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Disclosery

IBDS ISHARES TR

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ETF (fund)

428 managers (429 13F filers) reported a position in IBDS shares at 2026-03-31, 107,701,112 shares in all. 42 filers opened a position and 27 filers sold out during the quarter.

Managers
428
13F filers
429
New
42
Added
244
Reduced
73
Sold out
27
Shares held by filers
107,701,112

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/9,267,348$225M0.02%+312,52213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,201,127$126M0.19%+25,38113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,400,005$107M0.01%+260,40213F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,263,390$103M0.02%+360,88713F-HRTimelineGroup
HM PAYSON & CO4,133,684$100M1.45%-104,83013F-HRTimeline
LPL Financial LLC3,437,609$83.3M0.02%+189,32913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,375,777$81.8M0.03%+28,39413F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC2,048,974$49.7M3.38%+66,28313F-HRTimeline
CAPITAL ADVISORS INC/OK1,933,008$46.9M0.75%+91,19613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,819,241$44M0.01%+99,07213F-HR/ATimelineGroup
Capital Investment Advisors, LLC1,762,449$42.7M0.63%+141,29313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,710,353$41.5M0.01%+73,32713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,627,920$39.5M0.01%-337,94713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,483,260$36M0.05%-53,74713F-HRTimeline
Gratus Wealth Advisors, LLC1,465,127$35.5M5.14%+63,14013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,455,970$35.3M0.06%+95,09613F-HRTimeline
THREADGILL FINANCIAL, LLC1,420,636$34.4M10%+554,19213F-HRTimeline
Kathmere Capital Management, LLC1,371,208$33.2M2.06%+112,31313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,360,290$33M2.03%-2,60113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,295,766$31.4M1.66%+18,57513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,269,820$30.8M1.22%+32,24713F-HRTimeline
RVW Wealth, LLC1,217,920$29.5M2.3%+47,33913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,150,506$27.9M0.04%+17,31513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,103,221$26.7M+214,221Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,017,461$24.7M0.02%-95,54713F-HRTimelineGroup
TABR Capital Management, LLC990,460$24M22.09%+30,99913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…986,619$23.9M0.01%+61,78913F-HRTimelineGroup
Wick Capital Partners, LLC893,964$21.7M3.95%+85,59313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.857,584$20.8M2.04%+54,10213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC787,989$19.1M0.19%+57,67413F-HRTimelineGroup
Summit Asset Management, LLC772,155$18.7M2.6%+9,33713F-HRTimeline
REBALANCE, LLC759,422$18.4M1.07%-12,93313F-HRTimeline
NewEdge Advisors, LLC757,080$18.4M0.07%+33,16913F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth756,131$18.3M0.02%+24,39513F-HRTimelineGroup
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co755,000$18.3M0.63%+187,00013F-HRTimelineGroup
Glenview Trust Co739,672$17.9M0.28%-1,98313F-HRTimeline
Mesirow Financial Investment Management…739,406$17.9M0.29%+350,71913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\701,448$17M0.02%+32,21813F-HRTimelineGroup
SPINNAKER TRUST680,902$16.5M0.91%+93,95613F-HRTimeline
Sanctuary Advisors, LLC666,245$16.1M0.09%+29,04113F-HRTimeline
Strid Group, LLC614,150$14.9M1.84%+86,12713F-HRTimeline
CENTRAL TRUST Co612,998$14.9M0.29%+11,25413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.591,182$14.3M<0.01%+220,58613F-HRTimelineGroup
CWM, LLCin group CWM, LLC582,167$14.1M0.04%+82,39213F-HRTimelineGroup
First National Trust Co579,749$14.1M0.48%+141,65913F-HRTimeline
Venture Visionary Partners LLC572,850$13.9M0.46%-588,67413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP556,683$13.5M0.99%+34,72013F-HRTimeline
NOVEM GROUP520,477$12.6M1.45%+109,57313F-HRTimeline
EP Wealth Advisors, LLC511,346$12.4M0.06%-4,85213F-HRTimeline
Beacon Pointe Advisors, LLC483,816$11.7M0.06%+46,45913F-HRTimeline
Commonwealth Financial Services, LLC466,908$11.3M1.79%+32,28113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.451,426$10.9M0.7%+301,62013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp434,774$10.5M1.06%-141,81613F-HRTimelineGroup
First International Bank of Israel Ltd.in group First International Bank of I…419,402$10.2M2.99%-4,14713F-HRTimelineGroup
Cornerstone Planning, LLC398,278$9.67M2.18%+39,69213F-HRTimeline
Allworth Financial LP398,322$9.66M0.04%+12,41513F-HRTimeline
IFP Advisors, Inc375,764$9.11M0.19%+81,81813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC375,457$9.1M4.3%+22,13913F-HRTimeline
Merit Financial Group, LLC354,327$8.59M0.06%+51,71413F-HRTimeline
Peloton Wealth Strategists351,820$8.53M3.45%+1,39513F-HRTimeline
InvesTrust347,814$8.43M3.54%+3,89413F-HRTimeline
PFG Private Wealth Management, LLC338,044$8.19M3.47%+10,32913F-HRTimeline
Atria Investments, Inc334,454$8.11M0.09%+12,05913F-HRTimeline
Composition Wealth, LLC330,998$8.02M0.11%+120,24213F-HRTimeline
EIGHT 31 FINANCIAL, LLC329,125$7.98M4.82%-7,98613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC323,661$7.85M<0.01%+186,51513F-HRTimelineGroup
Creative Planningin group Creative Planning314,211$7.62M0.01%-33,21113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.313,639$7.6M0.31%+45,80413F-HRTimeline
Kesler, Norman & Wride, LLC307,305$7.45M1.28%+5,64713F-HRTimeline
Cetera Investment Advisers293,757$7.12M0.01%+8,73213F-HRTimeline
Parallel Advisors, LLC283,652$6.88M0.12%+22,62913F-HR/ATimeline
Praetorian Wealth Management, Inc.283,263$6.85M1.3%+16,52113F-HRTimeline
Ironwood Financial, llc281,089$6.81M1.19%+19,67613F-HRTimeline
Madden Advisory Services, Inc.280,567$6.8M2.68%+37,74013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…279,164$6.76M0.04%+109,29813F-HRTimelineGroup
HAMEL ASSOCIATES, INC.272,676$6.61M1.89%+12,63313F-HRTimeline
OneDigital Investment Advisors LLC272,482$6.6M0.06%+82713F-HRTimeline
Integrated Wealth Concepts LLC269,497$6.53M0.05%+67,77113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp265,210$6.43M0.12%+92713F-HRTimelineGroup
Cambridge Investment Research Advisors,…263,207$6.38M0.02%+13,51513F-HRTimeline
Signature Wealth Management Group259,932$6.3M2.39%-39213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC259,209$6.28M0.38%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC258,005$6.26M0.3%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.257,207$6.24M0.04%+172,81913F-HRTimelineGroup
Modern Wealth Management, LLC258,026$6.23M0.11%+43,81613F-HRTimeline
MCF Advisors LLC251,668$6.1M0.27%+10,15513F-HRTimeline
Quantum Financial Advisors, LLC250,308$6.07M0.68%+53,61413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…246,380$5.97M0.01%+73,50913F-HRTimelineGroup
Winthrop Partners - WNY, LLC245,120$5.94M3.17%+5,23013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO244,671$5.92M<0.01%+125,06013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP242,321$5.86M<0.01%+63,27713F-HRTimelineGroup
SONATA CAPITAL GROUP INC236,946$5.74M2.12%+1,08513F-HRTimeline
Resonant Capital Advisors, LLC233,352$5.66M0.3%+6,19613F-HRTimeline
Houlihan Financial Resource Group, Ltd.233,185$5.65M2.2%+106,27213F-HRTimeline
Krilogy Financial LLC222,935$5.4M0.17%+1,82913F-HRTimeline
Crews Bank & Trust222,525$5.39M0.78%+9,68513F-HRTimeline
Janney Montgomery Scott LLC222,541$5.39M0.01%+47613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV220,259$5.34M1.4%-1,01213F-HRTimeline
4Thought Financial Group Inc.216,807$5.26M2.6%+2,97413F-HRTimeline
ES4, LLC215,592$5.23M3.37%+1,49813F-HRTimeline
Heartland Bank & Trust Co207,912$5.04M1.14%+11,21913F-HRTimeline
Leo Wealth, LLC203,315$4.93M0.36%+5,71613F-HRTimeline
Penobscot Investment Management Company…203,090$4.92M0.38%+3,55013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC201,097$4.87M0.07%+47,20913F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.199,615$4.84M2.59%-97013F-HRTimeline
HANCOCK WHITNEY CORP192,727$4.67M0.08%+11,82513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC189,888$4.6M0.3%+11,94213F-HRTimeline
Cornell Pochily Investment Advisors, In…187,025$4.53M1.33%+30,40013F-HRTimeline
Sowell Financial Services LLC186,057$4.51M0.17%+2,90413F-HRTimeline
Robbins Farley172,785$4.19M1.85%+6,75913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP171,240$4.15M0.03%+37,53813F-HRTimelineGroup
Cherry Tree Wealth Management, LLC171,193$4.15M0.88%-2,85613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.170,448$4.13M0.01%-2,13413F-HRTimelineGroup
Great Diamond Partners, LLC170,074$4.12M0.79%+17,80513F-HRTimeline
Laurel Wealth Advisors LLC167,679$4.06M0.4%+4,47713F-HRTimeline
TLWM165,808$4.02M0.72%-78813F-HRTimeline
MONECO ADVISORS, LLC159,136$3.86M0.3%+8,93413F-HRTimeline
Probity Advisors, Inc.148,565$3.6M0.57%-85,70413F-HRTimeline
Evergreen Private Wealth LLC148,278$3.59M1.45%+1,88113F-HRTimeline
Breachway Investments LLC147,070$3.55M3.41%+3,52013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC145,628$3.53M0.71%+5,84413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…144,099$3.48M0.01%+19,42313F-HRTimeline
WJ Wealth Management, LLC143,164$3.47M1.62%+6,61913F-HRTimeline
Sightline Wealth Advisors, LLC140,596$3.41M1.44%-51,95813F-HRTimeline
MEMBERS WEALTH LLC137,985$3.34M2%-7,88013F-HRTimeline
Foundation Wealth Management, LLC136,758$3.32M2.24%new13F-HRTimeline
Stonebrook Private Inc.135,396$3.28M0.7%+4,70513F-HRTimeline
Godshalk Welsh Capital Management, Inc.125,335$3.04M1.76%+13,71013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC121,828$2.95M0.23%+18,40213F-HRTimeline
Integrated Advisors Network LLC121,268$2.94M0.15%+15,57513F-HRTimeline
TFR Capital, LLC.119,133$2.89M0.89%+44,41513F-HRTimeline
Mariner, LLCin group Mariner, LLC118,459$2.87M<0.01%+4,31613F-HRTimelineGroup
LifePlan Financial, LLC117,124$2.84M2.1%+7,20513F-HRTimeline
FIRST MANHATTAN CO. LLC.117,004$2.84M0.01%+25,63513F-HRTimeline
MTM Investment Management, LLC114,766$2.78M0.88%+10,37813F-HRTimeline
KINTRA WEALTH, LLC113,786$2.76M0.2%+97,86713F-HRTimeline
Fortis Capital Management LLC112,908$2.74M0.37%-1,57613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC110,707$2.68M1.4%+1,62613F-HRTimeline
Marathon Mission, Inc.110,552$2.68M1.56%+4,45913F-HRTimeline
Rossmore Private Capital110,108$2.67M0.24%+7,39613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp108,359$2.63M0.07%+1,74413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…108,274$2.62M0.07%+1,56113F-HRTimelineGroup
Covington Investment Advisors Inc.105,135$2.55M0.37%+2,35213F-HRTimeline
McGlone Suttner Wealth Management, Inc.104,366$2.53M0.34%+7,44213F-HRTimeline
Foundry Financial Group, Inc.103,667$2.51M1.25%-2,53513F-HRTimeline
Addison Advisors LLC102,848$2.49M0.55%+10,99013F-HRTimeline
Private Advisor Group, LLC102,620$2.49M0.01%+21,66813F-HRTimeline
SMITH, MOORE & CO.100,922$2.45M0.18%-12,32313F-HRTimeline
Keeler Thomas Management LLC100,369$2.43M1.03%-121,10813F-HRTimeline
10Elms LLP98,054$2.38M1.5%+61,48913F-HRTimeline
Centennial Advisors, LLC94,031$2.28M2.9%-8,91213F-HRTimeline
Chesley Taft & Associates LLC89,383$2.17M0.09%+2,83413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC88,511$2.15M0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC88,225$2.14M0.01%+8,22013F-HRTimeline
FF Advisors,LLC88,149$2.14M0.87%-57,50713F-HRTimeline
Wealthstar Advisors, LLC88,107$2.14M1.27%+2,84613F-HRTimeline
AssuredPartners Investment Advisors, LLC88,262$2.13M0.23%new13F-HRTimeline
Round Rock Advisors LLC86,797$2.1M0.32%+8913F-HRTimeline
Granite Harbor Advisors, Inc.85,133$2.06M0.9%+24,48713F-HRTimeline
HARBOR ADVISORY CORP /MA/83,433$2.02M0.61%+7,20013F-HRTimeline
Roble, Belko & Company, Inc83,371$2.02M0.26%+62,37013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…83,159$2.02M<0.01%+74,06113F-HRTimelineGroup
WRAPMANAGER INC80,828$1.96M0.68%+1,87313F-HRTimeline
Independent Advisor Alliance79,079$1.92M0.02%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC77,378$1.88M0.14%+20,00013F-HRTimeline
Klaas Financial Asset Advisors, LLC76,976$1.87M0.26%+1,93713F-HRTimeline
BEACON FINANCIAL GROUP76,871$1.86M0.19%-94813F-HRTimeline
First Fiduciary Investment Counsel, Inc.75,886$1.84M0.37%-1,69413F-HRTimeline
CABOT WEALTH MANAGEMENT INC75,236$1.82M0.21%+5,98113F-HRTimeline
New England Private Wealth Advisors LLC75,147$1.82M0.21%+35513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,810$1.79M0.02%013F-HRTimeline
Montecito Bank & Trust72,703$1.76M0.29%+5,72913F-HRTimeline
FourThought Financial Partners, LLC72,465$1.76M0.15%+24,38713F-HRTimeline
Clearstead Advisors, LLC72,217$1.75M0.02%-3,62113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.71,499$1.73M0.11%+79513F-HRTimelineGroup
WealthTrust Axiom LLC68,500$1.66M0.41%+3,30013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.67,945$1.65M0.3%+20,83513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,500$1.54M0.03%013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC63,483$1.54M0.32%-11,02313F-HRTimeline
BARRETT & COMPANY, INC.63,106$1.53M0.53%+7,18113F-HRTimeline
Arcataur Capital Management LLC62,625$1.52M0.42%013F-HRTimeline
Princeton Global Asset Management LLC61,533$1.49M0.24%+3,72613F-HRTimeline
Segment Wealth Management, LLC61,475$1.49M0.09%+1,23813F-HRTimeline
High Note Wealth, LLC60,571$1.47M0.29%+43,24013F-HRTimeline
Jefferson Bridge Capital, LLC60,133$1.46M1.45%+1,62613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC59,975$1.45M<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.59,021$1.43M0.05%+11,92213F-HRTimeline
Cannon Financial Strategists, Inc.58,483$1.42M0.19%+37613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.58,435$1.42M0.16%-1,99313F-HRTimeline
DAVENPORT & Co LLC58,149$1.41M0.01%-2513F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC57,473$1.39M0.59%+3,01913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/56,945$1.38M0.24%+513F-HRTimeline
Reliant Wealth Planning56,564$1.37M0.41%+45213F-HRTimeline
MidFirst Bank55,515$1.35M0.11%+1,70013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…55,277$1.34M0.91%-5,60613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp54,274$1.32M<0.01%+14,71313F-HRTimelineGroup
SIGNATUREFD, LLC53,485$1.3M0.02%+44,00413F-HRTimeline
Element Wealth, LLC52,695$1.28M0.53%+1,17213F-HRTimeline
Redwood Financial Network Corp52,598$1.27M0.84%+2,24513F-HRTimeline
Bullock Wealth Management Group52,637$1.27M0.64%+10,11613F-HRTimeline