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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
Straight Path Wealth Management39,906$967K0.23%+5,48313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC39,798$964K0.25%-22,43613F-HRTimeline
HRT FINANCIAL LP39,795$964K<0.01%new13F-HRTimeline
ADG Wealth Management Group, LLC39,711$962K0.61%-3113F-HRTimeline
SMI Advisory Services, LLC39,673$959K0.16%+6,81513F-HRTimeline
CGN Advisors LLC39,457$956K0.07%-2,76413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC37,799$916K0.37%-10,62113F-HRTimeline
SIGNATUREFD, LLC37,352$905K0.01%+11,40113F-HRTimeline
AssuredPartners Investment Advisors, LLC37,172$901K0.09%-11,08513F-HRTimeline
FourThought Financial Partners, LLC36,803$892K0.07%-4,47913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…36,443$883K0.04%+7,00213F-HRTimeline
Wealth Advisory Solutions, LLC35,676$864K0.18%+1,29013F-HRTimeline
Atwater Malick LLC35,040$849K0.18%013F-HRTimeline
Belpointe Asset Management LLC34,912$846K0.03%-4,39413F-HRTimeline
TLWM34,765$842K0.14%-96513F-HRTimeline
BEACON FINANCIAL PLANNING, INC34,689$841K0.29%+3,26013F-HRTimeline
Weaver Consulting Group34,389$833K0.17%-88,51313F-HRTimeline
Bullock Wealth Management Group34,142$825K0.36%13F-HRTimeline
DUNCKER STREETT & CO INC33,934$822K0.14%+33613F-HRTimeline
Ranch Capital Advisors Inc.33,379$809K0.26%+49213F-HRTimeline
Farther Finance Advisors, LLC32,881$797K0.01%+9,24413F-HRTimeline
HORAN Wealth, LLC32,266$782K0.1%-1,84213F-HR/ATimeline
Pure Financial Advisors, LLC32,225$781K0.01%+65013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,187$780K0.01%+1,15713F-HRTimelineGroup
DecisionMap Wealth Management, LLC32,183$780K0.44%+4,53813F-HRTimeline
Schuylkill Financial LLC32,181$780K0.72%13F-HRTimeline
ADIRONDACK TRUST CO31,810$770K0.23%-98913F-HRTimeline
OFS Enterprise LLC31,107$754K0.19%013F-HRTimeline
First Interstate Bank30,949$750K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.30,891$748K0.21%-87813F-HRTimeline
DEARBORN PARTNERS LLC30,719$744K0.04%+2,60113F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,638$742K<0.01%-3,36213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,629$742K<0.01%+2,65713F-HRTimelineGroup
RIVER'S EDGE WEALTH MANAGEMENT, LLC30,519$739K0.65%-1,77513F-HRTimeline
Roble, Belko & Company, Inc30,293$734K0.08%+6,48513F-HRTimeline
Advisory Services Network, LLC29,990$727K0.01%+4213F-HRTimeline
Curbstone Financial Management Corp29,874$724K0.12%013F-HRTimeline
Foundations Investment Advisors, LLC29,528$715K0.01%+4,58113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…28,949$701K0.04%-62013F-HRTimeline
Walser Wealth Management Company, A Ltd…28,567$692K0.29%+4,57313F-HRTimeline
FOCUSED ALPHA, LLC28,435$689K0.18%-4,36113F-HRTimeline
Autumn Glory Partners, LLC27,639$670K0.19%+4413F-HRTimeline
Avantax Planning Partners, Inc.27,241$660K0.02%-1,28513F-HRTimeline
Summit Wealth Partners, LLC27,174$658K0.09%-42513F-HRTimeline
TABLEAUX LLC27,040$655K0.28%-3,14413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.26,843$650K0.47%-9,36113F-HRTimeline
LifePlan Financial, LLC26,839$650K0.46%-28,08213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,384$639K0.01%new13F-HRTimelineGroup
SHUFRO ROSE & CO LLC25,628$621K0.04%-1,218,15113F-HRTimeline
Princeton Global Asset Management LLC25,367$615K0.09%-63713F-HRTimeline
Stokes Family Office, LLC24,763$600K0.07%-2,08013F-HRTimeline
Gilbert & Cook, Inc.24,313$589K0.07%013F-HRTimeline
Jacobi Capital Management LLC24,082$584K0.03%+7,92813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23,606$572K0.02%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC22,722$551K0.05%013F-HRTimeline
Waverly Advisors, LLC22,677$549K<0.01%+2,70013F-HRTimeline
American Trust22,590$547K0.04%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC22,205$538K<0.01%013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.21,808$528K0.17%13F-HRTimeline
TRUST POINT INC.21,443$520K0.04%+11,91113F-HRTimeline
Strategic Blueprint, LLC21,034$510K0.03%+4,13213F-HRTimeline
Kingsview Wealth Management, LLC20,962$508K0.01%new13F-HRTimeline
Aspen Wealth Management LLC20,355$493K0.08%+11,24513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,082$487K<0.01%-8,36113F-HRTimelineGroup
Summit Asset Management, LLC19,367$469K0.06%-1,25413F-HRTimeline
Aptus Capital Advisors, LLC19,347$469K<0.01%+5,01113F-HRTimeline
Lee Financial Co19,330$468K0.06%013F-HRTimeline
Rothschild Wealth LLC18,957$459K0.04%-3,21513F-HRTimeline
S.E.E.D. Planning Group LLC18,666$452K0.12%new13F-HRTimeline
Klingman & Associates, LLC18,406$446K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,241$442K0.01%+8713F-HRTimelineGroup
Clearstead Trust, LLC18,156$440K0.06%013F-HRTimeline
Stockman Wealth Management, Inc.17,816$432K0.04%+74513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC17,302$419K0.25%-5,50013F-HRTimeline
KPP Advisory Services LLC17,115$415K0.05%-50013F-HRTimeline
Mutual Advisors, LLC16,651$403K0.01%-5013F-HRTimeline
Van Hulzen Asset Management, LLC16,346$396K0.03%+47313F-HRTimeline
Avidian Wealth Enterprises, LLC16,245$394K0.01%+1,88913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …16,220$393K<0.01%013F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC15,700$380K0.26%013F-HRTimeline
Pine Haven Investment Counsel, Inc15,200$368K0.25%013F-HRTimeline
Empirical Asset Management, LLC15,130$367K0.08%013F-HRTimeline
Walleye Partners, LLC15,071$365K0.42%+15013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,663$355K0.01%+213F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC14,568$353K0.05%+113F-HRTimeline
Wealthspire Advisors, LLC14,305$347K<0.01%013F-HRTimeline
Financial Advisory Corp14,253$345K0.05%+14113F-HRTimeline
Koshinski Asset Management, Inc.14,239$345K0.02%-1,30413F-HRTimeline
Dorsey & Whitney Trust CO LLC14,000$339K0.02%-4,00013F-HRTimeline
Yoder Wealth Management, Inc.13,850$336K0.13%+90013F-HRTimeline
Riverstone Advisors, LLC13,832$335K0.14%-9,27513F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…13,779$334K0.07%-64113F-HRTimelineGroup
American Money Management, LLC13,725$333K0.05%-60013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,672$331K0.09%013F-HRTimeline
World Investment Advisors13,311$323K0.01%-1,11813F-HRTimeline
Cornerstone Wealth Management, LLC13,307$322K0.01%+113F-HRTimeline
Cloud Capital Management, LLC12,978$314K0.11%-5,49913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,954$314K<0.01%+2,91813F-HRTimelineGroup
Lifeworks Advisors, LLC12,789$310K0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC12,739$309K<0.01%-35,08413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,706$308K0.13%013F-HRTimeline
Eldridge Investment Advisors, Inc.12,647$306K0.06%-57,41413F-HRTimeline
Ferguson Johnson Wealth Management Inc12,593$305K0.22%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,500$303K0.02%013F-HRTimeline
Fortune Financial Group, Inc.12,468$302K0.24%-4113F-HRTimeline
Gradient Capital Advisors, LLC12,312$298K0.07%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.12,263$297K0.12%013F-HRTimeline
Trust Co12,153$294K0.03%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,120$294K0.01%+713F-HRTimelineGroup
Krilogy Financial LLC12,096$293K0.01%-208,47713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC12,041$292K0.17%-6,67313F-HRTimeline
Meridian Wealth Management, LLC11,952$290K0.01%-3,92913F-HRTimeline
MEYER HANDELMAN CO11,864$287K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.11,725$284K<0.01%+11213F-HRTimeline
Csenge Advisory Group11,718$284K0.01%-19213F-HRTimeline
Buttonwood Financial Advisors Inc.11,658$282K0.09%013F-HRTimeline
Bulltick Wealth Management, LLC11,655$282K0.06%-83,77513F-HRTimeline
AMG National Trust Bank11,598$281K0.01%013F-HRTimeline
PFG Private Wealth Management, LLC11,584$281K0.12%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC11,029$267K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,922$264K0.02%-10,89013F-HRTimeline
SEEDS INVESTOR LLC10,876$264K0.03%+87313F-HRTimeline
STAR Financial Bank10,847$263K0.11%-1,08713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,798$262K<0.01%+28213F-HRTimelineGroup
Eagle Strategies LLC10,789$261K0.03%-49413F-HRTimeline
Greenspring Advisors, LLC10,758$261K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC10,745$260K0.07%-4,73813F-HRTimeline
Moors & Cabot, Inc.10,719$260K0.01%+82813F-HRTimeline
Crusonia Wealth Advisors LLC10,682$259K0.04%+1,65113F-HRTimeline
Chicago Partners Investment Group LLC10,674$258K0.01%+10613F-HRTimeline
Highland Financial Advisors, LLC10,575$256K0.06%013F-HRTimeline
Ledyard National Bank10,510$255K0.02%013F-HRTimeline
VestGen Advisors, LLC10,506$255K0.01%+1913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,495$254K0.03%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,400$252K0.16%+6813F-HRTimeline
SUMMITRY LLC10,373$251K0.01%-4,59513F-HRTimeline
Savant Capital, LLC10,239$248K<0.01%013F-HRTimeline
Newman Dignan & Sheerar, Inc.9,994$242K0.05%-2,77513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,760$236K0.05%013F-HRTimeline
Trinity Wealth Management, LLC9,708$235K0.07%013F-HRTimeline
SageView Advisory Group, LLC9,638$234K0.01%new13F-HRTimeline
NOVEM GROUP9,570$232K0.02%+9513F-HRTimeline
Aprio Wealth Management, LLC9,525$231K0.01%-20,01313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,449$229K0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,423$228K<0.01%-13,22013F-HRTimelineGroup
Cypress Wealth Services, LLC9,399$228K0.03%013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,351$227K0.02%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC9,310$226K0.12%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,185$223K<0.01%+9,10013F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC9,121$221K0.1%-4,32013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding9,060$220K-9,060Timeline
Summit Place Financial Advisors, LLC9,000$218K0.1%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,967$217K<0.01%new13F-HRTimeline
DAVIS R M INC8,833$214K<0.01%new13F-HRTimeline
Journey Advisory Group, LLC8,664$210K0.02%013F-HRTimeline
MinichMacGregor Wealth Management, LLC8,590$208K0.03%013F-HRTimeline
Caliber Wealth Management, LLC / KS8,465$205K0.02%+1713F-HRTimeline
CHOREO, LLC8,389$203K<0.01%-53413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,325$202K<0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,277$201K<0.01%013F-HRTimeline
Bogart Wealth, LLC8,022$194K0.01%013F-HRTimeline
Asset Dedication, LLC7,535$183K0.01%013F-HRTimeline
FMR LLCin group FMR LLC6,689$162K<0.01%-20213F-HRTimelineGroup
Coastline Trust Co6,371$154K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC6,050$147K<0.01%+3113F-HRTimeline
TD Waterhouse Canada Inc.5,791$140K<0.01%-20613F-HRTimeline
PRIVATE TRUST CO NA5,010$121K0.01%-6513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,697$114K<0.01%-3,04613F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,126$100K0.01%new13F-HRTimelineGroup
CNB Bank3,857$93.5K0.04%+15713F-HRTimeline
Physician Wealth Advisors, Inc.3,820$92.6K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,775$91.5K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,747$90.8K<0.01%-4,08213F-HRTimelineGroup
Addison Advisors LLC3,715$90K0.04%-43513F-HRTimeline
Align Financial, LLC3,646$88.3K0.04%013F-HRTimeline
NBH Bank3,515$85.2K0.04%13F-HRTimeline
Black Cypress Capital Management, LLC3,500$84.8K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.3,425$83K0.02%-1,41713F-HRTimeline
Truvestments Capital LLC3,324$80.5K0.01%-1,98713F-HRTimeline
Orion Capital Management LLC3,300$80K0.02%013F-HRTimeline
United Community Bankin group United Community Bank3,237$78.4K0.02%-41513F-HRTimelineGroup
Sarver Vrooman Wealth Advisors3,038$73.4K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,000$72.7K<0.01%013F-HRTimeline
Bank of New Hampshire3,000$72.7K0.02%-6,92513F-HRTimeline
Napier Financial, LLC2,843$68.9K0.01%+2813F-HRTimeline
Boreal Capital Management LLC0$63K0.05%new13F-HRTimelineAmount filed as zero, left out of ratios.
VALLEY NATIONAL ADVISERS INC2,583$62.6K0.01%013F-HRTimeline
CVA Family Office, LLC2,520$61.1K0.01%013F-HRTimeline
AlphaCore Capital LLC2,500$60.6K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,383$57.8K0.02%+2413F-HRTimeline
Capital Investment Advisory Services, L…2,072$50.2K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,000$48.5K<0.01%013F-HRTimeline
Prosperity Bancshares Inc2,000$48.5K0.03%013F-HRTimeline
MTM Investment Management, LLC2,000$48.5K0.01%013F-HRTimeline
Peck Wealth Management, LLC2,000$48.5K0.04%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,670$40.5K<0.01%013F-HRTimeline
Robbins Farley1,612$39.1K0.01%+3213F-HRTimeline
Legacy Bridge, LLC1,392$33.7K0.01%013F-HRTimeline
Anchor Bay Capital, Inc.1,261$30.5K0.02%13F-HRTimeline
JDM Financial Group LLC1,248$30.2K0.01%-25,88613F-HRTimeline