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Disclosery

IBDR ISHARES TR

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SHS (fund)

439 managers (441 13F filers) reported a position in IBDR shares at 2026-03-31, 98,155,278 shares in all. 42 filers opened a position and 35 filers sold out during the quarter.

Managers
439
13F filers
441
New
42
Added
179
Reduced
148
Sold out
35
Shares held by filers
98,155,278

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/9,785,471$237M0.02%+18,56513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,273,058$104M0.15%+136,68113F-HRTimeline
HM PAYSON & CO4,190,511$102M1.47%-92,64113F-HRTimeline
LPL Financial LLC4,044,967$98M0.03%-2,54613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,750,218$90.9M0.01%-128,30913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,666,707$64.6M0.02%-573,60113F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC1,981,257$48M3.27%-32,04513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,684,063$40.8M0.06%+275,43713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,544,174$37.4M0.07%-1,373,14113F-HRTimeline
Gratus Wealth Advisors, LLC1,496,505$36.3M5.25%+59,96613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,456,647$35.3M0.01%-29,28713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,446,933$35M0.01%-40,04313F-HR/ATimelineGroup
Kathmere Capital Management, LLC1,392,870$33.8M2.09%+114,49113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,328,040$32.2M1.27%-12,17413F-HRTimeline
SHUFRO ROSE & CO LLC1,243,779$30.1M2.05%+52,76813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,231,735$29.9M0.03%-67,15713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,198,921$29.1M+188,359Timeline
SIGMA INVESTMENT COUNSELORS INC1,157,018$28M1.48%-47,91613F-HRTimeline
RVW Wealth, LLC1,140,545$27.6M2.15%-177,81613F-HRTimeline
NewEdge Advisors, LLC1,114,439$27M0.1%+67,71613F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,023,954$24.8M<0.01%-191,95913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,018,078$24.7M0.02%-59,18513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,012,174$24.5M0.03%+29,31713F-HRTimelineGroup
TABR Capital Management, LLC995,431$24.1M22.2%+18,13313F-HRTimeline
IFS Advisors, LLC967,802$23.5M12.09%+31,67113F-HRTimeline
Mesirow Financial Investment Management…882,856$21.4M0.35%+437,26513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP866,738$21M0.03%+35,78213F-HRTimelineGroup
Venture Visionary Partners LLC864,007$20.9M0.7%+34,45013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC809,589$19.6M0.2%+56,65713F-HRTimelineGroup
REBALANCE, LLC760,385$18.4M1.07%-12,35213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\753,280$18.3M0.02%-20,82713F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.751,427$18.2M1.79%+29,76313F-HRTimeline
Glenview Trust Co710,955$17.2M0.27%+50,60513F-HRTimeline
CWM, LLCin group CWM, LLC676,932$16.4M0.04%+90,46813F-HRTimelineGroup
Sanctuary Advisors, LLC656,994$15.9M0.09%+17,10613F-HRTimeline
NovaPoint Capital, LLC634,876$15.4M3.86%-16,77113F-HRTimeline
Capital Investment Advisors, LLC618,381$15M0.22%+77,19513F-HR/ATimeline
Strid Group, LLC605,901$14.7M1.82%+16,38013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.591,702$14.3M<0.01%+220,79813F-HRTimelineGroup
Beacon Pointe Advisors, LLC587,263$14.2M0.08%+43,42713F-HRTimeline
SPINNAKER TRUST574,526$13.9M0.77%+34,61013F-HRTimeline
CENTRAL TRUST Co544,053$13.2M0.26%-92,59913F-HRTimeline
Atomic Invest LLC486,783$11.8M5.55%-3,85913F-HRTimeline
Wick Capital Partners, LLC483,277$11.7M2.14%+36,87613F-HRTimeline
IFP Advisors, Inc481,235$11.7M0.24%+84,68213F-HRTimeline
Beaumont Asset Management, L.L.C.476,015$11.5M5.19%+211,48913F-HRTimeline
EP Wealth Advisors, LLC467,626$11.3M0.06%-16,70913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP466,279$11.3M0.83%-31,97013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC427,717$10.4M3.31%+16,58713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp425,552$10.3M1.04%-152,43013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…423,284$10.3M0.02%+51,10813F-HRTimelineGroup
Allworth Financial LP422,914$10.3M0.04%+9,84513F-HRTimeline
First National Trust Co421,948$10.2M0.35%+38,50713F-HRTimeline
Balentine LLC413,945$10M0.4%+137,13013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC395,319$9.58M4.52%+19,74613F-HRTimeline
Composition Wealth, LLC385,152$9.34M0.13%+242,57113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.384,335$9.32M0.38%+12,26413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP383,721$9.3M0.01%+14,42913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…372,480$9.03M0.06%+69,52513F-HRTimelineGroup
McGuire Investment Group, LLC361,392$8.76M0.99%-8,17313F-HRTimeline
SAX WEALTH ADVISORS, LLC361,295$8.75M0.42%013F-HRTimeline
Cetera Investment Advisers354,257$8.59M0.01%+38,87113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC346,653$8.4M<0.01%+185,40113F-HRTimelineGroup
Kesler, Norman & Wride, LLC338,601$8.21M1.41%+1,37113F-HRTimeline
Atria Investments, Inc338,284$8.2M0.09%+11,71413F-HRTimeline
Madden Advisory Services, Inc.330,152$8M3.15%+13,56213F-HRTimeline
Ironwood Financial, llc325,923$7.9M1.38%-10,54213F-HRTimeline
InvesTrust324,114$7.86M3.3%-9,50813F-HRTimeline
OneDigital Investment Advisors LLC317,587$7.7M0.08%-66113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC309,783$7.51M0.11%+46,05913F-HRTimeline
Merit Financial Group, LLC306,232$7.42M0.06%+17,22713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.301,268$7.3M0.01%-28,79813F-HRTimelineGroup
Peloton Wealth Strategists299,140$7.25M2.93%-2,68513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…297,340$7.21M0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC296,826$7.2M0.06%+60,14713F-HRTimeline
Cornerstone Planning, LLC287,167$6.97M1.57%-308,11613F-HRTimeline
Parallel Advisors, LLC269,365$6.53M0.12%+19,69913F-HR/ATimeline
Resonant Capital Advisors, LLC257,107$6.23M0.33%-1,07913F-HRTimeline
Modern Wealth Management, LLC257,844$6.23M0.11%+43,53313F-HRTimeline
Private Advisor Group, LLC253,392$6.14M0.03%-10,54113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP249,174$6.04M0.04%+29,43313F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC248,643$6.03M0.39%-10,03313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC243,254$5.9M<0.01%new13F-HRTimelineGroup
HAMEL ASSOCIATES, INC.242,963$5.89M1.68%+4,01313F-HRTimeline
Laurel Wealth Advisors LLC240,600$5.82M0.58%-11,90213F-HRTimeline
Signature Wealth Management Group232,146$5.63M2.14%-2,60913F-HRTimeline
MCF Advisors LLC230,542$5.59M0.24%+1,43613F-HRTimeline
Quantum Financial Advisors, LLC228,110$5.53M0.62%+14,94013F-HRTimeline
Janney Montgomery Scott LLC227,291$5.51M0.01%-1,01713F-HRTimeline
Crews Bank & Trust225,705$5.47M0.79%-1,91513F-HRTimeline
Houlihan Financial Resource Group, Ltd.224,656$5.45M2.12%+98,22413F-HRTimeline
Cambridge Investment Research Advisors,…222,894$5.4M0.01%-6,60713F-HRTimeline
Krilogy Financial LLC220,573$5.34M0.17%-48513F-HRTimeline
Praetorian Wealth Management, Inc.220,392$5.33M1.01%-28,72213F-HRTimeline
Winthrop Partners - WNY, LLC219,403$5.32M2.83%-4,11113F-HRTimeline
Delta Wealth Advisors LLC219,375$5.32M4.05%+52,08813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp216,018$5.24M0.1%-15,41813F-HRTimelineGroup
Sowell Financial Services LLC211,829$5.13M0.19%+6,63813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC211,425$5.12M0.31%new13F-HRTimeline
Creative Planningin group Creative Planning209,513$5.08M<0.01%+4,15413F-HRTimelineGroup
Aviance Capital Partners, LLC209,114$5.07M0.59%+10,14913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…204,516$4.94M0.01%-417,51413F-HRTimeline
Heartland Bank & Trust Co200,103$4.85M1.1%+24,66213F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.199,615$4.84M2.59%-97013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP197,661$4.79M<0.01%+43,16913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO196,608$4.76M<0.01%-20,45913F-HR/ATimelineGroup
HANCOCK WHITNEY CORP186,627$4.52M0.08%+1,09813F-HRTimeline
4Thought Financial Group Inc.184,581$4.47M2.21%-1,52913F-HRTimeline
Great Diamond Partners, LLC176,985$4.29M0.83%+34,19613F-HRTimeline
MONECO ADVISORS, LLC174,842$4.24M0.33%+3,29913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC171,198$4.15M<0.01%new13F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.168,578$4.09M0.54%+6,70013F-HRTimeline
New England Private Wealth Advisors LLC166,583$4.04M0.47%-6,46913F-HRTimeline
Integrated Advisors Network LLC163,011$3.95M0.21%+14,23613F-HRTimeline
Cornell Pochily Investment Advisors, In…161,896$3.92M1.15%-1,16113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.154,692$3.75M0.02%+50,15513F-HRTimelineGroup
IRON Financial LLC153,813$3.73M1.63%-1,49213F-HRTimeline
Foundation Wealth Management, LLC152,729$3.7M2.5%new13F-HRTimeline
Evergreen Private Wealth LLC148,662$3.6M1.46%+2,17013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.147,979$3.59M0.23%-4,09213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\146,863$3.56M<0.01%-2,12613F-HRTimelineGroup
SONATA CAPITAL GROUP INC146,103$3.54M1.31%-1,04513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC142,738$3.46M0.69%+4,15513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC137,313$3.33M0.24%+20,00013F-HRTimeline
Leo Wealth, LLC137,080$3.32M0.24%+1,40613F-HRTimeline
Scissortail Wealth Management, LLC135,966$3.3M0.66%+20,77713F-HRTimeline
Stonebrook Private Inc.135,960$3.3M0.7%+5,53013F-HRTimeline
Breachway Investments LLC133,607$3.22M3.09%+6,54513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC130,061$3.15M0.06%-2,06213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC126,419$3.06M0.65%-21,51013F-HRTimeline
Probity Advisors, Inc.125,581$3.04M0.48%-81,64213F-HRTimeline
TFR Capital, LLC.124,358$3.01M0.93%+44,03413F-HRTimeline
Weaver Consulting Group122,902$2.98M0.71%-27,03713F-HRTimeline
FIRST MANHATTAN CO. LLC.121,406$2.94M0.01%+14,51713F-HRTimeline
SMITH, MOORE & CO.117,711$2.85M0.21%-12,56113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp112,394$2.72M0.07%+1,39413F-HRTimelineGroup
Keeler Thomas Management LLC111,058$2.69M1.14%-264,02413F-HRTimeline
Round Rock Advisors LLC109,995$2.67M0.41%+8613F-HRTimeline
Penobscot Investment Management Company…107,622$2.61M0.2%-4,90013F-HRTimeline
10Elms LLP107,002$2.59M1.64%+60,70313F-HRTimeline
Chesley Taft & Associates LLC106,627$2.58M0.11%-2,61613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC105,124$2.55M1.33%-15513F-HRTimeline
BRIGHTON SECURITIES CORP.104,314$2.53M1.22%-5,20813F-HRTimeline
Covington Investment Advisors Inc.103,348$2.5M0.37%+2,07813F-HRTimeline
Sightline Wealth Advisors, LLC103,227$2.5M1.06%-59,79513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC101,802$2.47M0.19%+3,56613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…101,769$2.47M<0.01%+56,56013F-HRTimelineGroup
TFO Wealth Partners, LLC99,607$2.41M0.33%+67213F-HRTimeline
KINTRA WEALTH, LLC98,441$2.39M0.17%+8,28713F-HRTimeline
Rossmore Private Capital96,114$2.33M0.21%+1,52913F-HRTimeline
Bulltick Wealth Management, LLC95,430$2.31M0.51%-355,08513F-HRTimeline
Centennial Advisors, LLC94,583$2.29M2.92%-9,79613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC92,509$2.24M0.23%+45,47313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC92,004$2.23M0.03%-5,42013F-HRTimeline
Godshalk Welsh Capital Management, Inc.90,025$2.18M1.27%+5,65013F-HRTimeline
Crestmont Private Wealth LLC88,707$2.15M0.68%new13F-HRTimeline
Sequoia Financial Advisors, LLC88,213$2.14M0.01%+8,24213F-HRTimeline
Commonwealth Financial Services, LLC85,071$2.06M0.33%-15813F-HRTimeline
Klaas Financial Asset Advisors, LLC84,593$2.05M0.28%+2,19013F-HRTimeline
4J Wealth Management LLC83,930$2.03M1.16%-1,86513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…82,260$1.99M0.05%-3,05613F-HRTimelineGroup
Fortis Capital Management LLC81,562$1.98M0.26%-35313F-HRTimeline
MML INVESTORS SERVICES, LLC81,453$1.97M0.01%-13,89913F-HRTimeline
WRAPMANAGER INC80,826$1.96M0.68%+1,98313F-HRTimeline
Livet Wealth, LLC79,583$1.93M1.23%+18,05613F-HRTimeline
Montecito Bank & Trust77,976$1.89M0.31%+5,73513F-HRTimeline
First Fiduciary Investment Counsel, Inc.77,676$1.88M0.38%-77213F-HRTimeline
Endowment Wealth Management, Inc.76,957$1.87M0.83%+14,77213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.76,792$1.86M0.12%+77713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC74,788$1.81M<0.01%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP74,740$1.81M0.18%-2,56813F-HRTimeline
Independent Advisor Alliance74,033$1.79M0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.73,579$1.78M0.06%+1,00013F-HRTimeline
MidFirst Bank71,150$1.72M0.14%+62013F-HRTimeline
Foundry Financial Group, Inc.70,914$1.72M0.85%-10,24113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.70,095$1.7M0.31%+20,84213F-HRTimeline
Eldridge Investment Advisors, Inc.70,061$1.7M0.37%+1,49713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.70,028$1.7M0.19%-3,56513F-HRTimeline
HARBOR ADVISORY CORP /MA/67,891$1.65M0.49%013F-HRTimeline
Arcataur Capital Management LLC66,548$1.61M0.45%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…66,433$1.61M0.23%-1,84313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co64,597$1.57M0.08%+11013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.63,400$1.54M0.03%013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC62,234$1.51M0.45%new13F-HRTimeline
Black Swift Group, LLC62,200$1.51M0.26%-4,46513F-HRTimeline
High Note Wealth, LLC61,495$1.49M0.29%+42,48513F-HRTimeline
SYON CAPITAL LLC61,194$1.48M0.07%new13F-HRTimeline
Redwood Financial Network Corp60,338$1.46M0.96%+96613F-HRTimeline
Northwest Bancshares, Inc.59,223$1.44M0.29%-1,74413F-HRTimeline
Farmers National Bank57,534$1.39M0.31%+35113F-HRTimeline
Archford Capital Strategies, LLC57,280$1.39M0.16%-1,11213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/56,640$1.37M0.24%+8013F-HRTimeline
Cove Private Wealth, LLC55,807$1.35M0.31%+22,26713F-HRTimeline
Accretive Wealth Partners, LLC55,728$1.35M0.38%+7,40013F-HRTimeline
LifePlan Financial, LLC54,921$1.33M0.98%-28,33313F-HRTimeline
Reliant Wealth Planning54,694$1.33M0.4%-1,73813F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC53,999$1.31M0.58%+6,70713F-HRTimeline
Mayflower Financial Advisors, LLC53,162$1.29M0.16%+5613F-HRTimeline
Element Wealth, LLC52,794$1.28M0.53%+1,58513F-HRTimeline
DAVENPORT & Co LLC52,676$1.28M0.01%-2013F-HRTimeline