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Disclosery

IBDS ISHARES TR

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ETF (fund)

350 managers (352 13F filers) reported a position in IBDS shares at 2024-12-31, 86,241,511 shares in all. 44 filers opened a position and 21 filers sold out during the quarter.

Managers
350
13F filers
352
New
44
Added
200
Reduced
43
Sold out
21
Shares held by filers
86,241,511

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BridgePort Financial Solutions, LLC31,933$770K0.35%13F-HRTimeline
Bank of New Hampshire32,060$768K0.2%-46013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,980$766K0.06%+10,00013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,905$764K<0.01%+31,76113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,470$754K0.01%+2,99413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …31,360$750K0.04%new13F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC31,302$750K0.56%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,017$743K<0.01%+4,97913F-HRTimelineGroup
MEMBERS WEALTH LLC30,807$738K0.55%13F-HRTimeline
Independent Advisor Alliance29,873$716K0.01%new13F-HRTimeline
Mendota Financial Group, LLC29,178$699K0.45%-22,10213F-HRTimeline
Penobscot Investment Management Company…27,400$657K0.06%+10,70013F-HRTimeline
Jacobi Capital Management LLC27,115$650K0.05%+7,55213F-HRTimeline
Stokes Family Office, LLC26,935$645K0.07%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,122$626K<0.01%+2,57513F-HRTimelineGroup
10Elms LLP26,070$625K0.65%13F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$623K0.03%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT25,974$622K0.02%-66613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,586$613K0.52%013F-HRTimeline
Wealthspire Advisors, LLC25,491$611K0.01%new13F-HRTimeline
Johnson Bixby & Associates, LLC25,380$608K0.09%+6,16113F-HRTimeline
DUNCKER STREETT & CO INC24,883$596K0.11%+8,18013F-HRTimeline
Autumn Glory Partners, LLC24,810$594K0.29%-1,58013F-HRTimeline
Black Swift Group, LLC24,550$588K0.12%-6,65013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC24,000$575K0.34%new13F-HRTimeline
Spectrum Wealth Counsel, LLC23,899$573K0.07%+12113F-HRTimeline
Advisory Services Network, LLC23,636$566K0.01%+11,93913F-HRTimeline
DEARBORN PARTNERS LLC22,723$544K0.02%+1013F-HRTimeline
Montis Financial, LLC22,713$544K0.17%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC22,601$542K0.08%+13,31513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,412$537K0.07%+50013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC22,390$536K0.03%+48913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,618$518K<0.01%+12,88213F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC21,310$511K0.04%+31213F-HRTimeline
Straight Path Wealth Management20,900$501K0.2%+86613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…20,707$496K0.04%+9,70213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC20,663$495K0.42%+1,18213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,532$492K<0.01%013F-HRTimelineGroup
BCS Wealth Management19,655$471K0.12%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,769$450K0.01%+2,57513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.18,095$434K0.01%+1,56313F-HRTimeline
Summit Wealth Partners, LLC17,678$424K0.09%-27813F-HRTimeline
Kades & Cheifetz LLC17,582$421K0.22%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,469$419K<0.01%+3,00813F-HRTimelineGroup
Mutual Advisors, LLC16,867$405K0.01%-3,25313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …16,855$404K0.01%+6,84413F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC16,239$389K0.07%013F-HRTimeline
Empirical Asset Management, LLC16,110$386K0.13%013F-HRTimeline
Roble, Belko & Company, Inc15,865$380K0.06%+1,46613F-HRTimeline
Newman Dignan & Sheerar, Inc.15,705$376K0.1%+713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…15,532$372K0.13%+22713F-HRTimeline
Cypress Point Wealth Management, LLC15,000$359K0.11%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,514$348K<0.01%+13,35413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,238$341K0.03%new13F-HRTimeline
Willis Johnson & Associates, Inc.14,050$337K0.03%013F-HRTimeline
Koshinski Asset Management, Inc.13,569$325K0.03%+2913F-HRTimeline
Hurley Capital, LLC13,482$323K0.26%13F-HRTimeline
KOM Wealth Management Group, LLC13,308$319K0.24%new13F-HRTimeline
Dakota Wealth Management13,150$315K0.01%new13F-HRTimeline
Asset Dedication, LLC13,030$312K0.02%-86,40113F-HRTimeline
KINTRA WEALTH, LLC12,958$310K0.22%+1,46613F-HRTimeline
NESTEGG ADVISORS, INC.12,589$303K0.31%13F-HRTimeline
DecisionMap Wealth Management, LLC12,393$297K0.24%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,061$289K0.01%+3013F-HRTimelineGroup
Meredith Wealth Planning11,974$287K0.13%+17613F-HRTimeline
Gradient Capital Advisors, LLC11,486$275K0.09%+20713F-HRTimeline
Klaas Financial Asset Advisors, LLC11,379$273K0.05%new13F-HRTimeline
FULLCIRCLE WEALTH LLC11,115$267K0.11%-44813F-HRTimeline
Atwater Malick LLC10,950$262K0.09%013F-HRTimeline
MKT Advisors LLC10,810$259K0.11%-1,74713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,729$257K0.15%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,652$255K0.25%13F-HRTimeline
Highland Financial Advisors, LLC10,606$254K0.09%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,596$254K0.01%new13F-HR/ATimelineGroup
Belpointe Asset Management LLC10,342$250K0.02%new13F-HRTimeline
SCOTIA CAPITAL INC.10,100$242K<0.01%013F-HRTimeline
Bullock Wealth Management Group9,604$230K0.13%+5,05013F-HRTimeline
Avantax Planning Partners, Inc.9,528$228K0.01%+41813F-HRTimeline
Yoder Wealth Management, Inc.9,500$228K0.13%-9,30013F-HRTimeline
Pine Haven Investment Counsel, Inc9,300$223K0.18%new13F-HRTimeline
Greenfield Savings Bank9,222$221K0.11%+98713F-HRTimeline
M3 Advisory Group, LLC9,150$219K0.16%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,940$214K<0.01%+21913F-HRTimeline
Addison Advisors LLC8,905$213K0.06%-6013F-HRTimeline
Cypress Wealth Services, LLC8,867$212K0.04%-2,44613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…8,748$210K0.01%new13F-HRTimeline
Talisman Wealth Advisors LLC8,725$209K0.22%-2,70813F-HRTimeline
Eagle Strategies LLC8,689$208K0.04%new13F-HRTimeline
Horizons Wealth Management8,641$207K0.16%+94113F-HRTimeline
Private Portfolio Partners LLC8,500$204K0.04%013F-HRTimeline
Mayflower Financial Advisors, LLC8,447$202K0.03%013F-HRTimeline
Exchange Capital Management, Inc.8,444$202K0.03%-19,55213F-HRTimeline
First Horizon Advisors, Inc.8,392$201K0.01%+5,32413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,350$200K0.01%new13F-HRTimeline
CVA Family Office, LLC7,295$175K0.03%013F-HRTimeline
Trust Co7,266$174K0.02%+5,17013F-HRTimeline
Wells Financial Advisors INC6,950$167K0.23%013F-HRTimeline
Wilmington Savings Fund Society, FSB6,600$158K<0.01%new13F-HRTimeline
Bogart Wealth, LLC6,428$154K0.01%+313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,111$146K0.07%+2,33613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,030$144K<0.01%+59713F-HRTimelineGroup
Farther Finance Advisors, LLC5,619$135K<0.01%+4313F-HRTimeline
Cordgrass Capital Advisors, LLC5,322$128K0.04%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,160$124K0.07%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,062$121K<0.01%+1,16213F-HRTimelineGroup
PRIVATE TRUST CO NA5,060$121K0.01%013F-HRTimeline
PSI Advisors, LLC4,400$105K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC3,750$89.8K0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV3,736$89K0.03%+5513F-HRTimeline
Knights of Columbus Asset Advisors LLC3,657$87.6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,400$81.5K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.3,212$77K<0.01%+71913F-HRTimeline
Sunbelt Securities, Inc.2,840$68K0.01%+2,00313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,733$65.5K<0.01%013F-HR/ATimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,500$59.9K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,500$59.9K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,441$58.5K<0.01%+613F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,135$51.2K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST2,004$48K0.02%new13F-HRTimeline
Sachetta, LLC2,000$47.9K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC1,971$47.2K<0.01%new13F-HRTimeline
Coastline Trust Co1,893$45.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
2UniFi Bank1,761$42.2K0.03%13F-HRTimeline
BOKF, NAin group BOKF, NA1,750$41.9K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,552$37.2K0.01%new13F-HRTimeline
Stephens Consulting, LLC1,484$35.6K0.01%+2113F-HRTimeline
Hemington Wealth Management1,329$31K0.01%+34313F-HRTimeline
BALLAST ADVISORS LLC1,245$29.8K0.01%new13F-HRTimeline
Front Row Advisors LLC1,200$28.8K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,082$25.9K<0.01%013F-HRTimeline
EASTERN BANK1,015$24.3K<0.01%013F-HRTimeline
MOTCO989$23.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…935$22.4K<0.01%+713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC874$20.9K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC855$20.5K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.2K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc773$18.5K<0.01%+1113F-HRTimeline
Blue Trust, Inc.747$17.9K<0.01%new13F-HR/ATimeline
Medallion Wealth Advisors, LLC730$17.5K0.01%13F-HRTimeline
Missouri Trust & Investment Co718$17.2K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC657$15.7K<0.01%+57113F-HRTimelineGroup
Bradley & Co. Private Wealth Management…628$15K0.01%13F-HRTimeline
WHITTIER TRUST CO549$13.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC420$10.1K<0.01%new13F-HRTimeline
First PREMIER Bank315$8K<0.01%013F-HRTimeline
Peoples Bank/KS200$4.79K<0.01%013F-HRTimeline
Legacy Bridge, LLC182$4.36K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC114$2.73K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV80$1.92K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.