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IBDR ISHARES TR

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SHS (fund)

423 managers (425 13F filers) reported a position in IBDR shares at 2026-06-30, 90,160,856 shares in all. 31 filers opened a position and 43 filers sold out during the quarter.

Managers
423
13F filers
425
New
31
Added
146
Reduced
169
Sold out
43
Shares held by filers
90,160,856

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JDM Financial Group LLC1,248$30.2K0.01%-25,88613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,180$28.6K<0.01%-7613F-HRTimelineGroup
Fairway Wealth LLC1,155$28K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,066$25.8K0.01%013F-HRTimeline
Hyposwiss Advisors SA1,035$25.1K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,034$25.1K<0.01%-1,10513F-HRTimeline
Geneos Wealth Management Inc.823$19.9K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.819$19.8K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.4K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.793$19.2K<0.01%+813F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC713$17.3K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank665$16.1K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…511$12.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC485$12K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV457$11K<0.01%+413F-HRTimeline
Buck Wealth Strategies, LLC439$10.6K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC283$6.86K<0.01%new13F-HRTimeline
SHP Wealth Management275$6.66K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/166$4.02K<0.01%-2,75813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.158$3.83K<0.01%-591,54413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.135$3.27K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC120$2.91K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5$121<0.01%new13F-HRTimelineGroup