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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
Archford Capital Strategies, LLC47,299$1.15M0.12%-2,90413F-HRTimeline
ADIRONDACK TRUST CO46,837$1.13M0.34%+1413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,471$1.13M<0.01%-2,47113F-HRTimelineGroup
Jefferson Bridge Capital, LLC45,897$1.11M0.96%-14,23613F-HRTimeline
Aspen Wealth Management LLC45,194$1.09M0.19%+36,09113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…44,524$1.08M0.66%-10,75313F-HRTimeline
SUMMITRY LLC43,476$1.05M0.03%+22,71913F-HRTimeline
Foundations Investment Advisors, LLC43,392$1.05M0.01%+9,22213F-HRTimeline
Steward Partners Investment Advisory, L…42,400$1.03M0.01%+6,32613F-HRTimeline
Mayflower Financial Advisors, LLC42,347$1.03M0.09%013F-HRTimeline
CGN Advisors LLC41,853$1.01M0.07%-1,48713F-HRTimeline
Timber Creek Capital Management LLC40,601$983K0.2%+1,66113F-HRTimeline
Private Advisor Group, LLC40,403$979K<0.01%-62,21713F-HRTimeline
Walser Wealth Management Company, A Ltd…38,921$943K0.39%+9,26613F-HRTimeline
Gilbert Capital Group, Inc.38,841$941K0.66%-57113F-HRTimeline
Weaver Consulting Group38,535$933K0.19%+41113F-HRTimeline
Physician Wealth Advisors, Inc.38,330$928K0.11%+31,50513F-HRTimeline
KOM Wealth Management Group, LLC37,506$908K0.55%+4,01713F-HRTimeline
Stokes Family Office, LLC35,784$867K0.1%+4,91513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…35,316$855K0.05%-1,24013F-HRTimeline
First Interstate Bank35,211$853K0.04%013F-HRTimeline
Johnson Bixby & Associates, LLC35,119$851K0.09%+26313F-HRTimeline
Accretive Wealth Partners, LLC34,282$830K0.2%+14513F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC33,896$819K0.72%-12813F-HRTimeline
Wealthspire Advisors, LLC33,745$817K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,493$811K<0.01%+3,14913F-HRTimelineGroup
DUNCKER STREETT & CO INC33,478$811K0.14%+35413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,932$798K0.01%+65213F-HRTimelineGroup
Black Swift Group, LLC32,825$795K0.11%+16,07513F-HRTimeline
DecisionMap Wealth Management, LLC32,496$787K0.44%+2,68813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC32,504$787K0.04%+3,78913F-HRTimeline
BEACON FINANCIAL PLANNING, INC32,494$787K0.27%+16,55313F-HRTimeline
HORAN Wealth, LLC32,276$782K0.1%-1,88013F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.32,226$781K0.03%+5,60713F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC32,145$779K0.45%-4,50913F-HRTimeline
FOCUSED ALPHA, LLC32,137$778K0.2%-1,98313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,040$776K0.01%-6,25413F-HRTimelineGroup
Schuylkill Financial LLC32,032$776K0.72%13F-HRTimeline
Wealth Advisory Solutions, LLC31,805$770K0.16%+7,59513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC31,421$761K<0.01%+3,06413F-HRTimelineGroup
Summit Wealth Group, LLC30,918$749K0.15%+3,13913F-HRTimeline
Pure Financial Advisors, LLC30,206$732K0.01%+1,26013F-HRTimeline
Autumn Glory Partners, LLC30,127$730K0.21%+2,53013F-HRTimeline
Advisory Services Network, LLC30,099$729K0.01%+57513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS29,635$718K0.07%new13F-HRTimeline
ADG Wealth Management Group, LLC29,190$707K0.45%-13213F-HRTimeline
Seneca House Advisors28,686$695K0.25%+1,55813F-HRTimeline
DEARBORN PARTNERS LLC28,431$689K0.04%+2,60813F-HR/ATimeline
Northwest Bancshares, Inc.27,975$678K0.12%-3,63813F-HRTimeline
Straight Path Wealth Management27,912$676K0.16%+6,01613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …27,735$672K<0.01%-3,65013F-HRTimelineGroup
TABLEAUX LLC27,256$660K0.28%-3,05013F-HRTimeline
TD Waterhouse Canada Inc.26,595$641K<0.01%-21013F-HRTimeline
Atwater Malick LLC26,265$636K0.14%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,249$636K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC26,203$635K0.05%+2,40513F-HRTimeline
Koshinski Asset Management, Inc.25,769$624K0.03%+1,17213F-HRTimeline
TRUST POINT INC.24,639$597K0.05%+15,06813F-HRTimeline
Bank of New Hampshire24,555$595K0.12%-7,72013F-HRTimeline
Hurley Capital, LLC24,492$593K0.31%+74113F-HRTimeline
Walleye Partners, LLC24,355$590K0.67%-15,48913F-HRTimeline
Summit Wealth Partners, LLC24,186$586K0.08%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…23,710$574K0.12%-10,30013F-HRTimeline
HRT FINANCIAL LP23,624$572K<0.01%new13F-HRTimeline
Gilbert & Cook, Inc.23,486$569K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23,269$564K0.02%+50013F-HRTimelineGroup
American Trust22,553$546K0.04%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC22,476$544K0.33%-1,66013F-HRTimeline
Provenance Wealth Advisors, LLC22,027$533K0.05%013F-HRTimeline
Dorsey & Whitney Trust CO LLC22,000$533K0.03%-4,00013F-HRTimeline
Belpointe Asset Management LLC21,511$521K0.02%-96713F-HRTimeline
MML INVESTORS SERVICES, LLC21,325$517K<0.01%+2,45313F-HRTimeline
Indivisible Partners20,552$498K0.03%new13F-HRTimeline
Waverly Advisors, LLC20,344$493K<0.01%+4,36413F-HRTimeline
Spartan Wealth Advisory Services LLC20,029$485K0.04%-1,68313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,694$477K<0.01%-30,24313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC19,602$475K0.01%+213F-HRTimelineGroup
Lee Financial Co19,430$471K0.06%013F-HRTimeline
S.E.E.D. Planning Group LLC18,676$452K0.12%new13F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC18,500$448K0.31%013F-HRTimeline
Curbstone Financial Management Corp18,490$448K0.08%013F-HRTimeline
Clearstead Trust, LLC18,143$439K0.06%013F-HRTimeline
J. L. Bainbridge & Co., Inc.17,828$432K0.03%+4,49813F-HRTimeline
FF Advisors,LLC17,826$432K0.16%-70,32313F-HRTimeline
SHUFRO ROSE & CO LLC17,730$429K0.02%-44213F-HRTimeline
American Money Management, LLC17,728$429K0.06%-6913F-HRTimeline
Kingsview Wealth Management, LLC17,674$428K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC17,632$427K0.01%+1,44713F-HRTimeline
CVA Family Office, LLC17,570$426K0.04%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,380$421K0.07%013F-HRTimeline
Rothschild Wealth LLC17,236$417K0.03%-1,45513F-HRTimeline
SIMON QUICK ADVISORS, LLC17,061$413K0.02%013F-HRTimeline
Kastel Capital Advisors, LLC17,000$412K0.26%+7113F-HRTimeline
Crusonia Wealth Advisors LLC16,852$408K0.07%+1,96213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC16,645$403K0.05%013F-HRTimeline
Moors & Cabot, Inc.16,626$403K0.02%+1,24413F-HRTimeline
Livet Wealth, LLC16,541$401K0.23%-2,10813F-HRTimeline
Summit Trail Advisors, LLC16,350$396K<0.01%+3,55013F-HRTimeline
Lifeworks Advisors, LLC16,325$395K0.04%new13F-HRTimeline
Financial Advisory Corp16,166$392K0.05%+98813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,952$386K0.03%+4,33713F-HRTimelineGroup
Mutual Advisors, LLC15,778$382K0.01%+14613F-HRTimeline
Newman Dignan & Sheerar, Inc.15,769$382K0.07%-53713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC15,524$376K0.02%+6,46813F-HRTimeline
Pine Haven Investment Counsel, Inc15,200$368K0.25%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC14,522$352K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,348$348K<0.01%+68513F-HRTimelineGroup
KPP Advisory Services LLC14,320$347K0.04%-4013F-HRTimeline
Scott Capital Advisors, LLC14,264$345K0.05%new13F-HRTimeline
Betterment LLC14,214$344K<0.01%+1,76113F-HRTimeline
Eagle Strategies LLC14,052$340K0.03%-59413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,765$333K0.09%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD13,752$333K<0.01%-2,62913F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC13,737$333K0.03%-53713F-HRTimeline
Prime Capital Investment Advisors, LLC13,666$331K<0.01%-35,58813F-HRTimeline
Ledyard National Bank13,640$330K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,561$328K<0.01%-1,57713F-HRTimeline
Ferguson Johnson Wealth Management Inc13,452$325K0.24%013F-HRTimeline
Gradient Capital Advisors, LLC13,020$315K0.07%013F-HRTimeline
CAPITAL ADVISORS INC/OK12,652$306K<0.01%-1,920,35613F-HRTimeline
Yoder Wealth Management, Inc.12,500$303K0.12%+30013F-HRTimeline
Next Level Wealth Planning, LLC12,390$300K0.13%+1,02313F-HRTimeline
United Community Bankin group United Community Bank12,245$297K0.09%-33513F-HRTimelineGroup
Fortune Financial Group, Inc.12,216$296K0.23%-1,18813F-HRTimeline
Berkshire Money Management, Inc.12,213$296K0.03%new13F-HRTimeline
Cyr Financial Inc.12,156$294K0.15%new13F-HRTimeline
Sarver Vrooman Wealth Advisors12,174$294K0.18%-1713F-HRTimeline
Meredith Wealth Planning12,124$294K0.07%+12813F-HRTimeline
GAMMA Investing LLC11,928$289K0.01%+7,13513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.11,893$288K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC11,659$282K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,686$282K0.02%-1,00013F-HRTimeline
Csenge Advisory Group11,387$276K0.01%+413F-HRTimeline
Cornerstone Financial Group, LLC /NE/11,325$274K0.17%+8013F-HRTimeline
Meridian Wealth Management, LLC11,161$270K0.01%-71413F-HRTimeline
BridgePort Financial Solutions, LLC10,961$265K0.07%-1,85013F-HRTimeline
SEEDS INVESTOR LLC10,942$265K0.03%+86913F-HRTimeline
HANOVER ADVISORS INC10,940$265K0.1%+44213F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,729$260K0.11%013F-HRTimeline
Chicago Partners Investment Group LLC10,652$257K0.01%+11213F-HRTimeline
Highland Financial Advisors, LLC10,606$257K0.06%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.10,504$254K0.08%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,490$254K0.02%-4013F-HRTimeline
Avantax Planning Partners, Inc.10,447$253K0.01%013F-HRTimeline
Greenspring Advisors, LLC10,316$250K0.01%013F-HRTimeline
PSI Advisors, LLC10,150$246K0.06%013F-HRTimeline
Briggs Wealth Management, Inc9,937$241K0.22%013F-HRTimeline
FMR LLCin group FMR LLC9,782$237K<0.01%-2,14613F-HRTimelineGroup
Geneos Wealth Management Inc.9,620$233K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,600$233K0.01%013F-HRTimeline
Aprio Wealth Management, LLC9,554$231K0.01%-22,08913F-HRTimeline
Aptus Capital Advisors, LLC9,261$224K<0.01%+3,50213F-HRTimeline
Daybright Advisory Services, Inc.9,129$221K0.05%+12813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,066$220K0.01%+713F-HRTimelineGroup
Riverstone Advisors, LLC8,973$217K0.09%-36913F-HRTimeline
Cypress Wealth Services, LLC8,867$215K0.03%013F-HRTimeline
Talisman Wealth Advisors LLC8,836$214K0.16%new13F-HRTimeline
PRIVATE TRUST CO NA8,725$211K0.02%-2,70613F-HRTimeline
MinichMacGregor Wealth Management, LLC8,633$209K0.03%013F-HRTimeline
Empirical Asset Management, LLC8,632$209K0.05%013F-HRTimeline
DAVIS R M INC8,570$208K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC8,570$208K0.05%+2,40013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,560$207K0.03%+12013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,500$206K<0.01%013F-HRTimelineGroup
SCOTIA CAPITAL INC.8,500$206K<0.01%013F-HRTimeline
AE Wealth Management LLC8,488$206K<0.01%+4,34313F-HRTimeline
STAR Financial Bank8,483$205K0.08%-1,09113F-HRTimeline
CHOREO, LLC8,376$203K<0.01%-53113F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,350$202K<0.01%013F-HRTimeline
Bogart Wealth, LLC8,050$195K0.01%-23513F-HRTimeline
Front Row Advisors LLC7,850$190K0.05%+2,00013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,955$168K<0.01%+80013F-HRTimeline
Anchor Bay Capital, Inc.6,626$160K0.09%13F-HRTimeline
Trust Co6,523$158K0.01%-41513F-HRTimeline
Hyposwiss Advisors SA6,345$154K0.15%013F-HRTimeline
Community Financial Services Group, LLC6,114$147K0.02%new13F-HRTimeline
Black Cypress Capital Management, LLC5,800$140K0.09%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,553$110K<0.01%013F-HRTimelineGroup
Coastline Trust Co4,375$106K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Align Financial, LLC4,282$104K0.05%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,250$103K0.03%new13F-HRTimeline
CNB Bank3,864$93.6K0.04%+15813F-HRTimeline
HHM Wealth Advisors, LLC3,750$90.8K0.01%013F-HRTimeline
NBH Bank3,525$85.4K0.04%13F-HRTimeline
Truvestments Capital LLC3,335$80.8K0.01%-1,98313F-HRTimeline
Orion Capital Management LLC3,300$79.9K0.02%013F-HRTimeline
Asset Dedication, LLC3,248$78.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,175$76.9K0.02%013F-HRTimeline
Napier Financial, LLC2,869$69.5K0.01%+3113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,733$66.2K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC0$65.4K0.05%new13F-HRTimelineAmount filed as zero, left out of ratios.
BURKETT FINANCIAL SERVICES, LLC2,129$51.6K0.02%-27213F-HRTimeline
Birchwood Financial Partners, Inc.2,111$51.1K0.04%+2213F-HRTimeline
Capital Investment Advisory Services, L…2,075$50.3K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$48.4K<0.01%013F-HRTimeline
Blue Trust, Inc.1,840$44.6K<0.01%+1,05413F-HRTimeline
Miller Global Investments, LLC1,620$39.2K0.03%013F-HRTimeline
Legacy Bridge, LLC1,368$33.1K0.01%-5013F-HRTimeline
JDM Financial Group LLC1,362$33K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,345$32.6K<0.01%+3113F-HRTimelineGroup