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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,954,826$217M0.02%+501,45613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,175,746$126M0.19%+1,319,15913F-HRTimeline
HM PAYSON & CO4,238,514$103M1.45%+652,30913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,139,603$101M0.01%+256,40413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG3,902,503$94.8M0.02%+663,89313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,347,383$81.3M0.03%+270,75913F-HRTimelineGroup
LPL Financial LLC3,248,280$78.9M0.02%+383,06813F-HRTimeline
Sound View Wealth Advisors Group, LLC1,982,691$48.1M3.23%+522,39513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,965,867$47.7M0.01%+43,01113F-HRTimelineGroup
CAPITAL ADVISORS INC/OK1,841,812$44.7M0.72%-2,567,32113F-HRTimeline
HighTower Advisors, LLC1,799,646$43.7M0.05%+226,43813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,720,169$41.8M0.01%+113,49613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,637,026$39.7M0.01%+49,04713F-HRTimelineGroup
Capital Investment Advisors, LLC1,621,156$39.4M0.6%+189,51113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,537,007$37.3M0.05%+229,77913F-HRTimeline
Gratus Wealth Advisors, LLC1,401,987$34M4.72%+56,51213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,362,891$33.1M2.07%-15,07513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,360,874$33M0.06%+459,73813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,277,191$31M1.58%+47,99213F-HRTimeline
Kathmere Capital Management, LLC1,258,895$30.6M2.06%-9,58813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,237,573$30M1.14%+64,62313F-HRTimeline
RVW Wealth, LLC1,170,581$28.4M2.17%+133,38613F-HRTimeline
Venture Visionary Partners LLC1,161,524$28.4M0.93%+11,91913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,133,191$27.5M0.04%+16,08913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,113,008$27M0.02%+96,20813F-HRTimelineGroup
Klingman & Associates, LLC1,027,244$24.9M1.2%+39,18213F-HRTimeline
TABR Capital Management, LLC959,461$23.3M15.54%-99,05713F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…924,830$22.5M0.01%+300,87113F-HR/ATimelineGroup
THREADGILL FINANCIAL, LLC866,444$21.6M8.9%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding889,000$21.6M+140,250Timeline
Wick Capital Partners, LLC808,371$19.6M3.52%+243,96813F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.803,482$19.5M1.87%+82,13213F-HRTimeline
REBALANCE, LLC772,355$18.8M1.1%+71,10013F-HRTimeline
Summit Asset Management, LLC762,818$18.5M2.62%+47,06413F-HRTimeline
Glenview Trust Co741,655$18M0.28%+32,99913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth731,736$17.8M0.02%+423,51713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC730,315$17.7M0.2%+26,73113F-HRTimelineGroup
NewEdge Advisors, LLC723,911$17.6M0.06%+89,57213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\669,230$16.2M0.02%+52,83713F-HRTimelineGroup
Sanctuary Advisors, LLC637,204$15.5M0.08%+240,26613F-HRTimeline
CENTRAL TRUST Co601,744$14.6M0.29%+102,05513F-HRTimeline
SPINNAKER TRUST586,946$14.3M0.76%+63,63113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp576,590$14M1.4%+19,65713F-HRTimelineGroup
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co568,000$13.8M0.4%+203,00013F-HRTimelineGroup
Global Retirement Partners, LLC564,254$13.7M0.24%+38,77713F-HRTimeline
Strid Group, LLC528,023$12.8M1.6%+92,53813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP521,963$12.7M0.92%+77,68313F-HRTimeline
EP Wealth Advisors, LLC516,198$12.5M0.07%13F-HRTimeline
CWM, LLCin group CWM, LLC499,775$12.1M0.03%-27,62313F-HRTimelineGroup
First National Trust Co438,090$10.6M0.35%+71,44813F-HRTimeline
Beacon Pointe Advisors, LLC437,357$10.6M0.07%+46,11313F-HRTimeline
Commonwealth Financial Services, LLC434,627$10.6M1.74%+17,32913F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…423,549$10.3M4.91%013F-HRTimelineGroup
NOVEM GROUP410,904$9.98M1.16%+24,81413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC393,499$9.55M0.14%-22,63613F-HRTimeline
Mesirow Financial Investment Management…388,687$9.44M0.19%-64,42913F-HRTimeline
Allworth Financial LP385,907$9.37M0.04%+123,08213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.370,596$9M<0.01%+291,51613F-HRTimelineGroup
Cornerstone Planning, LLC358,586$8.71M2.02%13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC353,318$8.58M3.99%+35,62013F-HRTimeline
Peloton Wealth Strategists350,425$8.51M3.3%+11,35513F-HRTimeline
Creative Planningin group Creative Planning347,422$8.44M0.01%-14,74513F-HRTimelineGroup
InvesTrust343,920$8.35M3.23%-6,60013F-HRTimeline
EIGHT 31 FINANCIAL, LLC337,111$8.19M4.49%+22,89813F-HRTimeline
PFG Private Wealth Management, LLC327,715$7.96M3.48%new13F-HRTimeline
Atria Investments, Inc322,395$7.83M0.09%+117,81013F-HRTimeline
Merit Financial Group, LLC302,613$7.35M0.06%+73,80413F-HRTimeline
Kesler, Norman & Wride, LLC301,658$7.32M1.26%+108,44513F-HRTimeline
IFP Advisors, Inc293,946$7.14M0.16%+69013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.290,835$7.06M2.77%new13F-HRTimeline
Cetera Investment Advisers285,025$6.92M0.01%+17,64313F-HRTimeline
OneDigital Investment Advisors LLC271,655$6.6M0.06%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.267,835$6.5M0.27%+50,51413F-HRTimeline
Praetorian Wealth Management, Inc.266,742$6.49M1.29%+21,49913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp264,283$6.42M0.12%+17,86413F-HRTimelineGroup
Parallel Advisors, LLC261,023$6.38M0.12%+8,98813F-HRTimeline
Ironwood Financial, llc261,413$6.35M1.08%+61,44613F-HRTimeline
Signature Wealth Management Group260,324$6.32M2.58%-74813F-HRTimeline
HAMEL ASSOCIATES, INC.260,043$6.31M1.9%+7,39513F-HRTimeline
SAX WEALTH ADVISORS, LLC258,005$6.26M0.29%+9,38013F-HRTimeline
Cambridge Investment Research Advisors,…249,692$6.06M0.02%+9,27813F-HRTimeline
Madden Advisory Services, Inc.242,827$5.9M2.37%new13F-HRTimeline
MCF Advisors LLC241,513$5.86M0.32%-33,52913F-HRTimeline
Winthrop Partners - WNY, LLC239,890$5.82M3.14%13F-HRTimeline
SONATA CAPITAL GROUP INC235,861$5.73M2.07%+21,18513F-HRTimeline
Probity Advisors, Inc.234,269$5.69M0.91%+19,01113F-HRTimeline
Resonant Capital Advisors, LLC227,156$5.52M0.3%+6,04513F-HRTimeline
Janney Montgomery Scott LLC222,065$5.39M0.01%+3,10113F-HRTimeline
Keeler Thomas Management LLC221,477$5.38M2.56%new13F-HRTimeline
Krilogy Financial LLC221,106$5.38M0.18%+7,20113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV221,271$5.37M1.41%+10,11013F-HRTimeline
Modern Wealth Management, LLC214,210$5.2M0.09%+30,96713F-HRTimeline
ES4, LLC214,094$5.2M3.58%13F-HRTimeline
4Thought Financial Group Inc.213,833$5.19M2.57%+9,60913F-HRTimeline
Crews Bank & Trust212,840$5.17M0.74%+15,65013F-HRTimeline
Composition Wealth, LLC210,756$5.12M0.07%+4,69713F-HRTimeline
Integrated Wealth Concepts LLC201,726$4.9M0.06%-18,21913F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.200,585$4.87M2.85%+6,24013F-HRTimeline
Penobscot Investment Management Company…199,540$4.84M0.36%+110,87013F-HRTimeline
Leo Wealth, LLC197,599$4.8M0.35%-64813F-HRTimeline
Quantum Financial Advisors, LLC196,694$4.78M0.54%+11,77513F-HRTimeline
Heartland Bank & Trust Co196,693$4.78M2.02%+10,31813F-HRTimeline
Sightline Wealth Advisors, LLC192,554$4.68M1.99%-17,04813F-HRTimeline
Sowell Financial Services LLC183,153$4.45M0.16%+6,79113F-HRTimeline
HANCOCK WHITNEY CORP180,902$4.39M0.08%-2,48413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP179,044$4.35M<0.01%+66,80513F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC177,946$4.32M0.27%+66913F-HRTimeline
Cherry Tree Wealth Management, LLC174,049$4.23M0.89%+2,15413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…172,871$4.2M0.01%+109,21913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.172,582$4.19M0.01%-31,95713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…169,866$4.12M0.02%+47,36513F-HRTimelineGroup
TLWM166,596$4.04M0.74%-8,83413F-HRTimeline
Robbins Farley166,026$4.03M1.83%+16,78513F-HRTimeline
Laurel Wealth Advisors LLC163,202$3.96M0.52%+3,18413F-HRTimeline
Cornell Pochily Investment Advisors, In…156,625$3.8M1.1%+27,58213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC153,888$3.74M0.06%+8,36313F-HRTimeline
Great Diamond Partners, LLC152,269$3.7M0.71%+48,45713F-HRTimeline
MONECO ADVISORS, LLC150,202$3.65M0.29%+6,55013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.149,806$3.64M0.24%+7,33613F-HRTimeline
Evergreen Private Wealth LLC146,397$3.55M1.4%+10,72013F-HRTimeline
MEMBERS WEALTH LLC145,865$3.55M2.22%+12,80713F-HRTimeline
FF Advisors,LLC145,656$3.54M1.58%+22,24013F-HRTimeline
Breachway Investments LLC143,550$3.49M3.68%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC139,784$3.39M0.71%+8,90113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,146$3.33M<0.01%-120,22613F-HRTimelineGroup
WJ Wealth Management, LLC136,545$3.32M1.45%+8,74813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP133,702$3.25M0.02%+93,03613F-HRTimelineGroup
Stonebrook Private Inc.130,691$3.17M0.66%+4,84013F-HRTimeline
Houlihan Financial Resource Group, Ltd.126,913$3.08M1.17%+28,43313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…124,676$3.03M<0.01%+1,80413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO119,611$2.9M<0.01%-58,48613F-HRTimelineGroup
Fortis Capital Management LLC114,484$2.78M0.37%-1,05913F-HRTimeline
Mariner, LLCin group Mariner, LLC114,143$2.77M<0.01%+6,64913F-HRTimelineGroup
SMITH, MOORE & CO.113,245$2.75M0.21%+13,03113F-HRTimeline
Godshalk Welsh Capital Management, Inc.111,625$2.71M1.55%+9,87513F-HRTimeline
LifePlan Financial, LLC109,919$2.67M2.05%+1,06413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC109,081$2.65M1.44%+33,71713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…106,713$2.59M0.06%+53,43013F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp106,615$2.59M0.07%-5,28213F-HRTimelineGroup
Foundry Financial Group, Inc.106,202$2.58M1.29%-1,05113F-HRTimeline
Marathon Mission, Inc.106,093$2.58M1.49%+31313F-HRTimeline
Integrated Advisors Network LLC105,693$2.57M0.11%+48,71413F-HRTimeline
MTM Investment Management, LLC104,388$2.53M0.81%+37,01713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC103,426$2.51M0.19%+14,33313F-HRTimeline
Centennial Advisors, LLC102,943$2.5M3.25%13F-HRTimeline
Covington Investment Advisors Inc.102,783$2.5M0.34%+14,22413F-HRTimeline
Rossmore Private Capital102,712$2.49M0.22%+18,82313F-HRTimeline
McGlone Suttner Wealth Management, Inc.96,924$2.35M0.32%+13,79413F-HRTimeline
Addison Advisors LLC91,858$2.23M0.5%+19,34213F-HRTimeline
FIRST MANHATTAN CO. LLC.91,369$2.22M0.01%+27,41913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC88,511$2.15M0.04%+15,52113F-HRTimeline
Round Rock Advisors LLC86,708$2.11M0.32%+9,50513F-HR/ATimeline
Chesley Taft & Associates LLC86,549$2.1M0.08%+2,57513F-HRTimeline
Wealthstar Advisors, LLC85,261$2.07M1.13%+31913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.84,388$2.05M0.01%+38,53713F-HRTimelineGroup
Private Advisor Group, LLC80,952$1.97M0.01%+6,61513F-HRTimeline
Sequoia Financial Advisors, LLC80,005$1.94M0.01%013F-HRTimeline
WRAPMANAGER INC78,955$1.92M0.65%-16,92513F-HRTimeline
BEACON FINANCIAL GROUP77,819$1.89M0.19%+6,51813F-HRTimeline
First Fiduciary Investment Counsel, Inc.77,580$1.88M0.37%+7,27013F-HRTimeline
HARBOR ADVISORY CORP /MA/76,233$1.85M0.56%+38,70013F-HRTimeline
Clearstead Advisors, LLC75,838$1.84M0.02%-13,58413F-HRTimeline
Klaas Financial Asset Advisors, LLC75,039$1.82M0.26%+63,66013F-HRTimeline
New England Private Wealth Advisors LLC74,792$1.82M0.23%+40113F-HR/ATimeline
TFR Capital, LLC.74,718$1.81M0.6%+45,60313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC74,506$1.81M0.35%-7,21013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,810$1.79M0.02%013F-HRTimeline
STAR Financial Bank73,585$1.79M0.91%-55213F-HRTimeline
Prime Capital Investment Advisors, LLC71,860$1.74M0.02%+12,47213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.70,704$1.72M0.11%+65313F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.25,992$1.72M0.84%new13F-HRTimeline
CABOT WEALTH MANAGEMENT INC69,255$1.68M0.19%+5,87913F-HRTimeline
Montecito Bank & Trust66,974$1.63M0.26%+7,72413F-HRTimeline
WealthTrust Axiom LLC65,200$1.58M0.41%+3,50013F-HRTimeline
IFG Advisory, LLC64,815$1.57M0.07%+2,42713F-HRTimeline
Camelot Portfolios, LLC64,448$1.56M0.97%-10,44613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,500$1.54M0.03%013F-HRTimelineGroup
Arcataur Capital Management LLC62,625$1.52M0.44%-61313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…60,883$1.48M0.97%-6,72413F-HRTimeline
Granite Harbor Advisors, Inc.60,646$1.47M0.62%-24,74113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.60,428$1.47M0.16%+24113F-HRTimeline
Segment Wealth Management, LLC60,237$1.46M0.08%-1,31913F-HRTimeline
Austin Private Wealth, LLC60,053$1.46M0.11%+31813F-HRTimeline
Jefferson Bridge Capital, LLC58,507$1.42M1.43%13F-HRTimeline
DAVENPORT & Co LLC58,174$1.41M0.01%+2513F-HRTimeline
Cannon Financial Strategists, Inc.58,107$1.41M0.2%+77613F-HRTimeline
Princeton Global Asset Management LLC57,807$1.4M0.23%+8,62413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC57,378$1.39M0.09%+10,00013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/56,940$1.38M0.25%-2013F-HRTimeline
Reliant Wealth Planning56,112$1.36M0.43%-1,34913F-HRTimeline
BARRETT & COMPANY, INC.55,925$1.36M0.45%+4,09113F-HRTimeline
CGN Advisors LLC55,458$1.35M0.11%-1,40013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC54,454$1.32M0.61%+82313F-HRTimeline
WESBANCO BANK INC53,977$1.31M0.04%new13F-HRTimeline
MidFirst Bank53,815$1.31M0.1%13F-HRTimeline
Element Wealth, LLC51,523$1.25M0.52%+26513F-HRTimeline
Archford Capital Strategies, LLC50,992$1.24M0.14%+31813F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC50,419$1.22M0.54%+9,03113F-HRTimeline
Redwood Financial Network Corp50,353$1.22M0.78%+95713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,785$1.18M<0.01%+15,06613F-HR/ATimelineGroup