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Disclosery

IBDR ISHARES TR

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SHS (fund)

367 managers (369 13F filers) reported a position in IBDR shares at 2024-12-31, 89,347,721 shares in all. 39 filers opened a position and 22 filers sold out during the quarter.

Managers
367
13F filers
369
New
39
Added
203
Reduced
52
Sold out
22
Shares held by filers
89,347,721

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Consolidated Portfolio Review Corp41,228$992K0.16%+3,30913F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC40,770$981K0.49%-20013F-HRTimeline
Horan Securities, Inc.40,379$972K0.37%-2,94313F-HRTimeline
Cannon Financial Strategists, Inc.38,751$933K0.16%+54313F-HRTimeline
Sigma Planning Corp38,451$926K0.03%+80113F-HRTimeline
Summit Wealth Partners, LLC38,069$916K0.19%+6,19213F-HRTimeline
TLWM37,904$912K0.18%+3,10513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,894$912K<0.01%-20,71913F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC37,497$903K0.17%+67813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,863$839K0.05%+12413F-HRTimeline
Timber Creek Capital Management LLC34,736$836K0.24%-5,45313F-HRTimeline
Granite Harbor Advisors, Inc.34,712$836K0.46%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD33,060$795K0.01%-79713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management32,667$786K0.01%+5,23713F-HRTimelineGroup
First Interstate Bank31,422$756K0.05%+62413F-HRTimeline
Oldfather Financial Services, LLC31,107$749K0.29%new13F-HRTimeline
Ranch Capital Advisors Inc.30,797$741K0.35%+83213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,485$734K<0.01%+4,94813F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC29,668$714K0.61%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.29,145$702K<0.01%+28,99913F-HRTimelineGroup
Penobscot Investment Management Company…28,752$692K0.06%new13F-HRTimeline
Avantax Planning Partners, Inc.28,561$687K0.02%-1,04413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC28,350$682K0.05%new13F-HRTimeline
BridgePort Financial Solutions, LLC27,452$664K0.3%13F-HRTimeline
Northwest Bancshares, Inc.26,956$649K0.12%+11,20213F-HRTimeline
TFR Capital, LLC.26,244$632K0.31%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,255$632K0.05%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$626K0.03%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT25,776$620K0.02%-66813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,744$620K<0.01%+2,51013F-HRTimeline
DUNCKER STREETT & CO INC25,336$610K0.11%+8,72313F-HRTimeline
Straight Path Wealth Management25,237$607K0.24%+3,73513F-HRTimeline
Creekmur Asset Management LLC24,983$601K0.14%013F-HRTimeline
Autumn Glory Partners, LLC24,811$597K0.29%-1,58113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,771$596K<0.01%+1,43113F-HRTimelineGroup
Atwater Malick LLC24,654$593K0.2%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,587$592K<0.01%+15,97913F-HRTimelineGroup
Montis Financial, LLC24,327$586K0.18%new13F-HRTimeline
ADIRONDACK TRUST CO24,118$580K0.22%+1,49313F-HRTimeline
Spectrum Wealth Counsel, LLC24,047$579K0.07%+13213F-HRTimeline
BARRETT & COMPANY, INC.23,994$578K0.24%+2,07613F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC23,944$576K0.34%new13F-HRTimeline
Advisory Services Network, LLC23,303$561K0.01%+11,75213F-HRTimeline
Roble, Belko & Company, Inc22,769$548K0.09%+7,85513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC22,568$543K0.08%+13,27313F-HRTimeline
DEARBORN PARTNERS LLC22,494$541K0.02%-9913F-HRTimeline
Empirical Asset Management, LLC22,309$537K0.18%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,069$531K0.07%013F-HRTimeline
Asset Dedication, LLC21,580$519K0.04%-117,28213F-HRTimeline
KOM Wealth Management Group, LLC21,351$514K0.38%+11,05113F-HRTimeline
Stockman Wealth Management, Inc.21,331$513K0.08%+3513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,279$512K0.04%+9,75713F-HRTimeline
M3 Advisory Group, LLC21,263$512K0.37%+1813F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,195$510K0.04%+29713F-HRTimeline
Newman Dignan & Sheerar, Inc.20,727$499K0.13%+713F-HRTimeline
Mutual Advisors, LLC20,076$484K0.01%-3,16113F-HRTimeline
BCS Wealth Management20,102$484K0.12%013F-HRTimeline
Silicon Valley Capital Partners19,064$459K0.05%new13F-HRTimeline
Mayflower Financial Advisors, LLC18,929$456K0.07%013F-HRTimeline
Steele Capital Management, Inc.18,876$454K0.02%-2,11413F-HRTimeline
Strategic Blueprint, LLC18,739$451K0.03%+2613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC18,632$448K<0.01%013F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC18,626$448K<0.01%-8,96613F-HRTimelineGroup
PSI Advisors, LLC18,526$446K0.13%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.17,846$430K0.2%+43613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC17,745$427K0.36%+1,80013F-HRTimeline
Kades & Cheifetz LLC17,743$427K0.22%+3,35113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV17,562$423K0.1%013F-HRTimeline
Princeton Global Asset Management LLC17,141$413K0.08%+6,72913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,991$385K0.01%+9313F-HRTimelineGroup
AMG National Trust Bank15,826$381K0.01%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…15,458$372K0.13%+21713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,131$364K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…14,551$350K<0.01%+12,86113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,471$348K0.01%+1,74513F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC14,339$345K0.06%+1013F-HRTimeline
Wealthspire Advisors, LLC14,305$344K<0.01%+4,15413F-HRTimeline
Mendota Financial Group, LLC14,219$342K0.22%-7,67113F-HRTimeline
Eagle Strategies LLC13,773$332K0.06%+12613F-HRTimeline
DecisionMap Wealth Management, LLC13,646$328K0.26%13F-HRTimeline
Willis Johnson & Associates, Inc.13,440$324K0.02%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.13,411$323K0.18%+1,24213F-HRTimeline
Sunbelt Securities, Inc.13,142$316K0.03%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,800$308K0.02%+10,30013F-HRTimeline
Horizons Wealth Management12,719$306K0.24%-1,00613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,706$306K0.17%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,595$303K<0.01%-213F-HRTimelineGroup
Belpointe Asset Management LLC12,366$299K0.02%+3,30013F-HRTimeline
Gradient Capital Advisors, LLC12,041$290K0.09%+20713F-HRTimeline
Ledyard National Bank11,779$284K0.03%013F-HRTimeline
Buttonwood Financial Advisors Inc.11,761$283K0.12%new13F-HRTimeline
World Investment Advisors11,659$281K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.11,545$278K0.02%-11713F-HRTimeline
FULLCIRCLE WEALTH LLC11,341$273K0.11%-44713F-HRTimeline
MKT Advisors LLC10,725$259K0.11%-1,50513F-HRTimeline
Cypress Wealth Services, LLC10,628$256K0.05%013F-HRTimeline
Pine Haven Investment Counsel, Inc10,600$255K0.21%new13F-HRTimeline
Highland Financial Advisors, LLC10,575$255K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,568$254K0.01%+1,61713F-HRTimeline
Avidian Wealth Enterprises, LLC10,435$251K0.01%new13F-HRTimeline
KPP Advisory Services LLC10,390$250K0.06%+2,00013F-HRTimeline
Wealth Advisory Solutions, LLC10,010$241K0.07%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/9,807$236K0.23%13F-HRTimeline
Bank of New Hampshire9,755$235K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,683$233K<0.01%+6,20613F-HRTimelineGroup
Addison Advisors LLC9,405$226K0.06%+30013F-HRTimeline
Bullock Wealth Management Group9,364$225K0.13%+5,03513F-HRTimeline
Blue Barn Wealth, LLC9,112$219K0.12%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co8,752$211K0.02%new13F-HRTimelineGroup
Exchange Capital Management, Inc.8,749$211K0.03%-26,85413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,325$200K0.01%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,310$200K0.03%new13F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI7,500$181K0.03%013F-HRTimeline
Wells Financial Advisors INC6,990$168K0.23%013F-HRTimeline
Wilmington Savings Fund Society, FSB6,700$161K<0.01%new13F-HRTimeline
Bogart Wealth, LLC6,408$154K0.01%+313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,336$153K<0.01%+42213F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.5,110$123K0.07%013F-HRTimeline
PRIVATE TRUST CO NA4,915$118K0.01%-25213F-HRTimeline
Coastline Trust Co4,892$118K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.4,890$118K0.02%new13F-HRTimeline
Pinnacle Bancorp, Inc.4,844$117K0.04%+1,41913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,114$99K0.01%+913F-HRTimeline
HHM Wealth Advisors, LLC3,775$90.9K0.01%013F-HRTimeline
Trust Co3,671$88.4K0.01%013F-HRTimeline
First Horizon Advisors, Inc.3,187$76.7K<0.01%+22713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,079$74.1K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,583$62K0.01%013F-HRTimeline
CVA Family Office, LLC2,520$60.7K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,000$48.3K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST2,008$48.3K0.02%new13F-HRTimeline
Sachetta, LLC2,000$48.1K0.02%013F-HRTimeline
United Community Bankin group United Community Bank1,825$43.9K0.02%-1,00013F-HRTimelineGroup
Farther Finance Advisors, LLC1,812$43.6K<0.01%-12,77313F-HRTimeline
BOKF, NAin group BOKF, NA1,808$43.5K<0.01%013F-HRTimelineGroup
2UniFi Bank1,755$42.2K0.03%13F-HRTimeline
Stephens Consulting, LLC1,682$40.5K0.01%+2113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,565$37.7K0.02%new13F-HRTimeline
EASTERN BANK1,440$34.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,400$33.7K<0.01%013F-HRTimelineGroup
Legacy Bridge, LLC1,311$31.6K0.02%+81513F-HRTimeline
Robbins Farley1,305$31.4K0.02%+7213F-HRTimeline
Hemington Wealth Management1,327$31K0.01%+13213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,305$31K0.01%+1013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,117$26.9K<0.01%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.1,086$26.1K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.3K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.747$18K<0.01%new13F-HR/ATimeline
Federation des caisses Desjardins du Qu…711$17.1K<0.01%013F-HRTimeline
Kennebec Savings Bank665$16K0.02%013F-HRTimeline
AE Wealth Management LLC628$15.1K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…625$15K0.01%13F-HRTimeline
WHITTIER TRUST CO547$13.2K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC521$12.5K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC500$12K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC490$12K<0.01%+513F-HRTimelineGroup
SIGNATUREFD, LLC415$9.99K<0.01%-18513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC402$9.68K<0.01%013F-HRTimeline
First PREMIER Bank315$8K<0.01%013F-HRTimeline
Peoples Bank/KS300$7.22K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV291$7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC213$5.13K<0.01%+21113F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC116$2.79K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…65$1.56K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS17$409<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5$120<0.01%-1913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.