ISHARES TR (IBDT) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IBDT?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IBDT?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into IBDT?

64 institutional investors hold ISHARES TR (IBDT). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IBDT?

Track institutional sentiment and conviction scores for ISHARES TR (IBDT) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

IBDT·46435U515·US·etf·Unknown - Unknown

IBDS DEC28 ETF

IBDT (ISHARES TR) is held by 64 institutional investors as of Q4 2025. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($226M), BANK OF AMERICA CORP /DE/ ($220.7M), MORGAN STANLEY ($116.8M). Net institutional sentiment: Bullish.

Holders

Avg rating(13 Elite)

$1.3B

Total Value

80% (70)

Fund Consensus

47 buying - 13 selling

Smart Money Verdict- Q4 2025View all

68Positive Momentum (Unconfirmed)Single Source

Held by 64 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MERCER GLOBAL ADVISORS INC /ADV	Increased	8.8M(+166.0%)	$226M	0.3%	+3.43%	59
BANK OF AMERICA CORP /DE/	Increased	8.7M(+6.5%)	$220.7M	0.0%	+6.45%	33
MORGAN STANLEY	Increased	4.6M(+4.9%)	$116.8M	0.0%	+8.13%	32
UBS Group AG	Increased	3M(+34.8%)	$77.2M	0.0%	+8.01%	38
RAYMOND JAMES FINANCIAL INC	Increased	3M(+11.7%)	$75.7M	0.0%	+5.59%	33
Lido Advisors, LLC	Increased	2.4M(+0.6%)	$61.7M	0.2%	+6.11%	35
LPL Financial LLC	Increased	2.3M(+20.0%)	$57.7M	0.0%	+9.97%	35
WELLS FARGO & COMPANY/MN	Increased	1.9M(+9.7%)	$47.2M	0.0%	+10.16%	32
HighTower Advisors, LLC	Increased	1.8M(+11.5%)	$46.1M	0.1%	+9.89%	33
AMERIPRISE FINANCIAL INC	Increased	1.6M(+32.0%)	$40.9M	0.0%	+8.08%	37
ROYAL BANK OF CANADA	Decreased	1.3M(-36.5%)	$32.1M	0.0%	+6.62%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1M(+24.0%)	$26.1M	0.0%	+9.31%	35
STIFEL FINANCIAL CORP	Increased	957,793(+8.7%)	$24.4M	0.0%	+12.87%	31
CAPTRUST FINANCIAL ADVISORS	Increased	869,275(+17.5%)	$22.1M	0.0%	+5.29%	33
TRUIST FINANCIAL CORP	Increased	857,238(+1.1%)	$21.8M	0.0%	+10.94%	29
NewEdge Advisors, LLC	Increased	750,929(+277.9%)	$19.1M	0.1%	+3.20%	46
Kestra Advisory Services, LLC	Increased	678,756(+18.8%)	$17.3M	0.1%	+8.24%	33
BENJAMIN EDWARDS INC	Increased	675,760(+6.0%)	$17.2M	0.2%	+4.79%	36
US BANCORP \DE\	Increased	649,471(+12.7%)	$16.5M	0.0%	+10.20%	32
Sanctuary Advisors, LLC	Increased	546,466(+66.2%)	$13.9M	0.1%	+4.76%	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	451,331(+16.6%)	$11.5M	0.0%	+5.65%	32
BlackRock, Inc.	Increased	353,833(+368.5%)	$9M	0.0%	+1.24%	44
Allworth Financial LP	Increased	337,980(+95.7%)	$8.6M	0.0%	+4.28%	44
Beacon Pointe Advisors, LLC	Increased	310,625(+7.4%)	$7.9M	0.1%	+10.32%	30
Cetera Investment Advisers	Increased	263,683(+13.7%)	$6.7M	0.0%	+5.90%	31
Focus Partners Wealth	Increased	232,417(+70.0%)	$5.9M	0.0%	+1.35%	40
OneDigital Investment Advisors LLC	New	225,470	$5.7M	0.1%	+0.24%	37
EP Wealth Advisors, LLC	Increased	222,745(+1.4%)	$5.7M	0.0%	+12.29%	27
Merit Financial Group, LLC	Increased	219,749(+25.5%)	$5.6M	0.0%	+2.35%	33
Integrated Wealth Concepts LLC	Decreased	216,042(-8.2%)	$5.5M	0.1%	+10.24%	0
JONES FINANCIAL COMPANIES LLLP	Increased	195,912(+51.5%)	$5M	0.0%	+2.69%	38
OSAIC HOLDINGS, INC.	Increased	192,230(+35.5%)	$4.9M	0.0%	+4.50%	35
Creative Planning	Increased	188,896(+5.7%)	$4.8M	0.0%	+8.44%	28
REGIONS FINANCIAL CORP	Increased	133,918(+247.4%)	$3.4M	0.0%	+1.82%	43
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	128,070(+4.9%)	$3.3M	0.0%	+6.99%	28
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	120,555(+9.4%)	$3.1M	0.0%	+11.63%	29
ENVESTNET ASSET MANAGEMENT INC	Decreased	120,191(-45.5%)	$3.1M	0.0%	+13.18%	0
Mariner, LLC	Decreased	91,015(-14.5%)	$2.3M	0.0%	+7.24%	0
Private Advisor Group, LLC	Increased	71,937(+40.9%)	$1.8M	0.0%	+7.04%	34
Equitable Holdings, Inc.	Increased	64,422(+119.2%)	$1.6M	0.0%	+0.85%	41
Rockefeller Capital Management L.P.	Increased	64,263(+20.4%)	$1.6M	0.0%	+9.28%	31
JPMORGAN CHASE & CO	Decreased	64,107(-67.1%)	$1.6M	0.0%	+1.62%	0
TD Waterhouse Canada Inc.	Decreased	62,617(-14.7%)	$1.6M	0.0%	+4.50%	0
DAVENPORT & Co LLC	Unchanged	59,455	$1.5M	0.0%	+5.00%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	58,386(+145.0%)	$1.5M	0.0%	+0.79%	41
Farther Finance Advisors, LLC	Increased	48,763(+327.3%)	$1.2M	0.0%	+0.97%	41
Bank of New York Mellon Corp	Increased	44,414(+9.1%)	$1.1M	0.0%	+6.89%	28
Neuberger Berman Group LLC	Increased	43,971(+35.0%)	$1.1M	0.0%	+6.54%	33
COMERICA BANK	Increased	30,094(+8.9%)	$766,043	0.0%	+8.82%	27
Baird Financial Group, Inc.	Increased	29,151(+0.5%)	$742,039	0.0%	+8.94%	25
MML INVESTORS SERVICES, LLC	Increased	29,050(+1.8%)	$739,472	0.0%	+6.72%	25
FIFTH THIRD BANCORP	Decreased	27,650(-2.5%)	$703,831	0.0%	+5.02%	0
BANK OF MONTREAL /CAN/	Increased	19,389(+3242.9%)	$493,545	0.0%	+0.32%	39
Steward Partners Investment Advisory, LLC	Increased	18,805(+2.0%)	$478,670	0.0%	+5.93%	25
FIRST MANHATTAN CO. LLC.	New	14,454	$367,927	0.0%	+0.24%	33
FMR LLC	New	10,721	$272,911	0.0%	+0.24%	36
PNC FINANCIAL SERVICES GROUP, INC.	Increased	10,459(+74.0%)	$266,226	0.0%	+1.31%	35
Wealthspire Advisors, LLC	Unchanged	8,639	$219,906	0.0%	+5.00%	0
SCOTIA CAPITAL INC.	Unchanged	8,100	$206,186	0.0%	+11.58%	0
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Unchanged	8,000	$204,080	0.0%	+7.16%	0
Empower Advisory Group, LLC	Unchanged	7,891	$200,865	0.0%	+3.21%	0
CIBC Private Wealth Group LLC	Increased	4,649(+991.3%)	$118,349	0.0%	+1.15%	35
AE Wealth Management LLC	New	3,393	$86,368	0.0%	+0.24%	30
Aptus Capital Advisors, LLC	Increased	1,022(+70.0%)	$26,015	0.0%	+7.64%	29
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$1.1M	0.0%	+3.65%	0
HUNTINGTON NATIONAL BANK	Exited	0(-100.0%)	$5,538	0.0%	+6.91%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$1.6M	0.0%	+4.71%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$2.9M	0.0%	+5.23%	0
Corient Private Wealth LLC	Exited	0(-100.0%)	$2.1M	0.0%	+11.10%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$2M	0.0%	+6.20%	0

ISHARES TR

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