IBDR ISHARES TR

SHS (fund)

Filings received so far for Q3 2026: 23 13F filers report a position in IBDR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
RVW Wealth, LLC	1,100,432	$26.7M	1.71%	-64,659	13F-HR Timeline
Venture Visionary Partners LLC	750,158	$18.2M	0.48%	+87,832	13F-HR Timeline
Delta Wealth Advisors LLC	238,821	$5.79M	3.98%	+9,667	13F-HR Timeline
BRIGHTON SECURITIES CORP.	106,106	$2.57M	1.08%	-2,307	13F-HR Timeline
Montecito Bank & Trust	79,760	$1.93M	0.29%	-149	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	72,096	$1.75M	0.28%	+1,802	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	67,483	$1.64M	0.09%	-4,635	13F-HR Timeline Group
COLTON GROOME FINANCIAL ADVISORS, LLC	60,469	$1.47M	0.34%	0	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	40,447	$980K	0.26%	+649	13F-HR Timeline
Farther Finance Advisors, LLC	35,082	$850K	0.01%	+2,201	13F-HR Timeline
TLWM	34,520	$837K	0.13%	-245	13F-HR Timeline
Bullock Wealth Management Group	33,960	$820K	0.34%	-182	13F-HR Timeline
S.E.E.D. Planning Group LLC	17,644	$428K	0.1%	-1,022	13F-HR Timeline
Trust Co	11,859	$287K	0.03%	-294	13F-HR Timeline
Horizons Wealth Management	10,295	$250K	0.16%		13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	9,760	$237K	0.05%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	8,731	$212K	0.01%	-7,514	13F-HR Timeline
Coastline Trust Co	5,997	$145K	0.01%	-374	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	4,126	$100K	0.01%	0	13F-HR Timeline Group
Bank of New Hampshire	3,000	$72.7K	0.02%	0	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	2,407	$58.3K	0.02%	+24	13F-HR Timeline
Sarver Vrooman Wealth Advisors	2,194	$53.2K	0.03%	-844	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	1,670	$40.5K	<0.01%	0	13F-HR Timeline