Skip to content
Disclosery

IBDR ISHARES TR

Follow

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
Boreal Capital Management LLC0$63K0.05%013F-HRTimelineAmount filed as zero, left out of ratios.
VALLEY NATIONAL ADVISERS INC2,583$62K0.01%013F-HRTimeline
CVA Family Office, LLC2,520$61.1K0.01%013F-HRTimeline
AlphaCore Capital LLC2,500$60.6K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,344$56.8K0.02%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,267$54.9K<0.01%-13,48513F-HRTimelineGroup
BOKF, NAin group BOKF, NA2,069$50.1K<0.01%new13F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,000$48.6K<0.01%013F-HRTimeline
Prosperity Bancshares Inc2,000$48.5K0.04%13F-HRTimeline
MTM Investment Management, LLC2,000$48.5K0.02%013F-HRTimeline
Peck Wealth Management, LLC2,000$48.5K0.05%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,670$40.5K<0.01%013F-HRTimeline
Robbins Farley1,580$38.3K0.02%+27313F-HRTimeline
Stephens Consulting, LLC1,544$37.4K0.01%+2113F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,500$36.3K0.01%-3,00013F-HRTimeline
EASTERN BANK1,440$34.9K<0.01%013F-HRTimeline
Legacy Bridge, LLC1,392$33.7K0.01%-17513F-HRTimeline
Federation des caisses Desjardins du Qu…1,211$29.3K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,073$26K0.01%013F-HRTimeline
Hyposwiss Advisors SA1,035$25.1K0.02%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC952$23.1K<0.01%+7613F-HRTimelineGroup
Geneos Wealth Management Inc.823$19.9K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.819$19.9K0.02%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.4K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.780$18.9K<0.01%-31,06113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.729$17.7K<0.01%new13F-HRTimeline
Kennebec Savings Bank665$16.1K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…625$15.1K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC621$15K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC485$12K<0.01%013F-HR/ATimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV450$10K<0.01%-213F-HRTimeline
First PREMIER Bank315$8K<0.01%013F-HRTimeline
SHP Wealth Management275$6.66K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.165$4K<0.01%+213F-HRTimeline
IFC & Insurance Marketing, Inc.111$3K<0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.68$1.64K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30$727<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC14$339<0.01%new13F-HRTimelineGroup