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Who holds IBDV

ISHARES TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
10Elms LLP143.8K$3.1B1.3%
BANK OF AMERICA CORP /DE/9.6M$209.6M0.0%
Aptus Capital Advisors, LLC6.2M$134.1M0.9%
MERCER GLOBAL ADVISORS INC /ADV6.1M$132.6M0.2%
MORGAN STANLEY4.5M$97.5M0.0%
RAYMOND JAMES FINANCIAL INC4.4M$95.4M0.0%
Capital Investment Advisors, LLC4.3M$93.0M1.2%
CAPITAL ADVISORS INC/OK3.3M$70.9M1.0%
UBS Group AG3.0M$66.0M0.0%
WELLS FARGO & COMPANY/MN3.0M$65.8M0.0%
HM PAYSON & CO2.7M$59.4M0.8%
ROYAL BANK OF CANADA2.5M$54.6M0.0%
Sound View Wealth Advisors Group, LLC1.9M$41.0M2.5%
Klingman & Associates, LLC1.7M$37.4M1.6%
SIGMA INVESTMENT COUNSELORS INC1.7M$36.2M1.8%
Gratus Wealth Advisors, LLC1.6M$35.8M4.6%
Lido Advisors, LLC1.6M$34.9M0.1%
Summit Financial, LLC1.5M$33.6M0.4%
LPL Financial LLC1.5M$32.6M0.0%
Kathmere Capital Management, LLC1.3M$29.4M1.6%
RVW Wealth, LLC1.3M$28.5M1.9%
Venture Visionary Partners LLC1.3M$27.8M0.8%
NewEdge Advisors, LLC1.2M$26.6M0.1%
WOODMONT INVESTMENT COUNSEL LLC1.2M$26.3M1.4%
US BANCORP \DE\1.2M$26.1M0.0%
STIFEL FINANCIAL CORP1.1M$23.8M0.0%
Advisors Capital Management, LLC1.0M$22.6M0.2%
HOWLAND CAPITAL MANAGEMENT LLC1.0M$22.3M0.8%
MV CAPITAL MANAGEMENT, INC.930.5K$20.3M1.8%
EP Wealth Advisors, LLC847.9K$18.5M0.1%
Kestra Advisory Services, LLC797.6K$17.4M0.1%
BlackRock, Inc.779.4K$17.0M0.0%
COMMONWEALTH EQUITY SERVICES, LLC762.9K$16.6M0.0%
ARROW FINANCIAL CORP702.8K$15.3M1.4%
AMERIPRISE FINANCIAL INC682.3K$14.9M0.0%
FIRST NATIONAL TRUST CO653.4K$14.2M0.5%
Janney Montgomery Scott LLC650.9K$14.2M0.0%
Rockefeller Capital Management L.P.644.4K$14.0M0.0%
Ironwood Financial, llc644.6K$13.9M2.2%
Mariner, LLC592.6K$12.9M0.0%
PFG Private Wealth Management, LLC570.0K$12.4M5.4%
Probity Advisors, Inc.569.6K$12.4M1.8%
CENTRAL TRUST Co538.6K$11.7M0.2%
CAPTRUST FINANCIAL ADVISORS534.3K$11.6M0.0%
Glenview Trust Co506.3K$11.0M0.2%
LYELL WEALTH MANAGEMENT, LP492.6K$10.7M0.7%
REBALANCE, LLC484.0K$10.6M0.6%
MinichMacGregor Wealth Management, LLC474.2K$10.3M1.6%
Parkway Wealth Management Group, LLC466.3K$10.2M1.2%
ENVESTNET ASSET MANAGEMENT INC464.5K$10.1M0.0%
Snowden Capital Advisors LLC453.7K$9.9M0.2%
BENJAMIN EDWARDS INC445.6K$9.7M0.1%
Sanctuary Advisors, LLC445.0K$9.7M0.0%
Cornerstone Planning, LLC439.4K$9.6M2.2%
RWA WEALTH PARTNERS, LLC434.6K$9.5M0.1%
Guidance Point Advisors, LLC431.7K$9.4M2.0%
Atlantic Union Bankshares Corp425.1K$9.3M0.2%
Centric Wealth Management418.8K$9.1M1.4%
Cambridge Investment Research Advisors, Inc.413.7K$9.0M0.0%
Parallel Advisors, LLC406.9K$8.9M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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