ISHARES TR

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IBDZ·46438G653·US·ETF·Unknown - Unknown

IBDZ (ISHARES TR) is held by 39 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($39M), Aptus Capital Advisors, LLC ($35.8M), BANK OF AMERICA CORP /DE/ ($31.6M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (39)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.5M(+16.4%)	$39M	0.0%	-1.00%	34
Aptus Capital Advisors, LLC	New	1.4M	$35.8M	0.3%	-2.68%	48
BANK OF AMERICA CORP /DE/	Increased	1.2M(+14.1%)	$31.6M	0.0%	+2.52%	33
ROYAL BANK OF CANADA	Increased	701,465(+4.6%)	$18.3M	0.0%	+5.30%	30
WELLS FARGO & COMPANY/MN	Increased	625,178(+220.2%)	$16.3M	0.0%	-2.43%	45
AMERIPRISE FINANCIAL INC	Increased	504,181(+1441.4%)	$13.1M	0.0%	-2.52%	45
RAYMOND JAMES FINANCIAL INC	Increased	386,990(+69.0%)	$10.1M	0.0%	+0.05%	41
HighTower Advisors, LLC	Increased	385,423(+14.6%)	$10M	0.0%	-0.46%	32
UBS Group AG	Increased	369,667(+2.9%)	$9.6M	0.0%	+4.25%	28
US BANCORP \DE\	Increased	349,740(+12.7%)	$9.1M	0.0%	+1.94%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	328,810(+77.1%)	$8.6M	0.0%	+0.51%	42
Kestra Advisory Services, LLC	Increased	266,831(+20.9%)	$7M	0.0%	+1.74%	33
Lido Advisors, LLC	Increased	260,863(+23.7%)	$6.8M	0.0%	+3.13%	33
BENJAMIN EDWARDS INC	Increased	177,771(+5.1%)	$4.6M	0.0%	+5.46%	28
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	118,082(+26.6%)	$3.1M	0.0%	-0.48%	33
JPMORGAN CHASE & CO	Increased	116,569(+342.6%)	$3M	0.0%	-2.30%	43
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	84,814(+325.2%)	$2.2M	0.0%	-2.34%	42
ENVESTNET ASSET MANAGEMENT INC	Increased	84,684(+24.2%)	$2.2M	0.0%	+3.41%	32
LPL Financial LLC	Increased	65,261(+28.9%)	$1.7M	0.0%	+0.96%	32
OneDigital Investment Advisors LLC	New	63,237	$1.6M	0.0%	-2.68%	36

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer