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Disclosery

IBDS ISHARES TR

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ETF (fund)

416 managers (418 13F filers) reported a position in IBDS shares at 2026-06-30, 106,924,806 shares in all. 31 filers opened a position and 39 filers sold out during the quarter.

Managers
416
13F filers
418
New
31
Added
206
Reduced
113
Sold out
39
Shares held by filers
106,924,806

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/9,690,105$235M0.02%+422,75713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,566,800$135M0.17%+365,67313F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY4,571,915$111M0.01%+171,91013F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,219,212$102M0.02%-44,17813F-HRTimelineGroup
HM PAYSON & CO4,152,438$101M1.33%+18,75413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,756,955$91M0.02%+381,17813F-HRTimelineGroup
LPL Financial LLC3,652,706$88.5M0.02%+215,09713F-HRTimeline
Sound View Wealth Advisors Group, LLC2,150,618$52.1M3.23%+101,64413F-HRTimeline
Capital Investment Advisors, LLC1,918,973$46.5M0.61%+156,52413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,906,529$46.2M0.01%+87,28813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,654,457$40.1M0.01%-55,89613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,520,764$36.8M0.05%+37,50413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,512,130$36.6M0.06%+56,16013F-HRTimeline
Gratus Wealth Advisors, LLC1,501,436$36.4M4.63%+36,30913F-HRTimeline
Kathmere Capital Management, LLC1,464,682$35.5M1.89%+93,47413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,457,509$35.3M0.01%-170,41113F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC1,336,886$32.4M1.17%+67,06613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,331,503$32.2M1.57%+35,73713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,309,076$31.7M+205,855Timeline
RVW Wealth, LLC1,272,324$30.8M2.03%+54,40413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,179,587$28.6M0.03%+29,08113F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,062,966$25.7M1.41%-297,32413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,051,623$25.5M0.02%+34,16213F-HRTimelineGroup
Wick Capital Partners, LLC1,021,785$24.7M3.73%+127,82113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…973,907$23.6M0.01%-12,71213F-HRTimelineGroup
Klingman & Associates, LLC959,571$23.2M0.99%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth931,010$22.5M0.02%+174,87913F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.872,805$21.1M1.87%+15,22113F-HR/ATimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co866,000$21M0.7%+111,00013F-HRTimelineGroup
NewEdge Advisors, LLC827,982$20.1M0.06%+70,90213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC818,429$19.8M0.18%+30,44013F-HRTimelineGroup
Summit Asset Management, LLC787,752$19.1M2.44%+15,59713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\775,764$18.8M0.02%+74,31613F-HRTimelineGroup
Glenview Trust Co754,877$18.3M0.25%+15,20513F-HR/ATimeline
Mesirow Financial Investment Management…742,094$18M0.28%+2,68813F-HRTimeline
SPINNAKER TRUST732,003$17.7M0.86%+51,10113F-HRTimeline
REBALANCE, LLC714,290$17.3M0.91%-45,13213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.702,212$17M<0.01%+111,03013F-HRTimelineGroup
Sanctuary Advisors, LLC671,274$16.3M0.08%+5,02913F-HRTimeline
CENTRAL TRUST Co632,851$15.3M0.28%+19,85313F-HRTimeline
EP Wealth Advisors, LLC624,892$15.1M0.06%+113,54613F-HRTimeline
Strid Group, LLC610,929$14.8M1.64%-3,22113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP592,813$14.4M0.88%+36,13013F-HRTimeline
NOVEM GROUP588,288$14.2M1.44%+67,81113F-HRTimeline
First National Trust Co583,708$14.1M0.48%+3,95913F-HRTimeline
Beacon Pointe Advisors, LLC499,403$12.1M0.06%+15,58713F-HRTimeline
Integrated Wealth Concepts LLC498,349$12.1M0.06%+228,85213F-HRTimeline
Venture Visionary Partners LLC456,702$11.1M0.31%-116,14813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.452,252$11M0.63%+82613F-HRTimeline
Allworth Financial LP439,872$10.7M0.05%+41,55013F-HRTimeline
McGuire Investment Group, LLC416,994$10.1M0.88%+407,33313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC407,419$9.87M<0.01%+83,75813F-HRTimelineGroup
Cornerstone Planning, LLC406,654$9.85M2.28%+8,37613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC393,504$9.53M4.02%+18,04713F-HRTimeline
Janney Montgomery Scott LLC381,845$9.25M0.02%+159,30413F-HRTimeline
Merit Financial Group, LLC381,291$9.23M0.06%+26,96413F-HR/ATimeline
Global Retirement Partners, LLC376,949$9.13M0.14%13F-HRTimeline
Atria Investments, Inc374,157$9.06M0.09%+39,70313F-HRTimeline
Cetera Investment Advisers373,549$9.05M0.01%+79,79213F-HRTimeline
IFP Advisors, Inc370,829$8.98M0.16%-4,93513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…365,074$8.83M0.05%+85,91013F-HRTimelineGroup
Windsor Capital Management, LLC363,900$8.81M2.29%new13F-HRTimeline
Peloton Wealth Strategists360,320$8.73M3.23%+8,50013F-HRTimeline
InvesTrust353,843$8.57M3.3%+6,02913F-HRTimeline
Composition Wealth, LLC351,582$8.52M0.1%+20,58413F-HRTimeline
Parallel Advisors, LLC351,126$8.5M0.13%+67,47413F-HRTimeline
Ironwood Financial, llc350,537$8.46M1.32%+69,44813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.346,518$8.39M0.31%+32,87913F-HRTimeline
EIGHT 31 FINANCIAL, LLC336,581$8.15M4.85%+7,45613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…334,825$8.11M0.07%new13F-HRTimelineGroup
Great Diamond Partners, LLC323,681$7.84M1.35%+153,60713F-HRTimeline
PFG Private Wealth Management, LLC309,328$7.49M3.25%-28,71613F-HRTimeline
Kesler, Norman & Wride, LLC298,243$7.22M1.14%-9,06213F-HRTimeline
Creative Planningin group Creative Planning294,645$7.14M<0.01%-19,56613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP293,807$7.12M<0.01%+51,48613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…292,591$7.09M0.01%+46,21113F-HRTimelineGroup
Praetorian Wealth Management, Inc.284,709$6.9M1.19%+1,44613F-HRTimeline
Madden Advisory Services, Inc.278,182$6.74M2.42%-2,38513F-HRTimeline
Quantum Financial Advisors, LLC271,735$6.58M0.65%+21,42713F-HRTimeline
HAMEL ASSOCIATES, INC.265,974$6.44M1.78%-6,70213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC262,033$6.35M0.08%+60,93613F-HRTimeline
4Thought Financial Group Inc.261,333$6.33M2.97%+44,52613F-HRTimeline
SAX WEALTH ADVISORS, LLC260,060$6.3M0.26%+2,05513F-HRTimeline
MCF Advisors LLC254,899$6.17M0.22%+3,23113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp252,959$6.13M0.1%-12,25113F-HRTimelineGroup
Winthrop Partners - WNY, LLC246,226$5.96M2.95%+1,10613F-HRTimeline
Cambridge Investment Research Advisors,…244,563$5.92M0.01%-18,64413F-HR/ATimeline
OneDigital Investment Advisors LLC242,492$5.87M0.05%-29,99013F-HRTimeline
Houlihan Financial Resource Group, Ltd.238,729$5.78M2.06%+5,54413F-HRTimeline
SONATA CAPITAL GROUP INC237,110$5.74M1.85%+16413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV233,904$5.67M1.29%+13,64513F-HRTimeline
Resonant Capital Advisors, LLC233,352$5.65M0.27%013F-HRTimeline
Crews Bank & Trust226,390$5.48M0.72%+3,86513F-HRTimeline
Heartland Bank & Trust Co226,152$5.48M1.13%+18,24013F-HRTimeline
Penobscot Investment Management Company…223,130$5.4M0.37%+20,04013F-HRTimeline
Krilogy Financial LLC218,269$5.29M0.16%-4,66613F-HRTimeline
ES4, LLC217,898$5.28M2.77%+2,30613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp209,525$5.07M0.45%-225,24913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.201,638$4.88M0.01%+31,19013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC196,600$4.76M0.28%+6,71213F-HRTimeline
HANCOCK WHITNEY CORP192,732$4.67M0.08%+513F-HRTimeline
Sowell Financial Services LLC186,041$4.51M0.15%-1613F-HRTimeline
Robbins Farley184,636$4.47M1.72%+11,85113F-HRTimeline
10Elms LLP183,989$4.46M1.89%+85,93513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…182,351$4.4M0.01%+38,25213F-HRTimeline
Sightline Wealth Advisors, LLC181,395$4.39M1.61%+40,79913F-HRTimeline
Laurel Wealth Advisors LLC176,080$4.26M0.41%+8,40113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP174,589$4.23M0.03%+3,34913F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC169,417$4.1M0.68%+23,78913F-HRTimeline
Commonwealth Financial Services, LLC164,714$3.99M0.54%-302,19413F-HRTimeline
TLWM163,533$3.96M0.64%-2,27513F-HRTimeline
Covington Investment Advisors Inc.163,371$3.96M0.51%+58,23613F-HRTimeline
Evergreen Private Wealth LLC156,823$3.8M1.4%+8,54513F-HRTimeline
MONECO ADVISORS, LLC155,938$3.78M0.23%-3,19813F-HRTimeline
MEMBERS WEALTH LLC152,799$3.7M2.03%+14,81413F-HRTimeline
Stonebrook Private Inc.137,983$3.34M0.61%+2,58713F-HRTimeline
Mariner, LLCin group Mariner, LLC132,755$3.22M<0.01%+14,29613F-HRTimelineGroup
Fortis Capital Management LLC131,637$3.19M0.36%+18,72913F-HRTimeline
Integrated Advisors Network LLC130,439$3.16M0.15%+9,17113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC129,122$3.13M0.22%+7,29413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO127,834$3.1M<0.01%-116,83713F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.126,585$3.07M1.65%+1,25013F-HRTimeline
FIRST MANHATTAN CO. LLC.121,832$2.95M0.01%+4,82813F-HRTimeline
High Note Wealth, LLC121,071$2.93M0.5%+60,50013F-HRTimeline
LifePlan Financial, LLC120,053$2.91M2.04%+2,92913F-HRTimeline
Roble, Belko & Company, Inc118,468$2.87M0.31%+35,09713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…118,224$2.86M0.06%+9,95013F-HRTimelineGroup
TFR Capital, LLC.118,086$2.86M0.81%-1,04713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp115,119$2.79M0.07%+6,76013F-HRTimelineGroup
Breachway Investments LLC114,761$2.78M4.19%-32,30913F-HRTimeline
McGlone Suttner Wealth Management, Inc.114,542$2.77M0.33%+10,17613F-HRTimeline
WJ Wealth Management, LLC113,756$2.76M1.09%-29,40813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC112,074$2.71M1.26%+1,36713F-HRTimeline
Rossmore Private Capital111,591$2.7M0.22%+1,48313F-HRTimeline
MTM Investment Management, LLC111,385$2.7M0.77%-3,38113F-HRTimeline
Marathon Mission, Inc.109,984$2.66M1.33%-56813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding109,630$2.65M+61,699Timeline
Centennial Advisors, LLC104,961$2.54M3.03%+10,93013F-HRTimeline
Cornell Pochily Investment Advisors, In…104,825$2.54M0.68%-82,20013F-HRTimeline
Foundry Financial Group, Inc.104,158$2.52M1.09%+49113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co102,978$2.49M0.11%+51,54113F-HRTimelineGroup
Modern Wealth Management, LLC102,219$2.48M0.03%-155,80713F-HRTimeline
HARBOR ADVISORY CORP /MA/100,833$2.44M0.65%+17,40013F-HRTimeline
KINTRA WEALTH, LLC100,127$2.42M0.13%-13,65913F-HRTimeline
SMITH, MOORE & CO.95,525$2.31M0.15%-5,39713F-HRTimeline
CABOT WEALTH MANAGEMENT INC92,429$2.24M0.23%+17,19313F-HRTimeline
AssuredPartners Investment Advisors, LLC92,166$2.23M0.22%+3,90413F-HRTimeline
Chesley Taft & Associates LLC91,112$2.21M0.09%+1,72913F-HRTimeline
Keeler Thomas Management LLC89,401$2.17M0.77%-10,96813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC88,511$2.14M0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC88,225$2.14M0.01%013F-HRTimeline
Wealthstar Advisors, LLC87,831$2.13M1.06%-27613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.87,155$2.11M0.01%-170,05213F-HRTimelineGroup
IFG Advisory, LLC86,968$2.11M0.07%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…86,828$2.1M<0.01%+3,66913F-HRTimelineGroup
FourThought Financial Partners, LLC86,208$2.09M0.16%+13,74313F-HRTimeline
Round Rock Advisors LLC85,857$2.08M0.27%-94013F-HRTimeline
Probity Advisors, Inc.84,095$2.04M0.29%-64,47013F-HRTimeline
Farther Finance Advisors, LLC79,804$1.93M0.02%+45,07713F-HRTimeline
Klaas Financial Asset Advisors, LLC78,274$1.9M0.24%+1,29813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC77,378$1.87M0.14%013F-HRTimeline
First Fiduciary Investment Counsel, Inc.76,091$1.84M0.35%+20513F-HRTimeline
New England Private Wealth Advisors LLC75,872$1.83M0.18%+72513F-HRTimeline
OLD MISSION CAPITAL LLC75,182$1.82M0.05%new13F-HRTimeline
BARRETT & COMPANY, INC.74,335$1.8M0.5%+11,22913F-HRTimeline
WRAPMANAGER INC73,153$1.77M0.55%-7,67513F-HRTimeline
Montecito Bank & Trust72,984$1.77M0.26%+28113F-HRTimeline
Clearstead Advisors, LLC70,553$1.71M0.02%-1,66413F-HRTimeline
Segment Wealth Management, LLC69,830$1.69M0.09%+8,35513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.68,915$1.67M0.1%-2,58413F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.68,519$1.66M0.27%+57413F-HRTimeline
WealthTrust Axiom LLC68,500$1.66M0.37%013F-HRTimeline
SIGNATUREFD, LLC67,323$1.63M0.02%+13,83813F-HRTimeline
Bullock Wealth Management Group65,207$1.57M0.68%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC64,550$1.56M0.02%-9,26013F-HRTimeline
BEACON FINANCIAL GROUP63,729$1.54M0.14%-13,14213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,500$1.54M0.03%013F-HRTimelineGroup
Arcataur Capital Management LLC62,420$1.51M0.37%-20513F-HRTimeline
Princeton Global Asset Management LLC61,529$1.49M0.21%-413F-HRTimeline
Cove Private Wealth, LLC61,000$1.48M0.29%+29,00013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC60,583$1.47M0.1%+12,06813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,523$1.44M<0.01%new13F-HRTimelineGroup
Cannon Financial Strategists, Inc.58,868$1.43M0.16%+38513F-HRTimeline
DAVENPORT & Co LLC58,065$1.41M0.01%-8413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/57,970$1.4M0.22%+1,02513F-HRTimeline
Reliant Wealth Planning57,204$1.39M0.38%+64013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC56,813$1.38M0.6%-66013F-HRTimeline
Jacobi Capital Management LLC56,668$1.37M0.07%+10,02713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.56,334$1.36M0.14%-2,10113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,301$1.36M<0.01%+2,02713F-HRTimelineGroup
Addison Advisors LLC55,314$1.34M0.63%-47,53413F-HRTimeline
MidFirst Bank54,655$1.32M0.09%-86013F-HRTimeline
Element Wealth, LLC52,061$1.26M0.47%-63413F-HRTimeline
J.W. COLE ADVISORS, INC.51,900$1.26M0.02%-7,12113F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…49,706$1.2M0.06%+4,60213F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC48,882$1.18M0.48%-54613F-HRTimeline
Beaumont Financial Advisors, LLC48,386$1.17M0.07%-1,17113F-HRTimeline
WESBANCO BANK INC48,074$1.16M0.03%013F-HRTimeline
Farmers National Bank47,715$1.16M0.24%+51213F-HRTimeline
Balentine LLC47,466$1.15M0.04%+44613F-HRTimeline