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Disclosery

IBDR ISHARES TR

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SHS (fund)

411 managers (412 13F filers) reported a position in IBDR shares at 2025-06-30, 96,235,785 shares in all. 38 filers opened a position and 13 filers sold out during the quarter.

Managers
411
13F filers
412
New
38
Added
189
Reduced
111
Sold out
13
Shares held by filers
96,235,785

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,974,530$218M0.02%+12,60013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,269,511$104M0.01%+89,25813F-HRTimelineGroup
HM PAYSON & CO3,196,613$77.5M1.23%+440,84813F-HRTimeline
LPL Financial LLC2,910,616$70.6M0.02%+287,98913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,821,416$68.4M0.15%+247,74213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,623,466$63.6M0.02%+228,80613F-HRTimelineGroup
CAPITAL ADVISORS INC/OK2,500,009$60.6M1.09%+122,48313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,477,188$60.1M0.02%+154,71213F-HRTimelineGroup
Sarver Vrooman Wealth Advisors1,753,402$42.5M28.26%+8,42613F-HRTimeline
Sound View Wealth Advisors Group, LLC1,710,809$41.5M3.07%+301,10613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,459,315$35.4M0.01%-18,41213F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS1,406,620$34.1M0.08%+234,88313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,372,710$33.3M0.01%-763,89613F-HRTimelineGroup
Gratus Wealth Advisors, LLC1,325,063$32.1M4.87%+27,43113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,311,224$31.8M0.01%-23,53513F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC1,236,100$30M1.22%+41,62713F-HRTimeline
Kathmere Capital Management, LLC1,135,267$27.5M2.12%+49,27413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,129,662$27.4M1.51%+31,24713F-HRTimeline
RVW Wealth, LLC1,091,935$26.5M2.25%+70,25313F-HRTimeline
SHUFRO ROSE & CO LLC1,092,999$26.5M2.14%-15,71913F-HRTimeline
HighTower Advisors, LLC1,080,952$26.2M0.03%+10,22013F-HRTimeline
TABR Capital Management, LLC1,061,738$25.7M22.08%+20,93013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,054,259$25.6M0.03%+7,62713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC970,565$23.5M1.55%-59,06513F-HRTimeline
Venture Visionary Partners LLC937,560$22.7M0.86%+126,41513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP857,786$20.8M0.03%-23,73513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…836,590$20.3M0.01%+82,78313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding826,853$20.1M+132,496Timeline
Klingman & Associates, LLC818,441$19.8M1.09%-10,31413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth771,761$18.7M0.04%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…759,301$18.4M0.03%+407,80913F-HRTimeline
NewEdge Advisors, LLC755,162$18.3M0.09%+65,71213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\705,278$17.1M0.02%-7,91213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC689,186$16.7M0.02%-344,82213F-HRTimeline
Summit Asset Management, LLC688,575$16.7M2.72%+9,19613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC684,433$16.6M0.21%+77,19313F-HRTimelineGroup
Journey Advisory Group, LLC673,805$16.3M1.27%+2,00613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.652,213$15.8M1.63%-2,76813F-HRTimeline
Glenview Trust Co622,087$15.1M0.26%-10,57913F-HRTimeline
EP Wealth Advisors, LLC621,930$15.1M0.1%+475,29613F-HRTimeline
CWM, LLCin group CWM, LLC612,933$14.9M0.05%-6,76213F-HRTimelineGroup
COWA, LLC610,840$14.8M5.64%+149,57313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP588,771$14.3M0.01%+34,75313F-HRTimelineGroup
CENTRAL TRUST Co574,305$13.9M0.32%+19,33513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp573,374$13.9M1.46%-7,56213F-HRTimelineGroup
Strid Group, LLC570,852$13.8M1.95%+65,03613F-HRTimeline
Mesirow Financial Investment Management…556,889$13.5M0.26%+3,38813F-HRTimeline
NOVEM GROUP537,528$13M1.65%+19,63013F-HRTimeline
Baltimore-Washington Financial Advisors…520,027$12.6M0.59%new13F-HRTimeline
Creative Planningin group Creative Planning504,893$12.2M0.01%-111,63913F-HRTimelineGroup
Global Retirement Partners, LLC485,281$11.8M0.29%13F-HRTimeline
Beacon Pointe Advisors, LLC468,791$11.4M0.12%+9,30113F-HRTimeline
REBALANCE, LLC453,905$11M0.75%+7,19713F-HRTimeline
Bulltick Wealth Management, LLC450,515$10.9M2.7%013F-HRTimeline
SPINNAKER TRUST441,217$10.7M0.64%+10,82813F-HRTimeline
Sanctuary Advisors, LLC416,649$10.1M0.06%-15,80913F-HRTimeline
Keeler Thomas Management LLC416,353$10.1M4.35%-86,19513F-HRTimeline
IFP Advisors, Inc410,121$9.95M0.28%+13,93813F-HRTimeline
Windsor Capital Management, LLC404,576$9.81M2.86%-3,38213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP391,583$9.5M0.75%+27,06613F-HRTimeline
Capital Investment Advisors, LLC377,446$9.15M0.16%-421,38313F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO345,761$8.38M<0.01%+63,76913F-HRTimelineGroup
InvesTrust335,380$8.13M3.14%+55413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC330,359$8.01M4.15%-2,84713F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC328,427$7.96M2.74%+42,06713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.325,701$7.9M0.35%+6,49013F-HRTimeline
Allworth Financial LP315,524$7.65M0.04%+5,74813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.310,081$7.52M0.01%+3,40213F-HR/ATimelineGroup
First National Trust Co310,075$7.52M0.28%+2,76113F-HRTimeline
McGuire Investment Group, LLC300,843$7.3M0.93%new13F-HRTimeline
Peloton Wealth Strategists300,320$7.28M2.92%+2,50013F-HRTimeline
MCF Advisors LLC287,906$6.98M0.46%-56013F-HRTimeline
Atria Wealth Solutions, Inc.286,070$6.94M0.16%-14,76113F-HRTimeline
Kesler, Norman & Wride, LLC275,397$6.68M1.18%+1,70513F-HRTimeline
SAX WEALTH ADVISORS, LLC273,274$6.63M0.4%-5,51113F-HRTimeline
Madden Advisory Services, Inc.264,169$6.41M2.73%+38,02713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC255,322$6.19M0.42%-3,12213F-HRTimeline
EIGHT 31 FINANCIAL, LLC254,196$6.16M4.07%+7,64113F-HRTimeline
Private Advisor Group, LLC251,983$6.11M0.03%+1,09413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp249,673$6.05M0.14%new13F-HRTimelineGroup
Laurel Wealth Advisors LLC248,032$6.01M0.9%+1,62513F-HR/ATimeline
HAMEL ASSOCIATES, INC.244,019$5.92M2%-8,42513F-HRTimeline
Wick Capital Partners, LLC7,481$5.84M1.53%-241,36013F-HRTimeline
Praetorian Wealth Management, Inc.238,140$5.77M1.33%+5,96613F-HRTimeline
Signature Wealth Management Group235,185$5.7M2.25%+5,03113F-HRTimeline
Cetera Investment Advisers234,015$5.67M0.01%-2,39613F-HRTimeline
Beaumont Asset Management, L.L.C.233,935$5.67M3.05%+21,28813F-HRTimeline
Merit Financial Group, LLC231,762$5.62M0.06%new13F-HRTimeline
Parallel Advisors, LLC230,443$5.59M0.11%+20,75413F-HRTimeline
Cambridge Investment Research Advisors,…228,020$5.53M0.02%+5,92313F-HRTimeline
Janney Montgomery Scott LLC225,427$5.47M0.01%-55413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…221,950$5.38M0.04%+8,12713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC221,224$5.36M0.01%-4,77313F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.220,299$5.34M2.21%-1,97613F-HRTimeline
Crews Bank & Trust219,505$5.32M0.84%+15,68513F-HRTimeline
Atria Investments, Inc207,250$5.03M0.06%-24,20113F-HRTimeline
Integrated Wealth Concepts LLC193,940$4.7M0.05%+43,14213F-HRTimeline
Krilogy Financial LLC190,619$4.62M0.27%+47,01113F-HRTimeline
Resonant Capital Advisors, LLC186,814$4.53M0.29%+7,44013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV186,732$4.53M1.39%+96913F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.186,724$4.51M3.72%+8,25313F-HRTimeline
Greenline Partners, LLC185,677$4.5M0.61%new13F-HRTimeline
Prospera Financial Services Inc183,954$4.46M0.08%+77,66613F-HRTimeline
Sowell Financial Services LLC182,893$4.44M0.18%-2,82013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.179,185$4.35M2.64%+4,48013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC178,281$4.32M0.07%+32,12613F-HRTimeline
HANCOCK WHITNEY CORP178,034$4.32M0.08%new13F-HRTimeline
Quantum Financial Advisors, LLC174,569$4.23M0.57%+22,34213F-HRTimeline
New England Private Wealth Advisors LLC170,879$4.14M0.61%+1,22513F-HRTimeline
4Thought Financial Group Inc.169,473$4.11M2.18%-17,92313F-HRTimeline
Weaver Consulting Group169,074$4.1M1.13%-11,06513F-HRTimeline
MONECO ADVISORS, LLC166,410$4.04M0.38%+11,17913F-HRTimeline
Sightline Wealth Advisors, LLC165,825$4.02M1.94%+25,18413F-HRTimeline
Modern Wealth Management, LLC165,711$4.02M0.1%+42,23113F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC163,098$3.96M0.87%-2,99313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\161,643$3.92M<0.01%+18,89513F-HRTimelineGroup
Ironwood Financial, llc157,954$3.82M0.82%013F-HRTimeline
Probity Advisors, Inc.156,274$3.79M0.67%+4,81413F-HRTimeline
SONATA CAPITAL GROUP INC154,989$3.76M1.5%-31213F-HRTimeline
Foundation Wealth Management, LLC153,744$3.73M2.6%-14813F-HRTimeline
WJ Wealth Management, LLC153,720$3.73M1.18%-96,93813F-HRTimeline
IRON Financial LLC152,633$3.7M1.96%+73413F-HRTimeline
Great Diamond Partners, LLC148,846$3.61M0.76%+3,39813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC143,302$3.48M0.25%+96,47713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.142,117$3.45M0.26%new13F-HRTimeline
WRAPMANAGER INC142,063$3.45M0.84%+3,16013F-HRTimeline
Evergreen Private Wealth LLC136,289$3.3M1.38%+7,97113F-HRTimeline
NorthCoast Asset Management LLC135,898$3.3M0.01%-8,18213F-HRTimeline
Centricity Wealth Management, LLC131,761$3.2M2.55%+3,44213F-HRTimeline
McGlone Suttner Wealth Management, Inc.127,195$3.08M0.47%+14,00813F-HRTimeline
Leo Wealth, LLC126,122$3.06M0.24%-16,21213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC124,753$3.03M0.74%+12,77013F-HRTimeline
Cornell Pochily Investment Advisors, In…123,845$3M0.98%+18,00613F-HRTimeline
Heartland Bank & Trust Co122,702$2.98M1.39%+36,19713F-HRTimeline
Stonebrook Private Inc.121,758$2.95M0.69%+1,81113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC116,184$2.82M<0.01%-96,10113F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp114,946$2.79M0.08%+2,96713F-HRTimelineGroup
Round Rock Advisors LLC109,648$2.66M0.46%-17,60313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC109,080$2.65M0.06%+10,40013F-HRTimeline
SMITH, MOORE & CO.107,124$2.6M0.22%+3,38713F-HRTimeline
STAR Financial Bank106,575$2.58M1.64%-53,64813F-HRTimeline
LifePlan Financial, LLC106,453$2.58M2.14%-1,17013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP106,305$2.58M0.02%+12,37213F-HRTimelineGroup
Black Swift Group, LLC105,705$2.56M0.52%-224,81513F-HRTimeline
Scissortail Wealth Management, LLC105,466$2.56M0.61%-40013F-HRTimeline
Chesley Taft & Associates LLC104,993$2.55M0.11%+18,95013F-HRTimeline
Marathon Mission, Inc.104,799$2.54M1.61%+2,95513F-HRTimeline
Foundry Financial Group, Inc.102,481$2.49M1.41%-6,53613F-HRTimeline
TFO Wealth Partners, LLC97,075$2.35M0.41%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC94,007$2.28M0.04%-12,28213F-HRTimeline
Integrated Advisors Network LLC93,775$2.27M0.1%-107,96813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP91,646$2.22M<0.01%new13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC89,813$2.18M0.02%-1,80013F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC89,456$2.17M0.16%-37713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC84,492$2.05M1.3%+10,16113F-HRTimeline
Covington Investment Advisors Inc.83,728$2.03M0.29%+31313F-HRTimeline
FIRST MANHATTAN CO. LLC.81,985$1.99M0.01%+3,79613F-HRTimeline
First Fiduciary Investment Counsel, Inc.81,920$1.99M0.39%+2,45013F-HRTimeline
KINTRA WEALTH, LLC81,086$1.97M1.18%-5,40513F-HRTimeline
CGN Advisors LLC81,031$1.97M0.18%-87,70513F-HRTimeline
Prime Capital Investment Advisors, LLC80,937$1.96M0.03%-52,52513F-HRTimeline
Klaas Financial Asset Advisors, LLC80,455$1.95M0.31%-5,19113F-HRTimeline
Sequoia Financial Advisors, LLC79,824$1.94M0.01%new13F-HRTimeline
Balentine LLC79,197$1.92M0.07%+42513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC77,630$1.88M0.17%+10,63613F-HRTimeline
Austin Private Wealth, LLC77,532$1.88M0.15%+9,22313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.76,953$1.87M0.13%+3313F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…76,262$1.85M0.05%-9,50113F-HRTimelineGroup
Fortis Capital Management LLC75,207$1.82M0.28%-10,42313F-HRTimeline
MML INVESTORS SERVICES, LLC75,095$1.82M0.01%-16,15513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.75,034$1.82M<0.01%+21,03713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.73,958$1.79M0.04%new13F-HRTimeline
Centric Wealth Management71,073$1.72M0.41%+4,18013F-HRTimeline
TD Waterhouse Canada Inc.70,952$1.71M0.01%+1,02013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…67,925$1.65M0.26%+8,44013F-HRTimeline
Arcataur Capital Management LLC67,580$1.64M0.51%+22513F-HRTimeline
Matthew Goff Investment Advisor, LLC67,573$1.64M0.3%+33,04713F-HRTimeline
Godshalk Welsh Capital Management, Inc.64,700$1.57M0.97%+9,70013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…64,047$1.55M<0.01%+30,39013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP63,902$1.55M<0.01%+19,41013F-HRTimelineGroup
COMERICA BANK63,705$1.54M0.01%+25213F-HRTimeline
Segment Wealth Management, LLC63,251$1.53M0.1%-89513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,400$1.53M0.04%013F-HRTimelineGroup
Northwest Bancshares, Inc.62,756$1.52M0.27%+1,50613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…62,643$1.52M0.99%-1,40313F-HRTimeline
Rossmore Private Capital61,728$1.5M0.17%+16,30413F-HRTimeline
Crescent Grove Advisors, LLC60,812$1.47M0.14%-15,95113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…60,311$1.46M<0.01%+2,93613F-HR/ATimelineGroup
Cypress Point Wealth Management, LLC59,000$1.43M0.35%013F-HRTimeline
Commonwealth Financial Services, LLC58,760$1.42M0.27%+6,97613F-HRTimeline
4J Wealth Management LLC58,050$1.41M0.95%+6,17913F-HRTimeline
Stokes Family Office, LLC57,843$1.4M0.15%-2,93513F-HRTimeline
Redwood Financial Network Corp57,814$1.4M0.95%+32213F-HRTimeline
HARBOR ADVISORY CORP /MA/57,391$1.39M0.44%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …56,566$1.37M0.05%+1,50713F-HRTimelineGroup
Archford Capital Strategies, LLC56,394$1.37M0.17%-2,38013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC56,086$1.36M0.74%+8,37813F-HRTimeline
NovaPoint Capital, LLC55,189$1.34M0.41%+20,63313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/55,000$1.33M0.26%+2,89013F-HRTimeline
BEACON FINANCIAL GROUP53,582$1.3M0.14%+5,13713F-HRTimeline