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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,112,244$197M0.02%+76,18413F-HRTimelineGroup
CAPITAL ADVISORS INC/OK4,212,231$102M1.83%+198,08313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,979,182$96.6M0.01%+207,98413F-HRTimelineGroup
HM PAYSON & CO3,252,877$78.9M1.25%+49,36913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,075,615$74.6M0.03%+266,30313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,814,444$68.3M0.15%+306,16613F-HRTimeline
Aptus Capital Advisors, LLC2,581,593$62.7M0.62%+156,31613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,454,384$59.6M0.02%+147,06213F-HRTimelineGroup
LPL Financial LLC2,108,441$51.2M0.02%-1,97513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,818,717$44.1M0.01%-27,52413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,511,525$36.7M0.01%+33,17313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,501,886$36.4M0.01%+236,15013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,474,249$35.8M2.36%+42,11713F-HRTimeline
HighTower Advisors, LLC1,435,397$34.8M0.04%+34,76913F-HRTimeline
Capital Investment Advisors, LLC1,319,977$32M0.57%-763,29113F-HR/ATimeline
Sound View Wealth Advisors Group, LLC1,319,610$32M2.37%+159,77313F-HRTimeline
Gratus Wealth Advisors, LLC1,307,775$31.7M4.81%+25,85613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,173,113$28.5M1.57%+43,14813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,144,457$27.8M0.04%+49,94813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,136,637$27.6M0.04%-15,17413F-HRTimelineGroup
Kathmere Capital Management, LLC1,121,733$27.2M2.1%+38,35113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,056,059$25.6M1.04%+51,02913F-HRTimeline
TABR Capital Management, LLC1,049,451$25.5M21.84%+17,00913F-HRTimeline
RVW Wealth, LLC1,022,940$24.8M2.11%+55,01813F-HRTimeline
Klingman & Associates, LLC991,308$24.1M1.33%+44913F-HRTimeline
Venture Visionary Partners LLC982,970$23.9M0.9%+62,91613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP912,441$22.1M0.02%+152,68313F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC863,608$21M1.91%+186,32113F-HRTimeline
Seven Springs Wealth Group, LLC808,173$19.6M4.86%+75,71313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS767,151$18.6M0.04%+61,36513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding717,349$17.4M+107,302Timeline
NOVEM GROUP691,805$16.8M2.13%+382,67413F-HRTimeline
Summit Asset Management, LLC685,568$16.6M2.71%+13,07413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.675,836$16.4M1.69%+11,63513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC673,159$16.3M0.21%+80,87813F-HRTimelineGroup
Glenview Trust Co643,728$15.6M0.27%+44,78713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\620,753$15.1M0.02%+12,75713F-HRTimelineGroup
NewEdge Advisors, LLC613,506$14.9M0.08%-30,45313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp571,307$13.9M1.46%-7,22413F-HRTimelineGroup
CWM, LLCin group CWM, LLC517,077$12.5M0.04%-1,84113F-HRTimelineGroup
Global Retirement Partners, LLC494,190$12M0.3%13F-HRTimeline
SPINNAKER TRUST471,129$11.4M0.69%+15,65513F-HRTimeline
Wick Capital Partners, LLC3,402$11.2M2.93%-381,06413F-HRTimeline
Windsor Capital Management, LLC459,995$11.2M3.26%-39,58613F-HRTimeline
REBALANCE, LLC452,728$11M0.75%+6,22713F-HRTimeline
CENTRAL TRUST Co451,082$10.9M0.25%+13,38113F-HRTimeline
Mesirow Financial Investment Management…443,466$10.8M0.21%+5,29213F-HRTimeline
Strid Group, LLC434,884$10.6M1.48%+93,40513F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…423,549$10.3M6.05%13F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP409,350$9.93M0.78%+19,90113F-HRTimeline
Commonwealth Financial Services, LLC392,771$9.53M1.84%+6,23413F-HRTimeline
EP Wealth Advisors, LLC391,528$9.5M0.06%+267,04613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…378,169$9.18M0.01%+62,48213F-HRTimelineGroup
Sanctuary Advisors, LLC365,693$8.88M0.05%-8,44413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC364,854$8.86M0.01%-48,04613F-HRTimeline
Beacon Pointe Advisors, LLC360,844$8.76M0.09%+8,38513F-HRTimeline
Creative Planningin group Creative Planning353,783$8.59M0.01%-1,18613F-HRTimelineGroup
Peloton Wealth Strategists339,370$8.24M3.3%-10013F-HRTimeline
InvesTrust322,869$7.84M3.02%-1013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC314,361$7.63M3.95%+68613F-HRTimeline
PFG Private Wealth Management, LLC312,974$7.6M3.91%+6,02113F-HRTimeline
IFP Advisors, Inc303,559$7.37M0.21%+16,33513F-HRTimeline
First National Trust Co290,329$7.05M0.26%+28,26713F-HRTimeline
MCF Advisors LLC270,269$6.56M0.43%-1,28213F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.262,378$6.36M5.24%+9,90913F-HRTimeline
Signature Wealth Management Group260,900$6.33M2.5%+4,27213F-HRTimeline
HAMEL ASSOCIATES, INC.257,028$6.24M2.11%-6,99013F-HRTimeline
EIGHT 31 FINANCIAL, LLC254,325$6.17M4.08%+6,52113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp254,312$6.17M0.14%new13F-HRTimelineGroup
Parallel Advisors, LLC240,100$5.83M0.12%+20,18213F-HRTimeline
Praetorian Wealth Management, Inc.239,310$5.81M1.34%+7,35513F-HRTimeline
WJ Wealth Management, LLC236,575$5.74M1.81%-270,23813F-HRTimeline
Allworth Financial LP235,615$5.72M0.03%+1,07213F-HRTimeline
Probity Advisors, Inc.231,701$5.62M0.99%-49,26313F-HRTimeline
Keeler Thomas Management LLC225,459$5.47M2.35%-40,50213F-HRTimeline
Cetera Investment Advisers224,270$5.44M0.01%+9,95413F-HRTimeline
SAX WEALTH ADVISORS, LLC223,860$5.43M0.33%-8,67613F-HRTimeline
Cambridge Investment Research Advisors,…223,333$5.42M0.02%+10,46013F-HRTimeline
Janney Montgomery Scott LLC219,002$5.32M0.01%-85113F-HRTimeline
Houlihan Financial Resource Group, Ltd.217,744$5.28M2.19%-1,37713F-HRTimeline
SONATA CAPITAL GROUP INC215,293$5.22M2.09%+9,40513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.210,028$5.1M0.23%+19,78513F-HRTimeline
Kesler, Norman & Wride, LLC205,338$4.98M0.88%-1,35713F-HRTimeline
Centricity Wealth Management, LLC203,151$4.93M3.94%+21,49713F-HRTimeline
Atria Investments, Inc200,543$4.87M0.06%-20,67013F-HRTimeline
Leo Wealth, LLC199,970$4.85M0.38%+7,06313F-HRTimeline
4Thought Financial Group Inc.197,511$4.79M2.55%-15,94213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC195,185$4.74M0.34%+72,23213F-HRTimeline
Integrated Wealth Concepts LLC194,237$4.71M0.05%+14,27913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.192,817$4.68M0.01%+6,86013F-HR/ATimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV190,901$4.63M1.42%+75313F-HRTimeline
Krilogy Financial LLC188,608$4.58M0.26%+31,63213F-HRTimeline
Merit Financial Group, LLC185,813$4.51M0.05%new13F-HRTimeline
Resonant Capital Advisors, LLC185,555$4.5M0.29%+7,45213F-HRTimeline
Sightline Wealth Advisors, LLC185,356$4.5M2.17%+48,58613F-HRTimeline
Crews Bank & Trust183,085$4.44M0.7%+9,24013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.179,185$4.35M2.64%+4,48013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth176,746$4.29M0.01%new13F-HRTimelineGroup
TLWM176,191$4.28M0.81%-4,30513F-HRTimeline
HANCOCK WHITNEY CORP174,933$4.25M0.08%new13F-HRTimeline
Cherry Tree Wealth Management, LLC173,383$4.21M0.98%+3,09313F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co173,000$4.2M0.12%new13F-HRTimelineGroup
Modern Wealth Management, LLC165,900$4.03M0.1%+42,17513F-HR/ATimeline
Sowell Financial Services LLC165,435$4.02M0.16%-1,48913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC163,728$3.97M0.27%+4,64513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC162,767$3.95M0.06%-61613F-HRTimeline
Quantum Financial Advisors, LLC157,723$3.83M0.52%+25,28713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…156,452$3.78M0.01%+84613F-HRTimeline
Laurel Wealth Advisors LLC152,515$3.7M0.55%+1,85813F-HR/ATimeline
Heartland Bank & Trust Co150,594$3.65M1.71%+51,47513F-HRTimeline
Madden Advisory Services, Inc.147,994$3.59M1.53%+41,81213F-HRTimeline
STAR Financial Bank146,505$3.56M2.25%+8,53013F-HRTimeline
WRAPMANAGER INC142,591$3.46M0.84%+2,66113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO140,976$3.42M<0.01%+31,75613F-HRTimelineGroup
MONECO ADVISORS, LLC139,881$3.39M0.32%+8,47713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC137,467$3.34M0.06%+19,64213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.137,261$3.33M0.25%new13F-HRTimeline
Evergreen Private Wealth LLC136,680$3.32M1.39%+7,27613F-HRTimeline
Robbins Farley128,425$3.12M1.45%+7,82413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC125,616$3.05M0.75%+12,84813F-HRTimeline
Matthew Goff Investment Advisor, LLC123,875$3.01M0.56%-4,09113F-HRTimeline
Foundation Wealth Management, LLC123,149$2.99M2.08%-1,58913F-HRTimeline
Stonebrook Private Inc.121,561$2.95M0.69%+1,92113F-HRTimeline
Mariner, LLCin group Mariner, LLC115,320$2.8M<0.01%-3,44413F-HRTimelineGroup
FF Advisors,LLC114,694$2.78M1.44%+3,89913F-HRTimeline
Fortis Capital Management LLC111,356$2.7M0.42%-8,23413F-HRTimeline
Ironwood Financial, llc110,620$2.67M0.57%013F-HRTimeline
LifePlan Financial, LLC106,728$2.59M2.15%-1,13313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…105,096$2.55M0.02%+1,33613F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…104,396$2.53M0.83%+15,52713F-HRTimeline
Marathon Mission, Inc.104,203$2.53M1.61%+1,77313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp104,064$2.53M0.07%+4,73813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP99,514$2.42M<0.01%new13F-HR/ATimelineGroup
Foundry Financial Group, Inc.96,535$2.34M1.33%-5,05413F-HRTimeline
Clearstead Advisors, LLC89,545$2.17M0.03%-3,16013F-HRTimeline
SMITH, MOORE & CO.88,069$2.14M0.18%-2,89113F-HRTimeline
Covington Investment Advisors Inc.85,689$2.08M0.3%+2,18913F-HRTimeline
Godshalk Welsh Capital Management, Inc.85,500$2.08M1.28%+12,80013F-HRTimeline
Chesley Taft & Associates LLC84,674$2.06M0.09%+13,80013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC82,151$1.99M0.44%-1,78013F-HRTimeline
McGlone Suttner Wealth Management, Inc.80,847$1.96M0.3%+12,52213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC80,382$1.95M0.04%+13,36813F-HRTimeline
Sequoia Financial Advisors, LLC80,005$1.94M0.01%new13F-HRTimeline
Granite Harbor Advisors, Inc.79,218$1.92M0.9%+27,90213F-HRTimeline
Round Rock Advisors LLC77,113$1.87M0.32%-1,89713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC76,784$1.86M0.17%+32,97613F-HRTimeline
Camelot Portfolios, LLC76,646$1.86M1.12%-5,16513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.74,942$1.82M<0.01%+20,73713F-HRTimelineGroup
CGN Advisors LLC74,542$1.81M0.16%-88,66113F-HRTimeline
New England Private Wealth Advisors LLC74,358$1.8M0.26%+23213F-HRTimeline
Private Advisor Group, LLC73,138$1.78M0.01%+6,79213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,027$1.77M0.03%-5,76613F-HRTimeline
First Fiduciary Investment Counsel, Inc.71,998$1.75M0.35%+59013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.71,659$1.74M0.13%+2213F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…68,074$1.65M1.08%-1,51313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,830$1.62M<0.01%+7,21613F-HR/ATimelineGroup
Rossmore Private Capital64,941$1.58M0.18%+25,45813F-HRTimeline
Arcataur Capital Management LLC64,290$1.56M0.49%+2,79513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP64,031$1.55M<0.01%+18,93213F-HRTimelineGroup
WealthTrust Axiom LLC63,700$1.55M0.45%013F-HRTimeline
FIRST MANHATTAN CO. LLC.63,225$1.53M<0.01%+3,80013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,500$1.53M0.04%013F-HRTimelineGroup
Great Diamond Partners, LLC63,006$1.53M0.32%-2,27113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.62,843$1.53M0.18%-1,06813F-HRTimeline
Segment Wealth Management, LLC61,317$1.49M0.09%+1,93013F-HRTimeline
CABOT WEALTH MANAGEMENT INC59,942$1.45M0.17%+2,62113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC59,842$1.45M0.92%+13,11913F-HRTimeline
Orion Porfolio Solutions, LLC59,534$1.44M0.01%+1,90113F-HR/ATimeline
Weaver Consulting Group59,033$1.43M0.4%-4,78513F-HRTimeline
BEACON FINANCIAL GROUP57,802$1.4M0.15%+7,73113F-HRTimeline
Prime Capital Investment Advisors, LLC57,111$1.39M0.02%-42,92413F-HRTimeline
Cannon Financial Strategists, Inc.56,760$1.38M0.22%-7,67713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,409$1.37M<0.01%+2,38613F-HRTimelineGroup
Austin Private Wealth, LLC56,142$1.36M0.11%+8,26513F-HRTimeline
DAVENPORT & Co LLC56,082$1.36M0.01%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/55,735$1.35M0.26%+2,89513F-HRTimeline
Integrated Advisors Network LLC55,633$1.35M0.06%+25013F-HRTimeline
Reliant Wealth Planning55,604$1.35M0.53%+5,36213F-HRTimeline
BARRETT & COMPANY, INC.51,766$1.26M0.47%+6813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC50,981$1.24M0.67%+3,18313F-HRTimeline
Sigma Planning Corp50,210$1.22M0.04%+2,74213F-HRTimeline
Element Wealth, LLC50,170$1.22M0.56%-5213F-HRTimeline
GAMMA Investing LLC49,509$1.2M0.08%-140,39013F-HRTimeline
Archford Capital Strategies, LLC49,315$1.2M0.15%-2,44413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,270$1.2M<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…48,146$1.17M0.03%-1,01813F-HRTimelineGroup
MTM Investment Management, LLC47,600$1.16M0.39%+26,05513F-HRTimeline
Consolidated Portfolio Review Corp47,517$1.15M0.16%+3,68713F-HRTimeline
4J Wealth Management LLC47,330$1.15M0.78%+2,79413F-HRTimeline
Redwood Financial Network Corp47,069$1.14M0.77%+65313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…46,336$1.12M0.18%+3,89313F-HRTimeline
Balentine LLC45,695$1.11M0.04%+44013F-HRTimeline
Princeton Global Asset Management LLC45,653$1.11M0.2%-80913F-HRTimeline
J.W. COLE ADVISORS, INC.44,898$1.09M0.02%new13F-HRTimeline
Farmers National Bank44,207$1.07M0.28%+84913F-HRTimeline
Gilbert Capital Group, Inc.43,367$1.05M0.87%13F-HRTimeline
Penobscot Investment Management Company…43,250$1.05M0.09%+11,35013F-HRTimeline
Addison Advisors LLC42,786$1.04M0.26%+33,80113F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC42,180$1.02M0.48%+12313F-HRTimeline
Horan Securities, Inc.40,147$974K0.34%-213F-HRTimeline