IBDX — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBDX)? 11 institutions reported holding $10.57M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marathon Mission, Inc. ($5.1M), Venture Visionary Partners LLC ($1.2M), Montecito Bank & Trust ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marathon Mission, Inc. | $5.1M | 213,473 | Added |
| 2 | Venture Visionary Partners LLC | $1.2M | 49,595 | Added |
| 3 | Montecito Bank & Trust | $1.1M | 45,943 | Added |
| 4 | Bullock Wealth Management Group | $1.0M | 42,938 | Added |
| 5 | Prosperity Planning, Inc. | $528,331 | 0 | New |
| 6 | Sarver Vrooman Wealth Advisors | $513,028 | 21,314 | Trimmed |
| 7 | Bank of New Hampshire | $395,470 | 16,430 | Added |
| 8 | Weaver Consulting Group | $328,556 | 13,650 | New |
| 9 | Farther Finance Advisors, LLC | $248,499 | 10,324 | Trimmed |
| 10 | Trust Co | $47,845 | 1,988 | Hold |
| 11 | EASTERN BANK | $40,919 | 1,700 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30