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Disclosery

IBDS ISHARES TR

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,036,060$194M0.02%+255,22913F-HRTimelineGroup
CAPITAL ADVISORS INC/OK4,014,148$97.1M1.93%+289,85513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,771,198$91.2M0.01%+169,78113F-HRTimelineGroup
HM PAYSON & CO3,203,508$77.5M1.36%+439,79813F-HRTimeline
UBS Group AGin group UBS Group AG2,857,492$69.1M0.02%+168,05913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,809,312$67.9M0.03%+149,86513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,508,278$60.7M0.14%+381,61213F-HRTimeline
Aptus Capital Advisors, LLC2,425,277$58.6M0.66%+269,18113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,307,322$55.8M0.02%+108,78813F-HRTimelineGroup
LPL Financial LLC2,110,416$51M0.02%+231,26613F-HRTimeline
Capital Investment Advisors, LLC2,083,268$50.4M0.99%+56,52113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,846,241$44.6M0.01%-10,22113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,478,352$35.7M0.01%+234,64413F-HR/ATimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,432,132$34.6M2.5%+75,53613F-HRTimeline
HighTower Advisors, LLC1,400,628$33.9M0.05%new13F-HRTimeline
Gratus Wealth Advisors, LLC1,281,919$31M5.09%+36,69913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,265,736$30.6M0.01%-287,48013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC1,159,837$28M2.3%+116,41813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,151,811$27.9M0.04%+27,80613F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,129,965$27.3M1.67%+30,87213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,094,509$26.5M0.04%+117,01613F-HRTimeline
Kathmere Capital Management, LLC1,083,382$26.2M2.23%+93,87713F-HRTimeline
TABR Capital Management, LLC1,032,442$25M26.01%+19,74613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,005,030$24.3M1.08%+38,85013F-HRTimeline
Klingman & Associates, LLC990,859$24M1.47%new13F-HRTimeline
RVW Wealth, LLC967,922$23.4M2.2%+11,87813F-HRTimeline
Venture Visionary Partners LLC920,054$22.2M0.93%+64,31313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP759,758$18.4M0.02%+61,04413F-HRTimelineGroup
Seven Springs Wealth Group, LLC732,460$17.7M6.31%+71,42513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS705,786$17.1M0.04%+116,21813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC677,287$16.4M1.56%+90,11213F-HRTimeline
Summit Asset Management, LLC672,494$16.3M2.81%+14,00713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.664,201$16.1M1.72%+68,88413F-HRTimeline
NewEdge Advisors, LLC643,959$15.6M0.09%+3,81413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding610,047$14.8M+70,381Timeline
US BANCORP \DE\in group US BANCORP \DE\607,996$14.7M0.02%+67,87013F-HRTimelineGroup
Glenview Trust Co598,941$14.5M0.28%+25,57813F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC592,281$14.3M0.2%+70,99813F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp578,531$14M1.56%-1,19413F-HRTimelineGroup
CWM, LLCin group CWM, LLC518,918$12.5M0.05%+74,79413F-HRTimelineGroup
WJ Wealth Management, LLC506,813$12.3M4.33%+7,46813F-HRTimeline
Windsor Capital Management, LLC499,581$12.1M3.71%+5,60113F-HRTimeline
SPINNAKER TRUST455,474$11M0.72%+81,59713F-HRTimeline
REBALANCE, LLC446,501$10.8M0.79%+87,99213F-HRTimeline
Mesirow Financial Investment Management…438,174$10.6M0.21%+60,13313F-HRTimeline
CENTRAL TRUST Co437,701$10.6M0.26%+23,51813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC412,900$9.98M0.02%+287,00013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP389,449$9.42M0.88%+25,52813F-HRTimeline
Commonwealth Financial Services, LLC386,537$9.35M1.92%-73513F-HRTimeline
Wick Capital Partners, LLC384,466$9.3M2.78%+294,16013F-HRTimeline
Sanctuary Advisors, LLC374,137$9.05M0.06%+6,82013F-HRTimeline
Creative Planningin group Creative Planning354,969$8.58M0.01%+6,66213F-HRTimelineGroup
Beacon Pointe Advisors, LLC352,459$8.52M0.1%+23,89213F-HRTimeline
Strid Group, LLC341,479$8.26M1.28%+142,37813F-HRTimeline
Peloton Wealth Strategists339,470$8.21M3.43%+29,34013F-HRTimeline
InvesTrust322,879$7.81M2.14%+10,45013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…315,687$7.63M0.01%+51,49213F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC313,675$7.58M4.24%+10,21113F-HRTimeline
Wolfstich Capital, LLC324,373$7.58M6.85%013F-HR/ATimeline
NOVEM GROUP309,131$7.47M1.06%+167,72813F-HRTimeline
PFG Private Wealth Management, LLC306,953$7.42M4.01%-323,72413F-HRTimeline
IFP Advisors, Inc287,224$6.95M0.21%+34,22913F-HRTimeline
Probity Advisors, Inc.280,964$6.79M1.3%-52,51613F-HRTimeline
MCF Advisors LLC271,551$6.57M0.47%+41,53013F-HRTimeline
Keeler Thomas Management LLC265,961$6.43M3.15%-77,09013F-HRTimeline
HAMEL ASSOCIATES, INC.264,018$6.38M2.17%-74,93713F-HRTimeline
First National Trust Co262,062$6.34M0.26%+42,74913F-HRTimeline
Signature Wealth Management Group256,628$6.21M2.42%+90613F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.252,469$6.09M5.41%+9,73213F-HRTimeline
Sandy Spring Bank249,431$6.03M0.25%+10,45713F-HRTimeline
EIGHT 31 FINANCIAL, LLC247,804$5.99M3.84%new13F-HRTimeline
Allworth Financial LP234,543$5.66M0.03%-2,45613F-HRTimeline
SAX WEALTH ADVISORS, LLC232,536$5.62M0.4%+29,68713F-HRTimeline
Praetorian Wealth Management, Inc.231,955$5.61M1.37%+17,05213F-HRTimeline
Atria Investments, Inc221,213$5.35M0.07%+8,84313F-HRTimeline
Parallel Advisors, LLC219,918$5.32M0.12%-26,29713F-HRTimeline
Janney Montgomery Scott LLC219,853$5.32M0.02%+5,62013F-HRTimeline
Houlihan Financial Resource Group, Ltd.219,121$5.3M2.38%-4,76513F-HRTimeline
Cetera Investment Advisers214,316$5.18M0.01%+50,78013F-HRTimeline
4Thought Financial Group Inc.213,453$5.16M3.19%+24,20713F-HRTimeline
Cambridge Investment Research Advisors,…212,873$5.15M0.02%+45,89913F-HRTimeline
Kesler, Norman & Wride, LLC206,695$5M0.95%+13,48213F-HRTimeline
SONATA CAPITAL GROUP INC205,888$4.98M2.17%+1,13713F-HRTimeline
Leo Wealth, LLC192,907$4.66M0.67%+16,29413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.190,243$4.6M0.23%+26,52613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV190,148$4.6M1.58%+12,99213F-HRTimeline
GAMMA Investing LLC189,899$4.59M0.34%+39,05213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,957$4.5M0.01%-29,60213F-HRTimelineGroup
Centricity Wealth Management, LLC181,654$4.39M3.99%+16,91013F-HRTimeline
TLWM180,496$4.36M0.87%-2,55213F-HRTimeline
Integrated Wealth Concepts LLC179,958$4.35M0.05%+55,06013F-HRTimeline
Resonant Capital Advisors, LLC178,103$4.31M0.3%+6,25513F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.174,705$4.22M2.61%+20,20013F-HRTimeline
Crews Bank & Trust173,845$4.2M0.72%+8,57513F-HRTimeline
Cherry Tree Wealth Management, LLC170,290$4.12M0.99%+8,72213F-HRTimeline
Safeguard Financial, LLC169,125$4.09M0.9%+38,93513F-HRTimeline
Sowell Financial Services LLC166,924$4.04M0.18%+9,57213F-HRTimeline
Buffington Mohr McNeal164,698$3.98M0.79%+85,53813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC163,383$3.95M0.06%-2,07613F-HRTimeline
CGN Advisors LLC163,203$3.95M0.39%+7,44713F-HRTimeline
Sabal Trust CO159,259$3.85M0.21%+19,97213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC159,083$3.85M0.28%+12,11913F-HRTimeline
Krilogy Financial LLC156,976$3.8M0.25%+4,62013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…155,606$3.76M0.01%+47,79313F-HRTimeline
Laurel Wealth Advisors LLC150,657$3.64M0.57%+4,87813F-HRTimeline
WRAPMANAGER INC139,930$3.38M0.89%+3,12113F-HRTimeline
STAR Financial Bank137,975$3.34M2.44%+5,88913F-HRTimeline
Sightline Wealth Advisors, LLC136,770$3.31M1.74%+5,81113F-HRTimeline
Quantum Financial Advisors, LLC132,436$3.2M0.48%+16,96113F-HRTimeline
MONECO ADVISORS, LLC131,404$3.18M0.33%+16,40813F-HR/ATimeline
Evergreen Private Wealth LLC129,404$3.13M1.46%+2,12413F-HRTimeline
Matthew Goff Investment Advisor, LLC127,966$3.09M0.57%-6,00613F-HRTimeline
Foundation Wealth Management, LLC124,738$3.02M2.36%+1,75213F-HRTimeline
EP Wealth Advisors, LLC124,482$3.01M0.02%-1,30413F-HRTimeline
Modern Wealth Management, LLC123,725$2.99M0.1%+36,22113F-HR/ATimeline
LBMC INVESTMENT ADVISORS, LLC122,953$2.97M0.23%+53,57213F-HRTimeline
Robbins Farley120,601$2.92M1.55%-65713F-HRTimeline
Stonebrook Private Inc.119,640$2.89M0.75%+4,27313F-HRTimeline
Fortis Capital Management LLC119,590$2.89M0.56%-8,95213F-HRTimeline
Mariner, LLCin group Mariner, LLC118,764$2.87M<0.01%+26,43313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC117,825$2.85M0.05%+11,17113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC112,768$2.73M0.76%-12,46813F-HRTimeline
Ironwood Financial, llc110,620$2.67M0.57%+16,33313F-HRTimeline
FF Advisors,LLC110,795$2.67M1.53%+4,08813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO109,220$2.64M<0.01%+9,78113F-HRTimelineGroup
LifePlan Financial, LLC107,861$2.61M2.27%+3,38013F-HRTimeline
Madden Advisory Services, Inc.106,182$2.57M1.2%+9,30413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…103,760$2.51M0.02%+11,27113F-HRTimelineGroup
Marathon Mission, Inc.102,430$2.48M1.73%-39,10213F-HRTimeline
Foundry Financial Group, Inc.101,589$2.46M1.51%+8,60113F-HRTimeline
Prime Capital Investment Advisors, LLC100,035$2.42M0.03%+43,19913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp99,326$2.4M0.07%+2,86913F-HRTimelineGroup
Heartland Bank & Trust Co99,119$2.4M1.23%+19,00013F-HRTimeline
Clearstead Advisors, LLC92,705$2.24M0.03%-8,93113F-HRTimeline
SMITH, MOORE & CO.90,960$2.2M0.2%-2,29813F-HRTimeline
Cornell Pochily Investment Advisors, In…88,869$2.15M0.76%+28,72513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC83,931$2.03M0.48%new13F-HRTimeline
Covington Investment Advisors Inc.83,500$2.02M0.31%+2,57013F-HRTimeline
Camelot Portfolios, LLC81,811$1.98M1.23%+21,41313F-HRTimeline
Round Rock Advisors LLC79,010$1.91M0.35%+4,41113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC78,793$1.91M0.04%+11,12413F-HRTimeline
New England Private Wealth Advisors LLC74,126$1.79M0.28%+24,56013F-HRTimeline
Godshalk Welsh Capital Management, Inc.72,700$1.76M1.15%+14,00013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.71,637$1.73M0.13%-1,77013F-HRTimelineGroup
First Fiduciary Investment Counsel, Inc.71,408$1.73M0.37%+1,35513F-HRTimeline
Chesley Taft & Associates LLC70,874$1.71M0.08%+4,77013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…69,587$1.68M1.13%-71513F-HRTimeline
McGlone Suttner Wealth Management, Inc.68,325$1.65M0.27%-93513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC67,014$1.62M0.04%+14,44313F-HRTimeline
Private Advisor Group, LLC66,346$1.6M0.01%+3,36713F-HRTimeline
Great Diamond Partners, LLC65,277$1.58M0.43%+1,97613F-HRTimeline
Cannon Financial Strategists, Inc.64,437$1.56M0.27%+47013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.63,911$1.55M0.2%+17,64313F-HRTimeline
Weaver Consulting Group63,818$1.54M0.46%-69813F-HRTimeline
WealthTrust Axiom LLC63,700$1.54M0.47%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,500$1.54M0.04%013F-HRTimelineGroup
Arcataur Capital Management LLC61,495$1.49M0.51%+4,54513F-HRTimeline
MML INVESTORS SERVICES, LLC60,371$1.46M<0.01%+16,97113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,614$1.44M<0.01%+16,95013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.59,425$1.44M<0.01%+24,26013F-HRTimeline
Segment Wealth Management, LLC59,387$1.44M0.1%+18013F-HRTimeline
Orion Porfolio Solutions, LLC57,633$1.39M0.01%+11,09113F-HRTimeline
Orion Portfolio Solutions, LLC57,633$1.39M0.01%+11,09113F-HR/ATimeline
Conrad Siegel Investment Advisors, Inc.57,515$1.39M0.36%+4,79313F-HRTimeline
CABOT WEALTH MANAGEMENT INC57,321$1.39M0.18%+2,95413F-HRTimeline
DAVENPORT & Co LLC56,082$1.36M0.01%new13F-HRTimeline
Integrated Advisors Network LLC55,383$1.34M0.07%-2,30213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.54,205$1.31M<0.01%+22,30013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC54,023$1.31M<0.01%-163,62313F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/52,840$1.28M0.26%-8013F-HRTimeline
Archford Capital Strategies, LLC51,759$1.25M0.18%-89013F-HRTimeline
BARRETT & COMPANY, INC.51,698$1.25M0.54%+72413F-HRTimeline
Granite Harbor Advisors, Inc.51,316$1.24M0.66%-11,05513F-HRTimeline
Montecito Bank & Trust50,993$1.23M0.22%+2,36513F-HRTimeline
Reliant Wealth Planning50,242$1.21M0.55%+15313F-HRTimeline
Element Wealth, LLC50,222$1.21M0.65%-1,39113F-HRTimeline
BEACON FINANCIAL GROUP50,071$1.21M0.13%+1,42513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP49,309$1.19M0.01%+8,40713F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…49,164$1.19M0.04%+1,10513F-HRTimelineGroup
Austin Private Wealth, LLC47,877$1.16M0.1%+2,86413F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC47,798$1.16M0.63%+23,79813F-HRTimeline
Sigma Planning Corp47,468$1.15M0.04%new13F-HRTimeline
COMERICA BANK46,973$1.14M<0.01%-3713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC46,723$1.13M0.79%+15,42113F-HRTimeline
Princeton Global Asset Management LLC46,462$1.12M0.22%+9,66313F-HRTimeline
Redwood Financial Network Corp46,416$1.12M0.85%+69013F-HRTimeline
Balentine LLC45,255$1.09M0.05%+5,55213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,099$1.09M<0.01%+23,48113F-HR/ATimelineGroup
4J Wealth Management LLC44,536$1.08M0.85%-4,55113F-HRTimeline
Consolidated Portfolio Review Corp43,830$1.06M0.17%+5,26313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC43,808$1.06M0.1%+3,25813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD43,514$1.05M0.02%-6,00313F-HRTimelineGroup
Farmers National Bank43,358$1.05M0.3%+20713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…42,443$1.03M0.18%+2,77113F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC42,057$1.02M0.55%+13413F-HRTimeline
Horan Securities, Inc.40,149$971K0.37%-35213F-HRTimeline
Rossmore Private Capital39,483$955K0.12%new13F-HRTimeline
SHUFRO ROSE & CO LLC36,950$893K0.07%-3,395,67913F-HRTimeline
ADIRONDACK TRUST CO36,630$886K0.35%+2,63313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management35,346$855K0.01%+1,63813F-HRTimelineGroup