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Disclosery

IBDR ISHARES TR

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SHS (fund)

391 managers (392 13F filers) reported a position in IBDR shares at 2025-03-31, 92,656,203 shares in all. 41 filers opened a position and 18 filers sold out during the quarter.

Managers
391
13F filers
392
New
41
Added
202
Reduced
87
Sold out
18
Shares held by filers
92,656,203

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,961,930$217M0.02%+560,24513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,180,253$101M0.01%+210,71813F-HRTimelineGroup
HM PAYSON & CO2,755,765$66.7M1.17%+537,51713F-HRTimeline
LPL Financial LLC2,622,627$63.5M0.02%+333,80813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,573,674$62.3M0.14%+371,13213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,394,660$58M0.02%+337,22813F-HRTimelineGroup
CAPITAL ADVISORS INC/OK2,377,526$57.6M1.15%+158,52713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,322,476$56.2M0.02%+15,90513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,136,606$51.7M0.01%-2,137,10113F-HRTimelineGroup
Sarver Vrooman Wealth Advisors1,744,976$42.2M28.11%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,477,727$35.8M0.01%+224,25513F-HR/ATimelineGroup
Sound View Wealth Advisors Group, LLC1,409,703$34.1M2.8%+102,34713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,334,759$32.3M0.01%-1,564,99413F-HRTimelineGroup
Gratus Wealth Advisors, LLC1,297,632$31.4M5.16%+39,46713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,194,473$28.9M1.29%-4,32713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,171,737$28.4M0.07%+285,31113F-HRTimeline
SHUFRO ROSE & CO LLC1,108,718$26.8M2.12%-338,08013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,098,415$26.6M1.63%+25,41813F-HRTimeline
Kathmere Capital Management, LLC1,085,993$26.3M2.24%+99,00713F-HRTimeline
HighTower Advisors, LLC1,070,732$25.9M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,046,632$25.3M0.04%+213,61813F-HRTimeline
TABR Capital Management, LLC1,040,808$25.2M26.26%+31,54213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,034,008$25M0.04%+454,20813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,029,630$24.9M1.8%-6,02713F-HRTimeline
RVW Wealth, LLC1,021,682$24.7M2.33%+62,09613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP881,521$21.3M0.03%-25,33813F-HRTimelineGroup
Klingman & Associates, LLC828,755$20.1M1.23%new13F-HRTimeline
Venture Visionary Partners LLC811,145$19.6M0.82%-8,78113F-HRTimeline
Capital Investment Advisors, LLC798,829$19.3M0.38%+35,16713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…753,807$18.2M0.01%-117,68713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\713,190$17.3M0.02%+24,69913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding694,357$16.8M+91,410Timeline
NewEdge Advisors, LLC689,450$16.7M0.1%-20,67213F-HRTimeline
Summit Asset Management, LLC679,379$16.4M2.85%+14,78613F-HRTimeline
Journey Advisory Group, LLC671,799$16.3M1.33%+111,59013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.654,981$15.9M1.7%+36,80513F-HRTimeline
Glenview Trust Co632,666$15.3M0.3%+13,91013F-HR/ATimeline
CWM, LLCin group CWM, LLC619,695$15M0.06%+76,32313F-HRTimelineGroup
Creative Planningin group Creative Planning616,532$14.9M0.01%+19,86113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC607,240$14.7M0.21%+62,57413F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp580,936$14.1M1.57%-4,12113F-HRTimelineGroup
Buffington Mohr McNeal571,694$13.8M2.73%-24,92113F-HRTimeline
CENTRAL TRUST Co554,970$13.4M0.33%+27,08213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP554,018$13.4M0.01%+7,14313F-HRTimelineGroup
Mesirow Financial Investment Management…553,501$13.4M0.26%+60,64813F-HRTimeline
NOVEM GROUP517,898$12.5M1.77%+18,70913F-HRTimeline
Strid Group, LLC505,816$12.2M1.9%+57,55813F-HRTimeline
Keeler Thomas Management LLC502,548$12.2M5.96%-158,26413F-HRTimeline
COWA, LLC461,267$11.2M4.77%new13F-HRTimeline
Beacon Pointe Advisors, LLC459,490$11.1M0.13%+7,26813F-HRTimeline
Bulltick Wealth Management, LLC450,515$10.9M2.89%-414,95013F-HRTimeline
REBALANCE, LLC446,708$10.8M0.8%+120,38613F-HRTimeline
Sanctuary Advisors, LLC432,458$10.5M0.07%+11,90613F-HRTimeline
SPINNAKER TRUST430,389$10.4M0.68%+95,35313F-HRTimeline
Windsor Capital Management, LLC407,958$9.88M3.03%+4,04113F-HRTimeline
IFP Advisors, Inc396,183$9.59M0.3%+40,42413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP364,517$8.82M0.82%+23,24513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…351,492$8.51M0.02%+37,06613F-HRTimeline
InvesTrust334,826$8.11M2.22%+65613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC333,206$8.07M4.51%+9,73113F-HRTimeline
Black Swift Group, LLC330,520$8M1.81%+226,50513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.319,211$7.73M0.38%+29,73613F-HRTimeline
Allworth Financial LP309,776$7.49M0.04%-9,96113F-HRTimeline
First National Trust Co307,314$7.44M0.3%+67,57413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.306,679$7.43M0.02%-3,39013F-HRTimelineGroup
Atria Wealth Solutions, Inc.300,831$7.28M0.09%+4,42413F-HRTimeline
Peloton Wealth Strategists297,820$7.21M3.01%+17,83513F-HRTimeline
MCF Advisors LLC288,466$6.98M0.5%-19113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC286,360$6.93M2.71%+31,08813F-HRTimeline
Wolfstich Capital, LLC299,957$6.88M6.22%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO281,992$6.83M<0.01%+19,17513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC278,785$6.75M0.48%+33,63913F-HRTimeline
Kesler, Norman & Wride, LLC273,692$6.63M1.26%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC258,444$6.26M0.45%+3,96613F-HRTimeline
HAMEL ASSOCIATES, INC.252,444$6.11M2.08%-69,89613F-HRTimeline
Private Advisor Group, LLC250,889$6.07M0.04%+140,44613F-HRTimeline
WJ Wealth Management, LLC250,658$6.07M2.15%-269,69613F-HRTimeline
Wick Capital Partners, LLC248,841$6.02M1.8%+52,98313F-HRTimeline
EIGHT 31 FINANCIAL, LLC246,555$5.97M3.82%new13F-HRTimeline
Laurel Wealth Advisors LLC246,407$5.97M0.93%+4,22513F-HRTimeline
Sandy Spring Bank245,963$5.95M0.25%+8,73813F-HRTimeline
Cetera Investment Advisers236,411$5.72M0.01%+31,03513F-HRTimeline
Praetorian Wealth Management, Inc.232,174$5.62M1.37%+16,17213F-HRTimeline
Atria Investments, Inc231,451$5.6M0.07%+9,68113F-HRTimeline
Signature Wealth Management Group230,154$5.57M2.17%+2,41113F-HRTimeline
Madden Advisory Services, Inc.226,142$5.47M2.55%+30,39613F-HRTimeline
Mariner, LLCin group Mariner, LLC225,997$5.47M0.01%+17,56913F-HRTimelineGroup
Janney Montgomery Scott LLC225,981$5.47M0.02%+2,28413F-HRTimeline
Houlihan Financial Resource Group, Ltd.222,275$5.38M2.42%-3,36613F-HRTimeline
Cambridge Investment Research Advisors,…222,097$5.38M0.02%+48,86013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…213,823$5.18M0.04%+16,05713F-HRTimelineGroup
Beaumont Asset Management, L.L.C.212,647$5.15M3.11%+18,81513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC212,285$5.14M0.01%new13F-HR/ATimelineGroup
Parallel Advisors, LLC209,689$5.08M0.11%-34,63313F-HRTimeline
Safeguard Financial, LLC207,274$5.02M1.1%+41,46713F-HRTimeline
Crews Bank & Trust203,820$4.93M0.84%+21,17513F-HRTimeline
Integrated Advisors Network LLC201,743$4.88M0.25%+45,76813F-HRTimeline
GAMMA Investing LLC199,650$4.83M0.36%+34,45013F-HR/ATimeline
4Thought Financial Group Inc.187,396$4.54M2.8%+25,24913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV185,763$4.5M1.54%+9,24713F-HRTimeline
Sowell Financial Services LLC185,713$4.5M0.2%+3,79213F-HRTimeline
Weaver Consulting Group180,139$4.36M1.31%-3,87613F-HRTimeline
Resonant Capital Advisors, LLC179,374$4.34M0.3%+2,07713F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.178,471$4.31M3.83%+10,77813F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.174,705$4.23M2.61%+20,20013F-HRTimeline
New England Private Wealth Advisors LLC169,654$4.11M0.64%+6,81313F-HRTimeline
CGN Advisors LLC168,736$4.09M0.4%+6,73513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC166,091$4.02M0.94%new13F-HRTimeline
Sabal Trust CO160,582$3.89M0.22%+21,77413F-HRTimeline
STAR Financial Bank160,223$3.88M2.84%+8,53413F-HRTimeline
Ironwood Financial, llc157,954$3.82M0.82%+18,59813F-HRTimeline
SONATA CAPITAL GROUP INC155,301$3.76M1.64%+3,86013F-HRTimeline
MONECO ADVISORS, LLC155,231$3.76M0.39%+45,49713F-HR/ATimeline
Foundation Wealth Management, LLC153,892$3.73M2.92%-1,49413F-HRTimeline
Quantum Financial Advisors, LLC152,227$3.69M0.55%+28,68313F-HRTimeline
IRON Financial LLC151,899$3.68M2.06%-28,90913F-HRTimeline
Probity Advisors, Inc.151,460$3.67M0.7%+4,41413F-HRTimeline
Integrated Wealth Concepts LLC150,798$3.65M0.04%+65,09513F-HRTimeline
EP Wealth Advisors, LLC146,634$3.55M0.03%-2,16513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC146,155$3.54M0.07%+20,61313F-HRTimeline
Great Diamond Partners, LLC145,448$3.52M0.96%+3,66513F-HRTimeline
NorthCoast Asset Management LLC144,080$3.49M0.02%-9,64813F-HR/ATimeline
Krilogy Financial LLC143,608$3.48M0.23%-6,42513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\142,748$3.46M<0.01%new13F-HRTimelineGroup
Leo Wealth, LLC142,334$3.45M0.5%+1,68713F-HRTimeline
Sightline Wealth Advisors, LLC140,641$3.4M1.79%-92213F-HRTimeline
WRAPMANAGER INC138,903$3.36M0.88%+2,39213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC134,001$3.24M<0.01%-13,12613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC133,462$3.23M0.04%+56,09513F-HRTimeline
Centricity Wealth Management, LLC128,319$3.11M2.82%+9,19413F-HRTimeline
Evergreen Private Wealth LLC128,318$3.11M1.45%+1,96313F-HRTimeline
Round Rock Advisors LLC127,251$3.08M0.57%+7,32713F-HRTimeline
Modern Wealth Management, LLC123,480$2.99M0.1%+36,08513F-HR/ATimeline
Stonebrook Private Inc.119,947$2.9M0.75%+4,32913F-HRTimeline
McGlone Suttner Wealth Management, Inc.113,187$2.74M0.45%+3,36613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC111,983$2.71M0.75%-12,31613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp111,979$2.71M0.08%-1,78813F-HRTimelineGroup
Foundry Financial Group, Inc.109,017$2.64M1.63%+11,65313F-HRTimeline
LifePlan Financial, LLC107,623$2.61M2.27%+3,78013F-HRTimeline
HRT FINANCIAL LP107,557$2.6M0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC106,289$2.57M0.05%+12,11613F-HRTimeline
Prospera Financial Services Inc106,288$2.57M0.06%new13F-HRTimeline
Scissortail Wealth Management, LLC105,866$2.56M0.66%+19,43213F-HRTimeline
Cornell Pochily Investment Advisors, In…105,839$2.56M0.9%+32,40713F-HRTimeline
SMITH, MOORE & CO.103,737$2.51M0.23%-7,74513F-HRTimeline
Marathon Mission, Inc.101,844$2.47M1.72%-37,25513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC98,680$2.39M0.06%-49613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP93,933$2.27M0.02%+19,75313F-HRTimelineGroup
Orion Porfolio Solutions, LLC91,613$2.22M0.02%+1,22913F-HRTimeline
Orion Portfolio Solutions, LLC91,613$2.22M0.02%+1,22913F-HR/ATimeline
MML INVESTORS SERVICES, LLC91,250$2.21M0.01%+5,51513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC89,833$2.17M0.17%013F-HRTimeline
Heartland Bank & Trust Co86,505$2.09M1.08%+19,28513F-HRTimeline
KINTRA WEALTH, LLC86,491$2.09M1.41%-10,87413F-HRTimeline
Chesley Taft & Associates LLC86,043$2.08M0.1%+1,26913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…85,763$2.08M0.07%-5,83513F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC85,646$2.07M0.36%+37,03613F-HRTimeline
Fortis Capital Management LLC85,630$2.07M0.4%-8,84513F-HRTimeline
Covington Investment Advisors Inc.83,415$2.02M0.31%+2,14513F-HRTimeline
MEMBERS WEALTH LLC81,214$1.97M1.48%+11,17413F-HRTimeline
First Fiduciary Investment Counsel, Inc.79,470$1.92M0.41%-1,48513F-HRTimeline
Balentine LLC78,772$1.91M0.08%+5,99513F-HRTimeline
FIRST MANHATTAN CO. LLC.78,189$1.89M0.01%+27,95713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.76,920$1.86M0.14%-3,93013F-HRTimelineGroup
Crescent Grove Advisors, LLC76,763$1.86M0.19%-43013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC74,331$1.8M1.26%+7,59613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC71,080$1.72M<0.01%-21013F-HRTimelineGroup
TD Waterhouse Canada Inc.69,932$1.69M0.01%+21,36313F-HRTimeline
Austin Private Wealth, LLC68,309$1.65M0.15%+1,66313F-HRTimeline
Arcataur Capital Management LLC67,355$1.63M0.56%+1,44513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC66,994$1.62M0.16%+5,82913F-HRTimeline
Centric Wealth Management66,893$1.62M0.43%+3,53013F-HRTimeline
Segment Wealth Management, LLC64,146$1.55M0.11%-1,04013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…64,046$1.55M1.05%-4,85913F-HRTimeline
COMERICA BANK63,453$1.54M0.01%+2,19813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,400$1.53M0.04%013F-HRTimelineGroup
Northwest Bancshares, Inc.61,250$1.48M0.27%+34,29413F-HRTimeline
Stokes Family Office, LLC60,778$1.47M0.17%+4,35313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…59,485$1.44M0.25%-1,37313F-HRTimeline
Cypress Point Wealth Management, LLC59,000$1.43M0.45%013F-HRTimeline
Archford Capital Strategies, LLC58,774$1.42M0.21%+1,74613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.58,563$1.42M0.36%+1,49013F-HRTimeline
Redwood Financial Network Corp57,492$1.39M1.06%+1,61013F-HRTimeline
HARBOR ADVISORY CORP /MA/57,391$1.39M0.47%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,375$1.39M<0.01%+19,48113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …55,059$1.33M0.08%+48713F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.55,000$1.33M0.87%+8,20013F-HRTimeline
NESTEGG ADVISORS, INC.54,611$1.32M1.41%-29,31613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,997$1.31M<0.01%+24,85213F-HRTimelineGroup
Farmers National Bank53,204$1.29M0.36%+82813F-HRTimeline
Hurley Capital, LLC53,038$1.28M0.97%+6,89613F-HRTimeline
Element Wealth, LLC52,740$1.28M0.68%-1,53213F-HRTimeline
DAVENPORT & Co LLC52,676$1.28M0.01%new13F-HRTimeline
Montecito Bank & Trust52,156$1.26M0.22%+2,36513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/52,110$1.26M0.26%-6013F-HRTimeline
4J Wealth Management LLC51,871$1.26M0.99%-51413F-HRTimeline
Commonwealth Financial Services, LLC51,784$1.25M0.26%-343,66813F-HRTimeline
Cherry Tree Wealth Management, LLC51,582$1.25M0.3%+3,89513F-HRTimeline
OLD MISSION CAPITAL LLC51,171$1.24M0.02%new13F-HRTimeline
Johnson Bixby & Associates, LLC49,448$1.2M0.18%-81813F-HRTimeline