IBDY — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBDY)? 9 institutions reported holding $4.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marathon Mission, Inc. ($2.5M), Montecito Bank & Trust ($845,662), Venture Visionary Partners LLC ($346,290).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marathon Mission, Inc. | $2.5M | 102,589 | Added |
| 2 | Montecito Bank & Trust | $845,662 | 34,545 | Added |
| 3 | Venture Visionary Partners LLC | $346,290 | 14,145 | Hold |
| 4 | Sarver Vrooman Wealth Advisors | $245,559 | 10,031 | Hold |
| 5 | Bullock Wealth Management Group | $206,356 | 8,430 | Added |
| 6 | Bank of New Hampshire | $73,440 | 3,000 | Added |
| 7 | Trust Co | $47,383 | 1,936 | Hold |
| 8 | EASTERN BANK | $41,616 | 1,700 | Hold |
| 9 | Farther Finance Advisors, LLC | $24,015 | 981 | Added |
Source: SEC Form 13F filings · as of 2026-09-30