IBDYISHARES TR
CUSIP 46436E130 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBDY) has 160 institutional holders in Filings Flow’s 13F database, together reporting 30.15M shares worth $779M as of Q1 2026. The largest reported holders are Capital Investment Advisors, LLC, Morgan Stanley, and Summit Financial, LLC.
Institutional Holders
160
Q1 2026
Reported Value
$779M
Ticker
IBDY
Quarters Tracked
12
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Capital Investment Advisors, LLC$6.8B AUM | 1.17% | $80M | 3.11M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $58M | 2.26M | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.67% | $53M | 2.04M | Q1 2026 |
| FIRST INTERSTATE BANK$1.8B AUM | 2.82% | $50M | 1.94M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $50M | 1.93M | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 1.89% | $36M | 1.39M | Q1 2026 |
| SUMMITRY LLC$2.8B AUM | 0.93% | $27M | 1.03M | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 2.38% | $24M | 937.2K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 7.84% | $22M | 838.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.03% | $21M | 804.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 668.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17M | 645.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $16M | 623.0K | Q1 2026 |
| ARROW FINANCIAL CORP$994M AUM | 1.53% | $15M | 589.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 556.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 534.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $13M | 508.7K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 5.29% | $13M | 490.2K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 5.30% | $12M | 463.1K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $11M | 423.2K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 6.62% | $11M | 416.8K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.02% | $10M | 388.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 362.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $9M | 333.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 333.0K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.11% | $8M | 307.3K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 296.5K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 1.70% | $7M | 278.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $7M | 275.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 271.1K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $6M | 234.1K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.10% | $6M | 226.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.10% | $6M | 213.0K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.17% | $5M | 207.8K | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 0.78% | $5M | 189.3K | Q1 2026 |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.34% | $5M | 181.4K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.05% | $5M | 178.6K | Q1 2026 |
| 4Thought Financial Group Inc.$202M AUM | 2.25% | $5M | 175.7K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.07% | $4M | 149.6K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.40% | $4M | 137.6K | Q1 2026 |
| Evergreen Private Wealth LLC$247M AUM | 1.41% | $3M | 135.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 134.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.12% | $3M | 129.7K | Q1 2026 |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.67% | $3M | 128.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 128.2K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 1.03% | $3M | 118.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 113.9K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 105.8K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 1.03% | $3M | 105.1K | Q1 2026 |
| Marathon Mission, Inc.$200M AUM | 1.52% | $3M | 101.0K | Q1 2026 |
| Seneca House Advisors$252M AUM | 0.97% | $2M | 94.8K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 0.51% | $2M | 93.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 89.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 89.4K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.31% | $2M | 89.4K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.09% | $2M | 89.1K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.23% | $2M | 77.2K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.09% | $2M | 77.2K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.11% | $2M | 70.1K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.06% | $2M | 67.3K | Q4 2025OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.05% | $2M | 67.9K | Q1 2026 |
| COWA, LLC$371M AUM | 0.47% | $2M | 66.8K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.21% | $2M | 64.6K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 62.6K | Q1 2026 |
| BOSTON FAMILY OFFICE LLC$1.5B AUM | 0.11% | $2M | 66.2K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 61.9K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 0.96% | $2M | 61.5K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.10% | $2M | 58.8K | Q1 2026 |
| Roble, Belko & Company, Inc$787M AUM | 0.18% | $1M | 53.4K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.01% | $1M | 50.8K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $1M | 50.8K | Q1 2026 |
| NovaPoint Capital, LLC$399M AUM | 0.32% | $1M | 49.0K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.82% | $1M | 47.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 43.1K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.51% | $1M | 41.2K | Q4 2025OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.02% | $1M | 39.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 39.2K | Q1 2026 |
| LITTLE HOUSE CAPITAL LLC$387M AUM | 0.25% | $986,371 | 38.2K | Q1 2026 |
| Gilbert & Cook, Inc.$774M AUM | 0.13% | $982,765 | 38.0K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.07% | $962,008 | 37.2K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.29% | $956,709 | 37.0K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $865,646 | 33.5K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.03% | $852,636 | 33.0K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.14% | $826,683 | 32.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $819,646 | 31.7K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.18% | $807,994 | 31.3K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.01% | $804,038 | 31.1K | Q1 2026 |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.66% | $803,213 | 31.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $766,401 | 29.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $761,168 | 29.0K | Q3 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.08% | $753,321 | 29.1K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.04% | $743,518 | 28.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $740,603 | 28.8K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.00% | $736,027 | 28.5K | Q1 2026 |
| Walleye Partners, LLC$81M AUM | 0.81% | $731,129 | 28.0K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $718,972 | 27.8K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.07% | $704,413 | 27.3K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.28% | $662,937 | 25.3K | Q3 2025OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.11% | $613,679 | 23.7K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.06% | $589,801 | 22.8K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.01% | $586,382 | 22.7K | Q1 2026 |
| 10Elms LLP$159M AUM | 0.37% | $578,782 | 22.4K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $576,193 | 22.2K | Q2 2025OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.50% | $569,290 | 22.0K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $567,718 | 22.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $561,000 | 21.7K | Q2 2025OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.03% | $552,415 | 21.4K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $509,842 | 19.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $507,221 | 19.6K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $502,861 | 19.5K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $497,157 | 19.0K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $464,767 | 17.8K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $436,805 | 16.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $434,513 | 16.8K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 0.08% | $431,876 | 16.7K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 0.10% | $425,821 | 16.3K | Q4 2025OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.11% | $422,208 | 16.3K | Q1 2026 |
| Farnam Financial LLC$122M AUM | 0.34% | $408,689 | 15.8K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.25% | $386,678 | 15.0K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $365,669 | 14.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $351,508 | 13.6K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.03% | $343,572 | 13.3K | Q1 2026 |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.04% | $328,140 | 12.7K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $316,275 | 12.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $311,499 | 12.1K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.06% | $300,274 | 11.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $300,248 | 11.6K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $297,818 | 11.5K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $290,764 | 11.2K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.02% | $290,399 | 11.2K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $271,089 | 10.5K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.08% | $268,504 | 10.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $265,000 | 10.3K | Q1 2026 |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.17% | $262,210 | 10.0K | Q4 2025OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.01% | $260,646 | 10.1K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.02% | $253,718 | 9.8K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $252,470 | 9.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $250,952 | 9.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $243,028 | 9.5K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $241,000 | 9.3K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.01% | $241,000 | 9.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $239,000 | 9.3K | Q1 2026 |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.01% | $238,079 | 9.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $227,348 | 8.8K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $227,144 | 8.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $225,862 | 8.7K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $210,976 | 8.1K | Q4 2025OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.10% | $210,419 | 8.1K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.02% | $209,163 | 8.1K | Q2 2025OLDER |
| Hendershot Investments Inc.$744M AUM | 0.03% | $205,585 | 8.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $192,495 | 7.4K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $118,855 | 4.6K | Q1 2026 |
| Jupiter Wealth Management LLC$253M AUM | 0.05% | $118,450 | 4.6K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $111,466 | 4.3K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.08% | $83,134 | 3.2K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.08% | $82,462 | 3.2K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $78,584 | 3.0K | Q1 2026 |
| CNB Bank$238M AUM | 0.03% | $78,248 | 3.0K | Q1 2026 |
| Hemington Wealth Management$769M AUM | 0.01% | $74,000 | 2.8K | Q3 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $55,603 | 2.2K | Q1 2026 |
| Trust Co$1.1B AUM | 0.00% | $50,035 | 1.9K | Q1 2026 |
| United Community Bank$300M AUM | 0.01% | $38,387 | 1.5K | Q1 2026 |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $30,245 | 1.2K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $29,730 | 1.1K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $29,391 | 1.1K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $27,538 | 1.1K | Q2 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $25,850 | 1.0K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $23,554 | 911 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $22,748 | 880 | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.00% | $21,688 | 839 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,608 | 800 | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $18,361 | 700 | Q3 2025OLDER |
| Bank of New Hampshire$437M AUM | 0.00% | $15,510 | 600 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $14,579 | 564 | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $11,118 | 430 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $10,960 | 424 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $8,234 | 315 | Q4 2025OLDER |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.00% | $4,000 | 154 | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $3,102 | 120 | Q1 2026 |
| Avion Wealth$484M AUM | 0.00% | $2,000 | 91 | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $1,293 | 50 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $155 | 6 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $26 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.