Skip to content
Disclosery

IBDS ISHARES TR

Follow

ETF (fund)

Filings received so far for Q3 2026: 24 13F filers report a position in IBDS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
RVW Wealth, LLC1,248,705$30.1M1.93%-23,61913F-HRTimeline
Venture Visionary Partners LLC507,140$12.2M0.32%+50,43813F-HRTimeline
TLWM162,168$3.91M0.62%-1,36513F-HRTimeline
Marathon Mission, Inc.112,717$2.72M1.37%+2,73313F-HRTimeline
Montecito Bank & Trust73,360$1.77M0.27%+37613F-HRTimeline
Farther Finance Advisors, LLC72,894$1.76M0.01%-6,91013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.70,103$1.69M0.27%+1,58413F-HRTimeline
Bullock Wealth Management Group66,407$1.6M0.66%+1,20013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.63,847$1.54M0.09%-5,06813F-HRTimelineGroup
Weaver Consulting Group39,277$947K0.18%+74213F-HRTimeline
Avidian Wealth Enterprises, LLC24,678$595K0.02%+7,04613F-HRTimeline
Bank of New Hampshire21,930$529K0.11%-2,62513F-HRTimeline
S.E.E.D. Planning Group LLC17,674$426K0.1%-1,00213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,248$320K0.06%new13F-HRTimeline
GAMMA Investing LLC13,164$318K0.01%+1,23613F-HRTimeline
Sarver Vrooman Wealth Advisors12,004$290K0.17%-17013F-HRTimeline
Horizons Wealth Management10,438$252K0.16%13F-HRTimeline
Trust Co7,476$180K0.02%+95313F-HRTimeline
Coastline Trust Co4,003$96.6K0.01%-37213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BURKETT FINANCIAL SERVICES, LLC2,152$51.9K0.02%+2313F-HRTimeline
Miller Global Investments, LLC1,240$29.9K0.02%-38013F-HRTimeline
EASTERN BANK1,145$27.6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC855$20.6K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP671$16.2K<0.01%new13F-HRTimelineGroup