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Disclosery

IBDT ISHARES TR

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ETF (fund)

435 managers (436 13F filers) reported a position in IBDT shares at 2026-06-30, 118,151,004 shares in all. 37 filers opened a position and 23 filers sold out during the quarter.

Managers
435
13F filers
436
New
37
Added
237
Reduced
98
Sold out
23
Shares held by filers
118,151,004

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
BridgePort Financial Solutions, LLC56,409$1.42M0.36%-1,98313F-HRTimeline
Jacobi Capital Management LLC56,027$1.41M0.07%+10,46713F-HRTimeline
SMITH, MOORE & CO.55,736$1.41M0.09%-1,69013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…55,590$1.4M0.03%+4,52113F-HRTimelineGroup
Montecito Bank & Trust55,536$1.4M0.21%+67013F-HRTimeline
Farther Finance Advisors, LLC55,489$1.4M0.01%+2,80513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/55,045$1.39M0.22%+1,37513F-HRTimeline
Beaumont Financial Advisors, LLC54,602$1.38M0.09%-1,50913F-HRTimeline
Briggs Wealth Management, Inc54,595$1.38M1.26%-2,63213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…54,236$1.37M0.17%+6,37413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,843$1.36M<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC53,227$1.34M0.01%+1,03313F-HRTimeline
Gilbert Capital Group, Inc.52,547$1.33M0.93%-5,40513F-HRTimeline
SIGNATUREFD, LLC52,294$1.32M0.02%+13,23813F-HRTimeline
One Day In July LLC51,786$1.31M0.09%new13F-HRTimeline
OLD MISSION CAPITAL LLC50,118$1.27M0.03%new13F-HRTimeline
Meridian Wealth Management, LLC50,100$1.27M0.04%+39,50013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.49,825$1.26M0.03%013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC49,213$1.24M0.22%-9913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,199$1.24M<0.01%-15,89513F-HRTimelineGroup
Farmers National Bank47,792$1.21M0.25%-19813F-HRTimeline
Archford Capital Strategies, LLC47,731$1.21M0.12%-2,75013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC46,763$1.18M<0.01%+2,79213F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC46,387$1.17M0.47%-41713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.46,359$1.17M0.07%-1,43513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,298$1.17M<0.01%+4,30413F-HRTimelineGroup
WESBANCO BANK INC45,558$1.15M0.03%-5,53313F-HRTimeline
CGN Advisors LLC44,928$1.13M0.08%-1,05113F-HRTimeline
Private Advisor Group, LLC44,431$1.12M0.01%-41,34513F-HRTimeline
Aspen Wealth Management LLC43,335$1.09M0.19%+34,64013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.42,071$1.06M0.17%+70613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC39,943$1.01M0.04%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC39,500$997K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC39,357$994K0.03%+2,28913F-HRTimeline
XY Planning Network, Inc.38,881$982K0.12%new13F-HRTimeline
MidFirst Bank38,477$972K0.07%-6213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…38,550$971K0.2%-9,90013F-HRTimeline
ROMANO BROTHERS AND COMPANY38,389$969K0.1%+82113F-HRTimeline
TD Waterhouse Canada Inc.37,604$945K<0.01%-25,16613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,112$937K0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC36,273$916K<0.01%-8,74213F-HRTimelineGroup
Granite Harbor Advisors, Inc.35,476$896K0.35%-7,70913F-HRTimeline
Balentine LLC35,460$895K0.03%+39113F-HRTimeline
KOM Wealth Management Group, LLC35,173$888K0.54%+8,32113F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC34,566$871K0.77%+49513F-HRTimeline
CVA Family Office, LLC33,960$857K0.08%013F-HRTimeline
Foundations Investment Advisors, LLC33,924$857K0.01%+8,67413F-HRTimeline
Walleye Partners, LLC33,705$851K0.97%+37213F-HRTimeline
4J Wealth Management LLC33,460$845K0.41%+2,61813F-HRTimeline
DecisionMap Wealth Management, LLC33,044$834K0.47%+4,56613F-HRTimeline
FOCUSED ALPHA, LLC32,629$824K0.21%-23613F-HRTimeline
DUNCKER STREETT & CO INC32,057$809K0.14%+35313F-HRTimeline
Element Wealth, LLC31,959$807K0.3%-24913F-HRTimeline
Schuylkill Financial LLC31,069$784K0.73%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC31,021$783K0.05%+5,06613F-HRTimeline
HORAN Wealth, LLC30,863$779K0.1%-1,83713F-HR/ATimeline
MML INVESTORS SERVICES, LLC30,298$765K<0.01%+3,15913F-HRTimeline
Autumn Glory Partners, LLC29,977$757K0.21%+2,43013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,903$755K0.01%-84913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.29,888$755K0.03%+10,87413F-HRTimelineGroup
Summit Wealth Partners, LLC29,661$749K0.11%+5413F-HRTimeline
LITTLE HOUSE CAPITAL LLC29,639$748K0.17%+73713F-HRTimeline
Walser Wealth Management Company, A Ltd…29,634$748K0.31%+8,71513F-HRTimeline
Accretive Wealth Partners, LLC29,061$734K0.18%-25513F-HRTimeline
Lee Financial Co28,900$730K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,249$713K<0.01%+20613F-HRTimelineGroup
Stokes Family Office, LLC27,165$686K0.08%+4,70013F-HRTimeline
DEARBORN PARTNERS LLC27,078$684K0.04%+2,49913F-HR/ATimeline
Straight Path Wealth Management26,838$678K0.16%+5,75013F-HRTimeline
BAKER BOYER NATIONAL BANK26,706$674K0.19%-31713F-HRTimeline
Van Hulzen Asset Management, LLC26,369$666K0.05%+2,52613F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$656K0.03%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS25,775$651K0.07%new13F-HRTimeline
Curbstone Financial Management Corp25,600$646K0.11%-10013F-HRTimeline
Stockman Wealth Management, Inc.25,070$633K0.07%+1,02813F-HRTimeline
ADG Wealth Management Group, LLC25,003$631K0.4%-3513F-HRTimeline
TABLEAUX LLC24,526$619K0.26%-3,05213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…24,523$619K0.02%-12,45713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC24,435$616K0.03%-2,17013F-HRTimeline
BEACON FINANCIAL PLANNING, INC24,288$613K0.21%+7,62513F-HRTimeline
Redwood Financial Network Corp24,071$608K0.34%-15513F-HRTimeline
MGO ONE SEVEN LLC23,702$598K0.01%-2,02813F-HRTimeline
Waverly Advisors, LLC23,227$586K<0.01%+12,13113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC22,965$580K0.33%-17,37413F-HRTimeline
First Interstate Bank22,940$579K0.03%013F-HRTimeline
Avidian Wealth Enterprises, LLC22,361$565K0.02%+1,42213F-HRTimeline
Cornerstone Wealth Advisors, Inc.22,250$562K0.12%new13F-HRTimeline
Atwater Malick LLC21,918$553K0.12%+3,37313F-HRTimeline
American Trust21,548$544K0.04%013F-HRTimeline
WJ Wealth Management, LLC21,100$533K0.21%-5,10013F-HRTimeline
Advisory Services Network, LLC20,905$528K0.01%+3,09913F-HRTimeline
Johnson Bixby & Associates, LLC20,865$527K0.06%+11013F-HRTimeline
Provenance Wealth Advisors, LLC20,323$513K0.05%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC20,048$506K0.3%+4413F-HRTimeline
Gilbert & Cook, Inc.19,460$491K0.06%013F-HRTimeline
Ellis Investment Partners, LLC19,218$485K0.07%+32213F-HRTimeline
Mutual Advisors, LLC19,127$483K0.01%+17913F-HRTimeline
Round Rock Advisors LLC18,302$462K0.06%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC18,132$458K0.07%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,999$454K0.01%+213F-HRTimelineGroup
S.E.E.D. Planning Group LLC17,964$454K0.12%new13F-HRTimeline
Indivisible Partners17,705$447K0.03%new13F-HRTimeline
Robbins Farley17,647$446K0.17%+4113F-HRTimeline
Alliance Wealth Advisors, LLC /UT17,629$445K0.08%-4,51913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,628$445K0.01%+62313F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC17,000$429K0.29%013F-HRTimeline
Clearstead Trust, LLC16,986$429K0.06%013F-HRTimeline
Summit Trail Advisors, LLC16,350$413K0.01%+3,55013F-HRTimeline
SIMON QUICK ADVISORS, LLC16,343$413K0.02%013F-HRTimeline
Moors & Cabot, Inc.16,261$411K0.02%+88813F-HRTimeline
Bradley & Co. Private Wealth Management…16,139$408K0.19%013F-HRTimeline
FF Advisors,LLC16,011$404K0.15%-66,57613F-HRTimeline
Steward Partners Investment Advisory, L…15,940$402K<0.01%+513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC15,838$400K0.02%+6,20513F-HRTimeline
Hurley Capital, LLC15,707$397K0.21%+11213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,516$392K<0.01%-5,92313F-HRTimelineGroup
American Money Management, LLC15,046$380K0.05%-5813F-HRTimeline
Ledyard National Bank14,923$377K0.03%013F-HRTimeline
Crusonia Wealth Advisors LLC14,578$368K0.06%+92313F-HRTimeline
1900 WEALTH MANAGEMENT LLC13,819$349K0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,693$346K0.02%-39013F-HRTimeline
Fortune Financial Group, Inc.13,582$343K0.27%+39413F-HRTimeline
Physician Wealth Advisors, Inc.13,466$340K0.04%+4,68713F-HRTimeline
Bank of New Hampshire13,400$338K0.07%-45013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.13,360$337K<0.01%new13F-HRTimelineGroup
TRUST POINT INC.13,267$335K0.03%+4,07413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,247$334K0.09%013F-HRTimeline
Cypress Wealth Services, LLC13,171$333K0.04%013F-HRTimeline
XML Financial, LLC13,168$332K0.02%-59713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.13,139$332K0.14%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC13,095$331K0.02%-40013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,077$330K<0.01%-230,81113F-HRTimelineGroup
SageView Advisory Group, LLC13,054$330K0.01%013F-HRTimeline
Old Mission Investment Co LLC12,973$328K0.07%013F-HRTimeline
Koshinski Asset Management, Inc.12,846$324K0.02%+98113F-HRTimeline
Farnam Financial LLC12,532$316K0.23%+10113F-HRTimeline
Financial Advisory Corp12,443$314K0.04%+35313F-HRTimeline
NWAM LLC12,276$310K0.02%+10013F-HRTimeline
Kingsview Wealth Management, LLC12,266$310K<0.01%new13F-HRTimeline
Black Swift Group, LLC12,225$309K0.04%new13F-HRTimeline
Ferguson Johnson Wealth Management Inc12,210$308K0.22%013F-HRTimeline
Next Level Wealth Planning, LLC11,901$300K0.13%+2,18213F-HRTimeline
ProVise Management Group, LLC11,820$298K0.02%new13F-HRTimeline
Berkshire Money Management, Inc.11,687$295K0.03%new13F-HRTimeline
Sarver Vrooman Wealth Advisors11,652$293K0.17%013F-HRTimeline
GAMMA Investing LLC11,546$292K0.01%+6,91613F-HRTimeline
Journey Advisory Group, LLC11,500$290K0.02%013F-HRTimeline
Rothschild Wealth LLC11,390$288K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,200$283K0.02%013F-HRTimeline
McGuire Investment Group, LLC11,158$282K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB11,100$280K0.01%013F-HRTimeline
Spartan Wealth Advisory Services LLC10,790$272K0.02%-10,52413F-HRTimeline
SEEDS INVESTOR LLC10,502$265K0.03%+82313F-HRTimeline
Keystone Wealth Services, LLC10,402$263K0.05%-31713F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC10,300$260K0.1%013F-HRTimeline
Carson Advisory Inc.10,265$259K0.12%013F-HRTimeline
Highland Financial Advisors, LLC10,162$257K0.06%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,147$256K0.01%+77513F-HRTimeline
Pine Haven Investment Counsel, Inc10,050$254K0.17%+70013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,593$242K0.01%+33613F-HRTimelineGroup
Betterment LLC9,544$241K<0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC9,532$241K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…9,515$240K0.01%013F-HRTimeline
Wealth Advisory Solutions, LLC9,353$236K0.05%new13F-HRTimeline
Vise Technologies, Inc.9,198$232K<0.01%new13F-HRTimeline
Scott Capital Advisors, LLC9,117$230K0.04%new13F-HRTimeline
Aprio Wealth Management, LLC9,080$229K0.01%-19,07513F-HRTimeline
Newman Dignan & Sheerar, Inc.9,077$229K0.04%-17813F-HRTimeline
Community Financial Services Group, LLC9,112$229K0.03%new13F-HRTimeline
New England Private Wealth Advisors LLC9,040$227K0.02%+13213F-HRTimeline
SHUFRO ROSE & CO LLC9,000$227K0.01%new13F-HRTimeline
Csenge Advisory Group8,973$227K0.01%+513F-HRTimeline
Arnold Financial Planning LLC8,910$225K0.17%013F-HRTimeline
KPP Advisory Services LLC8,870$224K0.03%+90013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,777$222K<0.01%-1,55513F-HRTimeline
Mayflower Financial Advisors, LLC8,776$222K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,653$218K0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC8,639$218K<0.01%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC8,604$217K0.01%013F-HR/ATimeline
Whitener Capital Management, Inc.8,600$217K0.05%-2,20013F-HRTimeline
Yoder Wealth Management, Inc.8,375$211K0.08%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC8,230$208K0.09%013F-HRTimeline
SCOTIA CAPITAL INC.8,100$205K<0.01%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,010$202K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,000$202K<0.01%013F-HRTimeline
CHOREO, LLC7,998$202K<0.01%-21013F-HRTimeline
Bogart Wealth, LLC7,980$201K0.01%+213F-HRTimeline
AE Wealth Management LLC7,876$199K<0.01%+4,45813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,523$190K0.01%013F-HRTimeline
PRIVATE TRUST CO NA6,170$156K0.01%-1013F-HRTimeline
FMR LLCin group FMR LLC6,000$152K<0.01%-1,60813F-HRTimelineGroup
Align Financial, LLC4,788$121K0.06%013F-HRTimeline
PITTENGER & ANDERSON INC4,140$105K<0.01%+1,98513F-HRTimeline
Anchor Bay Capital, Inc.4,145$104K0.06%13F-HRTimeline
CNB Bank3,973$100K0.04%+15213F-HRTimeline
HHM Wealth Advisors, LLC3,600$90.9K0.01%013F-HRTimeline
NBH Bank3,374$85.2K0.04%13F-HRTimeline
Truvestments Capital LLC3,203$80.9K0.01%-1,88413F-HRTimeline
BALLAST ADVISORS LLC2,972$75K0.02%+1,77513F-HRTimeline
Addison Advisors LLC2,895$73.1K0.03%-1,76013F-HRTimeline