ISHARES TR IBDT
IBDS DEC28 ETF · ETP · CUSIP 46435U515
105
institutional holders
19.0m
shares reported held*
$452.6mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($808.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.77.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Aptus Capital Advisors, LLC 3.83% of their portfolio | 5.1m $120.1m | — |
| CAPITAL ADVISORS INC/OK 1.26% of their portfolio | 1.7m $40.5m | — |
| SUMMITRY LLC 2.28% of their portfolio | 1.3m $30.2m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $26.9m | — |
| Capital Investment Advisors, LLC 0.77% of their portfolio | 947.5k $22.5m | — |
| SIGMA INVESTMENT COUNSELORS INC 1.61% of their portfolio | 793.6k $18.9m | — |
| Klingman & Associates, LLC 1.49% of their portfolio | 637.5k $15.2m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.20% of their portfolio | 502.1k $11.9m | — |
| MORGAN STANLEY 0.00% of their portfolio | 477.4k $11.4m | — |
| LPL Financial LLC 0.01% of their portfolio | 467.6k $11.1m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 357.6k $8.5m | — |
| Arrow Financial Corp 1.09% of their portfolio | 312.8k $7.4m | — |
| US BANCORP \DE\ 0.01% of their portfolio | 288.9k $6.9m | — |
| Advisors Capital Management, LLC 0.19% of their portfolio | 287.2k $6.9m | — |
| PFG Private Wealth Management, LLC 4.37% of their portfolio | 279.7k $6.7m | — |
| Matthew Goff Investment Advisor, LLC 1.76% of their portfolio | 258.5k $6.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 226.0k $5.4m | — |
| ARCADIA INVESTMENT ADVISORS LLC 3.93% of their portfolio | 218.4k $5.2m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 211.1k $5.0m | — |
| Sandy Spring Bank 0.29% of their portfolio | 191.0k $4.5m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 185.0k $4.4m | — |
| Signature Wealth Management Group 1.99% of their portfolio | 164.4k $3.9m | — |
| Peloton Wealth Strategists 1.91% of their portfolio | 154.0k $3.7m | — |
| UBS Group AG 0.00% of their portfolio | 152.2k $3.6m | — |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 150.6k $3.6m | — |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 150.5k $3.6m | — |
| Krilogy Financial LLC 0.38% of their portfolio | 132.9k $3.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 127.0k $3.0m | — |
| Guidance Point Advisors, LLC 1.38% of their portfolio | 126.3k $3.0m | — |
| 4Thought Financial Group Inc. 2.85% of their portfolio | 121.8k $2.9m | — |
| Praetorian Wealth Management, Inc. 0.91% of their portfolio | 101.9k $2.4m | — |
| CGN Advisors LLC 0.59% of their portfolio | 98.8k $2.4m | — |
| Saiph Capital, LLC 1.80% of their portfolio | 96.8k $2.3m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 88.3k $2.1m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 88.1k $2.1m | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 88.0k $2.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 81.7k $1.9m | — |
| Associated Banc-Corp 0.08% of their portfolio | 73.5k $1.7m | — |
| WRAPMANAGER INC 0.58% of their portfolio | 72.5k $1.7m | — |
| Kesler, Norman & Wride, LLC 0.45% of their portfolio | 67.3k $1.6m | — |
| OLD MISSION CAPITAL LLC 0.07% of their portfolio | 66.3k $1.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 66.2k $1.6m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 64.9k $1.5m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio | 60.3k $1.4m | — |
| Kistler-Tiffany Companies, LLC 0.30% of their portfolio | 56.2k $1.3m | — |
| American Portfolios Advisors 0.06% of their portfolio | 54.6k $1.3m | — |
| Farmers National Bank 0.36% of their portfolio | 37.3k $887.5k | — |
| LITTLE HOUSE CAPITAL LLC 0.47% of their portfolio | 37.2k $886.0k | — |
| Cornell Pochily Investment Advisors, Inc. 0.38% of their portfolio | 36.8k $876.0k | — |
| Archford Capital Strategies, LLC 0.22% of their portfolio | 35.1k $836.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 30.4k $724.0k | — |
| Legacy Private Trust Co. 0.07% of their portfolio | 30.3k $720.0k | — |
| Lee Financial Co 0.13% of their portfolio | 28.9k $688.0k | — |
| Bradley & Co. Private Wealth Management, LLC 0.79% of their portfolio | 27.8k $662.0k | — |
| Dorsey & Whitney Trust CO LLC 0.06% of their portfolio | 26.0k $619.0k | — |
| BENJAMIN EDWARDS INC 0.18% of their portfolio | 25.4k $603.0k | — |
| FULTON BREAKEFIELD BROENNIMAN LLC 0.05% of their portfolio | 22.3k $531.0k | — |
| Asset Dedication, LLC 0.06% of their portfolio | 22.0k $521.0k | — |
| WOODMONT INVESTMENT COUNSEL LLC 0.06% of their portfolio | 20.0k $476.0k | — |
| MCF Advisors LLC 0.05% of their portfolio | 19.9k $474.0k | — |
| Legacy CG, LLC 0.31% of their portfolio | 19.7k $468.0k | — |
| VALLEY WEALTH MANAGERS, INC. 0.04% of their portfolio | 17.2k $410.0k | — |
| Mariner, LLC 0.00% of their portfolio | 16.5k $392.0k | — |
| Snowden Capital Advisors LLC 0.02% of their portfolio | 16.1k $383.0k | — |
| Segment Wealth Management, LLC 0.05% of their portfolio | 16.0k $381.0k | — |
| Cypress Wealth Services, LLC 0.13% of their portfolio | 15.8k $374.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 14.6k $348.0k | — |
| CABOT WEALTH MANAGEMENT INC 0.06% of their portfolio | 14.5k $345.0k | — |
| CENTRAL TRUST Co 0.01% of their portfolio | 14.3k $340.0k | — |
| RVW Wealth, LLC 0.05% of their portfolio | 13.7k $326.0k | — |
| Iowa State Bank 0.08% of their portfolio | 12.5k $296.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 12.1k $288.0k | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.04% of their portfolio | 12.1k $287.0k | — |
| American Money Management, LLC 0.08% of their portfolio | 11.5k $273.0k | — |
| Exchange Capital Management, Inc. 0.06% of their portfolio | 11.0k $261.0k | — |
| Cribstone Capital Management, LLC 0.16% of their portfolio | 10.9k $259.0k | — |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 10.8k $256.0k | — |
| FinTrust Capital Advisors, LLC 0.06% of their portfolio | 10.4k $246.0k | — |
| Redwood Financial Network Corp 0.27% of their portfolio | 10.0k $239.0k | — |
| STEPHENS INC /AR/ 0.00% of their portfolio | 9.6k $228.0k | — |
| Mutual Advisors, LLC 0.01% of their portfolio | 9.5k $226.0k | — |
| First Interstate Bank 0.02% of their portfolio | 9.2k $220.0k | — |
| Roble, Belko & Company, Inc 0.05% of their portfolio | 9.1k $216.0k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.01% of their portfolio | 7.9k $189.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 7.0k $165.0k | — |
| Bank of New Hampshire 0.05% of their portfolio | 6.9k $164.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 6.1k $144.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 5.4k $129.0k | — |
| Cordgrass Capital Advisors, LLC 0.05% of their portfolio | 4.9k $115.0k | — |
| Wells Financial Advisors INC 0.08% of their portfolio | 3.5k $84.0k | — |
| Knights of Columbus Asset Advisors LLC 0.01% of their portfolio | 2.9k $69.0k | — |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 0.01% of their portfolio | 2.3k $55.0k | — |
| CWM, LLC 0.00% of their portfolio | 1.8k $43.0k | — |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.5k $37.0k | — |
| Allworth Financial LP 0.00% of their portfolio | 1.3k $30.0k | — |
| BARRETT & COMPANY, INC. 0.01% of their portfolio | 900 $21.9k | — |
| Householder Group Estate & Retirement Specialist, LLC 0.01% of their portfolio | 880 $20.0k | — |
| Sargent Bickham Lagudis LLC 0.00% of their portfolio | 714 $17.0k | — |
| Carmichael Hill & Associates, Inc. 0.01% of their portfolio | 640 $15.0k | — |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 542 $13.0k | — |