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Disclosery

IBDT ISHARES TR

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ETF (fund)

364 managers (365 13F filers) reported a position in IBDT shares at 2025-06-30, 83,834,279 shares in all. 34 filers opened a position and 10 filers sold out during the quarter.

Managers
364
13F filers
365
New
34
Added
191
Reduced
72
Sold out
10
Shares held by filers
83,834,279

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP35,337$898K0.01%+2,59813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp35,241$896K<0.01%+1,41213F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC34,851$886K0.71%+23,28113F-HRTimeline
Masso Torrence Wealth Management Inc.31,995$813K0.38%013F-HRTimeline
Bullock Wealth Management Group30,687$776K0.41%+5,25113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,282$770K0.01%+213F-HRTimelineGroup
OLD MISSION CAPITAL LLC29,521$750K0.02%new13F-HRTimeline
Lee Financial Co28,900$735K0.11%013F-HRTimeline
Jacobi Capital Management LLC28,703$730K0.05%+1,21613F-HRTimeline
4J Wealth Management LLC28,219$717K0.48%+3,25013F-HRTimeline
Belpointe Asset Management LLC27,796$707K0.03%+4,13113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,605$702K<0.01%013F-HRTimelineGroup
Autumn Glory Partners, LLC26,818$682K0.32%+3113F-HRTimeline
BAKER BOYER NATIONAL BANK26,807$681K0.24%+23913F-HRTimeline
COMERICA BANK26,347$670K<0.01%-8,93113F-HRTimeline
Summit Wealth Partners, LLC26,026$662K0.13%+5313F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$661K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC25,903$658K0.05%-1,52413F-HRTimeline
MML INVESTORS SERVICES, LLC25,126$639K<0.01%+3,85313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,721$628K<0.01%-2,61013F-HR/ATimelineGroup
Stockman Wealth Management, Inc.24,524$623K0.08%-23413F-HRTimeline
DUNCKER STREETT & CO INC23,854$606K0.11%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT23,831$606K0.15%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,161$589K<0.01%-86913F-HRTimelineGroup
DecisionMap Wealth Management, LLC22,555$573K0.39%+5,83113F-HRTimeline
Stokes Family Office, LLC22,465$571K0.06%013F-HRTimeline
DEARBORN PARTNERS LLC22,450$571K0.03%+1,40613F-HRTimeline
Balentine LLC22,103$562K0.02%+13,99113F-HRTimeline
Roble, Belko & Company, Inc21,918$557K0.08%013F-HRTimeline
BARRETT & COMPANY, INC.21,294$541K0.2%+2,21913F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,880$531K0.04%+24013F-HRTimeline
Mutual Advisors, LLC20,843$528K0.01%-1,03313F-HRTimeline
NESTEGG ADVISORS, INC.20,620$524K0.5%-9,06113F-HRTimeline
Element Wealth, LLC20,537$522K0.24%013F-HRTimeline
Johnson Bixby & Associates, LLC20,330$517K0.07%-1,79013F-HRTimeline
Redwood Financial Network Corp20,232$514K0.35%+1,28113F-HRTimeline
First Interstate Bank20,047$510K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC19,595$498K0.4%+4113F-HRTimeline
MGO ONE SEVEN LLC19,523$496K0.02%+1,32713F-HRTimeline
Straight Path Wealth Management18,649$474K0.16%+1513F-HRTimeline
WJ Wealth Management, LLC18,600$473K0.15%new13F-HRTimeline
Steward Partners Investment Advisory, L…18,018$458K<0.01%+3,23713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,750$451K0.01%-80013F-HRTimeline
Bradley & Co. Private Wealth Management…17,283$439K0.27%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,948$431K0.01%+33213F-HRTimelineGroup
CVA Family Office, LLC16,788$427K0.06%+5013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,612$422K0.01%+47913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.16,541$420K0.02%+20613F-HRTimelineGroup
Old Mission Investment Co LLC15,963$406K0.11%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,888$404K0.01%+4,24613F-HRTimelineGroup
TABLEAUX LLC15,544$395K0.23%+4,24913F-HR/ATimeline
Integrated Advisors Network LLC15,224$387K0.02%+74713F-HRTimeline
RFP Financial Group LLC14,692$373K0.15%-16,13113F-HRTimeline
Strata Wealth Advisors, LLC14,617$372K0.1%013F-HRTimeline
SIMON QUICK ADVISORS, LLC14,299$363K0.02%new13F-HR/ATimeline
TABR Capital Management, LLC14,282$363K0.31%+4,32313F-HRTimeline
FULLCIRCLE WEALTH LLC14,281$363K0.14%013F-HRTimeline
Bank of New Hampshire13,900$353K0.09%+1,90013F-HRTimeline
Willis Johnson & Associates, Inc.13,550$344K0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,333$339K<0.01%new13F-HR/ATimelineGroup
Cypress Wealth Services, LLC13,171$335K0.06%013F-HRTimeline
FourThought Financial Partners, LLC12,983$330K0.03%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…12,949$329K0.11%+14813F-HRTimeline
NWAM LLC12,859$326K0.02%new13F-HR/ATimeline
Keystone Wealth Services, LLC12,808$326K0.08%+8813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,449$316K0.05%013F-HRTimeline
Advisory Services Network, LLC12,231$310K<0.01%+2,67313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.12,106$308K0.07%+2,47313F-HRTimeline
Maia Wealth LLC11,745$299K0.06%-3,96213F-HRTimeline
Chicago Partners Investment Group LLC11,635$295K0.01%013F-HRTimeline
Journey Advisory Group, LLC11,500$292K0.02%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC11,224$285K0.1%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,200$285K0.02%013F-HRTimeline
Atwater Malick LLC11,148$283K0.09%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,997$280K<0.01%+1,39213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,731$273K0.03%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,528$268K0.02%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise10,510$267K0.01%013F-HRTimelineGroup
Dakota Wealth Management10,400$264K0.01%-60013F-HRTimeline
Highland Financial Advisors, LLC10,162$258K0.08%013F-HRTimeline
Prime Capital Investment Advisors, LLC10,000$254K<0.01%-7,06713F-HRTimeline
Robertson Stephens Wealth Management, L…9,806$249K0.01%-7,22913F-HRTimeline
Montis Financial, LLC9,636$245K0.07%-63413F-HRTimeline
Gradient Capital Advisors, LLC9,532$242K0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC9,428$240K0.01%-2,05913F-HRTimeline
American Money Management, LLC9,062$230K0.04%new13F-HRTimeline
Moors & Cabot, Inc.8,902$226K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC8,639$220K<0.01%013F-HRTimeline
New England Private Wealth Advisors LLC8,644$219K0.03%+13213F-HRTimeline
Physician Wealth Advisors, Inc.8,556$217K0.03%+2,08513F-HRTimeline
KOM Wealth Management Group, LLC8,534$217K0.17%new13F-HRTimeline
Sarver Vrooman Wealth Advisors8,492$216K0.14%+7,39713F-HRTimeline
Ashton Thomas Private Wealth, LLC8,416$214K0.01%-1,29613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC8,230$209K0.1%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC8,103$206K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.8,100$206K<0.01%-1,50013F-HRTimeline
Newman Dignan & Sheerar, Inc.8,099$206K0.05%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,094$206K<0.01%new13F-HRTimelineGroup
Financial Advisory Corp8,061$205K0.03%013F-HRTimeline
First Horizon Advisors, Inc.8,040$204K0.01%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,010$204K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,000$203K<0.01%013F-HRTimeline
Creekmur Asset Management LLC7,964$202K0.04%013F-HRTimeline
MKT Advisors LLC7,962$201K0.08%new13F-HRTimeline
Empower Advisory Group, LLC7,891$201K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,523$191K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,081$180K<0.01%+2,26113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,457$164K0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,300$160K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA6,287$160K0.02%+23613F-HRTimeline
Hurley Capital, LLC6,167$157K0.11%+813F-HRTimeline
Cordgrass Capital Advisors, LLC5,437$138K0.04%013F-HRTimeline
Bogart Wealth, LLC5,423$138K0.01%+4113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,140$131K0.07%013F-HRTimeline
MTM Investment Management, LLC4,963$126K0.04%new13F-HRTimeline
Addison Advisors LLC4,670$119K0.03%-3,97013F-HRTimeline
Robbins Farley4,644$118K0.05%+3,96013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,511$115K<0.01%+27713F-HRTimelineGroup
Trust Co3,998$102K0.01%+99213F-HRTimeline
2UniFi Bank3,850$97.9K0.06%+93213F-HRTimeline
HHM Wealth Advisors, LLC3,600$91.5K0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC2,880$73.2K<0.01%013F-HRTimeline
Asset Dedication, LLC2,624$66.7K<0.01%-3013F-HRTimeline
McIlrath & Eck, LLC2,401$61K0.01%new13F-HRTimeline
Coastline Trust Co2,397$60.9K0.01%+1,18613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annis Gardner Whiting Capital Advisors,…2,395$60.9K0.02%+99513F-HRTimeline
United Community Bankin group United Community Bank2,343$59.6K0.02%+1,54813F-HRTimelineGroup
Farther Finance Advisors, LLC2,237$56.9K<0.01%-24113F-HRTimeline
BOKF, NAin group BOKF, NA2,012$51.1K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,000$50.8K0.02%013F-HRTimeline
Sachetta, LLC2,000$50.8K0.02%013F-HRTimeline
Legacy Bridge, LLC1,900$48.3K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.1,608$40.9K<0.01%013F-HRTimeline
Front Row Advisors LLC1,600$40.7K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,591$40.4K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,452$36.9K0.01%013F-HRTimeline
AlphaCore Capital LLC1,430$36.4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,419$36.1K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,350$34.3K<0.01%-189,83313F-HRTimelineGroup
Stephens Consulting, LLC1,309$33.3K0.01%013F-HRTimeline
Hemington Wealth Management1,335$33K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,207$30.7K<0.01%013F-HRTimeline
EASTERN BANK1,195$30.4K<0.01%+35013F-HRTimeline
Pacifica Partners Inc.807$20.5K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$20.3K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc769$19.5K<0.01%+913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.735$18.7K0.01%013F-HRTimeline
Blue Trust, Inc.727$18.5K<0.01%+913F-HRTimeline
Biltmore Family Office, LLC650$16.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…605$15.4K<0.01%+613F-HRTimelineGroup
Aptus Capital Advisors, LLC599$15.2K<0.01%-2,333,61913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …500$13K<0.01%-2,04013F-HR/ATimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd500$12.7K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC500$12.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.421$10.7K<0.01%+313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…379$9.63K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC353$8.97K<0.01%new13F-HRTimeline
First PREMIER Bank302$8K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC293$7.45K<0.01%-3113F-HRTimeline
Creative Capital Management Investments…282$7.17K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC248$6.3K<0.01%013F-HRTimeline
Avion Wealth185$4K<0.01%new13F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC105$2.67K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.