Ishares Tr (IBDZ): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 130

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$26.05

-0.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IBDZ (all 13F filers)

Capital Investment Advisors2.7 MType not verified+219 K
Aptus Capital Advisors2.4 MType not verified+977 K
Sarver Vrooman Wealth Advisors1.7 MWealth adviser+26 K
Morgan Stanley1.5 MBank or trading desk+17 K
Bank of America1.4 MBank or trading desk+147 K
Sigma Investment Counselors1.3 MType not verified+222 K
Summitry1.3 MWealth adviser+24 K
Summit Financial1.1 MType not verified−701 K
Royal Bank of Canada746 KBank or trading desk+44 K
MV Capital Management732 KType not verified+1,468

Filer	Type
Capital Investment Advisors	Type not verified	2.7 M	+219 K	$70.6M
Aptus Capital Advisors	Type not verified	2.4 M	+977 K	$61.3M
Sarver Vrooman Wealth Advisors	Wealth adviser	1.7 M	+26 K	$43.6M
Morgan Stanley	Bank or trading desk	1.5 M	+17 K	$39.5M
Bank of America	Bank or trading desk	1.4 M	+147 K	$35.4M
Sigma Investment Counselors	Type not verified	1.3 M	+222 K	$34.0M
Summitry	Wealth adviser	1.3 M	+24 K	$33.6M
Summit Financial	Type not verified	1.1 M	−701 K	$27.5M
Royal Bank of Canada	Bank or trading desk	746 K	+44 K	$19.4M
MV Capital Management	Type not verified	732 K	+1,468	$19.1M

Capital Investment Advisors
Shares
2.7 M
Change
+219 K
See more
Type
Type not verified
Value
$70.6M
Aptus Capital Advisors
Shares
2.4 M
Change
+977 K
See more
Type
Type not verified
Value
$61.3M
Sarver Vrooman Wealth Advisors
Shares
1.7 M
Change
+26 K
See more
Type
Wealth adviser
Value
$43.6M
Morgan Stanley
Shares
1.5 M
Change
+17 K
See more
Type
Bank or trading desk
Value
$39.5M
Bank of America
Shares
1.4 M
Change
+147 K
See more
Type
Bank or trading desk
Value
$35.4M
Sigma Investment Counselors
Shares
1.3 M
Change
+222 K
See more
Type
Type not verified
Value
$34.0M
Summitry
Shares
1.3 M
Change
+24 K
See more
Type
Wealth adviser
Value
$33.6M
Summit Financial
Shares
1.1 M
Change
−701 K
See more
Type
Type not verified
Value
$27.5M
Royal Bank of Canada
Shares
746 K
Change
+44 K
See more
Type
Bank or trading desk
Value
$19.4M
MV Capital Management
Shares
732 K
Change
+1,468
See more
Type
Type not verified
Value
$19.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗