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Disclosery

IBDS ISHARES TR

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ETF (fund)

374 managers (375 13F filers) reported a position in IBDS shares at 2025-06-30, 91,484,682 shares in all. 27 filers opened a position and 16 filers sold out during the quarter.

Managers
374
13F filers
375
New
27
Added
197
Reduced
85
Sold out
16
Shares held by filers
91,484,682

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
COMERICA BANK39,898$968K<0.01%-7,07513F-HRTimeline
ADIRONDACK TRUST CO39,624$962K0.35%+2,99413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,831$942K<0.01%+22,43113F-HR/ATimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,254$928K0.01%-11,05513F-HRTimelineGroup
Timber Creek Capital Management LLC36,931$894K0.23%+2,37713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC36,580$888K0.71%+4,08213F-HRTimeline
First Interstate Bank35,211$855K0.05%013F-HRTimeline
HARBOR ADVISORY CORP /MA/35,033$850K0.27%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …35,026$850K0.01%+2,97813F-HR/ATimelineGroup
Cypress Point Wealth Management, LLC35,000$849K0.21%+20,00013F-HRTimeline
10Elms LLP34,825$845K0.8%+2,00513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,795$844K0.01%-55113F-HRTimelineGroup
Provenance Wealth Advisors, LLC34,050$826K0.12%-40213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…34,010$825K0.17%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,760$819K0.01%-12113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …33,572$814K0.03%+1,95113F-HRTimelineGroup
Jacobi Capital Management LLC32,818$796K0.05%+1,27713F-HRTimeline
Advisory Services Network, LLC32,439$785K0.01%+5,08613F-HRTimeline
BridgePort Financial Solutions, LLC32,089$779K0.26%+15613F-HRTimeline
Bullock Wealth Management Group32,161$777K0.41%+5,10713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,980$776K0.06%013F-HRTimeline
Johnson Bixby & Associates, LLC31,924$775K0.11%+2,23513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,486$764K<0.01%-2,46713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31,394$762K<0.01%+613F-HRTimelineGroup
Bank of New Hampshire31,375$761K0.19%+16513F-HRTimeline
Stokes Family Office, LLC30,869$749K0.08%-2,50013F-HRTimeline
MML INVESTORS SERVICES, LLC30,231$734K<0.01%-30,14013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.29,878$725K0.16%-27,63713F-HRTimeline
OLD MISSION CAPITAL LLC28,321$687K0.02%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC28,241$685K0.09%+4,06013F-HRTimeline
SHUFRO ROSE & CO LLC27,927$675K0.05%-9,02313F-HRTimeline
Northwest Bancshares, Inc.26,686$648K0.11%+1,66213F-HRTimeline
Autumn Glory Partners, LLC26,550$644K0.3%-26013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$631K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,586$621K0.5%013F-HRTimeline
Wealthspire Advisors, LLC25,491$619K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,947$605K<0.01%+5,59813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,909$605K<0.01%-1,04713F-HRTimelineGroup
DUNCKER STREETT & CO INC24,883$604K0.11%013F-HRTimeline
MGO ONE SEVEN LLC24,117$585K0.02%+1,40613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,124$585K0.04%+42013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD24,106$585K0.01%-19,40813F-HRTimelineGroup
DEARBORN PARTNERS LLC23,937$581K0.03%+1,46313F-HRTimeline
DecisionMap Wealth Management, LLC23,389$568K0.39%+6,08213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT23,259$564K0.01%-1,30213F-HRTimeline
TD Waterhouse Canada Inc.23,354$564K<0.01%+2,55313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,577$548K0.04%+1,03513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,540$547K0.07%+12813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC22,332$542K<0.01%+1,80013F-HR/ATimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…22,170$538K0.03%+7,15913F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,703$527K0.04%+23713F-HRTimeline
Wealth Advisory Solutions, LLC21,558$523K0.13%+58213F-HRTimeline
KOM Wealth Management Group, LLC20,663$501K0.4%+4,97013F-HRTimeline
TABLEAUX LLC20,579$499K0.29%+4,52313F-HR/ATimeline
Lee Financial Co19,430$472K0.07%013F-HRTimeline
Montis Financial, LLC19,419$471K0.13%-2,40213F-HRTimeline
Steward Partners Investment Advisory, L…19,157$465K<0.01%+3,38913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,967$460K<0.01%+1,52913F-HRTimeline
Koshinski Asset Management, Inc.18,829$457K0.03%+5,26013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,774$456K0.01%+313F-HRTimelineGroup
Straight Path Wealth Management18,211$442K0.15%+1713F-HRTimeline
Belpointe Asset Management LLC18,179$441K0.02%+7,71213F-HRTimeline
Summit Wealth Partners, LLC17,467$424K0.08%013F-HRTimeline
Hurley Capital, LLC16,988$412K0.29%+3,50413F-HRTimeline
Newman Dignan & Sheerar, Inc.16,297$396K0.09%-1,08613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC16,239$394K0.07%013F-HRTimeline
Empirical Asset Management, LLC16,110$391K0.12%013F-HRTimeline
Mayflower Financial Advisors, LLC15,947$387K0.05%+1,00013F-HRTimeline
TFR Capital, LLC.15,907$386K0.14%new13F-HR/ATimeline
Roble, Belko & Company, Inc15,865$385K0.06%013F-HRTimeline
Mutual Advisors, LLC15,898$385K0.01%-76113F-HRTimeline
Atwater Malick LLC15,786$383K0.12%+1,86313F-HRTimeline
Trust Co of Kansas15,671$380K0.18%+6,34113F-HRTimeline
KINTRA WEALTH, LLC15,498$376K0.23%-2,46013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC15,425$374K0.19%new13F-HRTimeline
RFP Financial Group LLC15,266$371K0.15%-16,75913F-HRTimeline
SIMON QUICK ADVISORS, LLC14,937$363K0.02%new13F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.14,925$362K0.02%-1,03813F-HRTimelineGroup
HRT FINANCIAL LP14,555$353K<0.01%new13F-HRTimeline
Willis Johnson & Associates, Inc.14,050$341K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.14,004$340K0.13%013F-HRTimeline
American Money Management, LLC13,862$336K0.06%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,471$327K0.1%+14713F-HRTimeline
FULLCIRCLE WEALTH LLC13,382$324K0.12%013F-HRTimeline
Gradient Capital Advisors, LLC13,097$318K0.09%+1513F-HRTimeline
Eagle Strategies LLC13,079$317K0.05%+9713F-HRTimeline
United Community Bankin group United Community Bank12,630$307K0.1%+79013F-HRTimelineGroup
Dakota Wealth Management12,550$305K0.01%-60013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,363$300K0.02%013F-HRTimeline
SUMMITRY LLC12,202$296K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,061$293K0.01%013F-HRTimelineGroup
Meredith Wealth Planning11,653$283K0.1%-28413F-HRTimeline
Pine Haven Investment Counsel, Inc11,650$283K0.22%+95013F-HRTimeline
COWA, LLC11,632$282K0.11%new13F-HRTimeline
Klaas Financial Asset Advisors, LLC11,379$276K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,158$271K0.01%+9813F-HRTimeline
FLOW TRADERS U.S. LLC10,951$266K0.01%new13F-HRTimeline
Financial Advisory Corp10,945$266K0.04%+16513F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,849$263K0.22%+4013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,729$260K0.13%013F-HRTimeline
Highland Financial Advisors, LLC10,606$257K0.08%013F-HRTimeline
Avantax Planning Partners, Inc.10,447$254K0.01%013F-HRTimeline
Horizons Wealth Management10,230$248K0.18%013F-HRTimeline
MKT Advisors LLC10,169$246K0.1%+313F-HRTimeline
PRIVATE TRUST CO NA9,803$238K0.02%-2,95213F-HRTimeline
Sarver Vrooman Wealth Advisors9,728$236K0.16%+8,58113F-HRTimeline
Geneos Wealth Management Inc.9,620$233K0.01%-4,22013F-HRTimeline
CALTON & ASSOCIATES, INC.9,546$232K0.04%-1,25013F-HRTimeline
Yoder Wealth Management, Inc.9,500$231K0.12%013F-HRTimeline
Farther Finance Advisors, LLC9,322$226K<0.01%-8,53413F-HRTimeline
J. L. Bainbridge & Co., Inc.9,301$226K0.02%013F-HRTimeline
M3 Advisory Group, LLC9,150$222K0.15%013F-HRTimeline
Greenfield Savings Bank9,099$221K0.1%+2813F-HRTimeline
FourThought Financial Partners, LLC8,871$215K0.02%new13F-HRTimeline
Cypress Wealth Services, LLC8,867$215K0.04%013F-HRTimeline
MinichMacGregor Wealth Management, LLC8,633$210K0.04%013F-HRTimeline
SCOTIA CAPITAL INC.8,500$206K<0.01%-1,60013F-HRTimeline
Exchange Capital Management, Inc.8,444$205K0.03%013F-HRTimeline
First Horizon Advisors, Inc.8,392$204K0.01%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,350$203K0.01%013F-HRTimeline
Trust Co8,308$202K0.02%-113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise8,280$201K0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,876$191K0.01%+6,63313F-HRTimelineGroup
CVA Family Office, LLC7,295$177K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC7,037$171K0.05%+32413F-HRTimeline
Wilmington Savings Fund Society, FSB6,600$160K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,430$156K<0.01%-25613F-HR/ATimelineGroup
Bogart Wealth, LLC5,606$136K0.01%+213F-HRTimeline
Valeo Financial Advisors, LLC127,040$127K<0.01%new13F-HR/ATimeline
Koesten, Hirschmann & Crabtree, INC.5,160$125K0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,639$113K<0.01%013F-HRTimelineGroup
Coastline Trust Co4,199$102K0.01%+2,30613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
2UniFi Bank4,023$97.6K0.06%+97213F-HRTimeline
HHM Wealth Advisors, LLC3,750$91K0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC3,657$88.8K0.01%013F-HRTimeline
Asset Dedication, LLC3,216$78.1K0.01%-3113F-HRTimeline
Pinnacle Bancorp, Inc.3,175$77.1K0.02%+1,04013F-HRTimeline
Sunbelt Securities, Inc.2,840$68K0.01%-89513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,733$66.3K<0.01%013F-HR/ATimelineGroup
Boreal Capital Management LLC0$65.5K0.05%13F-HRTimelineAmount filed as zero, left out of ratios.
McIlrath & Eck, LLC2,507$60.9K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,449$59.4K<0.01%+313F-HRTimelineGroup
FMR LLCin group FMR LLC2,292$55.6K<0.01%+80513F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,170$52.7K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,093$50.8K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$48.5K<0.01%013F-HRTimeline
Sachetta, LLC2,000$48.5K0.02%013F-HRTimeline
SIGNATUREFD, LLC1,661$40.3K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,552$37.7K0.01%013F-HRTimeline
Stephens Consulting, LLC1,512$36.7K0.01%+1713F-HRTimeline
Hemington Wealth Management1,329$32K<0.01%013F-HRTimeline
Front Row Advisors LLC1,200$29.1K0.01%013F-HRTimeline
AlphaCore Capital LLC1,155$28K<0.01%-83513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,095$26.6K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,070$26K<0.01%+19613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,042$25.3K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC1,036$25.1K<0.01%+33113F-HRTimeline
EASTERN BANK1,015$24.6K<0.01%013F-HRTimeline
MOTCO989$23.9K<0.01%013F-HRTimeline
Legacy Bridge, LLC898$21.8K0.01%+6113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC855$20.8K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc787$19.1K<0.01%+813F-HRTimeline
Blue Trust, Inc.761$18.5K<0.01%+913F-HRTimeline
Medallion Wealth Advisors, LLC730$17.6K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…628$15.2K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…590$14.3K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC420$10.2K<0.01%013F-HRTimeline
Creative Capital Management Investments…397$9.63K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC370$8.98K<0.01%new13F-HRTimeline
First PREMIER Bank315$8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.144$3.5K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV80$1.94K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.