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Disclosery

IBDR ISHARES TR

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SHS (fund)

411 managers (412 13F filers) reported a position in IBDR shares at 2025-06-30, 96,235,785 shares in all. 38 filers opened a position and 13 filers sold out during the quarter.

Managers
411
13F filers
412
New
38
Added
189
Reduced
111
Sold out
13
Shares held by filers
96,235,785

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hurley Capital, LLC53,421$1.3M0.91%+38313F-HRTimeline
Farmers National Bank53,240$1.29M0.34%+3613F-HRTimeline
DAVENPORT & Co LLC52,676$1.28M0.01%013F-HRTimeline
Element Wealth, LLC52,139$1.26M0.58%-60113F-HRTimeline
Johnson Bixby & Associates, LLC50,008$1.21M0.17%+56013F-HRTimeline
Reliant Wealth Planning49,540$1.2M0.47%+2,28213F-HRTimeline
GAMMA Investing LLC49,280$1.2M0.08%-150,37013F-HRTimeline
Consolidated Portfolio Review Corp48,894$1.19M0.16%+3,62413F-HRTimeline
Granite Harbor Advisors, Inc.48,494$1.18M0.55%+27,14113F-HRTimeline
10Elms LLP48,109$1.17M1.11%+1,15013F-HRTimeline
OneDigital Investment Advisors LLC45,293$1.1M0.01%+1,13113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC45,104$1.09M0.14%+14,70513F-HRTimeline
TFR Capital, LLC.44,980$1.09M0.39%+21,51013F-HR/ATimeline
FLOW TRADERS U.S. LLC44,851$1.09M0.04%new13F-HRTimeline
Gilbert Capital Group, Inc.43,990$1.07M0.88%13F-HRTimeline
Sigma Planning Corp41,097$997K0.03%-35413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC41,020$995K0.47%+11913F-HRTimeline
HB Wealth Management, LLC40,383$979K0.01%new13F-HRTimeline
Horan Securities, Inc.40,092$972K0.34%+2913F-HRTimeline
Cannon Financial Strategists, Inc.39,422$956K0.15%+40013F-HRTimeline
Timber Creek Capital Management LLC38,602$933K0.24%+3,81213F-HRTimeline
Cherry Tree Wealth Management, LLC38,263$928K0.22%-13,31913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.38,086$924K0.21%-20,47713F-HRTimeline
JDM Financial Group LLC37,508$910K0.43%-6,52413F-HRTimeline
TLWM36,888$895K0.17%-39413F-HRTimeline
Mayflower Financial Advisors, LLC34,707$842K0.12%+11,57813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,643$816K0.01%-55713F-HRTimelineGroup
Penobscot Investment Management Company…33,252$806K0.07%+85013F-HRTimeline
Provenance Wealth Advisors, LLC32,684$793K0.11%-3,31713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.32,411$786K0.61%013F-HRTimeline
PFG Private Wealth Management, LLC32,343$784K0.4%-2113F-HRTimeline
Summit Wealth Partners, LLC31,999$776K0.15%-4,57213F-HRTimeline
Blue Trust, Inc.31,833$772K0.01%+813F-HRTimeline
Atwater Malick LLC31,572$766K0.24%013F-HRTimeline
Oldfather Financial Services, LLC31,107$754K0.26%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC31,116$754K0.05%-6,24413F-HRTimeline
Eldridge Investment Advisors, Inc.30,926$747K0.16%+1,63713F-HRTimeline
First Interstate Bank30,798$747K0.04%013F-HRTimeline
ADG Wealth Management Group, LLC30,555$741K0.63%+20,08813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,336$736K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC30,243$732K0.01%+4,18613F-HRTimeline
Bullock Wealth Management Group30,218$730K0.39%+5,06913F-HRTimeline
NESTEGG ADVISORS, INC.29,809$723K0.7%-24,80213F-HRTimeline
ADIRONDACK TRUST CO29,760$722K0.26%+3,67613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC29,668$719K0.57%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.29,570$717K<0.01%-84713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,376$712K<0.01%-2,45713F-HRTimelineGroup
Avantax Planning Partners, Inc.29,182$708K0.02%-613F-HRTimeline
Ranch Capital Advisors Inc.28,689$696K0.3%-42113F-HRTimeline
KOM Wealth Management Group, LLC28,642$695K0.55%+2,34813F-HRTimeline
Straight Path Wealth Management28,433$689K0.23%+8513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.27,689$671K0.26%+4,87313F-HRTimeline
MGO ONE SEVEN LLC27,569$669K0.02%+1,02813F-HRTimeline
BridgePort Financial Solutions, LLC27,519$667K0.22%+6713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,175$659K0.05%013F-HRTimeline
Pure Financial Advisors, LLC27,152$658K0.01%new13F-HRTimeline
Autumn Glory Partners, LLC26,550$644K0.3%-26113F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$630K0.03%013F-HRTimeline
DUNCKER STREETT & CO INC25,336$614K0.11%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC24,731$600K0.48%-4913F-HRTimeline
DecisionMap Wealth Management, LLC24,605$597K0.41%+6,06313F-HRTimeline
BARRETT & COMPANY, INC.24,460$593K0.22%+4113F-HRTimeline
TWO SIGMA SECURITIES, LLC24,392$592K0.07%+7,15413F-HRTimeline
Curbstone Financial Management Corp24,050$583K0.12%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,004$582K<0.01%-52113F-HRTimelineGroup
DEARBORN PARTNERS LLC23,807$577K0.03%+1,45913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…23,789$577K0.04%+1,03513F-HRTimeline
Strategic Blueprint, LLC23,076$560K0.03%+46413F-HRTimeline
Roble, Belko & Company, Inc22,772$552K0.08%+213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT22,703$551K0.01%-1,57013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,635$549K0.07%+28613F-HRTimeline
Empirical Asset Management, LLC22,309$541K0.17%013F-HRTimeline
Creekmur Asset Management LLC22,097$536K0.09%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,571$523K0.04%+22713F-HRTimeline
TABLEAUX LLC20,599$500K0.29%+4,14813F-HR/ATimeline
Montis Financial, LLC20,599$500K0.14%-2,38613F-HRTimeline
Newman Dignan & Sheerar, Inc.20,581$499K0.11%+97213F-HRTimeline
Steward Partners Investment Advisory, L…20,204$490K<0.01%+3,37813F-HRTimeline
Mutual Advisors, LLC19,646$476K0.01%-43013F-HRTimeline
Silicon Valley Capital Partners19,402$470K0.05%new13F-HRTimeline
Lee Financial Co19,330$469K0.07%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC19,180$465K<0.01%-51,90013F-HR/ATimelineGroup
AMG National Trust Bank18,956$460K0.01%013F-HRTimeline
PSI Advisors, LLC18,941$459K0.23%+41513F-HRTimeline
Stockman Wealth Management, Inc.18,889$458K0.06%-66313F-HRTimeline
Steele Capital Management, Inc.18,876$458K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC18,632$452K<0.01%013F-HR/ATimelineGroup
Princeton Global Asset Management LLC18,345$445K0.08%+48313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,674$429K<0.01%-91813F-HR/ATimelineGroup
FIRST NATIONAL CORP /MA/ /ADV17,562$426K0.09%013F-HRTimeline
Meridian Wealth Management, LLC17,368$421K0.02%new13F-HRTimeline
L.M. KOHN & COMPANY17,338$420K0.11%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,964$411K0.01%+97313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management16,754$406K0.01%+41413F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…16,481$400K0.02%new13F-HRTimeline
Trust Co of Kansas15,808$383K0.18%013F-HRTimeline
FULLCIRCLE WEALTH LLC15,675$379K0.14%013F-HRTimeline
Avidian Wealth Enterprises, LLC15,371$373K0.02%-2,16013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,345$372K0.02%-1,18813F-HRTimelineGroup
RFP Financial Group LLC15,301$371K0.15%-16,48113F-HRTimeline
Belpointe Asset Management LLC15,166$368K0.02%+4,19613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,477$351K0.01%+413F-HRTimelineGroup
Wealthspire Advisors, LLC14,305$347K<0.01%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC14,225$345K0.17%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,184$344K0.06%+613F-HRTimeline
Eagle Strategies LLC13,933$338K0.05%+9613F-HRTimeline
Accretive Wealth Partners, LLC13,722$333K0.11%+91213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.13,681$331K0.19%013F-HRTimeline
Willis Johnson & Associates, Inc.13,440$326K0.02%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,389$325K0.1%+14113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,333$323K<0.01%+15913F-HRTimelineGroup
Koshinski Asset Management, Inc.13,064$317K0.02%+1,51913F-HRTimeline
Sunbelt Securities, Inc.13,142$316K0.03%-50013F-HRTimeline
Financial Advisory Corp12,899$313K0.05%+13513F-HRTimeline
SUMMITRY LLC12,864$312K0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC12,855$312K0.09%-77513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,706$308K0.15%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,591$305K0.01%+5613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,500$303K0.02%013F-HRTimeline
Yoder Wealth Management, Inc.12,300$298K0.16%013F-HRTimeline
Horizons Wealth Management12,179$295K0.21%-54013F-HRTimeline
Pine Haven Investment Counsel, Inc12,100$293K0.23%+50013F-HRTimeline
Ledyard National Bank11,989$291K0.03%+21013F-HRTimeline
Buttonwood Financial Advisors Inc.11,761$285K0.11%013F-HRTimeline
World Investment Advisors11,659$283K0.01%013F-HRTimeline
CW Advisors, LLC10,801$262K<0.01%new13F-HRTimeline
Highland Financial Advisors, LLC10,575$256K0.08%013F-HRTimeline
KPP Advisory Services LLC10,408$252K0.04%+1113F-HR/ATimeline
CALTON & ASSOCIATES, INC.10,385$252K0.04%-1,30113F-HRTimeline
Jacobi Capital Management LLC10,355$251K0.02%-1,59913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise10,333$251K0.01%013F-HRTimelineGroup
MKT Advisors LLC10,094$244K0.1%+613F-HRTimeline
Wealth Advisory Solutions, LLC10,010$243K0.06%013F-HRTimeline
Cove Private Wealth, LLC10,000$242K0.09%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,983$242K0.01%-1,34013F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/9,980$242K0.21%+3513F-HRTimeline
Bank of New Hampshire9,755$237K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,691$235K<0.01%+313F-HRTimelineGroup
HRT FINANCIAL LP9,510$230K<0.01%-98,04713F-HRTimeline
Cypress Wealth Services, LLC9,399$228K0.04%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC9,308$226K0.13%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.9,246$224K0.02%013F-HRTimeline
Blue Barn Wealth, LLC9,112$221K0.1%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co8,752$212K0.01%013F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC8,590$208K0.04%013F-HRTimeline
Exchange Capital Management, Inc.8,521$207K0.03%013F-HRTimeline
Caliber Wealth Management, LLC / KS8,396$204K0.02%-1013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,325$202K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,277$201K<0.01%new13F-HRTimeline
Asset Dedication, LLC7,529$183K0.01%-513F-HRTimeline
Coastline Trust Co7,195$174K0.02%+2,30313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.7,060$171K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB6,700$162K<0.01%013F-HRTimeline
Bogart Wealth, LLC5,584$135K0.01%-82513F-HRTimeline
Farther Finance Advisors, LLC5,414$131K<0.01%+3,58913F-HRTimeline
PRIVATE TRUST CO NA5,163$125K0.01%+4513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,110$124K0.06%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,987$121K<0.01%+1,90813F-HRTimelineGroup
Pinnacle Bancorp, Inc.4,842$117K0.04%013F-HRTimeline
Trust Co4,709$114K0.01%-113F-HRTimeline
Addison Advisors LLC4,505$109K0.03%-4,63013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI4,500$109K0.02%-3,00013F-HRTimeline
United Community Bankin group United Community Bank4,082$99K0.03%+1,01213F-HRTimelineGroup
2UniFi Bank4,011$97.3K0.06%+96913F-HRTimeline
HHM Wealth Advisors, LLC3,775$91.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,286$79.7K<0.01%+2,54913F-HRTimelineGroup
First Horizon Advisors, Inc.3,187$77.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC3,160$76.6K<0.01%-50013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,041$73.7K<0.01%+88413F-HR/ATimelineGroup
Black Cypress Capital Management, LLC2,932$71.1K0.06%+1,89713F-HRTimeline
McIlrath & Eck, LLC2,913$70.6K0.01%new13F-HRTimeline
Boreal Capital Management LLC0$63K0.05%13F-HRTimelineAmount filed as zero, left out of ratios.
VALLEY NATIONAL ADVISERS INC2,583$62K0.01%013F-HRTimeline
CVA Family Office, LLC2,520$61.1K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,400$58.2K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,164$52.5K<0.01%-3,75013F-HRTimelineGroup
SIGNATUREFD, LLC2,073$50.3K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,000$48.5K<0.01%013F-HRTimeline
MTM Investment Management, LLC2,000$48.5K0.02%new13F-HRTimeline
Sachetta, LLC2,000$48.5K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,670$40.5K<0.01%-2,44413F-HRTimeline
Legacy Bridge, LLC1,567$38K0.02%-7913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,565$38K0.01%013F-HRTimeline
Stephens Consulting, LLC1,507$36.5K0.01%-18513F-HRTimeline
EASTERN BANK1,440$34.9K<0.01%013F-HRTimeline
Hemington Wealth Management1,327$32K<0.01%013F-HRTimeline
Robbins Farley1,305$31.6K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,231$29.9K<0.01%new13F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.1,073$26K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC876$21.2K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.823$20K<0.01%013F-HRTimeline
Choate Investment Advisors803$19.5K<0.01%new13F-HRTimeline
High Note Wealth, LLC800$19.4K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.4K<0.01%013F-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$15.2K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC621$15.1K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC621$15.1K<0.01%013F-HRTimeline