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Disclosery

IBDT ISHARES TR

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ETF (fund)

346 managers (346 13F filers) reported a position in IBDT shares at 2025-03-31, 81,070,107 shares in all. 34 filers opened a position and 16 filers sold out during the quarter.

Managers
346
13F filers
346
New
34
Added
205
Reduced
57
Sold out
16
Shares held by filers
81,070,107

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RFP Financial Group LLC30,823$779K0.31%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,280$765K0.01%+89013F-HRTimelineGroup
NESTEGG ADVISORS, INC.29,681$750K0.8%-21,21813F-HRTimeline
Lee Financial Co28,900$730K0.11%013F-HRTimeline
Wick Capital Partners, LLC27,788$702K0.21%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,605$697K<0.01%+26,34413F-HRTimelineGroup
Jacobi Capital Management LLC27,487$694K0.05%+3,44613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,427$692K0.04%+5,79713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC27,331$690K<0.01%013F-HRTimelineGroup
Autumn Glory Partners, LLC26,787$677K0.34%+2,00013F-HRTimeline
BAKER BOYER NATIONAL BANK26,568$671K0.25%+52013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$657K0.04%013F-HRTimeline
Summit Wealth Partners, LLC25,973$656K0.13%+3513F-HRTimeline
Bullock Wealth Management Group25,436$640K0.36%+14,96913F-HRTimeline
4J Wealth Management LLC24,969$631K0.5%+4,34013F-HRTimeline
Stockman Wealth Management, Inc.24,758$625K0.09%+2,84413F-HRTimeline
HM PAYSON & CO24,311$614K0.01%+11,53913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,030$607K<0.01%-16113F-HRTimelineGroup
DUNCKER STREETT & CO INC23,854$603K0.12%013F-HRTimeline
Belpointe Asset Management LLC23,665$598K0.03%+4,57413F-HRTimeline
Granite Harbor Advisors, Inc.23,316$589K0.31%-12,71213F-HRTimeline
Stokes Family Office, LLC22,465$567K0.06%+1,17013F-HRTimeline
Johnson Bixby & Associates, LLC22,120$559K0.08%+35813F-HRTimeline
Roble, Belko & Company, Inc21,918$554K0.09%+2,80613F-HRTimeline
Mutual Advisors, LLC21,876$553K0.02%+4413F-HRTimeline
MML INVESTORS SERVICES, LLC21,273$537K<0.01%+3,47913F-HRTimeline
DEARBORN PARTNERS LLC21,044$532K0.03%-46513F-HRTimeline
Spectrum Wealth Counsel, LLC20,704$523K0.06%-2,09813F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,640$521K0.04%+15513F-HRTimeline
Element Wealth, LLC20,537$519K0.28%+2,60013F-HRTimeline
First Interstate Bank20,047$506K0.03%-53113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC19,554$494K0.41%+98813F-HR/ATimeline
BARRETT & COMPANY, INC.19,075$482K0.21%+8,82713F-HRTimeline
Redwood Financial Network Corp18,951$479K0.36%+1,25613F-HRTimeline
Straight Path Wealth Management18,634$471K0.19%+3,56313F-HRTimeline
BCS Wealth Management18,593$470K0.12%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,550$469K0.01%013F-HRTimeline
MGO ONE SEVEN LLC18,196$460K0.02%+7,12913F-HRTimeline
Bradley & Co. Private Wealth Management…17,283$437K0.3%+99713F-HRTimeline
Prime Capital Investment Advisors, LLC17,067$431K0.01%+8,10913F-HRTimeline
Robertson Stephens Wealth Management, L…17,035$430K0.02%-4,89613F-HRTimeline
CVA Family Office, LLC16,738$423K0.06%+3313F-HRTimeline
DecisionMap Wealth Management, LLC16,724$422K0.32%+4,78513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,616$420K0.01%+75513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.16,335$413K0.02%+7,29613F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC16,133$408K0.01%+213F-HRTimelineGroup
Old Mission Investment Co LLC15,963$403K0.12%013F-HRTimeline
Maia Wealth LLC15,707$393K0.09%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,781$373K<0.01%+1,23313F-HRTimeline
Strata Wealth Advisors, LLC14,617$369K0.11%013F-HRTimeline
Integrated Advisors Network LLC14,477$366K0.02%-2,11313F-HRTimeline
FULLCIRCLE WEALTH LLC14,281$361K0.15%new13F-HRTimeline
Willis Johnson & Associates, Inc.13,550$342K0.03%+4,00013F-HRTimeline
HRT FINANCIAL LP13,351$337K<0.01%+98613F-HRTimeline
Cypress Wealth Services, LLC13,171$333K0.07%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…12,801$323K0.12%-2,11013F-HRTimeline
Keystone Wealth Services, LLC12,720$321K0.09%-2,22513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,449$314K0.06%-2,24413F-HRTimeline
Bank of New Hampshire12,000$303K0.08%-20013F-HRTimeline
Chicago Partners Investment Group LLC11,635$293K0.01%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,570$292K0.22%new13F-HRTimeline
Journey Advisory Group, LLC11,500$290K0.02%-42113F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…11,487$290K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC11,487$290K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,642$290K0.01%013F-HRTimelineGroup
TABLEAUX LLC11,295$285K0.21%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,200$283K0.02%-40013F-HRTimeline
Atwater Malick LLC11,148$282K0.1%+2,48413F-HRTimeline
Dakota Wealth Management11,000$278K0.01%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,528$266K0.02%+80513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise10,510$265K0.01%13F-HRTimelineGroup
Montis Financial, LLC10,270$259K0.08%+11513F-HRTimeline
Highland Financial Advisors, LLC10,162$257K0.09%013F-HRTimeline
TABR Capital Management, LLC9,959$252K0.26%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,712$245K0.01%-2913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.9,633$243K0.06%+1,26513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,605$243K<0.01%-9513F-HRTimeline
SCOTIA CAPITAL INC.9,600$242K<0.01%013F-HRTimeline
Advisory Services Network, LLC9,558$241K<0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC9,532$241K0.08%new13F-HRTimeline
Addison Advisors LLC8,640$218K0.06%+12513F-HRTimeline
Wealthspire Advisors, LLC8,639$218K<0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC8,512$215K0.03%+6413F-HRTimeline
REDW Wealth LLC8,485$214K0.08%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC8,230$208K0.11%013F-HRTimeline
Balentine LLC8,112$205K0.01%+6113F-HRTimeline
Financial Advisory Corp8,061$204K0.03%new13F-HRTimeline
First Horizon Advisors, Inc.8,040$203K0.01%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,010$202K0.01%new13F-HRTimeline
Creekmur Asset Management LLC7,964$201K0.04%-2,79013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,000$201K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,523$190K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.6,471$163K0.03%+3,85113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,457$163K0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,300$159K<0.01%013F-HRTimeline
Hurley Capital, LLC6,159$156K0.12%+513F-HRTimeline
PRIVATE TRUST CO NA6,051$153K0.02%+4,01013F-HRTimeline
Cordgrass Capital Advisors, LLC5,437$137K0.04%013F-HRTimeline
Bogart Wealth, LLC5,382$136K0.01%-78613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,140$130K0.07%+18013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,820$122K<0.01%-6,87813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,234$107K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC3,600$90.9K0.01%013F-HRTimeline
Trust Co3,006$75.9K0.01%+1,00413F-HRTimeline
2UniFi Bank2,918$73.7K0.05%+1,23413F-HRTimeline
Knights of Columbus Asset Advisors LLC2,880$72.7K0.01%013F-HRTimeline
Asset Dedication, LLC2,654$67.1K0.01%-5,81513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,540$64K<0.01%-2,59013F-HRTimelineGroup
Farther Finance Advisors, LLC2,478$62.4K<0.01%-23013F-HRTimeline
Pinnacle Bancorp, Inc.2,000$50.5K0.02%013F-HRTimeline
Sachetta, LLC2,000$50.5K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST1,913$48.3K0.02%013F-HRTimeline
Legacy Bridge, LLC1,900$48K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.1,608$40.6K<0.01%013F-HRTimeline
Front Row Advisors LLC1,600$40.4K0.02%013F-HRTimeline
SIGNATUREFD, LLC1,591$40.2K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,452$36.7K0.01%013F-HRTimeline
AlphaCore Capital LLC1,430$36.1K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,400$35.4K0.01%013F-HRTimeline
Stephens Consulting, LLC1,309$33.1K0.01%013F-HRTimeline
Hemington Wealth Management1,335$33K0.01%013F-HRTimeline
Coastline Trust Co1,211$30.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLAIR WILLIAM & CO/IL1,207$30.5K<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,095$27.7K0.02%13F-HRTimeline
Sunbelt Securities, Inc.1,000$25.3K<0.01%new13F-HRTimeline
PSI Advisors, LLC1,000$25.3K0.01%013F-HRTimeline
EASTERN BANK845$21.3K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$20.2K<0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank795$20.1K0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc760$19.2K<0.01%+613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.735$18.6K0.01%new13F-HRTimeline
Blue Trust, Inc.718$18.1K<0.01%+513F-HRTimeline
Robbins Farley684$17.3K0.01%-1,02613F-HRTimeline
Biltmore Family Office, LLC650$16.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…599$15.1K<0.01%+413F-HRTimelineGroup
Rossby Financial, LCC506$12.8K0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd500$12.6K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC500$12.6K<0.01%-10013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.418$10.4K<0.01%+513F-HRTimelineGroup
Kiker Wealth Management, LLC324$8.18K0.01%new13F-HRTimeline
First PREMIER Bank302$8K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC248$6.26K<0.01%013F-HRTimeline
Noble Wealth Management PBC125$3.16K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC105$2.65K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS65$1.64K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.