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Disclosery

IBDR ISHARES TR

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SHS (fund)

438 managers (439 13F filers) reported a position in IBDR shares at 2025-12-31, 104,544,765 shares in all. 46 filers opened a position and 32 filers sold out during the quarter.

Managers
438
13F filers
439
New
46
Added
215
Reduced
96
Sold out
32
Shares held by filers
104,544,765

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Hurley Capital, LLC52,386$1.27M0.71%-1,49713F-HRTimeline
Element Wealth, LLC51,209$1.24M0.51%-2,01813F-HRTimeline
Johnson Bixby & Associates, LLC50,635$1.23M0.15%+40613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…50,010$1.21M0.8%-7,14913F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC49,351$1.2M0.53%+9,10113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.49,253$1.19M0.23%+10,78613F-HRTimeline
Crescent Grove Advisors, LLC49,030$1.19M0.11%-9,21513F-HRTimeline
Accretive Wealth Partners, LLC48,328$1.17M0.35%+34,60613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC47,292$1.15M0.5%+22,89213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC47,036$1.14M0.13%+10,00413F-HRTimeline
Steward Partners Investment Advisory, L…46,400$1.12M0.01%-2,35613F-HRTimeline
Sigma Planning Corp46,324$1.12M0.03%new13F-HRTimeline
10Elms LLP46,299$1.12M1.03%-2,61013F-HRTimeline
PSI Advisors, LLC45,226$1.1M0.28%+21,42513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,209$1.1M<0.01%+14,87313F-HRTimelineGroup
MGO ONE SEVEN LLC43,411$1.05M0.02%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …42,967$1.04M0.03%-14,90913F-HRTimelineGroup
FourThought Financial Partners, LLC42,896$1.04M0.09%+13,58613F-HRTimeline
Belpointe Asset Management LLC42,527$1.03M0.04%+16,53913F-HRTimeline
Stokes Family Office, LLC40,843$990K0.09%013F-HRTimeline
COMERICA BANK40,719$987K<0.01%-11,42413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC40,637$984K0.06%+9,41913F-HRTimeline
Cherry Tree Wealth Management, LLC40,574$983K0.21%+4,00713F-HRTimeline
Bullock Wealth Management Group40,373$978K0.48%+7,00613F-HRTimeline
Cannon Financial Strategists, Inc.40,292$976K0.14%+49813F-HRTimeline
Timber Creek Capital Management LLC39,650$961K0.22%+1,05613F-HRTimeline
Gilbert Capital Group, Inc.37,652$912K0.69%-4,44713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,600$911K<0.01%+4,27613F-HRTimelineGroup
FOCUSED ALPHA, LLC36,305$880K0.26%13F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.36,025$873K0.64%+31013F-HRTimeline
TLWM35,730$866K0.16%-37113F-HRTimeline
Twin Cities Retirement Group LLC35,703$865K0.83%13F-HRTimeline
Advisory Services Network, LLC35,485$860K0.01%+3,09613F-HRTimeline
Alliance Wealth Advisors, LLC /UT34,557$837K0.18%-8,11213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,230$829K<0.01%+3,08913F-HR/ATimelineGroup
HORAN Wealth, LLC34,108$826K0.13%-5,99313F-HRTimeline
Straight Path Wealth Management33,964$823K0.22%+5,94213F-HRTimeline
Atwater Malick LLC33,677$816K0.23%+1,28013F-HRTimeline
Cove Private Wealth, LLC33,540$813K0.24%new13F-HRTimeline
ADG Wealth Management Group, LLC33,327$808K0.61%+2,68313F-HRTimeline
ADIRONDACK TRUST CO33,145$803K0.26%+1,98313F-HRTimeline
STAR Financial Bank32,481$787K0.4%-1,58213F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC32,202$781K0.76%13F-HRTimeline
Farther Finance Advisors, LLC31,819$771K0.01%+15,79013F-HRTimeline
SMI Advisory Services, LLC31,428$762K0.13%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,430$762K0.01%-1,72313F-HRTimelineGroup
Oldfather Financial Services, LLC31,107$754K0.22%013F-HRTimeline
Ranch Capital Advisors Inc.30,870$748K0.28%+53813F-HRTimeline
First Interstate Bank30,798$746K0.04%013F-HRTimeline
Pure Financial Advisors, LLC30,131$730K0.01%+43513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…29,569$716K0.05%013F-HRTimeline
Avantax Planning Partners, Inc.29,178$707K0.02%-313F-HRTimeline
Summit Wealth Group, LLC28,806$698K0.16%new13F-HRTimeline
BARRETT & COMPANY, INC.28,512$691K0.23%+1113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC28,252$685K0.47%013F-HRTimeline
DecisionMap Wealth Management, LLC28,229$684K0.42%+1,78413F-HRTimeline
JDM Financial Group LLC27,930$677K0.26%-6,52213F-HRTimeline
BridgePort Financial Solutions, LLC27,871$675K0.18%+20113F-HRTimeline
Summit Wealth Partners, LLC27,599$669K0.12%-4,40013F-HRTimeline
Autumn Glory Partners, LLC27,565$668K0.23%+6113F-HRTimeline
Gilbert & Cook, Inc.27,407$664K0.08%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,287$661K0.05%+11213F-HRTimeline
Princeton Global Asset Management LLC27,034$655K0.11%+6,90613F-HRTimeline
KOM Wealth Management Group, LLC26,721$647K0.46%-5313F-HRTimeline
DEARBORN PARTNERS LLC25,296$613K0.03%-27213F-HRTimeline
BEACON FINANCIAL PLANNING, INC25,261$612K0.3%+15,90813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.24,864$602K0.2%013F-HRTimeline
DUNCKER STREETT & CO INC23,894$579K0.1%013F-HRTimeline
Roble, Belko & Company, Inc23,807$577K0.08%+313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,748$575K<0.01%+90213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,486$569K<0.01%+19,80713F-HRTimelineGroup
Granite Harbor Advisors, Inc.23,263$564K0.24%-25,54613F-HRTimeline
NESTEGG ADVISORS, INC.23,084$559K0.48%-1,56513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC23,002$557K0.46%-1,91813F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…22,952$556K0.03%+3,29913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,870$554K0.07%013F-HRTimeline
American Trust22,590$547K0.05%+62813F-HRTimeline
Kastel Capital Advisors, LLC22,464$544K0.33%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC22,205$538K<0.01%+5,52513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC22,000$533K0.03%-4,00013F-HRTimeline
Provenance Wealth Advisors, LLC21,768$527K0.06%-10,91613F-HRTimeline
Curbstone Financial Management Corp21,698$526K0.1%new13F-HRTimeline
TABLEAUX LLC21,418$519K0.37%+2413F-HR/ATimeline
PFG Private Wealth Management, LLC21,307$516K0.23%new13F-HRTimeline
Summit Asset Management, LLC20,623$500K0.07%-693,53113F-HRTimeline
Mutual Advisors, LLC20,314$492K0.01%+2,25313F-HRTimeline
Silicon Valley Capital Partners19,883$482K0.04%+27613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,667$477K0.02%+2,96313F-HRTimelineGroup
HRT FINANCIAL LP19,622$475K<0.01%new13F-HRTimeline
Riverstone Advisors, LLC19,521$473K0.22%+11713F-HRTimeline
High Note Wealth, LLC19,010$461K0.09%+16,65013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,824$456K0.02%+1,29313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,654$452K0.01%+1,65113F-HRTimelineGroup
Rothschild Wealth LLC18,253$442K0.04%new13F-HR/ATimeline
Stockman Wealth Management, Inc.18,169$440K0.05%013F-HR/ATimeline
Clearstead Trust, LLC17,822$432K0.07%new13F-HRTimeline
Strategic Blueprint, LLC17,122$415K0.02%-7,25913F-HRTimeline
Focus Financial Network, Inc.16,352$396K0.01%+19313F-HRTimeline
TWO SIGMA SECURITIES, LLC16,221$393K0.05%-10,73713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …16,220$393K<0.01%new13F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC15,700$380K0.32%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,687$380K0.01%+1,16113F-HRTimelineGroup
Eagle Strategies LLC15,475$375K0.05%+14913F-HRTimeline
Avidian Wealth Enterprises, LLC15,409$373K0.01%-32613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,294$371K<0.01%new13F-HR/ATimelineGroup
Empirical Asset Management, LLC15,130$367K0.1%-7,17913F-HRTimeline
KPP Advisory Services LLC15,115$366K0.05%+2,68213F-HRTimeline
Financial Advisory Corp14,951$362K0.05%+20713F-HRTimeline
Walleye Partners, LLC14,821$359K0.4%13F-HRTimeline
Aptus Capital Advisors, LLC14,764$358K<0.01%+8,39013F-HRTimeline
World Investment Advisors14,724$357K0.01%+3,06513F-HR/ATimeline
Pine Haven Investment Counsel, Inc14,700$356K0.25%+2,70013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,660$355K0.01%+2,68413F-HRTimelineGroup
Jacobi Capital Management LLC14,637$355K0.02%-45413F-HRTimeline
Seneca House Advisors14,615$354K0.13%+1,22713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,566$353K0.06%-813F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…14,420$349K0.09%new13F-HRTimelineGroup
American Money Management, LLC14,325$347K0.05%new13F-HRTimeline
Wealthspire Advisors, LLC14,305$347K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.14,057$341K0.02%+70613F-HRTimeline
Trust Co of Kansas13,973$339K0.16%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,672$331K0.1%+14213F-HRTimeline
Sunbelt Securities, Inc.13,642$331K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC13,593$329K0.02%new13F-HRTimeline
Willis Johnson & Associates, Inc.13,440$326K0.02%013F-HRTimeline
Meridian Wealth Management, LLC13,090$317K0.01%-4,93213F-HRTimeline
Evergreen Wealth Partners LLC13,056$316K0.27%13F-HRTimeline
Newman Dignan & Sheerar, Inc.12,987$315K0.07%-4,69813F-HRTimeline
Yoder Wealth Management, Inc.12,950$314K0.14%+1,95013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,706$308K0.14%013F-HRTimeline
Cloud Capital Management, LLC12,660$306K0.14%+5,51613F-HRTimeline
Ferguson Johnson Wealth Management Inc12,593$305K0.25%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,500$303K0.02%013F-HRTimeline
Gradient Capital Advisors, LLC12,312$298K0.08%-54313F-HRTimeline
Trust Co12,113$293K0.03%+5,23113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,109$293K0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC12,109$293K<0.01%-1,37913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT12,030$291K0.01%+2913F-HRTimeline
Horizons Wealth Management11,862$287K0.19%-1,36013F-HRTimeline
Buttonwood Financial Advisors Inc.11,658$282K0.09%-10313F-HRTimeline
AMG National Trust Bank11,598$281K0.01%013F-HRTimeline
SUMMITRY LLC11,568$280K0.01%-33313F-HRTimeline
Csenge Advisory Group11,456$278K0.01%new13F-HRTimeline
Wealth Advisory Solutions, LLC11,426$277K0.06%+59013F-HRTimeline
J.E. Simmons & Co., P.C.10,780$261K0.17%13F-HRTimeline
Greenspring Advisors, LLC10,758$261K0.02%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…10,624$257K0.21%new13F-HRTimeline
Highland Financial Advisors, LLC10,575$256K0.07%013F-HRTimeline
Ledyard National Bank10,510$255K0.02%-3,96913F-HRTimeline
Chicago Partners Investment Group LLC10,462$254K0.01%+10913F-HRTimeline
VestGen Advisors, LLC10,408$252K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,413$252K<0.01%-28313F-HRTimelineGroup
CALTON & ASSOCIATES, INC.10,385$252K0.04%-65613F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,228$248K0.17%+14213F-HRTimeline
GPS Wealth Strategies Group, LLC10,160$246K0.21%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV10,070$244K0.06%-197,95913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,033$243K<0.01%+33713F-HRTimelineGroup
Bank of New Hampshire9,925$240K0.05%013F-HRTimeline
Betterment LLC9,814$238K<0.01%+82413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,760$236K0.06%013F-HRTimeline
Trinity Wealth Management, LLC9,708$235K0.09%new13F-HRTimeline
SIGNATUREFD, LLC9,664$234K<0.01%+36913F-HRTimeline
Maridea Wealth Management LLC9,437$229K0.03%new13F-HRTimeline
Cypress Wealth Services, LLC9,399$228K0.03%013F-HRTimeline
Van Hulzen Asset Management, LLC9,368$227K0.02%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC9,310$226K0.15%new13F-HRTimeline
CFO CAPITAL MANAGEMENT LLC9,305$225K0.17%13F-HRTimeline
J. L. Bainbridge & Co., Inc.9,148$222K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,109$221K0.02%new13F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC9,060$220K0.01%013F-HRTimelineGroup
Crusonia Wealth Advisors LLC8,970$217K0.05%13F-HRTimeline
Fortune Financial Group, Inc.8,537$212K0.21%13F-HRTimeline
MinichMacGregor Wealth Management, LLC8,590$208K0.04%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,493$206K<0.01%013F-HRTimeline
Caliber Wealth Management, LLC / KS8,436$204K0.02%+2313F-HRTimeline
Cordgrass Capital Advisors, LLC8,338$202K0.05%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,325$202K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,277$201K<0.01%013F-HRTimeline
SageView Advisory Group, LLC8,212$199K0.01%new13F-HRTimeline
Asset Dedication, LLC7,535$183K0.01%+113F-HRTimeline
Coastline Trust Co7,371$179K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC7,293$177K<0.01%+4,25613F-HRTimelineGroup
Physician Wealth Advisors, Inc.7,060$171K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,404$155K<0.01%-37413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,261$152K<0.01%+4,09713F-HRTimelineGroup
AE Wealth Management LLC5,992$145K<0.01%+1,51913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,770$140K0.01%new13F-HRTimeline
Bogart Wealth, LLC5,345$130K0.01%-24113F-HRTimeline
PRIVATE TRUST CO NA5,075$123K0.01%-7813F-HRTimeline
GAMMA Investing LLC4,958$120K0.01%+9813F-HRTimeline
Pinnacle Bancorp, Inc.4,842$117K0.03%013F-HRTimeline
Addison Advisors LLC4,140$100K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC3,775$91.5K0.01%013F-HRTimeline
CNB Bank3,736$90.5K0.04%+2,21813F-HRTimeline
Align Financial, LLC88,343$88.3K0.06%13F-HRTimeline
2UniFi Bank3,515$85.2K0.04%013F-HRTimeline
Black Cypress Capital Management, LLC3,500$84.8K0.06%+6813F-HRTimeline
McIlrath & Eck, LLC3,151$76.4K0.01%+20713F-HRTimeline
Wilmington Savings Fund Society, FSB3,000$72.7K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,947$71.4K<0.01%-22013F-HRTimelineGroup