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Disclosery

IBDR ISHARES TR

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SHS (fund)

439 managers (441 13F filers) reported a position in IBDR shares at 2026-03-31, 98,155,278 shares in all. 42 filers opened a position and 35 filers sold out during the quarter.

Managers
439
13F filers
441
New
42
Added
179
Reduced
148
Sold out
35
Shares held by filers
98,155,278

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,392$1.27M<0.01%+14,79213F-HRTimelineGroup
Hurley Capital, LLC51,246$1.24M0.67%-1,14013F-HRTimeline
Johnson Bixby & Associates, LLC50,792$1.23M0.15%+15713F-HRTimeline
Beaumont Financial Advisors, LLC49,682$1.2M0.08%new13F-HRTimeline
WESBANCO BANK INC48,950$1.19M0.03%-6,00013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC48,420$1.17M0.56%-93113F-HRTimeline
AssuredPartners Investment Advisors, LLC48,257$1.17M0.13%new13F-HRTimeline
Prime Capital Investment Advisors, LLC47,823$1.16M0.01%-35,11413F-HRTimeline
PSI Advisors, LLC46,601$1.13M0.27%+1,37513F-HRTimeline
Sigma Planning Corp46,514$1.13M0.03%+19013F-HRTimeline
CGN Advisors LLC42,221$1.02M0.08%-14,96413F-HRTimeline
MGO ONE SEVEN LLC41,429$1M0.02%-1,98213F-HRTimeline
FourThought Financial Partners, LLC41,282$1M0.09%-1,61413F-HRTimeline
Granite Harbor Advisors, Inc.41,092$996K0.43%+17,82913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC40,704$986K0.06%+6713F-HRTimeline
Cannon Financial Strategists, Inc.40,536$983K0.13%+24413F-HRTimeline
Timber Creek Capital Management LLC39,866$966K0.23%+21613F-HRTimeline
ADG Wealth Management Group, LLC39,742$963K0.67%+6,41513F-HRTimeline
Belpointe Asset Management LLC39,306$953K0.03%-3,22113F-HRTimeline
Steward Partners Investment Advisory, L…38,886$943K<0.01%-7,51413F-HRTimeline
HB Wealth Management, LLC38,880$942K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding37,608$912K-5,359Timeline
LITTLEJOHN FINANCIAL SERVICES, INC.36,204$878K0.66%+17913F-HRTimeline
Twin Cities Retirement Group LLC35,872$870K0.8%+16913F-HRTimeline
TLWM35,730$866K0.16%013F-HRTimeline
Bullock Wealth Management Group35,687$862K0.43%-4,68613F-HRTimeline
Atwater Malick LLC35,040$849K0.23%+1,36313F-HRTimeline
Straight Path Wealth Management34,423$834K0.22%+45913F-HRTimeline
Wealth Advisory Solutions, LLC34,386$834K0.19%+22,96013F-HRTimeline
Seneca House Advisors34,189$829K0.33%+19,57413F-HRTimeline
HORAN Wealth, LLC34,108$826K0.08%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,000$824K<0.01%-23013F-HRTimelineGroup
DUNCKER STREETT & CO INC33,598$814K0.15%+9,70413F-HRTimeline
Ranch Capital Advisors Inc.32,887$797K0.29%+2,01713F-HRTimeline
FOCUSED ALPHA, LLC32,796$795K0.25%-3,50913F-HRTimeline
ADIRONDACK TRUST CO32,799$795K0.27%-34613F-HRTimeline
SMI Advisory Services, LLC32,858$794K0.13%+1,43013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC32,294$783K0.74%+9213F-HRTimeline
BARRETT & COMPANY, INC.31,769$770K0.27%+3,25713F-HRTimeline
Pure Financial Advisors, LLC31,575$765K0.01%+1,44413F-HRTimeline
BEACON FINANCIAL PLANNING, INC31,429$762K0.3%+6,16813F-HRTimeline
OFS Enterprise LLC31,107$754K0.22%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,030$752K0.01%-40013F-HRTimelineGroup
First Interstate Bank30,949$750K0.04%+15113F-HRTimeline
TABLEAUX LLC30,184$732K0.35%+8,76613F-HRTimeline
Advisory Services Network, LLC29,948$726K0.01%-5,53713F-HRTimeline
Curbstone Financial Management Corp29,874$724K0.14%+8,17613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…29,569$717K0.05%013F-HRTimeline
Aprio Wealth Management, LLC29,538$716K0.04%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…29,441$714K0.03%+6,48913F-HRTimeline
Cherry Tree Wealth Management, LLC29,370$712K0.15%-11,20413F-HRTimeline
Summit Wealth Group, LLC28,806$698K0.16%013F-HRTimeline
Avantax Planning Partners, Inc.28,526$691K0.02%-65213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,443$689K<0.01%+22,18213F-HRTimelineGroup
FLOW TRADERS U.S. LLC28,271$685K0.02%new13F-HRTimeline
DEARBORN PARTNERS LLC28,118$682K0.04%+2,82213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,972$678K<0.01%+4,22413F-HRTimelineGroup
DecisionMap Wealth Management, LLC27,645$670K0.43%-58413F-HRTimeline
Summit Wealth Partners, LLC27,599$669K0.11%013F-HRTimeline
Autumn Glory Partners, LLC27,595$669K0.25%+3013F-HRTimeline
Gilbert Capital Group, Inc.27,426$665K0.51%-10,22613F-HRTimeline
JDM Financial Group LLC27,134$658K0.25%-79613F-HRTimeline
Stokes Family Office, LLC26,843$651K0.07%-14,00013F-HRTimeline
Princeton Global Asset Management LLC26,004$630K0.1%-1,03013F-HRTimeline
SIGNATUREFD, LLC25,951$629K0.01%+16,28713F-HRTimeline
Foundations Investment Advisors, LLC24,947$605K0.01%new13F-HRTimeline
Gilbert & Cook, Inc.24,313$589K0.08%-3,09413F-HRTimeline
Walser Wealth Management Company, A Ltd…23,994$582K0.26%new13F-HRTimeline
Roble, Belko & Company, Inc23,808$577K0.07%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23,606$572K0.02%+3,93913F-HRTimelineGroup
Farther Finance Advisors, LLC23,637$571K0.01%-8,18213F-HRTimeline
Riverstone Advisors, LLC23,107$560K0.28%+3,58613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC22,802$553K0.37%-5,45013F-HRTimeline
Provenance Wealth Advisors, LLC22,722$551K0.06%+95413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,643$549K<0.01%+7,34913F-HRTimelineGroup
American Trust22,590$548K0.05%013F-HRTimeline
Kastel Capital Advisors, LLC22,464$544K0.33%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC22,205$538K<0.01%013F-HRTimelineGroup
Rothschild Wealth LLC22,172$537K0.05%+3,91913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,812$527K0.04%-5,47513F-HRTimeline
Summit Asset Management, LLC20,621$500K0.07%-213F-HRTimeline
Silicon Valley Capital Partners20,018$485K0.05%+13513F-HRTimeline
Waverly Advisors, LLC19,977$484K<0.01%new13F-HRTimeline
Lee Financial Co19,330$469K0.07%new13F-HRTimeline
Summit Financial, LLC19,023$461K0.01%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC18,714$454K0.34%-4,28813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…18,449$447K0.3%-31,56113F-HRTimeline
Cloud Capital Management, LLC18,477$447K0.19%+5,81713F-HRTimeline
Clearstead Trust, LLC18,156$440K0.07%+33413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,154$440K0.01%-50013F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding18,120$439K+9,060Timeline
Dorsey & Whitney Trust CO LLC18,000$436K0.02%-4,00013F-HRTimeline
KPP Advisory Services LLC17,615$427K0.06%+2,50013F-HRTimeline
Stockman Wealth Management, Inc.17,071$414K0.05%-1,09813F-HRTimeline
Strategic Blueprint, LLC16,902$410K0.02%-22013F-HRTimeline
Mutual Advisors, LLC16,701$405K0.01%-3,61313F-HRTimeline
Focus Financial Network, Inc.16,352$396K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …16,220$393K<0.01%013F-HRTimelineGroup
Jacobi Capital Management LLC16,154$392K0.02%+1,51713F-HRTimeline
Meridian Wealth Management, LLC15,881$385K0.01%+2,79113F-HRTimeline
Van Hulzen Asset Management, LLC15,873$385K0.03%+6,50513F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC15,700$381K0.32%013F-HRTimeline
Koshinski Asset Management, Inc.15,543$377K0.02%+1,48613F-HRTimeline
BridgePort Financial Solutions, LLC15,483$375K0.11%-12,38813F-HRTimeline
Pine Haven Investment Counsel, Inc15,200$368K0.27%+50013F-HRTimeline
Empirical Asset Management, LLC15,130$367K0.1%013F-HRTimeline
SUMMITRY LLC14,968$363K0.01%+3,40013F-HR/ATimeline
Walleye Partners, LLC14,921$362K0.44%+10013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,661$355K0.01%+113F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC14,567$353K0.06%+113F-HRTimeline
World Investment Advisors14,429$350K0.01%-29513F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…14,420$350K0.09%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC14,356$348K0.01%-1,05313F-HRTimeline
Aptus Capital Advisors, LLC14,336$348K<0.01%-42813F-HRTimeline
American Money Management, LLC14,325$347K0.05%013F-HRTimeline
Wealthspire Advisors, LLC14,305$347K<0.01%013F-HRTimeline
Financial Advisory Corp14,112$342K0.05%-83913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,672$331K0.1%013F-HRTimeline
Sunbelt Securities, Inc.13,642$331K0.02%013F-HRTimeline
Trust Co of Kansas13,576$329K0.18%-39713F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC13,441$326K0.14%-46,16113F-HRTimeline
Cornerstone Wealth Management, LLC13,306$323K0.02%-28713F-HRTimeline
Evergreen Wealth Partners LLC13,007$315K0.24%-4913F-HRTimeline
Yoder Wealth Management, Inc.12,950$314K0.14%013F-HRTimeline
Summit Trail Advisors, LLC12,800$310K<0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.12,769$310K0.07%-21813F-HRTimeline
COOPER/HAIMS ADVISORS, LLC12,706$308K0.14%013F-HRTimeline
Ferguson Johnson Wealth Management Inc12,593$305K0.25%013F-HRTimeline
Fortune Financial Group, Inc.12,509$303K0.27%+3,97213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,500$303K0.02%013F-HRTimeline
Gradient Capital Advisors, LLC12,312$298K0.08%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.12,263$297K0.14%new13F-HRTimeline
Trust Co12,153$295K0.03%+4013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,113$294K0.01%+413F-HRTimelineGroup
STAR Financial Bank11,934$289K0.14%-20,54713F-HRTimeline
Csenge Advisory Group11,910$289K0.01%+45413F-HRTimeline
CFO CAPITAL MANAGEMENT LLC11,735$284K0.23%+2,43013F-HRTimeline
Buttonwood Financial Advisors Inc.11,658$283K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,613$282K<0.01%+5,20913F-HRTimeline
AMG National Trust Bank11,598$281K0.01%013F-HRTimeline
PFG Private Wealth Management, LLC11,584$281K0.12%-9,72313F-HRTimeline
KOM Wealth Management Group, LLC11,290$274K0.19%-15,43113F-HRTimeline
Eagle Strategies LLC11,283$273K0.03%-4,19213F-HRTimeline
Greenspring Advisors, LLC10,758$261K0.02%013F-HRTimeline
Horizons Wealth Management10,683$259K0.17%-1,17913F-HRTimeline
Highland Financial Advisors, LLC10,575$256K0.07%013F-HRTimeline
Chicago Partners Investment Group LLC10,568$256K0.01%+10613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,516$255K<0.01%-5,17113F-HRTimelineGroup
Ledyard National Bank10,510$255K0.02%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,495$254K0.03%-12,37513F-HRTimeline
VestGen Advisors, LLC10,487$254K0.01%+7913F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,332$250K0.16%+10413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,239$248K<0.01%-1,87013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,036$243K<0.01%13F-HRTimelineGroup
SEEDS INVESTOR LLC10,003$242K0.03%new13F-HRTimeline
Bank of New Hampshire9,925$241K0.06%013F-HRTimeline
Moors & Cabot, Inc.9,891$240K0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,760$237K0.06%013F-HRTimeline
Trinity Wealth Management, LLC9,708$235K0.09%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,594$233K<0.01%new13F-HRTimelineGroup
TRUST POINT INC.9,532$231K0.02%new13F-HRTimeline
NOVEM GROUP9,475$230K0.03%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,449$229K0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC9,399$228K0.03%013F-HRTimeline
NESTEGG ADVISORS, INC.9,322$226K0.2%-13,76213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC9,310$226K0.14%013F-HRTimeline
Maridea Wealth Management LLC9,210$223K0.03%-22713F-HRTimeline
J. L. Bainbridge & Co., Inc.9,148$222K0.02%013F-HRTimeline
Aspen Wealth Management LLC9,110$221K0.04%new13F-HRTimeline
Crusonia Wealth Advisors LLC9,031$219K0.05%+6113F-HRTimeline
CHOREO, LLC8,923$216K<0.01%new13F-HRTimeline
Journey Advisory Group, LLC8,664$210K0.02%-766,76413F-HRTimeline
MinichMacGregor Wealth Management, LLC8,590$208K0.04%013F-HRTimeline
Cordgrass Capital Advisors, LLC8,557$207K0.05%+21913F-HRTimeline
Caliber Wealth Management, LLC / KS8,448$205K0.02%+1213F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,325$202K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,277$201K<0.01%013F-HRTimeline
Bogart Wealth, LLC8,022$194K0.01%+2,67713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,829$190K<0.01%+5,56213F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,800$189K0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,743$188K<0.01%-15,74313F-HRTimelineGroup
Asset Dedication, LLC7,535$183K0.01%013F-HRTimeline
BALLAST ADVISORS LLC7,212$175K0.05%new13F-HR/ATimeline
FMR LLCin group FMR LLC6,891$167K<0.01%-40213F-HRTimelineGroup
Coastline Trust Co6,371$154K0.02%-1,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC6,019$146K<0.01%+2713F-HRTimeline
TD Waterhouse Canada Inc.5,997$145K<0.01%-49,77713F-HRTimeline
Truvestments Capital LLC5,311$129K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA5,075$123K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.4,842$117K0.03%013F-HRTimeline
Intentional Wealth Strategies, LLC4,825$117K0.11%13F-HRTimeline
Addison Advisors LLC4,150$101K0.02%+1013F-HRTimeline
Physician Wealth Advisors, Inc.3,820$92.6K0.01%-3,24013F-HRTimeline
HHM Wealth Advisors, LLC3,775$91.5K0.01%013F-HRTimeline
CNB Bank3,700$89.7K0.04%-3613F-HRTimeline
United Community Bankin group United Community Bank3,652$88.5K0.03%new13F-HRTimelineGroup
Align Financial, LLC3,646$88.4K0.05%-84,69713F-HRTimeline
2UniFi Bank3,515$85.2K0.04%013F-HRTimeline
Black Cypress Capital Management, LLC3,500$84.8K0.06%013F-HRTimeline
Orion Capital Management LLC3,300$80K0.03%new13F-HRTimeline