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Disclosery

IBDR ISHARES TR

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,766,906$237M0.02%+541,58213F-HRTimelineGroup
HM PAYSON & CO4,283,152$104M1.46%+723,18913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,136,377$100M0.15%+555,71913F-HRTimeline
LPL Financial LLC4,047,513$98.1M0.03%+634,85813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,878,527$94M0.01%+170,15713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,240,308$78.5M0.02%+550,26813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,917,315$70.7M0.13%+1,418,82813F-HRTimeline
Sound View Wealth Advisors Group, LLC2,013,302$48.8M3.27%+210,60513F-HRTimeline
Sarver Vrooman Wealth Advisors1,772,824$43M27.31%+4,44113F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,486,976$36M0.01%+30,07613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,485,934$36M0.01%-17,03713F-HRTimelineGroup
Gratus Wealth Advisors, LLC1,436,539$34.8M4.83%+70,23613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,408,626$34.1M0.05%+285,75913F-HRTimeline
HighTower Advisors, LLC1,396,686$33.8M0.04%+144,46713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,340,214$32.5M1.24%+9,81213F-HRTimeline
RVW Wealth, LLC1,318,361$31.9M2.44%+182,38613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,298,892$31.5M0.04%+494,12613F-HRTimelineGroup
Kathmere Capital Management, LLC1,278,379$31M2.09%-9,96413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,215,913$29.5M0.01%-39,15913F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,204,934$29.2M1.48%+29,00813F-HRTimeline
SHUFRO ROSE & CO LLC1,191,011$28.9M1.95%+104,55613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,077,263$26.1M0.02%+186,73313F-HR/ATimelineGroup
NewEdge Advisors, LLC1,046,723$25.4M0.09%+141,54313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,010,562$24.5M+142,367Timeline
Mariner, LLCin group Mariner, LLC982,857$23.8M0.03%+721,18313F-HRTimelineGroup
TABR Capital Management, LLC977,298$23.7M15.8%-94,39613F-HR/ATimeline
IFS Advisors, LLC936,131$22.7M11.78%+468,90313F-HRTimeline
Venture Visionary Partners LLC829,557$20.2M0.66%+84,51913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP830,956$20.1M0.03%+6,11913F-HRTimelineGroup
COWA, LLC817,998$19.2M5.84%new13F-HRTimeline
Journey Advisory Group, LLC775,428$18.8M1.58%+81,11213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\774,107$18.8M0.02%+71,95113F-HRTimelineGroup
REBALANCE, LLC772,737$18.7M1.09%+70,10813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC752,932$18.2M0.2%+29,07713F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.721,664$17.5M1.68%+67,16413F-HRTimeline
Klingman & Associates, LLC712,284$17.3M0.83%-90,57313F-HRTimeline
Glenview Trust Co660,350$16M0.25%+2,46213F-HRTimeline
NovaPoint Capital, LLC651,647$15.8M4.07%+558,56213F-HRTimeline
Sanctuary Advisors, LLC639,888$15.5M0.08%+198,50913F-HRTimeline
CENTRAL TRUST Co636,652$15.4M0.3%+49,95213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…622,030$15.1M0.02%-26,50213F-HRTimeline
Cornerstone Planning, LLC595,283$14.4M3.35%13F-HRTimeline
Strid Group, LLC589,521$14.3M1.78%+15,03513F-HRTimeline
CWM, LLCin group CWM, LLC586,464$14.2M0.04%-14,98013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp577,982$14M1.4%+18,83413F-HRTimelineGroup
Global Retirement Partners, LLC557,348$13.5M0.24%+40,62013F-HRTimeline
Beacon Pointe Advisors, LLC543,836$13.2M0.09%+42,30513F-HRTimeline
Capital Investment Advisors, LLC541,186$13.1M0.2%+107,18013F-HRTimeline
SPINNAKER TRUST539,916$13.1M0.7%+54,04413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP498,249$12.1M0.87%+63,38813F-HRTimeline
Atomic Invest LLC490,642$11.9M6.69%13F-HRTimeline
EP Wealth Advisors, LLC484,335$11.7M0.06%13F-HRTimeline
Bulltick Wealth Management, LLC450,515$10.9M2.32%013F-HRTimeline
Wick Capital Partners, LLC446,401$10.8M1.94%+147,28413F-HR/ATimeline
Mesirow Financial Investment Management…445,591$10.8M0.22%-124,03313F-HRTimeline
Allworth Financial LP413,069$10M0.04%+84,38513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC411,130$9.96M3.08%+9,12313F-HRTimeline
IFP Advisors, Inc396,553$9.61M0.22%-13,36513F-HRTimeline
First National Trust Co383,441$9.29M0.31%+61,20713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC375,573$9.1M4.23%+41,70213F-HRTimeline
Keeler Thomas Management LLC375,082$9.09M4.33%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.372,071$9.02M0.38%+35,66013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…372,176$9.02M0.02%+232,46013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.370,904$8.99M<0.01%+291,76713F-HRTimelineGroup
McGuire Investment Group, LLC369,565$8.95M0.96%+37,78213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP369,292$8.95M0.01%-256,79313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC361,295$8.75M0.41%+46,14813F-HRTimeline
Kesler, Norman & Wride, LLC337,230$8.17M1.4%+76,50713F-HRTimeline
Ironwood Financial, llc336,465$8.16M1.38%+60,24313F-HRTimeline
InvesTrust333,622$8.08M3.13%-11,17713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.330,066$8M0.01%-38,96413F-HRTimelineGroup
Atria Investments, Inc326,570$7.91M0.09%+114,75813F-HRTimeline
OneDigital Investment Advisors LLC318,248$7.71M0.08%+247,29913F-HRTimeline
Madden Advisory Services, Inc.316,590$7.67M3.08%new13F-HRTimeline
Cetera Investment Advisers315,386$7.64M0.01%+26,75913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…302,955$7.34M0.04%+46,54013F-HRTimelineGroup
Peloton Wealth Strategists301,825$7.31M2.83%-2,29513F-HRTimeline
Merit Financial Group, LLC289,005$7M0.06%+41,20313F-HRTimeline
Balentine LLC276,815$6.71M0.25%+78,90113F-HRTimeline
Integras Partners LLC265,970$6.44M5.21%+6,72213F-HRTimeline
Beaumont Asset Management, L.L.C.264,526$6.41M3.2%+24,20113F-HRTimeline
Private Advisor Group, LLC263,933$6.4M0.03%+9,46813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC263,724$6.39M0.1%+20,39013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC258,676$6.27M0.4%-7,53013F-HRTimeline
Resonant Capital Advisors, LLC258,186$6.26M0.34%+11,01013F-HRTimeline
Laurel Wealth Advisors LLC252,502$6.12M0.81%-1,12013F-HRTimeline
Parallel Advisors, LLC249,666$6.1M0.11%+6,83313F-HRTimeline
Praetorian Wealth Management, Inc.249,114$6.04M1.2%+6,97513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC243,126$5.89M0.09%new13F-HRTimeline
HAMEL ASSOCIATES, INC.238,950$5.79M1.75%-1,42913F-HRTimeline
Integrated Wealth Concepts LLC236,679$5.73M0.07%-1,10913F-HRTimeline
Signature Wealth Management Group234,755$5.69M2.32%-53613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp231,436$5.61M0.11%-4,19313F-HRTimelineGroup
Cambridge Investment Research Advisors,…229,501$5.56M0.01%-10,20413F-HRTimeline
MCF Advisors LLC229,106$5.55M0.31%-77,09313F-HRTimeline
Janney Montgomery Scott LLC228,308$5.53M0.01%+2,38413F-HRTimeline
Crews Bank & Trust227,620$5.52M0.79%+4,34013F-HRTimeline
Winthrop Partners - WNY, LLC223,514$5.42M2.92%13F-HRTimeline
Krilogy Financial LLC221,058$5.37M0.18%+13,72313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP219,741$5.32M0.03%+111,01813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO217,067$5.26M<0.01%-101,37313F-HRTimelineGroup
Modern Wealth Management, LLC214,311$5.19M0.09%+30,62813F-HRTimeline
Quantum Financial Advisors, LLC213,170$5.17M0.58%+7,88713F-HRTimeline
Probity Advisors, Inc.207,223$5.02M0.8%+45,56213F-HRTimeline
Creative Planningin group Creative Planning205,359$4.98M<0.01%+21,26513F-HRTimelineGroup
Sowell Financial Services LLC205,191$4.97M0.18%+13,41313F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.200,585$4.86M2.84%+6,24013F-HRTimeline
Aviance Capital Partners, LLC198,965$4.82M0.56%new13F-HRTimeline
4Thought Financial Group Inc.186,110$4.51M2.23%+7,97113F-HRTimeline
HANCOCK WHITNEY CORP185,529$4.5M0.08%-2,08713F-HRTimeline
Heartland Bank & Trust Co175,441$4.25M1.8%+14,29813F-HRTimeline
New England Private Wealth Advisors LLC173,052$4.19M0.52%+1,54713F-HR/ATimeline
MONECO ADVISORS, LLC171,543$4.16M0.33%-7,71013F-HRTimeline
Delta Wealth Advisors LLC167,287$4.05M3.39%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…163,057$3.95M1.15%+13,63713F-HRTimeline
Sightline Wealth Advisors, LLC163,022$3.95M1.68%-14,83813F-HRTimeline
McGlone Suttner Wealth Management, Inc.161,878$3.92M0.53%+31,93713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC161,252$3.91M<0.01%-121,88413F-HRTimelineGroup
IRON Financial LLC155,305$3.76M1.73%+1,71613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP154,492$3.74M<0.01%+49,45813F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.152,071$3.68M0.24%+5,20413F-HRTimeline
Weaver Consulting Group149,939$3.63M0.89%-7,05813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\148,989$3.61M<0.01%-22,38213F-HRTimelineGroup
Integrated Advisors Network LLC148,775$3.6M0.16%+49,70913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC147,929$3.58M0.7%-13,92913F-HRTimeline
SONATA CAPITAL GROUP INC147,148$3.57M1.29%-2,01813F-HRTimeline
Evergreen Private Wealth LLC146,492$3.55M1.4%+11,14513F-HRTimeline
Great Diamond Partners, LLC142,789$3.46M0.67%+36,24313F-HRTimeline
Composition Wealth, LLC142,581$3.45M0.05%-7213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC138,583$3.36M0.7%+8,55013F-HRTimeline
Leo Wealth, LLC135,674$3.29M0.24%+49,56213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC132,123$3.2M0.06%+20,28313F-HRTimeline
Stonebrook Private Inc.130,430$3.16M0.66%+4,53713F-HRTimeline
SMITH, MOORE & CO.130,272$3.16M0.24%+8,62913F-HRTimeline
Breachway Investments LLC127,062$3.08M3.25%13F-HRTimeline
MEMBERS WEALTH LLC126,790$3.08M1.93%+7,46413F-HRTimeline
Houlihan Financial Resource Group, Ltd.126,432$3.06M1.16%+28,37713F-HRTimeline
Greenline Partners, LLC123,877$3M0.34%-61,80013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC117,313$2.84M0.18%+10,00013F-HRTimeline
Scissortail Wealth Management, LLC115,189$2.79M0.64%+8,45213F-HRTimeline
Penobscot Investment Management Company…112,522$2.73M0.21%+57,68013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp111,000$2.69M0.07%-9,22913F-HRTimelineGroup
Round Rock Advisors LLC109,909$2.66M0.4%+17413F-HR/ATimeline
BRIGHTON SECURITIES CORP.109,522$2.65M1.31%new13F-HRTimeline
Chesley Taft & Associates LLC109,243$2.65M0.1%+5,50013F-HRTimeline
FIRST MANHATTAN CO. LLC.106,889$2.59M0.01%+24,90413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC105,279$2.55M1.39%+7,66413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.104,537$2.53M0.02%+65,03513F-HRTimelineGroup
Centennial Advisors, LLC104,379$2.53M3.29%13F-HRTimeline
Covington Investment Advisors Inc.101,270$2.46M0.34%+15,90813F-HRTimeline
TFO Wealth Partners, LLC98,935$2.4M0.36%+83313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC98,236$2.38M0.18%+15,95413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC97,424$2.36M0.03%+5,11813F-HRTimeline
MML INVESTORS SERVICES, LLC95,352$2.31M0.01%+4,56513F-HRTimeline
Rossmore Private Capital94,585$2.29M0.21%+16,92313F-HRTimeline
KINTRA WEALTH, LLC90,154$2.18M0.3%+8,73313F-HRTimeline
4J Wealth Management LLC85,795$2.08M1.19%+17,46613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…85,316$2.07M0.05%+7,18413F-HRTimelineGroup
Commonwealth Financial Services, LLC85,229$2.07M0.34%+11,46413F-HRTimeline
Godshalk Welsh Capital Management, Inc.84,375$2.04M1.17%+7,22513F-HRTimeline
LifePlan Financial, LLC83,254$2.02M1.55%-25,31113F-HRTimeline
Prime Capital Investment Advisors, LLC82,937$2.01M0.02%-3,08813F-HRTimeline
Klaas Financial Asset Advisors, LLC82,403$2M0.29%+8,04713F-HRTimeline
Fortis Capital Management LLC81,915$1.98M0.26%+2,43213F-HRTimeline
Foundry Financial Group, Inc.81,155$1.97M0.98%-31,45913F-HRTimeline
TFR Capital, LLC.80,324$1.95M0.64%+27,81713F-HRTimeline
Sequoia Financial Advisors, LLC79,971$1.94M0.01%013F-HRTimeline
WRAPMANAGER INC78,843$1.91M0.65%-16,87013F-HRTimeline
First Fiduciary Investment Counsel, Inc.78,448$1.9M0.37%-68213F-HRTimeline
BEACON FINANCIAL GROUP77,308$1.87M0.19%+6,55313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.76,015$1.84M0.12%+75213F-HRTimelineGroup
Austin Private Wealth, LLC74,440$1.8M0.14%+31413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.73,593$1.78M0.19%new13F-HRTimeline
J.W. COLE ADVISORS, INC.72,579$1.76M0.04%new13F-HRTimeline
Montecito Bank & Trust72,241$1.75M0.28%+7,74113F-HRTimeline
MidFirst Bank70,530$1.71M0.14%13F-HRTimeline
Eldridge Investment Advisors, Inc.68,564$1.66M0.37%+6,69513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…68,276$1.65M0.24%+20113F-HRTimeline
HARBOR ADVISORY CORP /MA/67,891$1.64M0.5%+4,00013F-HRTimeline
Black Swift Group, LLC66,665$1.62M0.27%-9,65013F-HRTimeline
Arcataur Capital Management LLC66,548$1.61M0.46%-50713F-HRTimeline
IFG Advisory, LLC64,986$1.57M0.07%+2,41513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co64,487$1.56M0.09%+47,47213F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.63,400$1.54M0.03%013F-HRTimelineGroup
Endowment Wealth Management, Inc.62,185$1.51M0.69%new13F-HRTimeline
Livet Wealth, LLC61,527$1.49M0.92%13F-HRTimeline
Northwest Bancshares, Inc.60,967$1.48M0.29%-1,03913F-HRTimeline
Segment Wealth Management, LLC60,850$1.47M0.09%-1,32113F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC59,602$1.44M0.67%+81813F-HRTimeline
Redwood Financial Network Corp59,372$1.44M0.92%-4213F-HRTimeline
Cypress Point Wealth Management, LLC59,000$1.43M0.31%013F-HRTimeline
Archford Capital Strategies, LLC58,392$1.41M0.16%+51713F-HRTimeline
CGN Advisors LLC57,185$1.39M0.11%-5,59013F-HRTimeline
Farmers National Bank57,183$1.39M0.31%+3,46913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/56,560$1.37M0.24%+33013F-HRTimeline
Reliant Wealth Planning56,432$1.37M0.43%+99913F-HRTimeline
TD Waterhouse Canada Inc.55,774$1.35M0.01%-14,84613F-HRTimeline
WESBANCO BANK INC54,950$1.33M0.04%new13F-HRTimeline
Mayflower Financial Advisors, LLC53,106$1.29M0.16%+16,11413F-HRTimeline
DAVENPORT & Co LLC52,696$1.28M0.01%+2013F-HRTimeline