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Disclosery

IBDR ISHARES TR

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SHS (fund)

404 managers (405 13F filers) reported a position in IBDR shares at 2025-09-30, 91,444,170 shares in all. 31 filers opened a position and 31 filers sold out during the quarter.

Managers
404
13F filers
405
New
31
Added
218
Reduced
91
Sold out
31
Shares held by filers
91,444,170

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/9,225,324$224M0.02%+250,79413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,708,370$90.1M0.01%-561,14113F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,580,658$87M0.15%+759,24213F-HRTimeline
HM PAYSON & CO3,559,963$86.5M1.24%+363,35013F-HRTimeline
LPL Financial LLC3,412,655$82.9M0.02%+502,03913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,690,040$65.4M0.02%+66,57413F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC1,802,697$43.8M3.01%+91,88813F-HRTimeline
Sarver Vrooman Wealth Advisors1,768,383$43M27.62%+14,98113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,502,971$36.5M0.01%+43,65613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,498,487$36.4M0.07%+91,86713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,456,900$35.4M0.01%+84,19013F-HRTimelineGroup
Gratus Wealth Advisors, LLC1,366,303$33.2M4.67%+41,24013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,330,402$32.3M1.23%+94,30213F-HRTimeline
Kathmere Capital Management, LLC1,288,343$31.3M2.23%+153,07613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,255,072$30.5M0.01%-56,15213F-HRTimelineGroup
HighTower Advisors, LLC1,252,219$30.4M0.03%+171,26713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,175,926$28.6M1.48%+46,26413F-HRTimeline
RVW Wealth, LLC1,135,975$27.6M2.16%+44,04013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,122,867$27.3M0.04%+68,60813F-HRTimeline
SHUFRO ROSE & CO LLC1,086,455$26.3M2.16%-6,54413F-HRTimeline
TABR Capital Management, LLC1,071,694$26M17.83%+9,95613F-HRTimeline
NewEdge Advisors, LLC905,180$22M0.1%+150,01813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…890,530$21.6M0.01%+53,94013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding868,195$21.1M+41,342Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP824,837$20M0.03%-32,94913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth804,766$19.6M0.03%+33,00513F-HRTimelineGroup
Klingman & Associates, LLC802,857$19.5M0.98%-15,58413F-HRTimeline
Venture Visionary Partners LLC745,038$18.1M0.62%-192,52213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC723,855$17.6M0.2%+39,42213F-HRTimelineGroup
Summit Asset Management, LLC714,154$17.4M2.67%+25,57913F-HRTimeline
REBALANCE, LLC702,629$17.1M1.03%+248,72413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\702,156$17.1M0.02%-3,12213F-HRTimelineGroup
Journey Advisory Group, LLC694,316$16.9M1.25%+20,51113F-HRTimeline
Glenview Trust Co657,888$16M0.25%+35,80113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.654,500$15.9M1.53%+2,28713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…648,532$15.7M0.02%-110,76913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP626,085$15.2M0.01%+37,31413F-HRTimelineGroup
CWM, LLCin group CWM, LLC601,444$14.6M0.04%-11,48913F-HRTimelineGroup
CENTRAL TRUST Co586,700$14.3M0.3%+12,39513F-HRTimeline
Strid Group, LLC574,486$14M1.77%+3,63413F-HRTimeline
Mesirow Financial Investment Management…569,624$13.8M0.25%+12,73513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp559,148$13.6M1.39%-14,22613F-HRTimelineGroup
Global Retirement Partners, LLC516,728$12.6M0.28%+31,44713F-HRTimeline
Beacon Pointe Advisors, LLC501,531$12.2M0.1%+32,74013F-HRTimeline
Baltimore-Washington Financial Advisors…490,596$11.9M0.51%-29,43113F-HRTimeline
SPINNAKER TRUST485,872$11.8M0.66%+44,65513F-HRTimeline
IFS Advisors, LLC467,228$11.4M6.64%new13F-HRTimeline
Bulltick Wealth Management, LLC450,515$10.9M2.59%013F-HRTimeline
Sanctuary Advisors, LLC441,379$10.7M0.06%+24,73013F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP434,861$10.6M0.78%+43,27813F-HRTimeline
Capital Investment Advisors, LLC434,006$10.5M0.17%+56,56013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC421,532$10.2M0.01%new13F-HRTimelineGroup
Windsor Capital Management, LLC414,832$10.1M2.78%+10,25613F-HRTimeline
IFP Advisors, Inc409,918$9.96M0.26%-20313F-HR/ATimeline
MOSELEY INVESTMENT MANAGEMENT INC402,007$9.77M2.97%+73,58013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.369,030$8.96M0.01%+58,94913F-HRTimelineGroup
InvesTrust344,799$8.38M3.07%+9,41913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.336,411$8.17M0.34%+10,71013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC333,871$8.11M3.94%+3,51213F-HRTimeline
McGuire Investment Group, LLC331,783$8.06M0.91%+30,94013F-HRTimeline
Allworth Financial LP328,684$7.99M0.04%+13,16013F-HRTimeline
First National Trust Co322,234$7.83M0.27%+12,15913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO318,440$7.74M<0.01%-27,32113F-HR/ATimelineGroup
SAX WEALTH ADVISORS, LLC315,147$7.66M0.41%+41,87313F-HRTimeline
MCF Advisors LLC306,199$7.44M0.46%+18,29313F-HRTimeline
Peloton Wealth Strategists304,120$7.39M2.91%+3,80013F-HRTimeline
Wick Capital Partners, LLC299,117$7.27M1.73%+291,63613F-HRTimeline
Cetera Investment Advisers288,627$7.01M0.01%+54,61213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC283,136$6.88M<0.01%-2,194,05213F-HRTimelineGroup
Ironwood Financial, llc276,222$6.71M1.19%+118,26813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC266,206$6.47M0.42%+10,88413F-HRTimeline
Mariner, LLCin group Mariner, LLC261,674$6.36M0.01%+40,45013F-HRTimelineGroup
Integras Partners LLC259,248$6.3M5.09%new13F-HRTimeline
Kesler, Norman & Wride, LLC260,723$6.28M1.23%-14,67413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…256,415$6.23M0.04%+34,46513F-HRTimelineGroup
Private Advisor Group, LLC254,465$6.18M0.03%+2,48213F-HRTimeline
Laurel Wealth Advisors LLC253,622$6.16M0.86%+5,59013F-HRTimeline
Merit Financial Group, LLC247,802$6.02M0.06%+16,04013F-HR/ATimeline
Resonant Capital Advisors, LLC247,176$6.01M0.35%+60,36213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC243,334$5.91M0.09%+65,05313F-HRTimeline
Parallel Advisors, LLC242,833$5.9M0.11%+12,39013F-HRTimeline
Praetorian Wealth Management, Inc.242,139$5.88M1.21%+3,99913F-HRTimeline
HAMEL ASSOCIATES, INC.240,379$5.84M1.8%-3,64013F-HRTimeline
Beaumont Asset Management, L.L.C.240,325$5.84M2.94%+6,39013F-HRTimeline
Cambridge Investment Research Advisors,…239,705$5.83M0.02%+11,68513F-HRTimeline
Integrated Wealth Concepts LLC237,788$5.78M0.05%+43,84813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp235,629$5.73M0.11%-14,04413F-HRTimelineGroup
Signature Wealth Management Group235,291$5.72M2.22%+10613F-HRTimeline
Janney Montgomery Scott LLC225,924$5.49M0.01%+49713F-HRTimeline
Crews Bank & Trust223,280$5.43M0.79%+3,77513F-HRTimeline
Atria Investments, Inc211,812$5.15M0.06%+4,56213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV208,029$5.06M1.47%+21,29713F-HRTimeline
Krilogy Financial LLC207,335$5.02M0.19%+16,71613F-HRTimeline
Quantum Financial Advisors, LLC205,283$4.99M0.61%+30,71413F-HRTimeline
Prospera Financial Services Inc204,673$4.97M0.08%+20,71913F-HRTimeline
Balentine LLC197,914$4.81M0.18%+118,71713F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.194,345$4.72M2.72%+15,16013F-HRTimeline
Sowell Financial Services LLC191,778$4.66M0.18%+8,88513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC191,031$4.64M0.3%+47,72913F-HRTimeline
HANCOCK WHITNEY CORP187,616$4.56M0.08%+9,58213F-HRTimeline
Greenline Partners, LLC185,677$4.51M0.55%013F-HRTimeline
Creative Planningin group Creative Planning184,094$4.47M<0.01%-320,79913F-HRTimelineGroup
Modern Wealth Management, LLC183,683$4.46M0.09%+17,97213F-HRTimeline
MONECO ADVISORS, LLC179,253$4.36M0.36%+12,84313F-HRTimeline
4Thought Financial Group Inc.178,139$4.33M2.19%+8,66613F-HRTimeline
Sightline Wealth Advisors, LLC177,860$4.32M1.95%+12,03513F-HRTimeline
New England Private Wealth Advisors LLC171,505$4.17M0.55%+62613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\171,371$4.16M<0.01%+9,72813F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC161,858$3.93M0.83%-1,24013F-HRTimeline
Probity Advisors, Inc.161,661$3.93M0.64%+5,38713F-HRTimeline
Heartland Bank & Trust Co161,143$3.92M1.62%+38,44113F-HRTimeline
Weaver Consulting Group156,997$3.82M0.97%-12,07713F-HRTimeline
IRON Financial LLC153,589$3.73M1.79%+95613F-HRTimeline
Cornell Pochily Investment Advisors, In…149,420$3.63M1.08%+25,57513F-HRTimeline
SONATA CAPITAL GROUP INC149,166$3.62M1.34%-5,82313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.146,867$3.57M0.25%+4,75013F-HRTimeline
Composition Wealth, LLC142,653$3.47M0.05%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…139,716$3.4M0.01%+75,66913F-HRTimelineGroup
Evergreen Private Wealth LLC135,347$3.29M1.33%-94213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC130,033$3.16M0.7%+5,28013F-HRTimeline
McGlone Suttner Wealth Management, Inc.129,941$3.16M0.44%+2,74613F-HRTimeline
Stonebrook Private Inc.125,893$3.06M0.66%+4,13513F-HRTimeline
SMITH, MOORE & CO.121,643$2.96M0.23%+14,51913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp120,229$2.92M0.08%+5,28313F-HRTimelineGroup
MEMBERS WEALTH LLC119,326$2.89M1.83%13F-HRTimeline
Foundry Financial Group, Inc.112,614$2.74M1.44%+10,13313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC111,840$2.72M0.05%+2,76013F-HRTimeline
Round Rock Advisors LLC109,735$2.67M0.42%+8713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP108,723$2.64M0.02%+2,41813F-HR/ATimelineGroup
LifePlan Financial, LLC108,565$2.64M2.09%+2,11213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC107,313$2.61M0.17%+17,85713F-HRTimeline
Scissortail Wealth Management, LLC106,737$2.59M0.57%+1,27113F-HRTimeline
Great Diamond Partners, LLC106,546$2.59M0.5%-42,30013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,852$2.57M0.27%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105,034$2.55M<0.01%+41,13213F-HRTimelineGroup
Chesley Taft & Associates LLC103,743$2.52M0.11%-1,25013F-HRTimeline
NorthCoast Asset Management LLC103,686$2.52M0.01%-32,21213F-HRTimeline
Integrated Advisors Network LLC99,066$2.41M0.1%+5,29113F-HRTimeline
TFO Wealth Partners, LLC98,102$2.38M0.39%+1,02713F-HRTimeline
Houlihan Financial Resource Group, Ltd.98,055$2.38M2.09%-122,24413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC97,615$2.37M1.34%+13,12313F-HRTimeline
WRAPMANAGER INC95,713$2.33M0.72%-46,35013F-HRTimeline
NovaPoint Capital, LLC93,085$2.26M0.55%+37,89613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC92,306$2.24M0.03%-1,70113F-HRTimeline
MML INVESTORS SERVICES, LLC90,787$2.21M0.01%+15,69213F-HRTimeline
Vishria Bird Financial Group, LLC86,973$2.11M0.41%new13F-HRTimeline
Leo Wealth, LLC86,112$2.09M0.27%-40,01013F-HRTimeline
Prime Capital Investment Advisors, LLC86,025$2.09M0.03%+5,08813F-HRTimeline
Covington Investment Advisors Inc.85,362$2.07M0.27%+1,63413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC82,282$2M0.17%+4,65213F-HRTimeline
FIRST MANHATTAN CO. LLC.81,985$1.99M0.01%013F-HRTimeline
KINTRA WEALTH, LLC81,421$1.98M1.12%+33513F-HRTimeline
Sequoia Financial Advisors, LLC79,971$1.94M0.01%+14713F-HRTimeline
Fortis Capital Management LLC79,483$1.93M0.27%+4,27613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.79,137$1.92M<0.01%+4,10313F-HRTimelineGroup
First Fiduciary Investment Counsel, Inc.79,130$1.92M0.37%-2,79013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…78,132$1.9M0.05%+1,87013F-HRTimelineGroup
Rossmore Private Capital77,662$1.89M0.2%+15,93413F-HRTimeline
Godshalk Welsh Capital Management, Inc.77,150$1.87M1.08%+12,45013F-HRTimeline
Black Swift Group, LLC76,315$1.85M0.33%-29,39013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.75,263$1.83M0.12%-1,69013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP74,953$1.82M<0.01%-16,69313F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC74,356$1.81M0.27%-6,09913F-HRTimeline
Austin Private Wealth, LLC74,126$1.8M0.14%-3,40613F-HRTimeline
Centric Wealth Management73,956$1.8M0.4%+2,88313F-HRTimeline
Commonwealth Financial Services, LLC73,765$1.79M0.31%+15,00513F-HRTimeline
OneDigital Investment Advisors LLC70,949$1.72M0.02%+25,65613F-HRTimeline
BEACON FINANCIAL GROUP70,755$1.72M0.17%+17,17313F-HRTimeline
TD Waterhouse Canada Inc.70,620$1.71M0.01%-33213F-HRTimeline
4J Wealth Management LLC68,329$1.66M0.98%+10,27913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…68,075$1.65M0.24%+15013F-HRTimeline
Arcataur Capital Management LLC67,055$1.63M0.48%-52513F-HRTimeline
Matthew Goff Investment Advisor, LLC67,055$1.63M0.28%-51813F-HRTimeline
Montecito Bank & Trust64,500$1.57M0.24%13F-HRTimeline
HARBOR ADVISORY CORP /MA/63,891$1.55M0.46%+6,50013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,400$1.54M0.04%013F-HRTimelineGroup
CGN Advisors LLC62,775$1.53M0.13%-18,25613F-HRTimeline
IFG Advisory, LLC62,571$1.52M0.07%new13F-HRTimeline
Segment Wealth Management, LLC62,171$1.51M0.09%-1,08013F-HRTimeline
Northwest Bancshares, Inc.62,006$1.51M0.25%-75013F-HRTimeline
Eldridge Investment Advisors, Inc.61,869$1.5M0.34%+30,94313F-HRTimeline
Redwood Financial Network Corp59,414$1.44M0.91%+1,60013F-HRTimeline
Cypress Point Wealth Management, LLC59,000$1.43M0.29%013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC58,784$1.43M0.69%+2,69813F-HRTimeline
Crescent Grove Advisors, LLC58,245$1.42M0.14%-2,56713F-HRTimeline
Archford Capital Strategies, LLC57,875$1.41M0.17%+1,48113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …57,876$1.4M0.05%+1,31013F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…57,159$1.39M0.89%-5,48413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/56,230$1.37M0.25%+1,23013F-HRTimeline
Reliant Wealth Planning55,433$1.35M0.44%+5,89313F-HRTimeline
Penobscot Investment Management Company…54,842$1.33M0.1%+21,59013F-HRTimeline
Hurley Capital, LLC53,883$1.31M0.74%+46213F-HRTimeline
Farmers National Bank53,714$1.31M0.31%+47413F-HRTimeline
Element Wealth, LLC53,227$1.29M0.56%+1,08813F-HRTimeline
DAVENPORT & Co LLC52,676$1.28M0.01%013F-HRTimeline
TFR Capital, LLC.52,507$1.28M0.43%+7,52713F-HRTimeline
COMERICA BANK52,143$1.27M<0.01%-11,56213F-HRTimeline
Consolidated Portfolio Review Corp51,977$1.26M0.16%+3,08313F-HRTimeline
Johnson Bixby & Associates, LLC50,229$1.22M0.16%+22113F-HRTimeline
10Elms LLP48,909$1.19M1.07%+80013F-HRTimeline