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Disclosery

IBDR ISHARES TR

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SHS (fund)

391 managers (392 13F filers) reported a position in IBDR shares at 2025-03-31, 92,656,203 shares in all. 41 filers opened a position and 18 filers sold out during the quarter.

Managers
391
13F filers
392
New
41
Added
202
Reduced
87
Sold out
18
Shares held by filers
92,656,203

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BEACON FINANCIAL GROUP48,445$1.17M0.13%+17013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC47,708$1.16M0.63%+23,76413F-HRTimeline
Reliant Wealth Planning47,258$1.14M0.52%-4,54413F-HRTimeline
10Elms LLP46,959$1.14M1.14%+1,39013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC46,825$1.13M0.09%+18,47513F-HRTimeline
Rossmore Private Capital45,424$1.1M0.14%new13F-HRTimeline
Consolidated Portfolio Review Corp45,270$1.1M0.18%+4,04213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,492$1.08M<0.01%+19,90513F-HR/ATimelineGroup
OneDigital Investment Advisors LLC44,162$1.07M0.01%new13F-HRTimeline
JDM Financial Group LLC44,032$1.07M0.54%-11,72413F-HRTimeline
Sigma Planning Corp41,451$1M0.03%+3,00013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC40,901$990K0.53%+13113F-HRTimeline
Horan Securities, Inc.40,063$970K0.37%-31613F-HRTimeline
Cannon Financial Strategists, Inc.39,022$945K0.16%+27113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC37,360$904K0.06%+2,49713F-HRTimeline
TLWM37,282$903K0.18%-62213F-HRTimeline
Summit Wealth Partners, LLC36,571$885K0.18%-1,49813F-HRTimeline
Provenance Wealth Advisors, LLC36,001$872K0.13%-5,97213F-HRTimeline
Timber Creek Capital Management LLC34,790$842K0.22%+5413F-HRTimeline
NovaPoint Capital, LLC34,556$837K0.26%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC34,526$836K0.15%-2,97113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,200$828K0.01%+1,53313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,657$810K<0.01%-59,41213F-HR/ATimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.32,411$785K0.62%new13F-HRTimeline
Penobscot Investment Management Company…32,402$784K0.07%+3,65013F-HRTimeline
PFG Private Wealth Management, LLC32,364$784K0.42%-575,92513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,833$771K<0.01%+1,34813F-HRTimelineGroup
Blue Trust, Inc.31,825$770K0.01%+31,07813F-HRTimeline
RFP Financial Group LLC31,782$769K0.31%new13F-HRTimeline
Atwater Malick LLC31,572$764K0.26%+6,91813F-HRTimeline
Oldfather Financial Services, LLC31,107$753K0.29%013F-HRTimeline
First Interstate Bank30,798$746K0.04%-62413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.30,417$736K<0.01%+4,67313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC30,399$736K0.1%+7,83113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,336$734K<0.01%+30,27113F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC29,668$718K0.6%013F-HR/ATimeline
Eldridge Investment Advisors, Inc.29,289$709K0.16%new13F-HRTimeline
Avantax Planning Partners, Inc.29,188$707K0.03%+62713F-HRTimeline
Ranch Capital Advisors Inc.29,110$705K0.33%-1,68713F-HRTimeline
Straight Path Wealth Management28,348$686K0.28%+3,11113F-HRTimeline
BridgePort Financial Solutions, LLC27,452$665K0.3%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,175$658K0.06%+92013F-HRTimeline
Autumn Glory Partners, LLC26,811$649K0.32%+2,00013F-HRTimeline
MGO ONE SEVEN LLC26,541$643K0.02%new13F-HRTimeline
KOM Wealth Management Group, LLC26,294$637K0.56%+4,94313F-HRTimeline
ADIRONDACK TRUST CO26,084$631K0.25%+1,96613F-HRTimeline
Advisory Services Network, LLC26,057$631K0.01%+2,75413F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$629K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC25,336$613K0.12%013F-HRTimeline
Bullock Wealth Management Group25,149$607K0.34%+15,78513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC24,780$600K0.46%+7,03513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,525$594K<0.01%-24613F-HRTimelineGroup
BARRETT & COMPANY, INC.24,419$591K0.25%+42513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT24,273$588K0.02%-1,50313F-HRTimeline
TFR Capital, LLC.23,470$568K0.24%-2,77413F-HRTimeline
Mayflower Financial Advisors, LLC23,129$560K0.09%+4,20013F-HRTimeline
Montis Financial, LLC22,985$556K0.16%-1,34213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.22,816$552K0.24%+4,97013F-HRTimeline
Roble, Belko & Company, Inc22,770$551K0.09%+113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,754$551K0.04%+1,47513F-HRTimeline
Strategic Blueprint, LLC22,612$547K0.03%+3,87313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,349$541K0.07%+28013F-HRTimeline
DEARBORN PARTNERS LLC22,348$541K0.03%-14613F-HRTimeline
Empirical Asset Management, LLC22,309$540K0.18%013F-HRTimeline
BCS Wealth Management22,176$537K0.14%+2,07413F-HRTimeline
Creekmur Asset Management LLC22,097$535K0.11%-2,88613F-HRTimeline
Spectrum Wealth Counsel, LLC21,420$519K0.06%-2,62713F-HRTimeline
Granite Harbor Advisors, Inc.21,353$517K0.27%-13,35913F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,344$517K0.04%+14913F-HRTimeline
Mutual Advisors, LLC20,076$486K0.01%013F-HRTimeline
Newman Dignan & Sheerar, Inc.19,609$475K0.13%-1,11813F-HR/ATimeline
Stockman Wealth Management, Inc.19,552$473K0.07%-1,77913F-HRTimeline
Lee Financial Co19,330$468K0.07%new13F-HRTimeline
AMG National Trust Bank18,956$459K0.01%+3,13013F-HRTimeline
Steele Capital Management, Inc.18,876$457K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC18,632$451K<0.01%013F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC18,592$450K<0.01%-3413F-HR/ATimelineGroup
DecisionMap Wealth Management, LLC18,542$449K0.34%+4,89613F-HRTimeline
PSI Advisors, LLC18,526$449K0.15%013F-HRTimeline
Princeton Global Asset Management LLC17,862$432K0.09%+72113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV17,562$425K0.09%013F-HRTimeline
Avidian Wealth Enterprises, LLC17,531$424K0.02%+7,09613F-HRTimeline
TWO SIGMA SECURITIES, LLC17,238$417K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…16,826$407K<0.01%+2,27513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,533$400K0.02%new13F-HR/ATimelineGroup
TABLEAUX LLC16,451$398K0.29%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,340$396K0.01%+14,94013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,991$385K0.01%013F-HRTimelineGroup
Trust Co of Kansas15,808$383K0.2%new13F-HRTimeline
FULLCIRCLE WEALTH LLC15,675$380K0.16%+4,33413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,473$350K0.01%+213F-HRTimelineGroup
Wealthspire Advisors, LLC14,305$346K<0.01%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,178$343K0.06%-16113F-HRTimeline
Eagle Strategies LLC13,837$335K0.06%+6413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.13,681$331K0.19%+27013F-HRTimeline
Sunbelt Securities, Inc.13,642$330K0.03%+50013F-HRTimeline
Gradient Capital Advisors, LLC13,630$330K0.11%+1,58913F-HRTimeline
Willis Johnson & Associates, Inc.13,440$325K0.02%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,248$321K0.11%-2,21013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,174$319K<0.01%+57913F-HRTimelineGroup
Accretive Wealth Partners, LLC12,810$309K0.11%new13F-HRTimeline
Financial Advisory Corp12,764$309K0.05%new13F-HRTimeline
Horizons Wealth Management12,719$308K0.23%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,706$308K0.17%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,535$303K0.01%+1,96713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,500$303K0.02%-30013F-HRTimeline
Yoder Wealth Management, Inc.12,300$298K0.17%new13F-HRTimeline
Jacobi Capital Management LLC11,954$289K0.02%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC11,865$287K<0.01%new13F-HRTimeline
Ledyard National Bank11,779$285K0.03%013F-HRTimeline
Buttonwood Financial Advisors Inc.11,761$285K0.13%013F-HRTimeline
CALTON & ASSOCIATES, INC.11,686$283K0.06%new13F-HR/ATimeline
World Investment Advisors11,659$282K0.01%013F-HRTimeline
Pine Haven Investment Counsel, Inc11,600$281K0.24%+1,00013F-HRTimeline
Koshinski Asset Management, Inc.11,545$280K0.02%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,323$274K0.01%-3,80813F-HRTimelineGroup
Belpointe Asset Management LLC10,970$266K0.01%-1,39613F-HRTimeline
Highland Financial Advisors, LLC10,575$256K0.09%013F-HRTimeline
ADG Wealth Management Group, LLC10,467$253K0.24%new13F-HRTimeline
KPP Advisory Services LLC10,397$252K0.05%+713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise10,333$250K0.01%13F-HRTimelineGroup
MKT Advisors LLC10,088$243K0.11%-63713F-HRTimeline
Wealth Advisory Solutions, LLC10,010$242K0.06%013F-HRTimeline
Cove Private Wealth, LLC10,000$242K0.13%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/9,945$240K0.22%+13813F-HRTimeline
Bank of New Hampshire9,755$236K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,688$233K<0.01%+513F-HRTimelineGroup
Cypress Wealth Services, LLC9,399$228K0.05%-1,22913F-HRTimeline
J. L. Bainbridge & Co., Inc.9,246$224K0.02%new13F-HRTimeline
Addison Advisors LLC9,135$221K0.06%-27013F-HRTimeline
Blue Barn Wealth, LLC9,112$221K0.12%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co8,752$212K0.01%013F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC8,590$208K0.05%new13F-HRTimeline
Exchange Capital Management, Inc.8,521$206K0.03%-22813F-HRTimeline
Caliber Wealth Management, LLC / KS8,406$204K0.03%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,325$202K0.01%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,310$201K0.03%013F-HRTimelineGroup
Planned Solutions, Inc.8,295$201K0.08%new13F-HRTimeline
Asset Dedication, LLC7,534$182K0.01%-14,04613F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI7,500$182K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.7,060$171K0.03%+2,17013F-HRTimeline
Wilmington Savings Fund Society, FSB6,700$162K<0.01%013F-HRTimeline
Bogart Wealth, LLC6,409$155K0.01%+113F-HRTimeline
Cloud Capital Management, LLC6,333$153K0.11%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,914$143K<0.01%-42213F-HRTimelineGroup
TRUST CO OF VERMONT5,506$133K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA5,118$124K0.01%+20313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,110$124K0.07%013F-HRTimeline
Coastline Trust Co4,892$118K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Bancorp, Inc.4,842$117K0.04%-213F-HRTimeline
Trust Co4,710$114K0.01%+1,03913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,114$99K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,775$91.4K0.01%013F-HRTimeline
AlphaCore Capital LLC3,660$88.6K0.01%new13F-HRTimeline
Wells Financial Advisors INC3,200$77.5K0.11%-3,79013F-HRTimeline
First Horizon Advisors, Inc.3,187$77.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,079$74.5K<0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank3,070$74.3K0.03%+1,24513F-HRTimelineGroup
2UniFi Bank3,042$73.6K0.05%+1,28713F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,583$62K0.01%013F-HRTimeline
CVA Family Office, LLC2,520$61K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,157$52.2K<0.01%+1,04013F-HRTimelineGroup
SIGNATUREFD, LLC2,073$50.2K<0.01%+1,65813F-HRTimeline
Sachetta, LLC2,000$48.4K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,000$48.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,825$44K<0.01%+1313F-HRTimeline
Stephens Consulting, LLC1,692$41K0.01%+1013F-HRTimeline
Legacy Bridge, LLC1,646$39.9K0.02%+33513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,565$37.9K0.01%013F-HRTimeline
EASTERN BANK1,440$34.9K<0.01%013F-HRTimeline
Hemington Wealth Management1,327$32K<0.01%013F-HRTimeline
Robbins Farley1,305$31.6K0.02%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,073$26K0.01%-1313F-HRTimeline
Black Cypress Capital Management, LLC1,035$25.1K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.823$19.9K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC737$17.9K<0.01%+52413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…711$17.2K<0.01%013F-HRTimeline
Kennebec Savings Bank665$16.1K0.02%013F-HRTimeline
AE Wealth Management LLC628$15.2K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…625$15.1K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC621$15K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC521$12.6K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC485$12K<0.01%-513F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV472$11K<0.01%-83313F-HRTimeline
First PREMIER Bank315$8K<0.01%013F-HRTimeline
Peoples Bank/KS300$7.26K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV291$7.04K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS129$3.12K<0.01%+11213F-HRTimelineGroup
Kiker Wealth Management, LLC32$775<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.