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Disclosery

IBDS ISHARES TR

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ETF (fund)

380 managers (381 13F filers) reported a position in IBDS shares at 2025-09-30, 97,928,617 shares in all. 33 filers opened a position and 21 filers sold out during the quarter.

Managers
380
13F filers
381
New
33
Added
209
Reduced
78
Sold out
21
Shares held by filers
97,928,617

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP40,666$990K0.01%+2,41213F-HR/ATimelineGroup
HORAN Wealth, LLC40,153$977K0.15%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/37,533$914K0.27%+2,50013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…36,885$898K<0.01%+5,49113F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC36,730$894K0.74%+15013F-HRTimeline
10Elms LLP36,675$893K0.8%+1,85013F-HRTimeline
Timber Creek Capital Management LLC36,566$890K0.22%-36513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,069$878K<0.01%+4,58313F-HRTimelineGroup
Bullock Wealth Management Group35,487$862K0.43%+3,32613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,534$861K0.03%+1,96213F-HRTimelineGroup
First Interstate Bank35,211$857K0.05%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …35,068$854K0.01%+4213F-HRTimelineGroup
Cypress Point Wealth Management, LLC35,000$852K0.17%013F-HRTimeline
Advisory Services Network, LLC34,548$841K0.01%+2,10913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,474$839K0.01%+71413F-HRTimelineGroup
Johnson Bixby & Associates, LLC34,128$831K0.11%+2,20413F-HRTimeline
FourThought Financial Partners, LLC34,118$830K0.07%+25,24713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…34,010$828K0.16%013F-HRTimeline
Wealthspire Advisors, LLC33,745$821K<0.01%+8,25413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,719$821K<0.01%-33,11113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management33,325$811K0.01%-1,47013F-HRTimelineGroup
Provenance Wealth Advisors, LLC32,961$802K0.1%-1,08913F-HRTimeline
BridgePort Financial Solutions, LLC32,244$785K0.21%+15513F-HRTimeline
Northwest Bancshares, Inc.31,906$777K0.13%+5,22013F-HRTimeline
Bank of New Hampshire31,575$769K0.18%+20013F-HRTimeline
Stokes Family Office, LLC30,869$751K0.07%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.30,181$735K0.15%+30313F-HRTimeline
TFR Capital, LLC.29,115$709K0.24%+13,20813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…28,357$690K0.05%+5,78013F-HRTimeline
Autumn Glory Partners, LLC27,504$669K0.27%+95413F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$633K0.03%013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…25,944$631K0.03%+3,77413F-HRTimeline
DEARBORN PARTNERS LLC25,350$617K0.03%+1,41313F-HRTimeline
DecisionMap Wealth Management, LLC25,234$614K0.39%+1,84513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,356$593K<0.01%-55313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC24,191$588K0.04%+6713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC24,136$587K0.42%-1,45013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,726$577K<0.01%-1,22113F-HRTimelineGroup
Hurley Capital, LLC23,524$573K0.32%+6,53613F-HRTimeline
SHUFRO ROSE & CO LLC23,623$571K0.05%-4,30413F-HRTimeline
DUNCKER STREETT & CO INC23,444$571K0.1%-1,43913F-HRTimeline
TD Waterhouse Canada Inc.23,208$564K<0.01%-14613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,810$555K0.07%+27013F-HRTimeline
MML INVESTORS SERVICES, LLC22,400$545K<0.01%-7,83113F-HRTimeline
Wealth Advisory Solutions, LLC22,370$544K0.13%+81213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC22,332$544K<0.01%013F-HRTimelineGroup
Smith Salley Wealth Management22,278$542K0.03%new13F-HRTimeline
American Trust21,953$534K0.05%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,939$534K0.04%+23613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD21,867$532K0.01%-2,23913F-HRTimelineGroup
TABLEAUX LLC21,682$528K0.21%+1,10313F-HRTimeline
Belpointe Asset Management LLC21,520$524K0.02%+3,34113F-HRTimeline
KOM Wealth Management Group, LLC20,882$508K0.38%+21913F-HRTimeline
Steward Partners Investment Advisory, L…20,569$501K<0.01%+1,41213F-HRTimeline
Atwater Malick LLC19,503$475K0.14%+3,71713F-HRTimeline
Lee Financial Co19,430$473K0.06%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC19,325$470K0.21%+3,90013F-HRTimeline
Koshinski Asset Management, Inc.19,321$470K0.03%+49213F-HRTimeline
Black Swift Group, LLC19,300$470K0.08%new13F-HRTimeline
Straight Path Wealth Management18,764$457K0.13%+55313F-HRTimeline
ROMANO BROTHERS AND COMPANY17,777$433K0.05%new13F-HRTimeline
Summit Wealth Partners, LLC17,467$425K0.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,106$416K0.02%+2,18113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC16,922$412K0.01%-1,85213F-HRTimelineGroup
Roble, Belko & Company, Inc16,891$411K0.06%+1,02613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC16,760$408K0.07%+52113F-HRTimeline
Newman Dignan & Sheerar, Inc.16,300$397K0.09%+313F-HRTimeline
Empirical Asset Management, LLC16,110$392K0.11%013F-HRTimeline
Mayflower Financial Advisors, LLC15,947$388K0.05%013F-HRTimeline
Farther Finance Advisors, LLC15,880$387K0.01%+6,55813F-HRTimeline
Trust Co of Kansas15,671$381K0.18%013F-HRTimeline
Mutual Advisors, LLC15,498$378K0.01%-40013F-HRTimeline
KINTRA WEALTH, LLC15,498$377K0.21%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC15,127$368K0.04%-13,11413F-HRTimeline
SIMON QUICK ADVISORS, LLC14,937$364K0.02%013F-HRTimeline
Financial Advisory Corp14,855$362K0.05%+3,91013F-HRTimeline
Eagle Strategies LLC14,424$351K0.05%+1,34513F-HRTimeline
Willis Johnson & Associates, Inc.14,050$342K0.02%013F-HRTimeline
Ledyard National Bank13,734$334K0.03%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,618$331K0.1%+14713F-HRTimeline
FULLCIRCLE WEALTH LLC13,382$325K0.11%013F-HRTimeline
Gradient Capital Advisors, LLC13,097$319K0.09%013F-HRTimeline
HRT FINANCIAL LP12,843$312K<0.01%-1,71213F-HRTimeline
United Community Bankin group United Community Bank12,630$307K0.1%013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.12,608$307K0.11%-1,39613F-HRTimeline
HARBOUR INVESTMENTS, INC.12,503$304K0.01%+1,34513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,449$303K0.01%-10,81013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,363$299K0.02%013F-HRTimeline
Yoder Wealth Management, Inc.12,100$295K0.14%+2,60013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,061$294K<0.01%013F-HRTimelineGroup
Pine Haven Investment Counsel, Inc11,950$291K0.21%+30013F-HRTimeline
Meredith Wealth Planning11,780$287K0.09%+12713F-HRTimeline
SIGNATUREFD, LLC11,735$286K<0.01%+10,07413F-HRTimeline
American Money Management, LLC11,628$283K0.05%-2,23413F-HRTimeline
PRIVATE TRUST CO NA11,577$282K0.02%+1,77413F-HRTimeline
Klaas Financial Asset Advisors, LLC11,379$277K0.04%013F-HRTimeline
Next Level Wealth Planning, LLC11,367$277K0.16%new13F-HRTimeline
SUMMITRY LLC11,203$273K0.01%-99913F-HRTimeline
FMR LLCin group FMR LLC11,044$269K<0.01%+8,75213F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/10,967$267K0.21%+11813F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,729$261K0.12%013F-HRTimeline
Highland Financial Advisors, LLC10,606$258K0.07%013F-HRTimeline
Avantax Planning Partners, Inc.10,447$254K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC10,316$251K0.01%new13F-HRTimeline
Horizons Wealth Management10,230$249K0.17%013F-HRTimeline
CALTON & ASSOCIATES, INC.10,205$248K0.04%+65913F-HRTimeline
Sarver Vrooman Wealth Advisors9,708$236K0.15%-2013F-HRTimeline
Geneos Wealth Management Inc.9,620$234K0.01%013F-HRTimeline
Cyr Financial Inc.9,575$233K0.16%new13F-HRTimeline
Montis Financial, LLC9,497$231K0.05%-9,92213F-HRTimeline
Greenfield Savings Bank9,464$230K0.1%+36513F-HRTimeline
Strategic Blueprint, LLC9,401$229K0.01%new13F-HRTimeline
Riverstone Advisors, LLC9,270$226K0.11%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.9,203$224K0.02%-9813F-HRTimeline
M3 Advisory Group, LLC9,150$223K0.14%013F-HRTimeline
Dakota Wealth Management8,950$218K<0.01%-3,60013F-HR/ATimeline
Cypress Wealth Services, LLC8,867$216K0.04%013F-HRTimeline
MKT Advisors LLC8,720$212K0.08%-1,44913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC8,648$210K0.01%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC8,633$210K0.04%013F-HRTimeline
SCOTIA CAPITAL INC.8,500$207K<0.01%013F-HRTimeline
PSI Advisors, LLC8,500$207K0.05%new13F-HRTimeline
Betterment LLC8,446$206K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC8,446$206K0.02%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,435$205K0.03%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,350$203K0.01%013F-HRTimeline
Trust Co8,308$202K0.02%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise8,280$202K0.01%013F-HRTimelineGroup
CNB Bank8,126$198K0.08%new13F-HRTimeline
CVA Family Office, LLC7,295$178K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC6,853$167K0.04%-18413F-HRTimeline
BALLAST ADVISORS LLC5,774$141K0.04%new13F-HRTimeline
Bogart Wealth, LLC5,609$137K0.01%+313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,160$126K0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,639$113K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC4,594$112K0.01%-44,91513F-HRTimeline
Coastline Trust Co4,375$106K0.01%+17613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Front Row Advisors LLC4,200$102K0.03%+3,00013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,943$96K<0.01%-2,48713F-HRTimelineGroup
HHM Wealth Advisors, LLC3,750$91.3K0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC3,657$89K0.01%013F-HRTimeline
2UniFi Bank3,525$85.8K0.04%-49813F-HRTimeline
Asset Dedication, LLC3,248$79K0.01%+3213F-HRTimeline
Pinnacle Bancorp, Inc.3,175$77.3K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,000$73K<0.01%-3,60013F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC2,733$66.5K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.2,700$65.7K<0.01%-14013F-HRTimeline
Boreal Capital Management LLC0$65.7K0.05%013F-HRTimelineAmount filed as zero, left out of ratios.
McIlrath & Eck, LLC2,535$61.7K0.01%+2813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,454$59.7K<0.01%+513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,191$53.3K<0.01%-5,68513F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,170$52.8K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$48.7K<0.01%013F-HRTimeline
Sachetta, LLC2,000$48.7K0.02%013F-HRTimeline
Black Cypress Capital Management, LLC2,000$48.7K0.04%new13F-HRTimeline
Legacy Bridge, LLC1,693$41.2K0.02%+79513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,552$37.8K0.01%013F-HRTimeline
Stephens Consulting, LLC1,528$37.2K0.01%+1613F-HRTimeline
Hemington Wealth Management1,329$32K<0.01%013F-HRTimeline
High Note Wealth, LLC1,176$28.6K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,042$25.4K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC1,036$25.2K<0.01%013F-HRTimeline
EASTERN BANK1,015$24.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,010$24.6K<0.01%-6013F-HRTimelineGroup
MOTCO989$24.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC855$20.8K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.819$20K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc796$19.4K<0.01%+913F-HRTimeline
Blue Trust, Inc.769$18.7K<0.01%+813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.750$18.3K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC730$17.8K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…628$15.3K0.01%013F-HRTimeline
CX Institutional563$14K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.563$13.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC420$10.2K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…392$9.54K<0.01%-19813F-HRTimelineGroup
First PREMIER Bank315$8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC233$5.67K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.144$3.5K<0.01%013F-HRTimeline