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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,453,370$206M0.02%+341,12613F-HR/ATimelineGroup
CAPITAL ADVISORS INC/OK4,409,133$107M1.79%+196,90213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,883,199$94.5M0.01%-95,98313F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,856,587$93.9M0.16%+1,042,14313F-HRTimeline
HM PAYSON & CO3,586,205$87.3M1.26%+333,32813F-HRTimeline
UBS Group AGin group UBS Group AG3,238,610$78.8M0.02%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,076,624$74.9M0.02%+1,00913F-HRTimelineGroup
LPL Financial LLC2,865,212$69.7M0.02%+756,77113F-HRTimeline
Aptus Capital Advisors, LLC2,798,193$68.1M0.62%+216,60013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,922,856$46.8M0.01%+104,13913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,606,673$39.1M0.01%+104,78713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,587,979$38.7M0.01%+76,45413F-HRTimelineGroup
HighTower Advisors, LLC1,573,208$38.3M0.04%+137,81113F-HRTimeline
Sound View Wealth Advisors Group, LLC1,460,296$35.5M2.44%+140,68613F-HRTimeline
Capital Investment Advisors, LLC1,431,645$34.8M0.57%+111,66813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,377,966$33.5M2.22%-96,28313F-HRTimeline
Gratus Wealth Advisors, LLC1,345,475$32.7M4.61%+37,70013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,307,228$31.8M0.04%+162,77113F-HRTimeline
Kathmere Capital Management, LLC1,268,483$30.9M2.19%+146,75013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,229,199$29.9M1.55%+56,08613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,172,950$28.5M1.09%+116,89113F-HRTimeline
Venture Visionary Partners LLC1,149,605$28M0.96%+166,63513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,117,102$27.2M0.04%-19,53513F-HRTimelineGroup
TABR Capital Management, LLC1,058,518$25.8M17.65%+9,06713F-HRTimeline
RVW Wealth, LLC1,037,195$25.2M1.97%+14,25513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,016,800$24.7M0.02%+104,35913F-HRTimelineGroup
Klingman & Associates, LLC988,062$24M1.21%-3,24613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS901,136$21.9M0.04%+133,98513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC894,019$21.8M1.86%+30,41113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding748,750$18.2M+31,401Timeline
MV CAPITAL MANAGEMENT, INC.721,350$17.6M1.69%+45,51413F-HRTimeline
Summit Asset Management, LLC715,754$17.4M2.68%+30,18613F-HRTimeline
Glenview Trust Co708,656$17.2M0.27%+64,92813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC703,584$17.1M0.19%+30,42513F-HRTimelineGroup
REBALANCE, LLC701,255$17.1M1.03%+248,52713F-HRTimeline
NewEdge Advisors, LLC634,339$15.4M0.07%+20,83313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…623,959$15.2M0.01%+245,79013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\616,393$15M0.02%-4,36013F-HRTimelineGroup
Wick Capital Partners, LLC564,403$13.7M3.27%+561,00113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp556,933$13.6M1.39%-14,37413F-HRTimelineGroup
CWM, LLCin group CWM, LLC527,398$12.8M0.04%+10,32113F-HRTimelineGroup
Global Retirement Partners, LLC525,477$12.8M0.29%+31,28713F-HRTimeline
SPINNAKER TRUST523,315$12.7M0.71%+52,18613F-HRTimeline
CENTRAL TRUST Co499,689$12.2M0.25%+48,60713F-HRTimeline
Mesirow Financial Investment Management…453,116$11M0.2%+9,65013F-HRTimeline
Windsor Capital Management, LLC444,891$10.8M2.99%-15,10413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP444,280$10.8M0.8%+34,93013F-HRTimeline
Strid Group, LLC435,485$10.6M1.35%+60113F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…423,549$10.3M5.85%013F-HRTimelineGroup
Commonwealth Financial Services, LLC417,298$10.2M1.74%+24,52713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC416,135$10.1M0.14%+253,36813F-HRTimeline
Vishria Bird Financial Group, LLC408,784$9.95M1.95%new13F-HRTimeline
Sanctuary Advisors, LLC396,938$9.66M0.06%+31,24513F-HR/ATimeline
Beacon Pointe Advisors, LLC391,244$9.52M0.08%+30,40013F-HRTimeline
NOVEM GROUP386,090$9.4M1.12%-305,71513F-HRTimeline
First National Trust Co366,642$8.92M0.31%+76,31313F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co365,000$8.88M0.26%+192,00013F-HRTimelineGroup
Creative Planningin group Creative Planning362,167$8.82M0.01%+8,38413F-HRTimelineGroup
InvesTrust350,520$8.53M3.12%+27,65113F-HRTimeline
Peloton Wealth Strategists339,070$8.25M3.25%-30013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC317,698$7.73M3.76%+3,33713F-HRTimeline
EIGHT 31 FINANCIAL, LLC314,213$7.65M4.31%+59,88813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth308,219$7.5M0.01%+131,47313F-HRTimelineGroup
IFP Advisors, Inc293,256$7.14M0.19%-10,30313F-HR/ATimeline
MCF Advisors LLC275,042$6.69M0.41%+4,77313F-HRTimeline
Cetera Investment Advisers267,382$6.51M0.01%+43,11213F-HRTimeline
Allworth Financial LP262,825$6.4M0.03%+27,21013F-HRTimeline
Signature Wealth Management Group261,072$6.35M2.47%+17213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC257,372$6.26M<0.01%-2,197,01213F-HRTimelineGroup
HAMEL ASSOCIATES, INC.252,648$6.15M1.89%-4,38013F-HRTimeline
Parallel Advisors, LLC252,035$6.13M0.11%+11,93513F-HRTimeline
SAX WEALTH ADVISORS, LLC248,625$6.05M0.33%+24,76513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp246,419$6M0.11%-7,89313F-HRTimelineGroup
Praetorian Wealth Management, Inc.245,243$5.97M1.22%+5,93313F-HRTimeline
Cambridge Investment Research Advisors,…240,414$5.85M0.02%+17,08113F-HRTimeline
Merit Financial Group, LLC228,809$5.57M0.05%+42,99613F-HR/ATimeline
LBMC INVESTMENT ADVISORS, LLC226,281$5.51M0.35%+31,09613F-HRTimeline
Resonant Capital Advisors, LLC221,111$5.38M0.31%+35,55613F-HRTimeline
Integrated Wealth Concepts LLC219,945$5.35M0.05%+25,70813F-HRTimeline
Janney Montgomery Scott LLC218,964$5.33M0.01%-3813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.217,321$5.29M0.22%+7,29313F-HRTimeline
Probity Advisors, Inc.215,258$5.24M0.85%-16,44313F-HRTimeline
SONATA CAPITAL GROUP INC214,676$5.22M1.93%-61713F-HRTimeline
Krilogy Financial LLC213,905$5.18M0.19%+25,29713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV211,161$5.14M1.49%+20,26013F-HRTimeline
Sightline Wealth Advisors, LLC209,602$5.1M2.3%+24,24613F-HRTimeline
Composition Wealth, LLC206,059$5.02M0.08%new13F-HRTimeline
Atria Investments, Inc204,585$4.98M0.06%+4,04213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,539$4.98M0.01%+11,72213F-HRTimelineGroup
4Thought Financial Group Inc.204,224$4.97M2.51%+6,71313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC201,516$4.9M0.01%-163,33813F-HRTimeline
Ironwood Financial, llc199,967$4.87M0.86%+89,34713F-HRTimeline
Leo Wealth, LLC198,247$4.83M0.63%-1,72313F-HRTimeline
Crews Bank & Trust197,190$4.8M0.7%+14,10513F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.194,345$4.73M2.72%+15,16013F-HRTimeline
Kesler, Norman & Wride, LLC193,213$4.63M0.91%-12,12513F-HRTimeline
Heartland Bank & Trust Co186,375$4.54M1.87%+35,78113F-HRTimeline
Quantum Financial Advisors, LLC184,919$4.5M0.55%+27,19613F-HRTimeline
HANCOCK WHITNEY CORP183,386$4.46M0.08%+8,45313F-HRTimeline
Modern Wealth Management, LLC183,243$4.46M0.09%+17,34313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO178,097$4.33M<0.01%+37,12113F-HR/ATimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC177,277$4.31M0.28%+13,54913F-HRTimeline
Sowell Financial Services LLC176,362$4.29M0.16%+10,92713F-HRTimeline
TLWM175,430$4.27M0.77%-76113F-HRTimeline
Cherry Tree Wealth Management, LLC171,895$4.18M0.92%-1,48813F-HRTimeline
Prospera Financial Services Inc165,285$4.02M0.07%new13F-HRTimeline
Laurel Wealth Advisors LLC160,018$3.89M0.54%+7,50313F-HRTimeline
Matthew Goff Investment Advisor, LLC153,758$3.74M0.64%+29,88313F-HRTimeline
Robbins Farley149,241$3.63M1.51%+20,81613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC145,525$3.54M0.06%+8,05813F-HRTimeline
MONECO ADVISORS, LLC143,652$3.5M0.29%+3,77113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.142,470$3.47M0.24%+5,20913F-HRTimeline
Evergreen Private Wealth LLC135,677$3.3M1.34%-1,00313F-HRTimeline
MEMBERS WEALTH LLC133,058$3.23M2.05%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC130,883$3.19M0.7%+5,26713F-HRTimeline
Cornell Pochily Investment Advisors, In…129,043$3.14M0.94%+24,64713F-HRTimeline
WJ Wealth Management, LLC127,797$3.11M1.37%-108,77813F-HR/ATimeline
Stonebrook Private Inc.125,851$3.06M0.66%+4,29013F-HRTimeline
Jacobi Capital Management LLC125,156$3.05M0.19%+92,33813F-HRTimeline
FF Advisors,LLC123,416$3M1.44%+8,72213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…122,872$2.98M<0.01%-33,58013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…122,501$2.98M0.02%+17,40513F-HRTimelineGroup
Fortis Capital Management LLC115,543$2.81M0.4%+4,18713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP112,239$2.73M<0.01%+48,20813F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp111,897$2.72M0.07%+7,83313F-HRTimelineGroup
LifePlan Financial, LLC108,855$2.65M2.1%+2,12713F-HRTimeline
Mariner, LLCin group Mariner, LLC107,494$2.62M<0.01%-7,82613F-HRTimelineGroup
Foundry Financial Group, Inc.107,253$2.61M1.37%+10,71813F-HRTimeline
Marathon Mission, Inc.105,780$2.57M1.54%+1,57713F-HRTimeline
Great Diamond Partners, LLC103,812$2.53M0.49%+40,80613F-HRTimeline
Godshalk Welsh Capital Management, Inc.101,750$2.48M1.42%+16,25013F-HRTimeline
SMITH, MOORE & CO.100,214$2.44M0.19%+12,14513F-HRTimeline
Houlihan Financial Resource Group, Ltd.98,480$2.4M2.11%-119,26413F-HRTimeline
WRAPMANAGER INC95,880$2.33M0.72%-46,71113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC91,527$2.23M<0.01%+35,11813F-HRTimelineGroup
Clearstead Advisors, LLC89,422$2.18M0.03%-12313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC89,093$2.17M0.18%+12,30913F-HRTimeline
Penobscot Investment Management Company…88,670$2.16M0.17%+45,42013F-HRTimeline
Covington Investment Advisors Inc.88,559$2.16M0.28%+2,87013F-HRTimeline
Granite Harbor Advisors, Inc.85,387$2.08M0.87%+6,16913F-HRTimeline
Wealthstar Advisors, LLC84,942$2.07M0.82%new13F-HRTimeline
Chesley Taft & Associates LLC83,974$2.04M0.09%-70013F-HRTimeline
Rossmore Private Capital83,889$2.04M0.22%+18,94813F-HRTimeline
McGlone Suttner Wealth Management, Inc.83,130$2.02M0.28%+2,28313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP82,832$2.02M<0.01%-16,68213F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC81,716$1.99M0.42%-43513F-HRTimeline
Sequoia Financial Advisors, LLC80,005$1.95M0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.79,080$1.92M<0.01%+4,13813F-HRTimelineGroup
Round Rock Advisors LLC77,203$1.88M0.3%+9013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC75,364$1.83M1.04%+15,52213F-HRTimeline
Camelot Portfolios, LLC74,894$1.82M1.08%-1,75213F-HRTimeline
New England Private Wealth Advisors LLC74,391$1.81M0.24%+3313F-HRTimeline
Private Advisor Group, LLC74,337$1.81M0.01%+1,19913F-HRTimeline
STAR Financial Bank74,137$1.8M1.07%-72,36813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,810$1.8M0.02%+78313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC72,990$1.78M0.04%-7,39213F-HRTimeline
Addison Advisors LLC72,516$1.77M0.41%+29,73013F-HRTimeline
BEACON FINANCIAL GROUP71,301$1.74M0.17%+13,49913F-HRTimeline
First Fiduciary Investment Counsel, Inc.70,310$1.71M0.33%-1,68813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.70,051$1.71M0.11%-1,60813F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…67,607$1.65M1.05%-46713F-HRTimeline
MTM Investment Management, LLC67,371$1.64M0.52%+19,77113F-HRTimeline
FIRST MANHATTAN CO. LLC.63,950$1.56M<0.01%+72513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,652$1.55M<0.01%+24,82113F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.63,500$1.55M0.04%013F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC63,376$1.54M0.17%+3,43413F-HRTimeline
Arcataur Capital Management LLC63,238$1.54M0.45%-1,05213F-HRTimeline
IFG Advisory, LLC62,388$1.52M0.07%new13F-HRTimeline
WealthTrust Axiom LLC61,700$1.5M0.4%-2,00013F-HRTimeline
Segment Wealth Management, LLC61,556$1.5M0.09%+23913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.60,187$1.46M0.16%-2,65613F-HRTimeline
Austin Private Wealth, LLC59,735$1.45M0.11%+3,59313F-HRTimeline
Prime Capital Investment Advisors, LLC59,388$1.45M0.02%+2,27713F-HRTimeline
Montecito Bank & Trust59,250$1.44M0.22%13F-HRTimeline
DAVENPORT & Co LLC58,149$1.42M0.01%+2,06713F-HRTimeline
Reliant Wealth Planning57,461$1.4M0.45%+1,85713F-HRTimeline
Cannon Financial Strategists, Inc.57,331$1.4M0.2%+57113F-HRTimeline
Integrated Advisors Network LLC56,979$1.39M0.06%+1,34613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/56,960$1.39M0.26%+1,22513F-HRTimeline
CGN Advisors LLC56,858$1.38M0.11%-17,68413F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC53,631$1.31M0.63%+2,65013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…53,283$1.3M0.03%+5,13713F-HRTimelineGroup
BARRETT & COMPANY, INC.51,834$1.26M0.43%+6813F-HRTimeline
Weaver Consulting Group51,681$1.26M0.32%-7,35213F-HRTimeline
Element Wealth, LLC51,258$1.25M0.54%+1,08813F-HRTimeline
Archford Capital Strategies, LLC50,674$1.23M0.15%+1,35913F-HRTimeline
Consolidated Portfolio Review Corp50,520$1.23M0.15%+3,00313F-HRTimeline
Redwood Financial Network Corp49,396$1.2M0.76%+2,32713F-HRTimeline
Princeton Global Asset Management LLC49,183$1.2M0.2%+3,53013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC47,378$1.15M0.08%+15,39813F-HRTimeline
Farmers National Bank46,434$1.13M0.27%+2,22713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…46,386$1.13M0.17%+5013F-HRTimeline
Balentine LLC46,134$1.12M0.04%+43913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,851$1.12M0.01%new13F-HRTimelineGroup
4J Wealth Management LLC45,519$1.11M0.65%-1,81113F-HRTimeline
Gilbert Capital Group, Inc.44,849$1.09M0.84%+1,48213F-HRTimeline
Alliance Wealth Advisors, LLC /UT42,758$1.04M0.24%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC41,388$1.01M0.44%-79213F-HRTimeline
ADIRONDACK TRUST CO41,354$1.01M0.34%+1,73013F-HRTimeline
COMERICA BANK41,251$1M<0.01%+1,35313F-HRTimeline