added |
| 18 | AMERIPRISE FINANCIAL INC | $32.0M | 1.5M | Trimmed |
| 19 | Summit Financial, LLC | $29.2M | 1.4M | Trimmed |
| 20 | Sound View Wealth Advisors Group, LLC | $27.6M | 1.3M | Added |
| 21 | NewEdge Advisors, LLC | $25.2M | 1.2M | Added |
| 22 | WOODMONT INVESTMENT COUNSEL LLC | $23.5M | 1.1M | Added |
| 23 | MV CAPITAL MANAGEMENT, INC. | $19.2M | 919,403 | Added |
| 24 | US BANCORP \DE\ | $18.6M | 892,375 | Added |
| 25 | EP Wealth Advisors, LLC | $18.1M | 868,068 | Added |
Source: SEC Form 13F filings · as of 2026-06-30