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Disclosery

IBDR ISHARES TR

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SHS (fund)

422 managers (424 13F filers) reported a position in IBDR shares at 2026-06-30, 90,620,293 shares in all. 31 filers opened a position and 42 filers sold out during the quarter.

Managers
422
13F filers
424
New
31
Added
146
Reduced
167
Sold out
42
Shares held by filers
90,620,293

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,829,831$238M0.02%+44,36013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,313,634$105M0.13%+40,57613F-HR/ATimeline
HM PAYSON & CO4,186,318$101M1.34%-4,19313F-HRTimeline
LPL Financial LLC3,879,923$94M0.02%-165,04413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,576,118$86.6M<0.01%-174,10013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,484,975$60.2M0.02%-181,73213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,648,333$39.9M0.05%-35,73013F-HRTimeline
Gratus Wealth Advisors, LLC1,527,912$37M4.71%+31,40713F-HRTimeline
Kathmere Capital Management, LLC1,502,321$36.4M1.93%+109,45113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,496,018$36.2M1.31%+167,97813F-HRTimeline
Sound View Wealth Advisors Group, LLC1,472,485$35.7M2.21%-508,77213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,415,924$34.3M0.05%-128,25013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,307,176$31.7M+108,255Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,305,406$31.6M0.01%-151,24113F-HRTimelineGroup
RVW Wealth, LLC1,165,091$28.2M1.86%+24,54613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,146,679$27.8M1.35%-10,33913F-HRTimeline
NewEdge Advisors, LLC1,136,875$27.5M0.08%+22,43613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,093,602$26.5M0.03%-138,13313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,068,172$25.9M0.01%-378,76113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,007,776$24.4M0.03%-4,39813F-HRTimelineGroup
IFS Advisors, LLC973,964$23.6M11.3%+6,16213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…935,865$22.7M0.01%-82,21313F-HRTimelineGroup
Mesirow Financial Investment Management…872,266$21.1M0.33%-10,59013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP862,303$20.9M0.03%-4,43513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC838,929$20.3M0.19%+29,34013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN837,009$20.3M<0.01%-186,94513F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.756,074$18.3M1.62%+4,64713F-HR/ATimeline
Glenview Trust Co729,084$17.7M0.24%+18,12913F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\714,410$17.3M0.02%-38,87013F-HRTimelineGroup
REBALANCE, LLC711,980$17.3M0.9%-48,40513F-HRTimeline
Venture Visionary Partners LLC662,326$16M0.45%-201,68113F-HRTimeline
SPINNAKER TRUST661,842$16M0.78%+87,31613F-HRTimeline
Capital Investment Advisors, LLC660,322$16M0.21%+41,94113F-HRTimeline
Sanctuary Advisors, LLC652,971$15.8M0.07%-4,02313F-HRTimeline
EP Wealth Advisors, LLC591,531$14.3M0.05%+123,90513F-HRTimeline
Beacon Pointe Advisors, LLC574,362$13.9M0.06%-12,90113F-HRTimeline
Strid Group, LLC538,854$13.1M1.45%-67,04713F-HRTimeline
CENTRAL TRUST Co525,939$12.7M0.23%-18,11413F-HRTimeline
NovaPoint Capital, LLC523,659$12.7M2.64%-111,21713F-HRTimeline
Integrated Wealth Concepts LLC508,244$12.3M0.06%+211,41813F-HRTimeline
IFP Advisors, Inc495,135$12M0.22%+13,90013F-HRTimeline
Cetera Investment Advisers471,188$11.4M0.01%+116,93113F-HRTimeline
Wick Capital Partners, LLC457,123$11.1M1.67%-26,15413F-HRTimeline
MCF Advisors LLC452,688$11M0.39%+222,14613F-HRTimeline
Allworth Financial LP448,668$10.9M0.05%+25,75413F-HRTimeline
Global Retirement Partners, LLC443,156$10.7M0.16%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…441,512$10.7M0.06%+69,03213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…431,943$10.5M0.02%+8,65913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC421,595$10.2M<0.01%+74,94213F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC409,478$9.92M4.18%+14,15913F-HRTimeline
Atomic Invest LLC402,037$9.74M0.86%-84,74613F-HRTimeline
Janney Montgomery Scott LLC399,319$9.68M0.02%+172,02813F-HRTimeline
Balentine LLC397,242$9.63M0.34%-16,70313F-HRTimeline
Composition Wealth, LLC392,395$9.51M0.11%+7,24313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP392,070$9.5M0.01%+8,34913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC391,318$9.48M0.01%+220,12013F-HRTimelineGroup
Atria Investments, Inc377,655$9.15M0.09%+39,37113F-HRTimeline
First National Trust Co368,206$8.92M0.3%-53,74213F-HRTimeline
SAX WEALTH ADVISORS, LLC367,674$8.91M0.36%+6,37913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.351,386$8.51M0.31%-32,94913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.350,589$8.49M0.01%+49,32113F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP350,401$8.49M0.52%-115,87813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC341,342$8.27M0.11%+31,55913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC334,081$8.09M<0.01%+90,82713F-HRTimelineGroup
Kesler, Norman & Wride, LLC325,975$7.9M1.25%-12,62613F-HRTimeline
Madden Advisory Services, Inc.325,410$7.88M2.83%-4,74213F-HRTimeline
Merit Financial Group, LLC323,679$7.84M0.05%+17,44713F-HR/ATimeline
Parallel Advisors, LLC320,102$7.76M0.12%+50,73713F-HRTimeline
InvesTrust317,326$7.69M2.96%-6,78813F-HRTimeline
Peloton Wealth Strategists296,140$7.17M2.65%-3,00013F-HRTimeline
OneDigital Investment Advisors LLC289,388$7.01M0.06%-28,19913F-HRTimeline
Cornerstone Planning, LLC288,419$6.99M1.62%+1,25213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC254,470$6.17M0.36%+5,82713F-HRTimeline
Resonant Capital Advisors, LLC247,125$5.99M0.29%-9,98213F-HRTimeline
Creative Planningin group Creative Planning242,647$5.88M<0.01%+33,13413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO237,318$5.75M<0.01%+40,71013F-HRTimelineGroup
Laurel Wealth Advisors LLC236,025$5.72M0.55%-4,57513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP233,838$5.67M<0.01%+36,17713F-HRTimelineGroup
Delta Wealth Advisors LLC229,154$5.55M3.97%+9,77913F-HRTimeline
Aviance Capital Partners, LLC229,073$5.55M0.58%+19,95913F-HRTimeline
4Thought Financial Group Inc.227,209$5.51M2.59%+42,62813F-HRTimeline
Houlihan Financial Resource Group, Ltd.222,124$5.38M1.92%-2,53213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP220,984$5.35M0.03%-28,19013F-HRTimelineGroup
HAMEL ASSOCIATES, INC.215,254$5.22M1.44%-27,70913F-HRTimeline
Crews Bank & Trust211,905$5.13M0.67%-13,80013F-HRTimeline
Heartland Bank & Trust Co211,676$5.13M1.06%+11,57313F-HRTimeline
Sowell Financial Services LLC209,385$5.07M0.17%-2,44413F-HRTimeline
Praetorian Wealth Management, Inc.209,282$5.07M0.87%-11,11013F-HRTimeline
Winthrop Partners - WNY, LLC205,075$4.97M2.46%-14,32813F-HRTimeline
10Elms LLP203,963$4.94M2.09%+96,96113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp200,769$4.86M0.44%-224,78313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…197,059$4.77M0.01%-7,45713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…188,573$4.57M<0.01%-108,76713F-HRTimelineGroup
Quantum Financial Advisors, LLC185,634$4.5M0.44%-42,47613F-HRTimeline
HANCOCK WHITNEY CORP181,703$4.4M0.07%-4,92413F-HRTimeline
Ironwood Financial, llc178,257$4.31M0.68%-147,66613F-HRTimeline
MONECO ADVISORS, LLC173,411$4.2M0.26%-1,43113F-HRTimeline
Cambridge Investment Research Advisors,…172,184$4.17M0.01%-50,71013F-HR/ATimeline
Private Advisor Group, LLC172,000$4.17M0.02%-81,39213F-HRTimeline
McGlone Suttner Wealth Management, Inc.166,761$4.04M0.47%-1,81713F-HRTimeline
New England Private Wealth Advisors LLC164,601$3.99M0.39%-1,98213F-HRTimeline
Integrated Advisors Network LLC157,410$3.81M0.18%-5,60113F-HRTimeline
Evergreen Private Wealth LLC155,968$3.78M1.4%+7,30613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.155,842$3.78M0.02%+1,15013F-HRTimelineGroup
SYON CAPITAL LLC150,764$3.65M0.16%+89,57013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.150,218$3.64M0.21%+2,23913F-HRTimeline
IRON Financial LLC149,310$3.62M1.49%-4,50313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC147,912$3.58M0.6%+5,17413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\141,304$3.42M<0.01%-5,55913F-HRTimelineGroup
Scissortail Wealth Management, LLC139,693$3.38M0.65%+3,72713F-HRTimeline
SONATA CAPITAL GROUP INC138,850$3.36M1.09%-7,25313F-HRTimeline
Stonebrook Private Inc.138,259$3.35M0.61%+2,29913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC136,269$3.3M0.24%-1,04413F-HRTimeline
Rubicon Advisors, GP132,570$3.21M2.34%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC130,345$3.16M0.05%+28413F-HRTimeline
FIRST MANHATTAN CO. LLC.123,997$3M0.01%+2,59113F-HRTimeline
Covington Investment Advisors Inc.121,569$2.95M0.38%+18,22113F-HRTimeline
TFR Capital, LLC.121,501$2.94M0.83%-2,85713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC120,095$2.91M0.2%+27,58613F-HRTimeline
High Note Wealth, LLC117,814$2.85M0.49%+56,31913F-HRTimeline
Penobscot Investment Management Company…113,570$2.75M0.19%+5,94813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp112,019$2.71M0.06%-37513F-HRTimelineGroup
SMITH, MOORE & CO.111,433$2.7M0.18%-6,27813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp109,710$2.66M0.04%-106,30813F-HRTimelineGroup
Round Rock Advisors LLC109,212$2.65M0.34%-78313F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC108,551$2.63M1.23%+3,42713F-HRTimeline
BRIGHTON SECURITIES CORP.108,413$2.63M1.13%+4,09913F-HRTimeline
Centennial Advisors, LLC104,912$2.54M3.03%+10,32913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC104,654$2.54M0.18%+2,85213F-HRTimeline
Beaumont Asset Management, L.L.C.104,541$2.53M0.98%-371,47413F-HRTimeline
Keeler Thomas Management LLC103,946$2.52M0.89%-7,11213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…102,047$2.47M<0.01%+27813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC101,871$2.47M0.01%+20,41813F-HRTimeline
Modern Wealth Management, LLC101,525$2.46M0.03%-156,31913F-HRTimeline
TFO Wealth Partners, LLC100,604$2.44M0.27%+99713F-HRTimeline
Crestmont Private Wealth LLC100,355$2.43M0.68%+11,64813F-HRTimeline
KINTRA WEALTH, LLC99,472$2.41M0.13%+1,03113F-HRTimeline
Fortis Capital Management LLC97,024$2.35M0.26%+15,46213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC91,054$2.21M0.03%-95013F-HRTimeline
Rossmore Private Capital90,522$2.19M0.18%-5,59213F-HRTimeline
Godshalk Welsh Capital Management, Inc.90,125$2.18M1.18%+10013F-HRTimeline
Sequoia Financial Advisors, LLC88,213$2.14M0.01%013F-HRTimeline
Breachway Investments LLC88,208$2.14M3.22%-45,39913F-HRTimeline
Klaas Financial Asset Advisors, LLC85,697$2.08M0.26%+1,10413F-HRTimeline
Commonwealth Financial Services, LLC83,391$2.02M0.27%-1,68013F-HRTimeline
Chesley Taft & Associates LLC80,630$1.95M0.08%-25,99713F-HRTimeline
Montecito Bank & Trust79,909$1.94M0.29%+1,93313F-HRTimeline
OLD MISSION CAPITAL LLC79,272$1.92M0.05%new13F-HRTimeline
IFG Advisory, LLC79,012$1.91M0.07%new13F-HRTimeline
Endowment Wealth Management, Inc.78,510$1.9M0.74%+1,55313F-HRTimeline
Livet Wealth, LLC77,986$1.89M1.09%-1,59713F-HRTimeline
DAVENPORT & Co LLC77,343$1.87M0.01%+24,66713F-HRTimeline
First Fiduciary Investment Counsel, Inc.76,341$1.85M0.35%-1,33513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…73,598$1.78M0.04%-8,66213F-HRTimelineGroup
WRAPMANAGER INC72,995$1.77M0.55%-7,83113F-HRTimeline
Sightline Wealth Advisors, LLC72,435$1.76M0.64%-30,79213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.72,118$1.75M0.1%-4,67413F-HRTimelineGroup
Probity Advisors, Inc.70,374$1.71M0.24%-55,20713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.70,294$1.7M0.28%+19913F-HRTimeline
Cornell Pochily Investment Advisors, In…68,763$1.67M0.45%-93,13313F-HRTimeline
Foundry Financial Group, Inc.68,724$1.67M0.72%-2,19013F-HRTimeline
MidFirst Bank68,669$1.66M0.12%-2,48113F-HRTimeline
Cove Private Wealth, LLC68,501$1.66M0.32%+12,69413F-HRTimeline
HARBOR ADVISORY CORP /MA/67,891$1.64M0.44%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.66,861$1.62M0.16%-3,16713F-HRTimeline
Arcataur Capital Management LLC66,338$1.61M0.4%-21013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding65,572$1.59M+27,964Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co64,544$1.56M0.07%-5313F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS63,498$1.54M0.16%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,400$1.54M0.03%013F-HRTimelineGroup
Collaborative Fund Advisors, LLC62,577$1.52M0.88%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC60,469$1.47M0.35%new13F-HRTimeline
Farmers National Bank57,897$1.4M0.29%+36313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/57,615$1.4M0.22%+97513F-HRTimeline
J.W. COLE ADVISORS, INC.56,771$1.38M0.02%-16,80813F-HRTimeline
Reliant Wealth Planning55,008$1.33M0.37%+31413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp54,484$1.32M<0.01%+2,09213F-HRTimelineGroup
Archford Capital Strategies, LLC54,406$1.32M0.13%-2,87413F-HRTimeline
Accretive Wealth Partners, LLC53,412$1.29M0.31%-2,31613F-HRTimeline
Mayflower Financial Advisors, LLC53,245$1.29M0.11%+8313F-HRTimeline
Element Wealth, LLC52,828$1.28M0.48%+3413F-HRTimeline
Northwest Bancshares, Inc.52,744$1.28M0.23%-6,47913F-HRTimeline
BEACON FINANCIAL GROUP51,923$1.26M0.11%-22,81713F-HRTimeline
Hurley Capital, LLC51,670$1.25M0.65%+42413F-HRTimeline
Great Diamond Partners, LLC51,368$1.24M0.21%-125,61713F-HRTimeline
Seneca House Advisors51,022$1.24M0.44%+16,83313F-HRTimeline
Johnson Bixby & Associates, LLC50,931$1.23M0.14%+13913F-HRTimeline
WESBANCO BANK INC48,950$1.19M0.03%013F-HRTimeline
Sigma Planning Corp48,901$1.18M0.03%+2,38713F-HRTimeline
Beaumont Financial Advisors, LLC48,411$1.17M0.07%-1,27113F-HRTimeline
GTS SECURITIES LLC48,096$1.17M0.02%new13F-HRTimeline
Windsor Capital Management, LLC46,547$1.13M0.29%new13F-HRTimeline
PSI Advisors, LLC45,801$1.11M0.26%-80013F-HRTimeline
Steward Partners Investment Advisory, L…44,799$1.09M0.01%+5,91313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC43,509$1.05M0.05%+2,80513F-HRTimeline
Timber Creek Capital Management LLC42,657$1.03M0.21%+2,79113F-HRTimeline
Kastel Capital Advisors, LLC41,700$1.01M0.64%+19,23613F-HRTimeline
Black Swift Group, LLC41,085$995K0.14%-21,11513F-HRTimeline
Cannon Financial Strategists, Inc.40,778$988K0.11%+24213F-HRTimeline
Summit Wealth Group, LLC40,083$971K0.2%+11,27713F-HRTimeline