ISHARES TR

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IBDW·46436E486·US·ETF

IBDW (ISHARES TR) is held by 56 institutional investors as of Q2 2026. Largest holders: Aptus Capital Advisors, LLC ($156.8M), BANK OF AMERICA CORP /DE/ ($114M), MORGAN STANLEY ($101.5M). Net institutional sentiment: Bullish.

56

Holders

(10 Elite)

$960M

Total Value

70% (54)

Consensus

38 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)80

Insider (Form 4)76

Activist (13D/13G)79

Congressional (STOCK Act)37

Holder Quality

61

★★★★★

Elite

17

★★★★

Strong

69

★★★

Solid

27

★★

Below

66

★

Weak

Held by 56 funds

10 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IBDW.

Top Holders

Top Holders (56)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	7.5M(+1.8%)	$156.8M	1.1%	+6.50%	49
BANK OF AMERICA CORP /DE/	Increased	5.5M(+5.8%)	$114M	0.0%	+1.88%	32
MORGAN STANLEY	Decreased	4.9M(-3.7%)	$101.5M	0.0%	+3.44%	0
RAYMOND JAMES FINANCIAL INC	Decreased	3.5M(-2.0%)	$72.8M	0.0%	+0.80%	0
HighTower Advisors, LLC	Increased	3.1M(+72.2%)	$63.6M	0.1%	-0.70%	44
WELLS FARGO & COMPANY/MN	Increased	2.3M(+12.0%)	$48.6M	0.0%	+6.98%	33
ROYAL BANK OF CANADA	Decreased	2.1M(-0.1%)	$42.9M	0.0%	+1.04%	0
UBS Group AG	Increased	2M(+4.2%)	$41.2M	0.0%	+5.76%	30
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.9M(+107.9%)	$39.4M	0.0%	-2.55%	47
AMERIPRISE FINANCIAL INC	Decreased	1.5M(-4.4%)	$32M	0.0%	+3.07%	0
NewEdge Advisors, LLC	Increased	1.2M(+3.4%)	$25.2M	0.1%	+10.04%	30
US BANCORP \DE\	Increased	892,375(+0.1%)	$18.6M	0.0%	+4.90%	28
EP Wealth Advisors, LLC	Increased	868,068(+18.7%)	$18.1M	0.1%	-0.02%	33
BlackRock, Inc.	Increased	814,335(+13.1Kx)	$17M	0.0%	-2.93%	46
COMMONWEALTH EQUITY SERVICES, LLC	Increased	802,813(+4.3%)	$16.7M	0.0%	+6.90%	29
LPL Financial LLC	Increased	724,949(+11.6%)	$15.1M	0.0%	+3.11%	31
Rockefeller Capital Management L.P.	Increased	643,295(+1.8%)	$13.4M	0.0%	+6.50%	28
Lido Advisors, LLC	Decreased	603,204(-13.4%)	$12.6M	0.0%	+12.75%	0
Mariner, LLC	Decreased	583,372(-10.2%)	$12.2M	0.0%	-1.09%	0
JANE STREET GROUP, LLC	Increased	532,424(+136.9%)	$11.1M	0.0%	-2.62%	45

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IBDWISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer