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Disclosery

IBDR ISHARES TR

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SHS (fund)

404 managers (405 13F filers) reported a position in IBDR shares at 2025-09-30, 91,444,170 shares in all. 31 filers opened a position and 31 filers sold out during the quarter.

Managers
404
13F filers
405
New
31
Added
218
Reduced
91
Sold out
31
Shares held by filers
91,444,170

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Granite Harbor Advisors, Inc.48,809$1.19M0.5%+31513F-HRTimeline
Steward Partners Investment Advisory, L…48,756$1.18M0.01%+28,55213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,876$1.07M<0.01%-72,30813F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT42,669$1.04M0.24%new13F-HRTimeline
Gilbert Capital Group, Inc.42,099$1.02M0.79%-1,89113F-HRTimeline
Stokes Family Office, LLC40,843$992K0.09%-17,00013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC40,250$978K0.43%-77013F-HRTimeline
HORAN Wealth, LLC40,101$974K0.15%new13F-HRTimeline
Cannon Financial Strategists, Inc.39,794$967K0.14%+37213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,502$960K0.01%new13F-HRTimelineGroup
Timber Creek Capital Management LLC38,594$938K0.23%-813F-HRTimeline
Conrad Siegel Investment Advisors, Inc.38,467$935K0.2%+38113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC37,032$899K0.11%-8,07213F-HRTimeline
Mayflower Financial Advisors, LLC36,992$899K0.11%+2,28513F-HRTimeline
Cherry Tree Wealth Management, LLC36,567$889K0.2%-1,69613F-HRTimeline
TLWM36,101$877K0.16%-78713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.35,715$868K0.63%+3,30413F-HRTimeline
JDM Financial Group LLC34,452$837K0.35%-3,05613F-HRTimeline
STAR Financial Bank34,063$828K0.49%-72,51213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,324$810K<0.01%+3,94813F-HRTimelineGroup
Bullock Wealth Management Group33,367$808K0.4%+3,14913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,153$806K0.01%-49013F-HRTimelineGroup
Provenance Wealth Advisors, LLC32,684$794K0.1%013F-HRTimeline
Atwater Malick LLC32,397$787K0.23%+82513F-HRTimeline
Advisory Services Network, LLC32,389$787K0.01%+2,14613F-HRTimeline
Summit Wealth Partners, LLC31,999$778K0.14%013F-HRTimeline
Blue Trust, Inc.31,841$774K0.01%+813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC31,218$758K0.05%+10213F-HRTimeline
ADIRONDACK TRUST CO31,162$757K0.25%+1,40213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,141$757K<0.01%-29,17013F-HRTimelineGroup
Oldfather Financial Services, LLC31,107$756K0.24%013F-HRTimeline
First Interstate Bank30,798$748K0.04%013F-HRTimeline
ADG Wealth Management Group, LLC30,644$745K0.59%+8913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,336$737K<0.01%013F-HRTimelineGroup
Ranch Capital Advisors Inc.30,332$737K0.29%+1,64313F-HRTimeline
Pure Financial Advisors, LLC29,696$722K0.01%+2,54413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…29,569$719K0.05%+5,78013F-HRTimeline
FourThought Financial Partners, LLC29,310$712K0.06%new13F-HRTimeline
Avantax Planning Partners, Inc.29,181$709K0.02%-113F-HRTimeline
BARRETT & COMPANY, INC.28,501$693K0.24%+4,04113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC28,252$687K0.49%-1,41613F-HRTimeline
Straight Path Wealth Management28,022$681K0.19%-41113F-HRTimeline
BridgePort Financial Solutions, LLC27,670$672K0.18%+15113F-HRTimeline
Autumn Glory Partners, LLC27,504$668K0.27%+95413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,175$656K0.05%013F-HRTimeline
TWO SIGMA SECURITIES, LLC26,958$655K0.1%+2,56613F-HRTimeline
KOM Wealth Management Group, LLC26,774$651K0.49%-1,86813F-HRTimeline
DecisionMap Wealth Management, LLC26,445$643K0.41%+1,84013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$632K0.03%013F-HRTimeline
Belpointe Asset Management LLC25,988$632K0.02%+10,82213F-HRTimeline
DEARBORN PARTNERS LLC25,568$621K0.03%+1,76113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC24,920$606K0.5%+18913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.24,864$604K0.22%-2,82513F-HRTimeline
NESTEGG ADVISORS, INC.24,649$599K0.53%-5,16013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC24,400$593K0.27%+10,17513F-HRTimeline
Strategic Blueprint, LLC24,381$592K0.03%+1,30513F-HRTimeline
DUNCKER STREETT & CO INC23,894$581K0.1%-1,44213F-HRTimeline
PSI Advisors, LLC23,801$578K0.15%+4,86013F-HRTimeline
Roble, Belko & Company, Inc23,804$578K0.08%+1,03213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,870$556K0.07%+23513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,846$555K<0.01%-1,15813F-HRTimelineGroup
Empirical Asset Management, LLC22,309$542K0.15%013F-HRTimeline
Smith Salley Wealth Management22,236$540K0.03%new13F-HRTimeline
Creekmur Asset Management LLC22,097$537K0.09%013F-HRTimeline
American Trust21,962$534K0.05%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,799$530K0.04%+22813F-HRTimeline
TABLEAUX LLC21,394$520K0.21%+79513F-HRTimeline
Princeton Global Asset Management LLC20,128$489K0.08%+1,78313F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…19,653$478K0.02%+3,17213F-HRTimeline
Silicon Valley Capital Partners19,607$476K0.04%+20513F-HRTimeline
Riverstone Advisors, LLC19,404$472K0.23%new13F-HRTimeline
Lee Financial Co19,330$470K0.06%013F-HRTimeline
Steele Capital Management, Inc.18,876$459K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC18,632$453K<0.01%013F-HR/ATimelineGroup
Stockman Wealth Management, Inc.18,169$442K0.05%-72013F-HRTimeline
Mutual Advisors, LLC18,061$439K0.01%-1,58513F-HRTimeline
Meridian Wealth Management, LLC18,022$438K0.02%+65413F-HRTimeline
Newman Dignan & Sheerar, Inc.17,685$430K0.09%-2,89613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,531$426K0.02%+2,18613F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV17,562$426K0.08%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co17,015$413K0.02%+8,26313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,003$413K0.01%+3913F-HRTimelineGroup
L.M. KOHN & COMPANY16,831$409K0.49%-50713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,704$406K0.01%-5013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC16,680$405K<0.01%-2,50013F-HRTimelineGroup
Focus Financial Network, Inc.16,159$393K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC16,029$389K0.01%+10,61513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,752$383K0.01%new13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC15,735$382K0.01%+36413F-HRTimeline
FULLCIRCLE WEALTH LLC15,675$380K0.13%013F-HRTimeline
Eagle Strategies LLC15,326$372K0.05%+1,39313F-HRTimeline
Jacobi Capital Management LLC15,091$367K0.02%+4,73613F-HRTimeline
Financial Advisory Corp14,744$358K0.05%+1,84513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,574$354K0.06%+39013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,526$353K<0.01%+1,19313F-HRTimelineGroup
Ledyard National Bank14,479$352K0.03%+2,49013F-HRTimeline
Wealthspire Advisors, LLC14,305$348K<0.01%013F-HRTimeline
NOVEM GROUP14,237$346K0.04%-523,29113F-HRTimeline
Trust Co of Kansas13,973$340K0.16%-1,83513F-HRTimeline
Accretive Wealth Partners, LLC13,722$333K0.1%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.13,681$332K0.16%013F-HRTimeline
Sunbelt Securities, Inc.13,642$332K0.02%+50013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,530$329K0.1%+14113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,488$328K<0.01%-4,18613F-HR/ATimelineGroup
Willis Johnson & Associates, Inc.13,440$327K0.02%013F-HRTimeline
Seneca House Advisors13,388$325K0.13%new13F-HRTimeline
Koshinski Asset Management, Inc.13,351$324K0.02%+28713F-HRTimeline
Horizons Wealth Management13,222$321K0.22%+1,04313F-HRTimeline
Gradient Capital Advisors, LLC12,855$312K0.08%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,706$309K0.14%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,500$304K0.02%013F-HRTimeline
KPP Advisory Services LLC12,433$302K0.04%+2,02513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,001$292K0.01%-10,70213F-HRTimeline
Pine Haven Investment Counsel, Inc12,000$292K0.21%-10013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,976$291K0.01%-2,50113F-HRTimelineGroup
SUMMITRY LLC11,901$289K0.01%-96313F-HRTimeline
Buttonwood Financial Advisors Inc.11,761$286K0.1%013F-HRTimeline
World Investment Advisors11,659$283K0.01%013F-HRTimeline
AMG National Trust Bank11,598$282K0.01%-7,35813F-HRTimeline
CALTON & ASSOCIATES, INC.11,041$268K0.04%+65613F-HRTimeline
Yoder Wealth Management, Inc.11,000$267K0.13%-1,30013F-HRTimeline
Wealth Advisory Solutions, LLC10,836$263K0.06%+82613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,696$260K0.01%+71313F-HRTimelineGroup
Highland Financial Advisors, LLC10,575$257K0.07%013F-HRTimeline
Chicago Partners Investment Group LLC10,353$251K0.01%new13F-HRTimeline
Montis Financial, LLC10,280$250K0.06%-10,31913F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,086$245K0.19%+10613F-HRTimeline
Bank of New Hampshire9,925$241K0.06%+17013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,760$237K0.05%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,696$236K<0.01%+513F-HRTimelineGroup
Cyr Financial Inc.9,481$230K0.16%new13F-HRTimeline
Cypress Wealth Services, LLC9,399$228K0.04%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC9,353$227K0.12%+4513F-HRTimeline
SIGNATUREFD, LLC9,295$226K<0.01%+7,22213F-HRTimeline
J. L. Bainbridge & Co., Inc.9,148$222K0.02%-9813F-HRTimeline
Blue Barn Wealth, LLC9,112$221K0.1%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC9,060$220K0.01%new13F-HRTimelineGroup
Betterment LLC8,990$218K<0.01%new13F-HRTimeline
MKT Advisors LLC8,717$211K0.08%-1,37713F-HRTimeline
MinichMacGregor Wealth Management, LLC8,590$209K0.04%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,493$206K<0.01%new13F-HRTimeline
Caliber Wealth Management, LLC / KS8,413$204K0.02%+1713F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,325$202K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,277$201K<0.01%013F-HRTimeline
Asset Dedication, LLC7,534$183K0.01%+513F-HRTimeline
Coastline Trust Co7,371$179K0.02%+17613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cloud Capital Management, LLC7,144$173K0.09%new13F-HRTimeline
Physician Wealth Advisors, Inc.7,060$172K0.02%013F-HRTimeline
Trust Co6,882$167K0.02%+2,17313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,778$165K<0.01%-5,81313F-HRTimeline
Aptus Capital Advisors, LLC6,374$155K<0.01%+5,75313F-HRTimeline
Bogart Wealth, LLC5,586$136K0.01%+213F-HRTimeline
PRIVATE TRUST CO NA5,153$125K0.01%-1013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,110$124K0.06%013F-HRTimeline
GAMMA Investing LLC4,860$118K0.01%-44,42013F-HRTimeline
Pinnacle Bancorp, Inc.4,842$118K0.03%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI4,500$109K0.02%013F-HRTimeline
AE Wealth Management LLC4,473$109K<0.01%+3,84513F-HRTimeline
Addison Advisors LLC4,140$101K0.02%-36513F-HRTimeline
United Community Bankin group United Community Bank4,082$99.2K0.03%013F-HRTimelineGroup
HHM Wealth Advisors, LLC3,775$91.7K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,679$89.4K<0.01%-1,30813F-HRTimelineGroup
2UniFi Bank3,515$85.4K0.04%-49613F-HRTimeline
Black Cypress Capital Management, LLC3,432$83.4K0.06%+50013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,167$76.9K<0.01%+12613F-HRTimelineGroup
FMR LLCin group FMR LLC3,037$73.8K<0.01%-24913F-HRTimelineGroup
McIlrath & Eck, LLC2,944$71.5K0.01%+3113F-HRTimeline
Boreal Capital Management LLC0$63.2K0.05%013F-HRTimelineAmount filed as zero, left out of ratios.
VALLEY NATIONAL ADVISERS INC2,583$62K0.01%013F-HRTimeline
CVA Family Office, LLC2,520$61.2K0.01%013F-HRTimeline
AlphaCore Capital LLC2,500$60.8K<0.01%-66013F-HRTimeline
High Note Wealth, LLC2,360$57.3K0.01%+1,56013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,164$52.6K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC2,000$48.6K0.02%013F-HRTimeline
Sachetta, LLC2,000$48.6K0.02%013F-HRTimeline
Peck Wealth Management, LLC2,000$48.6K0.05%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,000$48.6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,670$40.6K<0.01%013F-HRTimeline
Legacy Bridge, LLC1,567$38.1K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,565$38K0.01%013F-HRTimeline
Stephens Consulting, LLC1,523$37K0.01%+1613F-HRTimeline
CNB Bank1,518$36.9K0.02%new13F-HRTimeline
EASTERN BANK1,440$35K<0.01%013F-HRTimeline
Hemington Wealth Management1,327$32K<0.01%013F-HRTimeline
Robbins Farley1,307$31.8K0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…1,211$29.4K<0.01%+50013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,073$26.1K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…986$24K<0.01%-24513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC876$21.3K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.823$20K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.4K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.750$18.2K<0.01%new13F-HRTimelineGroup
Kennebec Savings Bank665$16.2K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…625$15.2K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC621$15.1K<0.01%013F-HRTimeline
Kozak & Associates, Inc.565$13.7K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC485$12K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV452$10K<0.01%+513F-HRTimeline
First PREMIER Bank315$8K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC283$6.87K<0.01%+1613F-HRTimeline