Skip to content
Disclosery

IBDS ISHARES TR

Follow

ETF (fund)

366 managers (367 13F filers) reported a position in IBDS shares at 2025-03-31, 90,234,038 shares in all. 33 filers opened a position and 15 filers sold out during the quarter.

Managers
366
13F filers
367
New
33
Added
214
Reduced
60
Sold out
15
Shares held by filers
90,234,038

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
First Interstate Bank35,211$851K0.05%-56913F-HRTimeline
HARBOR ADVISORY CORP /MA/35,033$847K0.28%013F-HRTimeline
Timber Creek Capital Management LLC34,554$836K0.22%+6213F-HRTimeline
Provenance Wealth Advisors, LLC34,452$833K0.12%-5,09413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…34,010$822K0.17%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,953$821K<0.01%+2,93613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,881$819K0.01%+2,41113F-HRTimelineGroup
Stokes Family Office, LLC33,369$807K0.09%+6,43413F-HRTimeline
10Elms LLP32,820$794K0.8%+6,75013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC32,498$786K0.6%+11,83513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …32,048$775K0.01%+15,19313F-HRTimelineGroup
RFP Financial Group LLC32,025$774K0.31%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,980$773K0.06%013F-HRTimeline
BridgePort Financial Solutions, LLC31,933$772K0.35%013F-HRTimeline
Penobscot Investment Management Company…31,900$771K0.07%+4,50013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …31,621$766K0.05%+26113F-HRTimelineGroup
Jacobi Capital Management LLC31,541$763K0.06%+4,42613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31,388$759K<0.01%+30,45313F-HRTimelineGroup
Bank of New Hampshire31,210$755K0.2%-85013F-HRTimeline
MEMBERS WEALTH LLC30,946$748K0.56%+13913F-HRTimeline
Johnson Bixby & Associates, LLC29,689$718K0.11%+4,30913F-HRTimeline
Black Swift Group, LLC29,600$716K0.16%+5,05013F-HRTimeline
Advisory Services Network, LLC27,353$661K0.01%+3,71713F-HRTimeline
Bullock Wealth Management Group27,054$652K0.36%+17,45013F-HRTimeline
Autumn Glory Partners, LLC26,810$648K0.32%+2,00013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$629K0.04%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,956$628K<0.01%-16613F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC25,586$619K0.52%013F-HR/ATimeline
Wealthspire Advisors, LLC25,491$616K<0.01%013F-HRTimeline
Northwest Bancshares, Inc.25,024$605K0.11%new13F-HRTimeline
DUNCKER STREETT & CO INC24,883$602K0.12%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT24,561$594K0.02%-1,41313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC24,181$585K0.08%+1,58013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,008$581K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC23,704$573K0.04%+1,31413F-HRTimeline
MGO ONE SEVEN LLC22,711$549K0.02%new13F-HRTimeline
DEARBORN PARTNERS LLC22,474$543K0.03%-24913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,412$542K0.07%013F-HRTimeline
Montis Financial, LLC21,821$528K0.16%-89213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,542$521K0.04%+83513F-HRTimeline
Spectrum Wealth Counsel, LLC21,522$520K0.06%-2,37713F-HRTimeline
MTM Investment Management, LLC21,545$519K0.2%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,466$519K0.04%+15613F-HRTimeline
Wealth Advisory Solutions, LLC20,976$507K0.13%new13F-HRTimeline
TD Waterhouse Canada Inc.20,801$502K<0.01%+17,58913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,532$496K<0.01%013F-HRTimelineGroup
BCS Wealth Management19,655$475K0.12%013F-HRTimeline
Lee Financial Co19,430$470K0.07%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,349$468K<0.01%+1,88013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC18,771$454K0.01%+213F-HRTimelineGroup
Straight Path Wealth Management18,194$440K0.18%-2,70613F-HRTimeline
KINTRA WEALTH, LLC17,958$434K0.29%+5,00013F-HRTimeline
Farther Finance Advisors, LLC17,856$431K0.01%+12,23713F-HRTimeline
Summit Wealth Partners, LLC17,467$422K0.09%-21113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,438$422K<0.01%+8,49813F-HRTimeline
Newman Dignan & Sheerar, Inc.17,383$420K0.11%+1,67813F-HR/ATimeline
DecisionMap Wealth Management, LLC17,307$418K0.32%+4,91413F-HRTimeline
Mutual Advisors, LLC16,659$403K0.01%-20813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,400$394K<0.01%-35,32513F-HR/ATimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC16,239$393K0.07%013F-HRTimeline
Empirical Asset Management, LLC16,110$390K0.13%013F-HRTimeline
TABLEAUX LLC16,056$388K0.28%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,963$386K0.02%+5,36713F-HR/ATimelineGroup
Roble, Belko & Company, Inc15,865$384K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…15,768$381K<0.01%+1,25413F-HRTimeline
KOM Wealth Management Group, LLC15,693$379K0.33%+2,38513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…15,011$363K0.02%+6,26313F-HRTimeline
Cypress Point Wealth Management, LLC15,000$363K0.12%013F-HRTimeline
Mayflower Financial Advisors, LLC14,947$361K0.05%+6,50013F-HRTimeline
Willis Johnson & Associates, Inc.14,050$340K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.14,004$339K0.15%+7,89313F-HRTimeline
Atwater Malick LLC13,923$337K0.11%+2,97313F-HRTimeline
Geneos Wealth Management Inc.13,840$335K<0.01%+10,44013F-HRTimeline
Koshinski Asset Management, Inc.13,569$328K0.03%013F-HRTimeline
Hurley Capital, LLC13,484$326K0.25%+213F-HRTimeline
FULLCIRCLE WEALTH LLC13,382$324K0.13%+2,26713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,324$322K0.11%-2,20813F-HRTimeline
Dakota Wealth Management13,150$318K0.01%013F-HRTimeline
Gradient Capital Advisors, LLC13,082$316K0.1%+1,59613F-HRTimeline
Eagle Strategies LLC12,982$314K0.05%+4,29313F-HRTimeline
PRIVATE TRUST CO NA12,755$308K0.03%+7,69513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,363$299K0.03%-1,87513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,061$289K0.01%013F-HRTimelineGroup
Meredith Wealth Planning11,937$289K0.13%-3713F-HRTimeline
United Community Bankin group United Community Bank11,840$286K0.11%new13F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC11,379$275K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,060$267K0.01%-7,03513F-HRTimeline
CALTON & ASSOCIATES, INC.10,796$261K0.06%new13F-HR/ATimeline
Financial Advisory Corp10,780$261K0.04%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,809$260K0.23%+15713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,729$259K0.14%013F-HRTimeline
Pine Haven Investment Counsel, Inc10,700$259K0.22%+1,40013F-HRTimeline
Highland Financial Advisors, LLC10,606$256K0.09%013F-HRTimeline
Belpointe Asset Management LLC10,467$253K0.01%+12513F-HRTimeline
Avantax Planning Partners, Inc.10,447$253K0.01%+91913F-HRTimeline
Horizons Wealth Management10,230$247K0.19%+1,58913F-HRTimeline
SCOTIA CAPITAL INC.10,100$244K<0.01%013F-HRTimeline
MKT Advisors LLC10,166$244K0.11%-64413F-HRTimeline
Yoder Wealth Management, Inc.9,500$230K0.13%013F-HRTimeline
Trust Co of Kansas9,330$226K0.12%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.9,301$225K0.02%new13F-HRTimeline
M3 Advisory Group, LLC9,150$221K0.17%013F-HRTimeline
Greenfield Savings Bank9,071$219K0.11%-15113F-HRTimeline
Addison Advisors LLC8,985$217K0.06%+8013F-HRTimeline
Cypress Wealth Services, LLC8,867$214K0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,866$214K0.01%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC8,633$209K0.05%new13F-HRTimeline
Exchange Capital Management, Inc.8,444$204K0.03%013F-HRTimeline
First Horizon Advisors, Inc.8,392$203K0.01%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,350$202K0.01%013F-HRTimeline
Trust Co8,309$201K0.02%+1,04313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise8,280$200K0.01%13F-HRTimelineGroup
CVA Family Office, LLC7,295$176K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC6,713$162K0.05%+1,39113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,686$162K<0.01%+65613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,600$160K<0.01%013F-HRTimeline
Bogart Wealth, LLC5,604$136K0.01%-82413F-HRTimeline
TRUST CO OF VERMONT5,492$133K0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,160$125K0.07%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,639$112K<0.01%-42313F-HRTimelineGroup
PSI Advisors, LLC4,400$106K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC3,750$90.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.3,735$90.3K0.01%+89513F-HRTimeline
Knights of Columbus Asset Advisors LLC3,657$88.4K0.01%013F-HRTimeline
BALLAST ADVISORS LLC3,526$85.3K0.03%+2,28113F-HRTimeline
Asset Dedication, LLC3,247$78.5K0.01%-9,78313F-HRTimeline
Wells Financial Advisors INC3,200$77.4K0.11%-3,75013F-HRTimeline
2UniFi Bank3,051$73.7K0.05%+1,29013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,733$66.1K<0.01%013F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,446$58.7K<0.01%+513F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,170$52.5K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,135$51.6K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST2,004$48.5K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$48.4K<0.01%-50013F-HRTimeline
Sachetta, LLC2,000$48.4K0.02%013F-HRTimeline
AlphaCore Capital LLC1,990$48.1K<0.01%new13F-HRTimeline
Coastline Trust Co1,893$45.8K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC1,661$40.2K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,552$37.5K0.01%013F-HRTimeline
Stephens Consulting, LLC1,495$36.2K0.01%+1113F-HRTimeline
FMR LLCin group FMR LLC1,487$36K<0.01%+83013F-HRTimelineGroup
Hemington Wealth Management1,329$32K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,243$30.1K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC1,200$29K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,147$27.7K0.02%13F-HRTimeline
Capital Investment Advisory Services, L…1,082$26.2K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,042$25.2K<0.01%new13F-HRTimelineGroup
EASTERN BANK1,015$24.5K<0.01%013F-HRTimeline
MOTCO989$23.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC874$21.1K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC855$20.5K<0.01%013F-HRTimeline
Legacy Bridge, LLC837$20.2K0.01%+65513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.3K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc779$18.8K<0.01%+613F-HRTimeline
Blue Trust, Inc.752$18.2K<0.01%+513F-HRTimeline
Medallion Wealth Advisors, LLC730$17.6K0.01%013F-HRTimeline
Creekmur Asset Management LLC705$17K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…628$15.2K0.01%013F-HRTimeline
AE Wealth Management LLC420$10.2K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd380$9.19K<0.01%new13F-HRTimelineGroup
First PREMIER Bank315$8K<0.01%013F-HRTimeline
Peoples Bank/KS200$4.84K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV80$1.93K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC32$774<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13$314<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.