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Disclosery

IBDT ISHARES TR

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ETF (fund)

330 managers (331 13F filers) reported a position in IBDT shares at 2024-12-31, 73,706,799 shares in all. 36 filers opened a position and 11 filers sold out during the quarter.

Managers
330
13F filers
331
New
36
Added
198
Reduced
35
Sold out
11
Shares held by filers
73,706,799

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Jacobi Capital Management LLC24,041$599K0.04%+7,26213F-HRTimeline
DUNCKER STREETT & CO INC23,854$594K0.11%+7,87113F-HRTimeline
Spectrum Wealth Counsel, LLC22,802$568K0.07%+11713F-HRTimeline
Robertson Stephens Wealth Management, L…21,931$546K0.02%+2,36013F-HRTimeline
Stockman Wealth Management, Inc.21,914$546K0.09%-65513F-HRTimeline
Mutual Advisors, LLC21,832$545K0.02%+41013F-HRTimeline
Johnson Bixby & Associates, LLC21,762$542K0.08%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC21,609$538K0.05%+20,79413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC21,630$538K0.03%+2,60413F-HRTimeline
DEARBORN PARTNERS LLC21,509$536K0.02%+1113F-HRTimeline
Stokes Family Office, LLC21,295$530K0.06%013F-HRTimeline
4J Wealth Management LLC20,629$514K0.42%-56013F-HRTimeline
First Interstate Bank20,578$512K0.03%+12,66913F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,485$510K0.04%+31513F-HRTimeline
Belpointe Asset Management LLC19,091$484K0.03%+2,11013F-HRTimeline
Roble, Belko & Company, Inc19,112$476K0.08%+3,58913F-HRTimeline
BCS Wealth Management18,593$463K0.12%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC18,566$462K0.39%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,550$462K0.01%+2,80013F-HRTimeline
Element Wealth, LLC17,937$447K0.23%+2,09613F-HRTimeline
MML INVESTORS SERVICES, LLC17,794$443K<0.01%+88813F-HRTimeline
Redwood Financial Network Corp17,695$441K0.33%+3,83413F-HRTimeline
Kades & Cheifetz LLC17,370$433K0.22%new13F-HRTimeline
Madden Advisory Services, Inc.16,865$420K0.19%+3,55613F-HRTimeline
CVA Family Office, LLC16,705$416K0.07%+2,18513F-HRTimeline
Integrated Advisors Network LLC16,590$413K0.02%+4,50313F-HRTimeline
Bradley & Co. Private Wealth Management…16,286$406K0.25%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,131$402K0.01%+2,09013F-HRTimelineGroup
Old Mission Investment Co LLC15,963$397K0.12%+59613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,861$395K0.01%+12613F-HRTimelineGroup
Straight Path Wealth Management15,071$375K0.15%+1,82513F-HRTimeline
Keystone Wealth Services, LLC14,945$372K0.1%-31413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…14,911$371K0.13%+22913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,774$368K<0.01%-5,10213F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC14,693$366K0.06%+19813F-HRTimeline
Strata Wealth Advisors, LLC14,617$364K0.11%013F-HRTimeline
Buffington Mohr McNeal13,944$347K0.06%new13F-HRTimeline
TD Waterhouse Canada Inc.13,780$343K<0.01%+10,85913F-HRTimeline
Steward Partners Investment Advisory, L…13,548$337K<0.01%+11,57013F-HRTimeline
Private Portfolio Partners LLC13,300$331K0.06%013F-HRTimeline
Strategic Blueprint, LLC13,278$331K0.02%+26713F-HRTimeline
Cypress Wealth Services, LLC13,171$328K0.07%-1,25613F-HRTimeline
HM PAYSON & CO12,772$318K0.01%013F-HRTimeline
HRT FINANCIAL LP12,365$307K<0.01%new13F-HRTimeline
Bank of New Hampshire12,200$304K0.08%+78513F-HRTimeline
DecisionMap Wealth Management, LLC11,939$297K0.24%13F-HRTimeline
Journey Advisory Group, LLC11,921$295K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,698$291K0.01%+1,52213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,665$290K<0.01%+49613F-HRTimelineGroup
Chicago Partners Investment Group LLC11,635$290K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,642$290K0.01%+86413F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC11,600$289K0.02%+10,40013F-HRTimeline
MGO ONE SEVEN LLC11,067$276K0.01%+33613F-HRTimeline
Dakota Wealth Management11,000$274K0.01%new13F-HRTimeline
Creekmur Asset Management LLC10,754$268K0.06%+7,96413F-HRTimeline
Bullock Wealth Management Group10,467$261K0.15%+4,86413F-HRTimeline
BARRETT & COMPANY, INC.10,248$255K0.11%+4,93513F-HRTimeline
Highland Financial Advisors, LLC10,162$253K0.09%013F-HRTimeline
Montis Financial, LLC10,155$253K0.08%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,741$243K0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,723$242K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,700$242K<0.01%+1,25213F-HRTimeline
SCOTIA CAPITAL INC.9,600$239K<0.01%013F-HRTimeline
Willis Johnson & Associates, Inc.9,550$238K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,039$225K0.01%+9313F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC8,958$223K<0.01%new13F-HRTimeline
Atwater Malick LLC8,664$216K0.07%013F-HRTimeline
MKT Advisors LLC8,561$214K0.09%-1,38513F-HRTimeline
Addison Advisors LLC8,515$212K0.06%013F-HRTimeline
REDW Wealth LLC8,485$211K0.07%-2,25313F-HRTimeline
Asset Dedication, LLC8,469$211K0.02%-50,60413F-HRTimeline
New England Private Wealth Advisors LLC8,448$210K0.03%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.8,368$208K0.06%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC8,230$205K0.12%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,000$200K<0.01%new13F-HRTimeline
Balentine LLC8,051$200K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.8,040$200K0.01%+5,15213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,523$187K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,280$181K<0.01%+6,09613F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co6,457$161K0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,300$157K<0.01%new13F-HRTimeline
Bogart Wealth, LLC6,168$154K0.01%+213F-HRTimeline
Hurley Capital, LLC6,154$153K0.12%13F-HRTimeline
Cordgrass Capital Advisors, LLC5,437$135K0.04%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,130$128K<0.01%013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.4,960$124K0.07%013F-HRTimeline
HHM Wealth Advisors, LLC3,600$89.6K0.01%new13F-HRTimeline
Wells Financial Advisors INC3,510$87.4K0.12%013F-HRTimeline
Knights of Columbus Asset Advisors LLC2,880$71.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,708$67.4K<0.01%+713F-HRTimeline
Physician Wealth Advisors, Inc.2,620$65.2K0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,326$57K0.02%+3613F-HRTimeline
PRIVATE TRUST CO NA2,041$50.8K0.01%-15713F-HRTimeline
Trust Co2,002$49.9K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,000$49.8K0.02%013F-HRTimeline
Sachetta, LLC2,000$49.8K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC1,932$48.1K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST1,913$47.6K0.02%new13F-HRTimeline
Legacy Bridge, LLC1,900$47.3K0.02%013F-HRTimeline
Robbins Farley1,710$42.6K0.02%+7213F-HRTimeline
2UniFi Bank1,684$41.9K0.03%13F-HRTimeline
CoreCap Advisors, LLC1,673$41.7K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,608$40K<0.01%013F-HRTimeline
Front Row Advisors LLC1,600$39.8K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,452$36.2K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,400$34.9K0.01%013F-HRTimeline
Hemington Wealth Management1,335$33K0.01%+13613F-HRTimeline
Stephens Consulting, LLC1,309$32.6K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,261$31.4K<0.01%+1,11113F-HRTimelineGroup
Coastline Trust Co1,211$30.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLAIR WILLIAM & CO/IL1,207$30.1K<0.01%013F-HRTimeline
PSI Advisors, LLC1,000$24.9K0.01%013F-HRTimeline
EASTERN BANK845$21K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$19.9K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc754$18.8K<0.01%+1113F-HRTimeline
Blue Trust, Inc.713$17.8K<0.01%new13F-HR/ATimeline
Venturi Wealth Management, LLC658$16.4K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC650$16.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC600$14.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…595$14.8K<0.01%+10513F-HRTimelineGroup
WHITTIER TRUST CO528$13.1K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC514$12.8K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd500$12.4K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.413$10.3K<0.01%+613F-HRTimelineGroup
First PREMIER Bank302$8K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC248$6.17K<0.01%013F-HRTimeline
Noble Wealth Management PBC125$3.11K<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC121$3.01K<0.01%+8713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC105$2.62K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.