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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,780,831$186M0.02%+489,11513F-HRTimelineGroup
CAPITAL ADVISORS INC/OK3,724,293$89.2M1.78%+222,60613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,601,417$86.3M0.01%+311,08313F-HR/ATimelineGroup
SHUFRO ROSE & CO LLC3,432,629$82.2M6.41%-2,020,06213F-HRTimeline
HM PAYSON & CO2,763,710$66.2M1.12%+2,397,45113F-HRTimeline
UBS Group AGin group UBS Group AG2,689,433$64.4M0.01%+439,01513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,659,447$63.7M0.02%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,198,534$52.7M0.02%+187,39313F-HRTimelineGroup
Aptus Capital Advisors, LLC2,156,096$51.7M0.61%-967,23513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,126,666$51M0.12%+102,47713F-HRTimeline
Capital Investment Advisors, LLC2,026,747$48.6M0.99%+87,79813F-HRTimeline
LPL Financial LLC1,879,150$45M0.02%+310,33913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,856,462$44.5M0.01%+159,18913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,553,216$37.2M0.01%-78,61113F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,356,596$32.5M2.4%+69,48313F-HRTimeline
Gratus Wealth Advisors, LLC1,245,220$29.8M4.77%+35,30913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,243,708$29.8M0.01%-686,57813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,124,005$26.9M0.04%-17,46313F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,099,093$26.3M1.55%+49,59613F-HRTimeline
Sound View Wealth Advisors Group, LLC1,043,419$25M2.01%+81,60313F-HRTimeline
TABR Capital Management, LLC1,012,696$24.3M21.26%13F-HRTimeline
Kathmere Capital Management, LLC989,505$23.7M2.13%+20,71813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC977,493$23.4M0.03%+172,01013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC966,180$23.1M1.01%+157,66713F-HRTimeline
RVW Wealth, LLC956,044$22.9M2.14%+80,18713F-HRTimeline
Venture Visionary Partners LLC855,741$20.5M0.87%new13F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP717,638$17.2M0.03%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP698,714$16.7M0.02%+39,60313F-HRTimelineGroup
Seven Springs Wealth Group, LLC661,035$15.8M5.9%+54,41013F-HRTimeline
Summit Asset Management, LLC658,487$15.8M2.77%+647,07213F-HRTimeline
NewEdge Advisors, LLC640,145$15.3M0.09%+473,69013F-HRTimeline
PFG Private Wealth Management, LLC630,677$15.1M8.6%+323,13813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.595,317$14.3M1.52%+46,51713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS589,568$14.1M0.04%+175,14313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC587,175$14.1M1.32%+30,62713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp579,725$13.9M1.32%+22,09213F-HRTimelineGroup
Glenview Trust Co573,363$13.7M0.26%+87,69813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\540,126$12.9M0.02%+38,73313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding539,666$12.9M+94,795Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC521,283$12.5M0.18%+76,33813F-HRTimelineGroup
Global Retirement Partners, LLC516,185$12.4M0.35%+22,11513F-HRTimeline
WJ Wealth Management, LLC499,345$12M4.12%-7,02013F-HRTimeline
Windsor Capital Management, LLC493,980$11.8M3.51%+3,56013F-HRTimeline
CWM, LLCin group CWM, LLC444,124$10.6M0.04%-10,63513F-HRTimelineGroup
CENTRAL TRUST Co414,183$9.92M0.24%+46,31913F-HRTimeline
Commonwealth Financial Services, LLC387,272$9.28M1.82%+5,01613F-HRTimeline
Mesirow Financial Investment Management…378,041$9.06M0.18%+260,03913F-HRTimeline
SPINNAKER TRUST373,877$8.96M0.56%+129,58713F-HRTimeline
Sanctuary Advisors, LLC367,317$8.85M0.06%-42,32913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP363,921$8.72M0.78%+17,49013F-HRTimeline
REBALANCE, LLC358,509$8.59M0.64%new13F-HRTimeline
Creative Planningin group Creative Planning348,307$8.35M0.01%+59,92413F-HRTimelineGroup
Keeler Thomas Management LLC343,051$8.22M2.93%-26,13413F-HRTimeline
HAMEL ASSOCIATES, INC.338,955$8.12M2.61%+17,71413F-HRTimeline
Probity Advisors, Inc.333,480$7.99M1.54%+48,87913F-HRTimeline
Beacon Pointe Advisors, LLC328,567$7.87M0.09%+34,24913F-HRTimeline
Wolfstich Capital, LLC324,373$7.77M6.89%13F-HRTimeline
InvesTrust312,429$7.49M2.08%13F-HRTimeline
Peloton Wealth Strategists310,130$7.43M3%+18,00013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC303,464$7.27M3.96%+45,50813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…264,195$6.33M0.01%+30,64813F-HRTimelineGroup
Signature Wealth Management Group255,722$6.13M2.46%-2,63513F-HRTimeline
IFP Advisors, Inc252,995$6.06M0.2%+8,89513F-HRTimeline
Parallel Advisors, LLC246,215$5.9M0.13%+49,66313F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.242,737$5.83M5.18%13F-HRTimeline
Sandy Spring Bank238,974$5.73M0.23%+1,62713F-HRTimeline
Allworth Financial LP236,999$5.69M0.03%+100,00513F-HRTimeline
MCF Advisors LLC230,021$5.51M0.39%+6,77413F-HRTimeline
Houlihan Financial Resource Group, Ltd.223,886$5.36M2.29%+15,60413F-HRTimeline
First National Trust Co219,313$5.25M0.2%+83,75713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC217,646$5.21M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.215,559$5.17M0.01%+24,62213F-HR/ATimelineGroup
Praetorian Wealth Management, Inc.214,903$5.15M1.25%+10,25013F-HRTimeline
Janney Montgomery Scott LLC214,233$5.13M0.01%+9,45613F-HRTimeline
Atria Investments, Inc212,370$5.09M0.06%+91,67213F-HRTimeline
SONATA CAPITAL GROUP INC204,751$4.91M2.03%+135,90213F-HRTimeline
SAX WEALTH ADVISORS, LLC202,849$4.86M0.38%+48,68613F-HRTimeline
Strid Group, LLC199,101$4.77M0.74%+62,55613F-HRTimeline
Kesler, Norman & Wride, LLC193,213$4.63M1%+30,72613F-HRTimeline
4Thought Financial Group Inc.189,246$4.53M2.81%+4,07213F-HRTimeline
TLWM183,048$4.39M0.86%+2,00613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV177,156$4.24M1.39%+8,36513F-HRTimeline
Leo Wealth, LLC176,613$4.23M0.38%+66,55213F-HRTimeline
Resonant Capital Advisors, LLC171,848$4.12M0.3%+59,85213F-HRTimeline
Cambridge Investment Research Advisors,…166,974$4M0.01%+18,92613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC165,459$3.96M0.05%+1,37013F-HRTimeline
Crews Bank & Trust165,270$3.96M0.67%13F-HRTimeline
Centricity Wealth Management, LLC164,744$3.95M3.68%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.163,717$3.92M0.19%+41,75413F-HRTimeline
Cetera Investment Advisers163,536$3.92M0.01%+56,21813F-HRTimeline
Cherry Tree Wealth Management, LLC161,568$3.87M0.96%+9,98113F-HRTimeline
Executive Wealth Management, LLC157,585$3.78M0.3%+41,31213F-HRTimeline
Sowell Financial Services LLC157,352$3.77M0.2%+40,58413F-HRTimeline
CGN Advisors LLC155,756$3.73M0.36%+12,75313F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.154,505$3.7M2.29%+19,38513F-HRTimeline
Krilogy Financial LLC152,356$3.65M0.24%+14,36413F-HRTimeline
GAMMA Investing LLC150,847$3.61M0.31%+37,47013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC146,964$3.52M0.25%+6,64813F-HRTimeline
Laurel Wealth Advisors LLC145,779$3.49M0.55%+19,68613F-HRTimeline
Marathon Mission, Inc.141,532$3.39M2.31%-24113F-HRTimeline
NOVEM GROUP141,403$3.39M0.5%13F-HRTimeline
Sabal Trust CO139,287$3.34M0.19%+31,56013F-HRTimeline
WRAPMANAGER INC136,809$3.28M0.84%+4,85713F-HRTimeline
Matthew Goff Investment Advisor, LLC133,972$3.21M0.6%+7,54713F-HRTimeline
STAR Financial Bank132,086$3.16M2.28%+2,80313F-HRTimeline
Sightline Wealth Advisors, LLC130,959$3.14M1.69%-4,08313F-HRTimeline
Safeguard Financial, LLC130,190$3.12M0.68%+37,18513F-HRTimeline
Fortis Capital Management LLC128,542$3.08M0.57%-1,08613F-HRTimeline
Evergreen Private Wealth LLC127,280$3.05M1.43%+2,73913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC125,900$3.02M<0.01%+55,60013F-HRTimeline
EP Wealth Advisors, LLC125,786$3.01M0.02%+20,31513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC125,236$3M0.98%-13,65213F-HRTimeline
Integrated Wealth Concepts LLC124,898$2.99M0.03%-1,46113F-HRTimeline
Foundation Wealth Management, LLC122,986$2.95M2.29%+2,00513F-HRTimeline
Robbins Farley121,258$2.91M1.42%-59,54613F-HRTimeline
Quantum Financial Advisors, LLC115,475$2.77M0.42%+9,49413F-HRTimeline
Stonebrook Private Inc.115,367$2.76M0.72%+10,80313F-HRTimeline
MONECO ADVISORS, LLC114,996$2.76M0.29%+16,98113F-HR/ATimeline
Cornerstone Planning, LLC111,553$2.67M1.02%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…107,813$2.58M<0.01%+65,16013F-HR/ATimeline
FF Advisors,LLC106,707$2.57M1.76%-7,34913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC106,654$2.56M0.05%+44,76713F-HRTimeline
LifePlan Financial, LLC104,481$2.5M2.21%+1,75713F-HRTimeline
Clearstead Advisors, LLC101,636$2.44M0.04%+12,25313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99,439$2.38M<0.01%+10,63213F-HRTimelineGroup
Madden Advisory Services, Inc.96,878$2.32M1.08%+18,43713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp96,457$2.31M0.07%+4,18913F-HRTimelineGroup
Ironwood Financial, llc94,287$2.26M0.47%+14,72513F-HRTimeline
SMITH, MOORE & CO.93,258$2.23M0.2%+19,56213F-HRTimeline
Foundry Financial Group, Inc.92,988$2.23M1.38%+45413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,489$2.22M0.02%+15,58913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC92,331$2.21M<0.01%+29,48613F-HRTimelineGroup
Wick Capital Partners, LLC90,306$2.16M0.64%+78,61113F-HR/ATimeline
Modern Wealth Management, LLC87,504$2.1M0.08%new13F-HR/ATimeline
Covington Investment Advisors Inc.80,930$1.94M0.29%+45513F-HR/ATimeline
Heartland Bank & Trust Co80,119$1.92M1.04%+33,99213F-HRTimeline
Buffington Mohr McNeal79,160$1.9M0.31%+20,03913F-HRTimeline
Round Rock Advisors LLC74,599$1.79M0.37%+13713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.73,407$1.76M0.13%-71113F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…70,302$1.68M1.11%new13F-HRTimeline
First Fiduciary Investment Counsel, Inc.70,053$1.68M0.34%+13,70813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC69,381$1.66M0.13%+57,75113F-HRTimeline
McGlone Suttner Wealth Management, Inc.69,260$1.66M0.28%+24,76613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC67,669$1.62M0.03%-4,98613F-HRTimeline
Chesley Taft & Associates LLC66,104$1.58M0.07%+27,37013F-HRTimeline
Weaver Consulting Group64,516$1.55M0.48%+2,08213F-HRTimeline
Cannon Financial Strategists, Inc.63,967$1.53M0.26%+93613F-HRTimeline
WealthTrust Axiom LLC63,700$1.53M0.45%+2,40013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,500$1.52M0.04%013F-HRTimelineGroup
Great Diamond Partners, LLC63,301$1.52M0.39%+76913F-HRTimeline
Private Advisor Group, LLC62,979$1.51M0.01%+9,36513F-HRTimeline
Granite Harbor Advisors, Inc.62,371$1.49M0.83%new13F-HRTimeline
Camelot Portfolios, LLC60,398$1.45M1.56%-47813F-HRTimeline
Cornell Pochily Investment Advisors, In…60,144$1.44M0.5%+1,10613F-HRTimeline
Segment Wealth Management, LLC59,207$1.42M0.1%+2,34013F-HRTimeline
Godshalk Welsh Capital Management, Inc.58,700$1.41M0.91%+22,55013F-HRTimeline
Integrated Advisors Network LLC57,685$1.38M0.07%+34,11013F-HRTimeline
Arcataur Capital Management LLC56,950$1.36M0.46%+5,54513F-HRTimeline
Prime Capital Investment Advisors, LLC56,836$1.36M0.02%+3,12913F-HRTimeline
CABOT WEALTH MANAGEMENT INC54,367$1.3M0.17%+1,25513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/52,920$1.27M0.27%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.52,722$1.26M0.34%+9,32613F-HRTimeline
Archford Capital Strategies, LLC52,649$1.26M0.19%-1,59913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC52,571$1.26M0.03%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…51,725$1.24M<0.01%+3,20213F-HRTimelineGroup
Element Wealth, LLC51,613$1.24M0.65%+1,43913F-HRTimeline
BARRETT & COMPANY, INC.50,974$1.22M0.52%+12,38913F-HRTimeline
Reliant Wealth Planning50,089$1.2M0.56%+18,45713F-HRTimeline
New England Private Wealth Advisors LLC49,566$1.19M0.19%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD49,517$1.19M0.02%013F-HRTimelineGroup
4J Wealth Management LLC49,087$1.18M0.95%+6,14413F-HRTimeline
BEACON FINANCIAL GROUP48,646$1.17M0.13%+13,67313F-HRTimeline
Montecito Bank & Trust48,628$1.17M0.2%+5,10113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding48,059$1.15M-14,842Timeline
COMERICA BANK47,010$1.13M<0.01%+8,99713F-HR/ATimeline
Orion Porfolio Solutions, LLC46,542$1.12M0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC46,542$1.12M0.01%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.46,268$1.11M0.13%-11013F-HRTimeline
Redwood Financial Network Corp45,726$1.1M0.82%+5,30513F-HRTimeline
Austin Private Wealth, LLC45,013$1.08M0.1%new13F-HRTimeline
MML INVESTORS SERVICES, LLC43,400$1.04M<0.01%+3,69113F-HRTimeline
Farmers National Bank43,151$1.03M0.3%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth42,892$1.03M<0.01%-12,40013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,664$1.02M<0.01%-12,67813F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC41,923$1M0.5%-19113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP40,902$980K0.01%+2,25213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC40,550$972K0.09%+1,07713F-HRTimeline
Horan Securities, Inc.40,501$970K0.37%-3,10813F-HRTimeline
Balentine LLC39,703$951K0.04%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…39,672$951K0.16%+2,53313F-HRTimeline
Provenance Wealth Advisors, LLC39,546$948K0.12%+21,00713F-HRTimeline
Consolidated Portfolio Review Corp38,567$924K0.15%+5,71413F-HRTimeline
Princeton Global Asset Management LLC36,799$882K0.16%+10,90113F-HRTimeline
First Interstate Bank35,780$857K0.05%+3,33813F-HRTimeline
FIRST MANHATTAN CO. LLC.35,165$843K<0.01%+26,79013F-HRTimeline
HARBOR ADVISORY CORP /MA/35,033$839K0.28%+5,48813F-HRTimeline
Timber Creek Capital Management LLC34,492$826K0.24%-5,17113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.34,268$821K0.05%-2,06213F-HRTimelineGroup
ADIRONDACK TRUST CO33,997$814K0.31%+7,81213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,708$808K0.01%+5,30113F-HRTimelineGroup