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Disclosery

IBDS ISHARES TR

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ETF (fund)

416 managers (417 13F filers) reported a position in IBDS shares at 2025-12-31, 105,414,211 shares in all. 36 filers opened a position and 25 filers sold out during the quarter.

Managers
416
13F filers
417
New
36
Added
233
Reduced
70
Sold out
25
Shares held by filers
105,414,211

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMERICA BANK48,253$1.17M<0.01%+7,00213F-HRTimeline
FourThought Financial Partners, LLC48,078$1.17M0.1%+13,96013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.47,110$1.14M0.22%+16,92913F-HRTimeline
J.W. COLE ADVISORS, INC.47,099$1.14M0.03%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …47,042$1.14M0.04%+11,50813F-HRTimelineGroup
Farmers National Bank46,997$1.14M0.25%+56313F-HRTimeline
Balentine LLC46,731$1.13M0.04%+59713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…46,539$1.13M0.16%+15313F-HRTimeline
Weaver Consulting Group46,203$1.12M0.27%-5,47813F-HRTimeline
ADIRONDACK TRUST CO44,479$1.08M0.36%+3,12513F-HRTimeline
Walleye Partners, LLC43,276$1.05M1.17%13F-HRTimeline
Bullock Wealth Management Group42,521$1.03M0.51%+7,03413F-HRTimeline
Mayflower Financial Advisors, LLC42,347$1.03M0.12%+26,40013F-HRTimeline
Gilbert Capital Group, Inc.42,214$1.02M0.77%-2,63513F-HRTimeline
Jacobi Capital Management LLC41,661$1.01M0.06%-83,49513F-HRTimeline
4J Wealth Management LLC40,962$995K0.57%-4,55713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,023$972K<0.01%+16,29713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,561$961K<0.01%+3,49213F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …39,273$954K0.01%+4,20513F-HRTimelineGroup
Twin Cities Retirement Group LLC38,953$946K0.91%13F-HRTimeline
Timber Creek Capital Management LLC38,926$945K0.22%+2,36013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…38,882$944K<0.01%+1,99713F-HRTimelineGroup
Steward Partners Investment Advisory, L…38,303$930K0.01%+17,73413F-HRTimeline
HRT FINANCIAL LP38,296$929K<0.01%+25,45313F-HRTimeline
DARA CAPITAL US, INC.37,063$900K0.8%13F-HRTimeline
10Elms LLP36,565$888K0.81%-11013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…36,556$888K0.06%+8,19913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,432$885K0.01%+1,95813F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY36,352$883K0.1%+18,57513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC35,573$864K0.72%-1,15713F-HRTimeline
First Interstate Bank35,211$855K0.05%013F-HRTimeline
Cypress Point Wealth Management, LLC35,000$850K0.19%013F-HRTimeline
Advisory Services Network, LLC34,986$849K0.01%+43813F-HRTimeline
Alliance Wealth Advisors, LLC /UT34,672$842K0.18%-8,08613F-HRTimeline
Johnson Bixby & Associates, LLC34,614$840K0.1%+48613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC34,175$830K0.36%+14,85013F-HRTimeline
HORAN Wealth, LLC34,156$829K0.13%-5,99713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…34,010$825K0.15%013F-HRTimeline
Wealthspire Advisors, LLC33,745$819K0.01%013F-HRTimeline
FOCUSED ALPHA, LLC33,653$817K0.24%13F-HRTimeline
MGO ONE SEVEN LLC33,456$812K0.02%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC33,052$804K0.78%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,627$792K0.01%-69813F-HRTimelineGroup
Northwest Bancshares, Inc.31,823$773K0.15%-8313F-HRTimeline
Bank of New Hampshire31,575$767K0.17%013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…30,912$751K0.04%+4,96813F-HRTimeline
Stokes Family Office, LLC30,869$749K0.07%013F-HRTimeline
BridgePort Financial Solutions, LLC30,733$746K0.2%-1,51113F-HRTimeline
Farther Finance Advisors, LLC30,190$733K0.01%+14,31013F-HRTimeline
DecisionMap Wealth Management, LLC29,116$707K0.44%+3,88213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC28,357$689K<0.01%+6,02513F-HRTimelineGroup
FLOW TRADERS U.S. LLC28,232$685K0.02%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,882$676K0.04%+3,69113F-HRTimeline
Summit Wealth Group, LLC27,779$674K0.16%new13F-HRTimeline
Autumn Glory Partners, LLC27,567$669K0.23%+6313F-HRTimeline
KOM Wealth Management Group, LLC27,393$665K0.47%+6,51113F-HRTimeline
Pure Financial Advisors, LLC27,132$659K0.01%new13F-HRTimeline
Gilbert & Cook, Inc.26,575$645K0.08%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$631K0.03%013F-HRTimeline
Accretive Wealth Partners, LLC25,707$624K0.19%new13F-HRTimeline
TD Waterhouse Canada Inc.25,340$615K<0.01%+2,13213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,226$612K<0.01%+87013F-HRTimelineGroup
DEARBORN PARTNERS LLC25,071$609K0.03%-27913F-HRTimeline
Atwater Malick LLC24,902$605K0.17%+5,39913F-HRTimeline
Summit Wealth Partners, LLC24,186$587K0.11%+6,71913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC24,136$586K0.4%013F-HRTimeline
Provenance Wealth Advisors, LLC24,087$585K0.06%-8,87413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD23,967$581K0.01%+2,10013F-HRTimelineGroup
ADG Wealth Management Group, LLC23,722$576K0.44%new13F-HRTimeline
Hurley Capital, LLC23,697$575K0.32%+17313F-HRTimeline
DUNCKER STREETT & CO INC23,444$569K0.1%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,282$565K0.02%+6,17613F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC22,810$554K0.07%013F-HRTimeline
Wealth Advisory Solutions, LLC22,674$551K0.13%+30413F-HRTimeline
American Trust22,553$548K0.05%+60013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC22,382$543K0.06%+7,25513F-HRTimeline
Koshinski Asset Management, Inc.22,233$540K0.03%+2,91213F-HRTimeline
MML INVESTORS SERVICES, LLC21,525$523K<0.01%-87513F-HRTimeline
Straight Path Wealth Management21,010$510K0.14%+2,24613F-HRTimeline
Roble, Belko & Company, Inc21,001$510K0.07%+4,11013F-HRTimeline
Black Swift Group, LLC20,750$504K0.08%+1,45013F-HRTimeline
Belpointe Asset Management LLC20,477$497K0.02%-1,04313F-HRTimeline
TABLEAUX LLC20,035$486K0.34%-1,64713F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,599$476K0.01%+2,67713F-HRTimelineGroup
SHUFRO ROSE & CO LLC18,172$441K0.03%-5,45113F-HRTimeline
Clearstead Trust, LLC17,810$432K0.07%new13F-HRTimeline
American Money Management, LLC17,795$432K0.07%+6,16713F-HRTimeline
CVA Family Office, LLC17,570$427K0.05%+10,27513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC17,556$426K0.03%new13F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC17,380$422K0.07%+62013F-HRTimeline
High Note Wealth, LLC17,331$421K0.08%+16,15513F-HRTimeline
SIMON QUICK ADVISORS, LLC17,061$414K0.02%+2,12413F-HRTimeline
Kastel Capital Advisors, LLC16,929$411K0.25%13F-HRTimeline
Newman Dignan & Sheerar, Inc.16,304$396K0.08%+413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC16,296$396K0.03%-877,72313F-HRTimeline
KINTRA WEALTH, LLC15,919$387K0.05%+42113F-HRTimeline
Crusonia Wealth Advisors LLC15,679$381K0.08%13F-HRTimeline
Trust Co of Kansas15,671$380K0.17%013F-HRTimeline
Mutual Advisors, LLC15,517$377K0.01%+1913F-HRTimeline
Financial Advisory Corp15,073$366K0.05%+21813F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC15,000$364K0.3%13F-HRTimeline
Pine Haven Investment Counsel, Inc14,700$357K0.25%+2,75013F-HRTimeline
COWA, LLC14,687$357K0.11%new13F-HRTimeline
Eagle Strategies LLC14,573$354K0.05%+14913F-HRTimeline
1900 WEALTH MANAGEMENT LLC14,522$353K0.02%-7,41713F-HRTimeline
Willis Johnson & Associates, Inc.14,050$341K0.02%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,765$334K0.1%+14713F-HRTimeline
Ledyard National Bank13,640$331K0.03%-9413F-HRTimeline
Rothschild Wealth LLC13,547$329K0.03%new13F-HR/ATimeline
Ferguson Johnson Wealth Management Inc13,452$326K0.27%13F-HRTimeline
Evergreen Wealth Partners LLC13,168$320K0.27%13F-HRTimeline
Gradient Capital Advisors, LLC13,020$316K0.08%-7713F-HRTimeline
KPP Advisory Services LLC12,820$311K0.05%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,686$308K0.02%+32313F-HRTimeline
Yoder Wealth Management, Inc.12,550$305K0.14%+45013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.12,429$302K0.1%-17913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,407$301K0.01%-4213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,283$298K<0.01%+22213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,184$296K0.01%-31913F-HRTimeline
Meredith Wealth Planning11,952$290K0.09%+17213F-HRTimeline
SUMMITRY LLC11,950$290K0.01%+74713F-HRTimeline
CFO CAPITAL MANAGEMENT LLC11,892$289K0.22%13F-HRTimeline
BCS Wealth Management11,590$281K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC11,524$280K<0.01%+48013F-HRTimelineGroup
PRIVATE TRUST CO NA11,456$278K0.02%-12113F-HRTimeline
Next Level Wealth Planning, LLC11,367$276K0.15%013F-HRTimeline
Sarver Vrooman Wealth Advisors11,324$275K0.17%+1,61613F-HR/ATimeline
Van Hulzen Asset Management, LLC11,305$274K0.02%+2,85913F-HRTimeline
Cornerstone Financial Group, LLC /NE/11,127$270K0.19%+16013F-HRTimeline
HANOVER ADVISORS INC11,069$269K0.1%new13F-HRTimeline
J.E. Simmons & Co., P.C.10,769$261K0.17%13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,729$260K0.12%013F-HRTimeline
Highland Financial Advisors, LLC10,606$258K0.07%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,555$256K0.02%new13F-HRTimeline
Avantax Planning Partners, Inc.10,447$254K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC10,429$254K0.01%+11313F-HRTimeline
Greenspring Advisors, LLC10,316$250K0.02%new13F-HRTimeline
Horizons Wealth Management10,230$248K0.17%013F-HRTimeline
Betterment LLC10,204$248K<0.01%+1,75813F-HRTimeline
Foundations Investment Advisors, LLC10,043$244K<0.01%new13F-HRTimeline
Briggs Wealth Management, Inc9,937$241K0.26%13F-HRTimeline
Seneca House Advisors9,705$236K0.09%new13F-HRTimeline
Geneos Wealth Management Inc.9,620$234K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB9,600$233K0.01%+6,60013F-HRTimeline
CALTON & ASSOCIATES, INC.9,546$232K0.03%-65913F-HRTimeline
Maridea Wealth Management LLC9,490$230K0.03%new13F-HRTimeline
SIGNATUREFD, LLC9,481$230K<0.01%-2,25413F-HRTimeline
SageView Advisory Group, LLC9,416$229K0.01%new13F-HRTimeline
Riverstone Advisors, LLC9,313$226K0.11%+4313F-HRTimeline
J. L. Bainbridge & Co., Inc.9,203$223K0.02%013F-HRTimeline
M3 Advisory Group, LLC9,150$222K0.14%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,098$221K<0.01%+4,45913F-HRTimelineGroup
World Investment Advisors9,092$221K<0.01%new13F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,055$220K0.01%new13F-HRTimelineGroup
McGuire Investment Group, LLC8,947$217K0.02%new13F-HRTimeline
Daybright Advisory Services, Inc.8,938$217K0.06%13F-HRTimeline
MLP3, LLC8,875$215K0.24%13F-HRTimeline
Cypress Wealth Services, LLC8,867$215K0.03%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC8,648$210K0.01%013F-HRTimeline
MinichMacGregor Wealth Management, LLC8,633$210K0.04%013F-HRTimeline
Empirical Asset Management, LLC8,632$210K0.06%-7,47813F-HRTimeline
SCOTIA CAPITAL INC.8,500$206K<0.01%013F-HRTimeline
PSI Advisors, LLC8,500$206K0.05%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,381$203K0.03%-5413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,350$203K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,617$185K0.01%-66313F-HRTimelineGroup
Cordgrass Capital Advisors, LLC7,242$176K0.04%+38913F-HRTimeline
Trust Co6,914$168K0.02%-1,39413F-HRTimeline
Hyposwiss Advisors SA6,345$154K0.15%13F-HRTimeline
Aptus Capital Advisors, LLC6,195$150K<0.01%-2,791,99813F-HRTimeline
BALLAST ADVISORS LLC6,170$150K0.04%+39613F-HRTimeline
Bogart Wealth, LLC5,612$136K0.01%+313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,375$131K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA5,207$126K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC4,793$116K0.01%+19913F-HRTimeline
Coastline Trust Co4,375$106K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Align Financial, LLC103,597$104K0.07%13F-HRTimeline
Front Row Advisors LLC4,200$102K0.03%013F-HRTimeline
AE Wealth Management LLC4,145$101K<0.01%+3,72513F-HRTimeline
HHM Wealth Advisors, LLC3,750$91K0.01%013F-HRTimeline
CNB Bank3,742$90.9K0.04%-4,38413F-HRTimeline
Knights of Columbus Asset Advisors LLC3,657$88.8K0.01%013F-HRTimeline
2UniFi Bank3,525$85.6K0.04%013F-HRTimeline
Black Cypress Capital Management, LLC3,300$80.1K0.06%+1,30013F-HRTimeline
Asset Dedication, LLC3,248$78.9K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,175$77.1K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,791$67.8K<0.01%+33713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,733$66.4K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.2,700$65.6K<0.01%013F-HRTimeline
Boreal Capital Management LLC0$65.6K0.05%013F-HRTimelineAmount filed as zero, left out of ratios.
McIlrath & Eck, LLC2,572$62.4K0.01%+3713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,523$61.2K<0.01%-1,42013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC2,500$60.7K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,170$52.7K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.2,075$50.4K0.05%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$48.6K<0.01%013F-HRTimeline
Stephens Consulting, LLC1,551$37.6K0.01%+2313F-HRTimeline
Legacy Bridge, LLC1,418$34.4K0.01%-27513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,404$34.1K<0.01%+36213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,314$31.9K<0.01%+30413F-HRTimelineGroup