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Disclosery

IBDR ISHARES TR

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SHS (fund)

367 managers (369 13F filers) reported a position in IBDR shares at 2024-12-31, 89,347,721 shares in all. 39 filers opened a position and 22 filers sold out during the quarter.

Managers
367
13F filers
369
New
39
Added
203
Reduced
52
Sold out
22
Shares held by filers
89,347,721

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,401,685$202M0.02%+562,45613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,273,707$103M0.03%-1,053,32813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,969,535$95.5M0.01%+381,51513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,899,753$69.8M0.02%-117,56413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,306,571$55.5M0.02%+145,09713F-HRTimelineGroup
LPL Financial LLC2,288,819$55.1M0.02%+158,84013F-HRTimeline
CAPITAL ADVISORS INC/OK2,218,999$53.4M1.06%+135,37813F-HRTimeline
HM PAYSON & CO2,218,248$53.4M0.91%+670,82713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,202,542$53M0.13%+68,91213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,057,432$49.5M0.02%13F-HR/ATimelineGroup
SHUFRO ROSE & CO LLC1,446,798$34.8M2.72%+33,62313F-HRTimeline
Sound View Wealth Advisors Group, LLC1,307,356$31.5M2.53%+109,20213F-HRTimeline
Gratus Wealth Advisors, LLC1,258,165$30.3M4.85%+26,73413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,253,472$30.2M0.01%+36,17713F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC1,198,800$28.9M1.26%+144,92113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,072,997$25.8M1.52%+33,53513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,035,657$24.9M1.84%+52,38713F-HRTimeline
TABR Capital Management, LLC1,009,266$24.3M21.29%13F-HRTimeline
Kathmere Capital Management, LLC986,986$23.8M2.13%+17,13113F-HRTimeline
RVW Wealth, LLC959,586$23.1M2.15%+79,16313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP906,859$21.8M0.03%-69,49113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS886,426$21.3M0.06%+194,40613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…871,494$21M0.02%+29,91113F-HRTimelineGroup
Bulltick Wealth Management, LLC865,465$20.8M4.91%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC833,014$20.1M0.03%+173,21113F-HRTimeline
Venture Visionary Partners LLC819,926$19.7M0.84%new13F-HR/ATimeline
Capital Investment Advisors, LLC763,662$18.4M0.37%+26,50213F-HRTimeline
NewEdge Advisors, LLC710,122$17.1M0.1%-15313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\688,491$16.6M0.02%+42,40413F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC671,822$16.2M0.22%+10,68413F-HRTimeline
Summit Asset Management, LLC664,593$16M2.81%+26,32413F-HRTimeline
Keeler Thomas Management LLC660,812$15.9M5.67%-34,62213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP660,565$15.9M0.03%new13F-HRTimelineGroup
Glenview Trust Co618,756$14.9M0.28%+57,41713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.618,176$14.9M1.59%+34,45913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth612,745$14.7M0.04%+39,40213F-HR/ATimelineGroup
PFG Private Wealth Management, LLC608,289$14.6M8.33%+289,43313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding602,947$14.5M+92,702Timeline
Creative Planningin group Creative Planning596,671$14.4M0.01%+45,90913F-HRTimelineGroup
Buffington Mohr McNeal596,615$14.4M2.38%+12,03213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp585,057$14.1M1.34%+21,92413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC579,800$14M0.02%+257,10013F-HRTimeline
Journey Advisory Group, LLC560,209$13.3M1.6%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP546,875$13.2M0.01%+43,59713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC544,666$13.1M0.19%+75,21513F-HRTimelineGroup
CWM, LLCin group CWM, LLC543,372$13.1M0.05%-44,60913F-HRTimelineGroup
CENTRAL TRUST Co527,888$12.7M0.31%+66,52213F-HRTimeline
WJ Wealth Management, LLC520,354$12.5M4.31%+99113F-HRTimeline
NOVEM GROUP499,189$12M1.79%13F-HRTimeline
Mesirow Financial Investment Management…492,853$11.9M0.24%+320,91713F-HRTimeline
Beacon Pointe Advisors, LLC452,222$10.9M0.12%+43,76213F-HRTimeline
Strid Group, LLC448,258$10.8M1.68%+77,71813F-HRTimeline
Global Retirement Partners, LLC443,906$10.7M0.31%+25,30013F-HRTimeline
Sanctuary Advisors, LLC420,552$10.2M0.06%-43,25113F-HRTimeline
Windsor Capital Management, LLC403,917$9.72M2.88%+4,08313F-HRTimeline
Commonwealth Financial Services, LLC395,452$9.52M1.87%+10,42813F-HRTimeline
IFP Advisors, Inc355,759$8.56M0.28%+38,17813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP341,272$8.21M0.74%+15,44713F-HRTimeline
SPINNAKER TRUST335,036$8.06M0.51%+77,11713F-HRTimeline
InvesTrust334,170$8.04M2.24%13F-HRTimeline
REBALANCE, LLC326,322$7.85M0.59%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC323,475$7.79M4.24%+25,47513F-HRTimeline
HAMEL ASSOCIATES, INC.322,340$7.76M2.5%+5,01313F-HRTimeline
Allworth Financial LP319,737$7.71M0.04%+88,62013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…314,426$7.57M0.01%+250,60713F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.310,069$7.46M0.02%+10,61613F-HR/ATimelineGroup
Wolfstich Capital, LLC299,957$7.22M6.4%13F-HRTimeline
Atria Wealth Solutions, Inc.296,407$7.13M0.08%-10,01513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.289,475$6.97M0.34%+128,34113F-HRTimeline
MCF Advisors LLC288,657$6.95M0.49%+7,40813F-HRTimeline
Peloton Wealth Strategists279,985$6.74M2.72%+14,50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…278,132$6.69M0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO262,817$6.33M<0.01%+6,09913F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC255,272$6.14M2.4%+15,40413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC254,478$6.13M0.44%-9,33713F-HRTimeline
SAX WEALTH ADVISORS, LLC245,146$5.9M0.46%+33,17313F-HRTimeline
Parallel Advisors, LLC244,322$5.88M0.13%+47,88113F-HRTimeline
Laurel Wealth Advisors LLC242,182$5.83M0.91%+25,70713F-HRTimeline
First National Trust Co239,740$5.77M0.22%+41,82413F-HRTimeline
Sandy Spring Bank237,225$5.71M0.23%-14,96113F-HRTimeline
Signature Wealth Management Group227,743$5.48M2.2%-1,63413F-HRTimeline
Houlihan Financial Resource Group, Ltd.225,641$5.43M2.32%+12,40513F-HRTimeline
Janney Montgomery Scott LLC223,697$5.38M0.01%+10,10613F-HRTimeline
Atria Investments, Inc221,770$5.34M0.07%+92,05413F-HRTimeline
Praetorian Wealth Management, Inc.216,002$5.2M1.26%+6,83713F-HRTimeline
Mariner, LLCin group Mariner, LLC208,428$5.02M0.01%+27,33413F-HRTimelineGroup
Cetera Investment Advisers205,376$4.94M0.01%+51,45013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…197,766$4.76M0.04%+18,61813F-HRTimelineGroup
Wick Capital Partners, LLC195,858$4.71M1.39%+96,53313F-HR/ATimeline
Madden Advisory Services, Inc.195,746$4.71M2.19%+38,60813F-HRTimeline
Beaumont Asset Management, L.L.C.193,832$4.67M2.7%+31,52813F-HRTimeline
Weaver Consulting Group184,015$4.43M1.36%+165,84313F-HRTimeline
Crews Bank & Trust182,645$4.4M0.74%13F-HRTimeline
Sowell Financial Services LLC181,921$4.38M0.23%+41,83513F-HRTimeline
IRON Financial LLC180,808$4.35M2.44%-1,54113F-HRTimeline
Resonant Capital Advisors, LLC177,297$4.27M0.31%+55,49313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV176,516$4.25M1.39%+7,98313F-HRTimeline
Cambridge Investment Research Advisors,…173,237$4.17M0.01%+17,87713F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.167,693$4.04M3.59%13F-HRTimeline
Safeguard Financial, LLC165,807$3.99M0.87%+62,91513F-HRTimeline
GAMMA Investing LLC165,200$3.98M0.34%+59,54013F-HRTimeline
New England Private Wealth Advisors LLC162,841$3.92M0.62%+68,20213F-HRTimeline
4Thought Financial Group Inc.162,147$3.9M2.42%+5,99913F-HRTimeline
CGN Advisors LLC162,001$3.9M0.38%+15,38813F-HRTimeline
Integrated Advisors Network LLC155,975$3.75M0.18%+120,29913F-HRTimeline
Foundation Wealth Management, LLC155,386$3.74M2.9%+65713F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.154,505$3.72M2.3%+19,38513F-HRTimeline
Executive Wealth Management, LLC153,756$3.7M0.29%+41,15413F-HRTimeline
NorthCoast Asset Management LLC153,728$3.7M0.02%-2,89313F-HR/ATimeline
Cornerstone Planning, LLC152,663$3.67M1.4%13F-HRTimeline
STAR Financial Bank151,689$3.65M2.63%+13,91113F-HRTimeline
SONATA CAPITAL GROUP INC151,441$3.65M1.51%+15,40413F-HRTimeline
Krilogy Financial LLC150,033$3.61M0.24%+12,95713F-HRTimeline
EP Wealth Advisors, LLC148,799$3.58M0.03%+23,33113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC147,127$3.54M<0.01%+87,49513F-HRTimelineGroup
Probity Advisors, Inc.147,046$3.54M0.68%+9,23713F-HRTimeline
Great Diamond Partners, LLC141,783$3.41M0.88%new13F-HRTimeline
Sightline Wealth Advisors, LLC141,563$3.41M1.84%-5,07613F-HRTimeline
Leo Wealth, LLC140,647$3.39M0.3%-31,78913F-HRTimeline
Ironwood Financial, llc139,356$3.35M0.7%+15,76613F-HRTimeline
Marathon Mission, Inc.139,099$3.35M2.28%+3,25613F-HRTimeline
Sabal Trust CO138,808$3.34M0.19%+29,40913F-HRTimeline
WRAPMANAGER INC136,511$3.29M0.84%+4,93113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.127,597$3.07M0.19%+37,77613F-HRTimelineGroup
Evergreen Private Wealth LLC126,355$3.04M1.42%+2,55213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC125,542$3.02M0.06%+16,22013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC124,299$2.99M0.98%-13,70713F-HRTimeline
Quantum Financial Advisors, LLC123,544$2.97M0.45%+5,63113F-HRTimeline
Round Rock Advisors LLC119,924$2.89M0.59%-9,46413F-HRTimeline
Centricity Wealth Management, LLC119,125$2.87M2.68%13F-HRTimeline
Stonebrook Private Inc.115,618$2.78M0.73%+10,34513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp113,767$2.74M0.08%+37013F-HRTimelineGroup
SMITH, MOORE & CO.111,482$2.68M0.25%+17,66313F-HRTimeline
Private Advisor Group, LLC110,443$2.66M0.01%-12,75813F-HRTimeline
McGlone Suttner Wealth Management, Inc.109,821$2.64M0.44%+35,66513F-HRTimeline
MONECO ADVISORS, LLC109,734$2.64M0.28%+14,84813F-HR/ATimeline
Black Swift Group, LLC104,015$2.5M0.53%+54,46513F-HRTimeline
LifePlan Financial, LLC103,843$2.5M2.21%+1,67313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC99,176$2.39M0.06%new13F-HRTimeline
KINTRA WEALTH, LLC97,365$2.34M1.63%+4,02313F-HRTimeline
Foundry Financial Group, Inc.97,364$2.34M1.45%+1,43013F-HRTimeline
Fortis Capital Management LLC94,475$2.27M0.42%-34,14313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC94,173$2.27M0.05%-6,52213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…93,069$2.24M<0.01%+6,49813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding91,598$2.2M-22,530Timeline
Orion Porfolio Solutions, LLC90,384$2.18M0.02%new13F-HRTimeline
Orion Portfolio Solutions, LLC90,384$2.18M0.02%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC89,833$2.16M0.17%013F-HRTimeline
Modern Wealth Management, LLC87,395$2.1M0.08%+60,15413F-HR/ATimeline
Scissortail Wealth Management, LLC86,434$2.08M0.53%+86,34513F-HRTimeline
MML INVESTORS SERVICES, LLC85,735$2.06M0.01%+3,92613F-HRTimeline
Integrated Wealth Concepts LLC85,703$2.06M0.02%-2,07313F-HRTimeline
Chesley Taft & Associates LLC84,774$2.04M0.09%+16,71013F-HRTimeline
NESTEGG ADVISORS, INC.83,927$2.03M2.05%13F-HRTimeline
Covington Investment Advisors Inc.81,270$1.96M0.29%-15013F-HR/ATimeline
First Fiduciary Investment Counsel, Inc.80,955$1.95M0.4%+10,63313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.80,850$1.95M0.15%-87813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC77,367$1.86M0.03%+5,97713F-HRTimeline
Crescent Grove Advisors, LLC77,193$1.86M0.18%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP74,180$1.79M0.01%+28,90313F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…73,432$1.77M0.62%+3,65813F-HRTimeline
Balentine LLC72,777$1.75M0.07%+45,77713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC71,290$1.72M<0.01%-1,25013F-HRTimelineGroup
MEMBERS WEALTH LLC70,040$1.69M1.26%13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…68,905$1.66M1.09%new13F-HRTimeline
Heartland Bank & Trust Co67,220$1.62M0.88%+26,09613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC66,735$1.61M1.2%13F-HRTimeline
Austin Private Wealth, LLC66,646$1.6M0.15%new13F-HRTimeline
Arcataur Capital Management LLC65,910$1.59M0.53%+15,05013F-HRTimeline
Segment Wealth Management, LLC65,186$1.57M0.11%+57513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,400$1.53M0.04%013F-HRTimelineGroup
Centric Wealth Management63,363$1.53M0.41%new13F-HRTimeline
Independent Advisor Alliance62,893$1.51M0.02%new13F-HRTimeline
COMERICA BANK61,255$1.47M0.01%+1,14713F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC61,165$1.47M0.14%+10,77413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…60,858$1.46M0.25%+3,33113F-HRTimeline
Cypress Point Wealth Management, LLC59,000$1.42M0.44%+28,00013F-HRTimeline
HARBOR ADVISORY CORP /MA/57,391$1.38M0.45%+3,99613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.57,073$1.37M0.37%+10,11913F-HRTimeline
Archford Capital Strategies, LLC57,028$1.37M0.21%-2,71013F-HRTimeline
Stokes Family Office, LLC56,425$1.36M0.15%013F-HRTimeline
Redwood Financial Network Corp55,882$1.35M1%+4,38213F-HRTimeline
JDM Financial Group LLC55,756$1.34M0.7%-24,63113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …54,572$1.31M0.07%+19,52613F-HRTimelineGroup
Element Wealth, LLC54,272$1.31M0.68%+1,42213F-HRTimeline
4J Wealth Management LLC52,385$1.26M1.02%+8,48813F-HRTimeline
Farmers National Bank52,376$1.26M0.37%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/52,170$1.26M0.26%+3,95013F-HRTimeline
Reliant Wealth Planning51,802$1.25M0.58%+20,51813F-HRTimeline
Johnson Bixby & Associates, LLC50,266$1.21M0.18%+2,44413F-HRTimeline
FIRST MANHATTAN CO. LLC.50,232$1.21M<0.01%+39,18213F-HRTimeline
Montecito Bank & Trust49,791$1.2M0.21%+5,09313F-HRTimeline
Klaas Financial Asset Advisors, LLC48,610$1.17M0.21%+35,81313F-HRTimeline
TD Waterhouse Canada Inc.48,569$1.17M0.01%-1,26513F-HRTimeline
BEACON FINANCIAL GROUP48,275$1.16M0.13%+15,73613F-HRTimeline
Cherry Tree Wealth Management, LLC47,687$1.15M0.28%+97213F-HRTimeline
Godshalk Welsh Capital Management, Inc.46,800$1.13M0.73%+8,15013F-HRTimeline
Hurley Capital, LLC46,142$1.11M0.89%13F-HRTimeline
10Elms LLP45,569$1.1M1.13%13F-HRTimeline
Provenance Wealth Advisors, LLC41,973$1.01M0.13%+14,94013F-HRTimeline