ISHARES TR

$IBDV
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Smart money positioned

6 of the Top-200 alpha managers hold $IBDV as of the latest 13F snapshot.

13F holders
316
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$IBDV is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.17%, with an average of 0.37% of portfolio. Largest holder: Hamel Associates, Inc. at 1.17%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Hamel Associates, Inc.
1.17% NEW
α +12.3pts
02
Venture Visionary Partners LLC
0.85% NEW
α +10.3pts
03
Shufro Rose & Co. LLC
0.17% NEW
α +32.3pts
04
ProVise Management Group, LLC
0.02% held
α +11.2pts
05
CV Advisors LLC
0.01% held
α +29.1pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 316 · Source: 13F-HR
01
Proficio Capital Partners LLC
1.06% of portfolio
6,041,703 sh
02
Legal & General Group Plc
0.17% of portfolio
5,374,232 sh
03
Teewinot Capital Advisers, L.L.C.
1.32% of portfolio
4,072,983 sh
04
Yeomans Consulting Group, Inc.
5.08% of portfolio
3,199,620 sh
05
Private Harbour Investment Management & Counsel, LLC
0.05% of portfolio
2,357,358 sh
06
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
0.13% of portfolio
1,980,284 sh
07
Financial Strategies Group, Inc.
2.60% of portfolio
1,746,344 sh
08
Fft Wealth Management LLC
1.73% of portfolio
1,650,363 sh
09
Commonwealth of Pennsylvania Public School Empls Retrmt Sys
1.90% of portfolio
1,643,783 sh
10
Quaker Wealth Management, LLC
0.45% of portfolio
1,609,633 sh
See all 316 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IBDV in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IBDV in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:20 UTC.