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Disclosery

IBDT ISHARES TR

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ETF (fund)

434 managers (435 13F filers) reported a position in IBDT shares at 2026-06-30, 118,148,939 shares in all. 37 filers opened a position and 23 filers sold out during the quarter.

Managers
434
13F filers
435
New
37
Added
235
Reduced
98
Sold out
23
Shares held by filers
118,148,939

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/9,526,329$241M0.02%+575,67413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,532,094$140M0.17%+247,07013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY4,818,723$122M0.01%+167,06713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,224,505$107M0.38%-250,94213F-HRTimelineGroup
Capital Investment Advisors, LLC3,890,204$98.2M1.3%+137,63013F-HRTimeline
UBS Group AGin group UBS Group AG3,771,658$95.2M0.02%+246,68013F-HRTimelineGroup
CAPITAL ADVISORS INC/OK3,572,252$90.2M1.33%+39,31813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,315,601$83.7M0.02%+197,30313F-HRTimelineGroup
HM PAYSON & CO3,174,609$80.2M1.06%+234,28113F-HRTimeline
LPL Financial LLC2,896,388$73.1M0.02%+382,89913F-HRTimeline
HighTower Advisors, LLC1,821,559$46M0.04%+47,00113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,718,025$43.4M0.01%+83,25313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,675,867$42.3M0.01%+207,78113F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC1,666,571$42.1M2.61%+103,99913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,624,267$41M0.01%-224,81913F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,520,952$38.4M2.98%+85,39613F-HRTimeline
SUMMITRY LLC1,507,612$38.1M1.25%+54,25013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,453,743$36.7M2%-170,41113F-HRTimeline
Gratus Wealth Advisors, LLC1,410,511$35.6M4.53%+38,34313F-HRTimeline
Kathmere Capital Management, LLC1,388,753$35.1M1.86%+82,50613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,336,901$33.8M1.65%+58,56213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,309,506$33.1M1.19%+78,88013F-HRTimeline
Klingman & Associates, LLC1,294,887$32.7M1.39%-9,49813F-HRTimeline
RVW Wealth, LLC1,206,680$30.5M2.01%+47,45413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,102,165$27.8M+186,248Timeline
Baltimore-Washington Financial Advisors…1,090,554$27.5M1.03%+36,17213F-HRTimeline
Summit Financial, LLC1,089,727$27.5M0.3%+540,85813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,073,212$27.1M0.03%+47,86013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,070,569$27M0.04%+81,21113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,067,372$27M0.02%+30,55413F-HRTimelineGroup
TABR Capital Management, LLC946,636$23.9M20.37%+903,24113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP939,140$23.7M0.03%+69,92213F-HRTimelineGroup
NewEdge Advisors, LLC850,687$21.5M0.06%+65,62313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.803,638$20.3M1.8%+9,16713F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC778,356$19.7M0.18%+37,70313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\771,072$19.5M0.02%+100,09913F-HRTimelineGroup
Summit Asset Management, LLC753,549$19M2.44%+13,88713F-HRTimeline
REBALANCE, LLC682,885$17.2M0.9%-40,39613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.673,567$17M<0.01%+109,11213F-HRTimelineGroup
Mesirow Financial Investment Management…653,571$16.5M0.26%+15,77313F-HRTimeline
SPINNAKER TRUST639,228$16.1M0.78%+91,41913F-HRTimeline
Sanctuary Advisors, LLC612,638$15.5M0.07%+38,32413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp591,506$14.9M1.34%+13,90713F-HRTimelineGroup
CENTRAL TRUST Co583,112$14.7M0.27%+43,44413F-HRTimeline
Glenview Trust Co576,746$14.6M0.2%+15,27913F-HR/ATimeline
NOVEM GROUP563,458$14.2M1.44%+64,49813F-HRTimeline
Strid Group, LLC533,967$13.5M1.5%+148,90413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…533,006$13.5M0.01%+30,76013F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP529,578$13.4M0.82%+39,40013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.527,531$13.3M0.13%+38,68913F-HRTimelineGroup
Integrated Wealth Concepts LLC524,705$13.2M0.06%+254,65213F-HRTimeline
Windsor Capital Management, LLC516,289$13M3.39%+17,35613F-HRTimeline
Cornerstone Planning, LLC512,899$13M3%+13,29013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth511,450$12.9M0.01%+172,27813F-HRTimelineGroup
Snowden Capital Advisors LLC509,515$12.9M0.3%+4,11013F-HRTimeline
First National Trust Co507,886$12.8M0.44%+10,01713F-HRTimeline
Peloton Wealth Strategists411,188$10.4M3.84%+12,00013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…402,000$10.2M2.77%013F-HRTimelineGroup
Ironwood Financial, llc400,157$10.1M1.57%+156,51813F-HRTimeline
Northstar Group, Inc.392,466$9.91M1.28%+38,38013F-HRTimeline
Allworth Financial LP390,112$9.85M0.04%+40,78213F-HRTimeline
Beacon Pointe Advisors, LLC380,094$9.6M0.04%+16,47713F-HRTimeline
Atria Investments, Inc374,417$9.45M0.09%+41,68013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC370,192$9.35M3.94%+26,68813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC368,353$9.3M<0.01%+76,97213F-HRTimelineGroup
Global Retirement Partners, LLC364,874$9.21M0.14%13F-HRTimeline
Cetera Investment Advisers356,117$8.99M0.01%+95,82613F-HRTimeline
EP Wealth Advisors, LLC344,113$8.69M0.03%+123,79713F-HRTimeline
Parallel Advisors, LLC339,434$8.57M0.13%+34,52113F-HRTimeline
InvesTrust332,478$8.4M3.23%+18,01213F-HRTimeline
Merit Financial Group, LLC327,611$8.27M0.05%+40,68013F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC320,900$8.1M4.82%+7,22013F-HRTimeline
PFG Private Wealth Management, LLC305,532$7.71M3.34%-27,64813F-HRTimeline
IFP Advisors, Inc303,282$7.66M0.14%-96513F-HRTimeline
Composition Wealth, LLC300,201$7.58M0.09%+35,13313F-HRTimeline
Janney Montgomery Scott LLC296,407$7.48M0.01%+154,45413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC280,115$7.07M0.38%+47,55713F-HRTimeline
Praetorian Wealth Management, Inc.275,923$6.97M1.2%+4,10613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP272,590$6.88M<0.01%+39,84013F-HRTimelineGroup
Quantum Financial Advisors, LLC271,687$6.86M0.68%+36,92813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…267,703$6.75M0.04%+73,85813F-HRTimelineGroup
Guidance Point Advisors, LLC266,941$6.74M1.42%+14,66413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.263,379$6.65M0.38%+65,35513F-HRTimeline
HAMEL ASSOCIATES, INC.262,251$6.62M1.83%-61713F-HRTimeline
SONATA CAPITAL GROUP INC261,971$6.61M2.13%+13,57413F-HRTimeline
Penobscot Investment Management Company…260,871$6.59M0.45%+27,11813F-HRTimeline
MinichMacGregor Wealth Management, LLC252,775$6.38M0.97%+6,38213F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.249,890$6.31M3.14%+50,27513F-HRTimeline
Heartland Bank & Trust Co247,322$6.24M1.29%+33,84813F-HRTimeline
Cheviot Value Management, LLC244,851$6.18M0.63%-6,49113F-HRTimeline
MCF Advisors LLC244,338$6.17M0.22%-7,31413F-HRTimeline
HARBOR ADVISORY CORP /MA/242,577$6.13M1.64%+27,30013F-HRTimeline
Cambridge Investment Research Advisors,…240,359$6.07M0.01%-1,17913F-HR/ATimeline
Houlihan Financial Resource Group, Ltd.230,329$5.82M2.07%+6,46413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.228,180$5.76M0.21%+22,97913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.227,792$5.75M0.01%+34,95013F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV227,284$5.74M1.3%+13,50713F-HRTimeline
Wick Capital Partners, LLC223,896$5.65M0.85%+33,95513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC222,717$5.62M0.07%+54,66513F-HRTimeline
4Thought Financial Group Inc.215,180$5.43M2.55%+40,83213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp212,420$5.36M0.09%-11,27113F-HRTimelineGroup
Winthrop Partners - WNY, LLC211,849$5.35M2.65%+11,82513F-HRTimeline
Krilogy Financial LLC207,145$5.23M0.15%+1,25913F-HRTimeline
HANCOCK WHITNEY CORP202,966$5.12M0.09%+1713F-HRTimeline
Crews Bank & Trust200,155$5.05M0.66%-1,82013F-HRTimeline
10Elms LLP195,400$4.93M2.09%+88,09513F-HRTimeline
OneDigital Investment Advisors LLC194,537$4.91M0.04%-26,36313F-HRTimeline
MONECO ADVISORS, LLC190,785$4.82M0.29%-5,03813F-HRTimeline
Creative Planningin group Creative Planning190,309$4.81M<0.01%+4,25013F-HRTimelineGroup
Twin Cities Retirement Group LLC188,280$4.75M4.07%-3,30513F-HRTimeline
Chicago Partners Investment Group LLC186,556$4.69M0.09%+1,91413F-HRTimeline
MEMBERS WEALTH LLC184,119$4.65M2.55%+16,21013F-HRTimeline
Centric Wealth Management182,808$4.61M0.72%013F-HRTimeline
Sowell Financial Services LLC182,120$4.6M0.15%+67513F-HRTimeline
Laurel Wealth Advisors LLC181,149$4.57M0.44%+8,46013F-HRTimeline
Valmark Advisers, Inc.179,022$4.52M0.05%+30,20813F-HRTimeline
KINTRA WEALTH, LLC174,257$4.39M0.23%-3,65013F-HRTimeline
CABOT WEALTH MANAGEMENT INC170,474$4.3M0.44%+75,00313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC166,941$4.22M0.25%+6,54813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC163,519$4.13M0.69%+23,74013F-HRTimeline
Great Diamond Partners, LLC161,987$4.09M0.7%-58,73313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP160,134$4.04M0.02%+1,33113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…160,511$4.04M0.01%+41,04113F-HRTimeline
Rossmore Private Capital157,958$3.99M0.32%+16,39013F-HRTimeline
SAX WEALTH ADVISORS, LLC154,727$3.92M0.16%+4,66913F-HRTimeline
Madden Advisory Services, Inc.153,604$3.88M1.39%-1413F-HRTimeline
Evergreen Private Wealth LLC149,858$3.78M1.4%+8,37513F-HRTimeline
Sightline Wealth Advisors, LLC147,599$3.73M1.36%+44,30413F-HRTimeline
Covington Investment Advisors Inc.146,328$3.69M0.48%+43,34613F-HRTimeline
Commonwealth Financial Services, LLC145,970$3.69M0.5%-287,37413F-HRTimeline
Godshalk Welsh Capital Management, Inc.144,850$3.66M1.97%+6,00013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…139,098$3.51M0.01%+54,73513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.135,815$3.43M0.06%+32,55713F-HRTimeline
MTM Investment Management, LLC135,015$3.41M0.97%+83,06613F-HRTimeline
Probity Advisors, Inc.134,177$3.39M0.48%-115,47113F-HRTimeline
Matthew Goff Investment Advisor, LLC133,514$3.37M0.57%new13F-HRTimeline
Stonebrook Private Inc.132,496$3.35M0.61%+2,39213F-HRTimeline
Kesler, Norman & Wride, LLC129,186$3.26M0.52%-7,96713F-HRTimeline
Mariner, LLCin group Mariner, LLC127,958$3.23M<0.01%+13,75313F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.127,084$3.21M2.33%+1,92913F-HRTimeline
Roble, Belko & Company, Inc124,054$3.13M0.34%+31,62413F-HRTimeline
ADIRONDACK TRUST CO123,112$3.11M0.93%+1,69613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC122,422$3.09M0.22%+7,78913F-HRTimeline
Breachway Investments LLC119,341$3.01M4.54%-8,52713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp117,988$2.98M0.07%+10,19613F-HRTimelineGroup
LifePlan Financial, LLC114,917$2.9M2.03%+2,34013F-HRTimeline
Venture Visionary Partners LLC114,771$2.9M0.08%+9113F-HRTimeline
High Note Wealth, LLC113,937$2.88M0.49%+57,98513F-HRTimeline
AssuredPartners Investment Advisors, LLC112,785$2.85M0.28%+13,67113F-HRTimeline
FIRST MANHATTAN CO. LLC.112,377$2.84M0.01%+30,91513F-HRTimeline
Resonant Capital Advisors, LLC106,267$2.68M0.13%-53113F-HRTimeline
Marathon Mission, Inc.105,504$2.66M1.33%-22613F-HRTimeline
Cornell Pochily Investment Advisors, In…103,611$2.62M0.7%-76,20313F-HRTimeline
Chesley Taft & Associates LLC101,657$2.57M0.1%+5,60013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99,707$2.52M<0.01%+16,99713F-HRTimelineGroup
Modern Wealth Management, LLC97,557$2.46M0.03%-147,73813F-HRTimeline
FourThought Financial Partners, LLC96,458$2.44M0.19%+16,94313F-HRTimeline
McGlone Suttner Wealth Management, Inc.94,511$2.39M0.28%+6,56713F-HRTimeline
LFA - Lugano Financial Advisors SA94,311$2.38M1.43%013F-HRTimeline
COWA, LLC94,287$2.38M0.6%+14,16313F-HRTimeline
Arcataur Capital Management LLC93,655$2.36M0.59%+95013F-HRTimeline
Segment Wealth Management, LLC89,480$2.26M0.12%+11,14513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…88,949$2.25M1.37%-12,74713F-HRTimeline
Fortis Capital Management LLC87,159$2.2M0.25%+19,42013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…86,646$2.19M0.11%+12,13013F-HRTimeline
Keeler Thomas Management LLC86,624$2.19M0.78%-4,55613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC86,292$2.18M0.03%-9,12813F-HRTimeline
Integrated Advisors Network LLC84,780$2.14M0.1%+11,56413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co82,444$2.08M0.09%+65,56613F-HRTimelineGroup
IFG Advisory, LLC80,005$2.02M0.07%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,946$1.99M0.01%-13,09813F-HRTimelineGroup
Foundation Wealth Management, LLC78,232$1.98M1.17%+2,03113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC77,898$1.97M0.92%+8,72913F-HRTimeline
Wilkins Miller Wealth Management, LLC77,792$1.96M1.08%+2,71313F-HRTimeline
Foundry Financial Group, Inc.76,597$1.93M0.84%+30813F-HRTimeline
TFR Capital, LLC.76,496$1.93M0.54%+13,11713F-HRTimeline
First Fiduciary Investment Counsel, Inc.75,233$1.9M0.36%+2,44013F-HRTimeline
Sequoia Financial Advisors, LLC74,617$1.88M0.01%-1,00013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…71,728$1.81M<0.01%+5,60213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.70,773$1.79M0.01%+1,68813F-HRTimelineGroup
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co70,000$1.77M0.06%new13F-HRTimelineGroup
WRAPMANAGER INC69,515$1.76M0.55%-7,08013F-HRTimeline
Reliant Wealth Planning69,355$1.75M0.48%+65813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC69,017$1.74M0.03%+5,03313F-HRTimeline
Weaver Consulting Group68,125$1.72M0.35%new13F-HRTimeline
Scissortail Wealth Management, LLC66,756$1.69M0.32%+1,91013F-HRTimeline
BEACON FINANCIAL GROUP66,048$1.67M0.15%-8,22213F-HRTimeline
Cove Private Wealth, LLC66,000$1.67M0.32%+29,00013F-HRTimeline
Princeton Global Asset Management LLC62,335$1.57M0.23%-86513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,655$1.56M<0.01%-44813F-HRTimelineGroup
Bullock Wealth Management Group60,716$1.53M0.66%13F-HRTimeline
Cyr Financial Inc.60,207$1.52M0.79%+6,08113F-HRTimeline
Advance Capital Management, Inc.59,935$1.51M0.05%+66113F-HRTimeline
DAVENPORT & Co LLC59,375$1.5M0.01%-8013F-HRTimeline
BARRETT & COMPANY, INC.59,062$1.49M0.42%+12,52613F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC58,657$1.48M0.65%-36413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD58,123$1.47M0.01%-7,46513F-HRTimelineGroup
Jefferson Bridge Capital, LLC57,496$1.45M1.26%-9,90113F-HRTimeline
Mendota Financial Group, LLC56,645$1.43M0.89%+20,28213F-HRTimeline
BridgePort Financial Solutions, LLC56,409$1.42M0.36%-1,98313F-HRTimeline