IBDW ISHARES TR: institutional ownership and insider trading

316 funds reported holding $2.01B of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $134M, with 24 new positions and 20 funds selling out.

Largest institutional holders of IBDW

  1. Aptus Capital Advisors, LLC — $157M
  2. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $114M
  3. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $102M
  4. Capital Investment Advisors, LLC — $84.3M
  5. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $72.8M
  6. CAPITAL ADVISORS INC/OK — $70.2M
  7. HighTower Advisors, LLC — $63.6M
  8. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $48.6M
  9. Venture Visionary Partners LLC — $47.0M
  10. Sarver Vrooman Wealth Advisors — $45.4M

All IBDW 13F holders