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Disclosery

IBDT ISHARES TR

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ETF (fund)

381 managers (382 13F filers) reported a position in IBDT shares at 2025-09-30, 90,385,936 shares in all. 40 filers opened a position and 19 filers sold out during the quarter.

Managers
381
13F filers
382
New
40
Added
225
Reduced
61
Sold out
19
Shares held by filers
90,385,936

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Alliance Wealth Advisors, LLC /UT40,865$1.04M0.24%+17,03413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,703$1.04M<0.01%+5,46213F-HRTimelineGroup
FourThought Financial Partners, LLC40,571$1.04M0.09%+27,58813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.40,000$1.02M0.02%013F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC39,204$1M0.44%-71213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,551$984K0.01%+3,21413F-HR/ATimelineGroup
Consolidated Portfolio Review Corp37,793$964K0.12%+2,24713F-HRTimeline
HORAN Wealth, LLC37,650$961K0.15%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC37,423$955K0.22%+83013F-HRTimeline
Provenance Wealth Advisors, LLC35,947$917K0.12%-1,04413F-HRTimeline
Mendota Financial Group, LLC35,550$907K0.68%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC34,978$893K0.73%+12713F-HRTimeline
Jacobi Capital Management LLC33,226$848K0.05%+4,52313F-HRTimeline
Bullock Wealth Management Group33,193$846K0.42%+2,50613F-HRTimeline
Belpointe Asset Management LLC32,880$839K0.03%+5,08413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC32,571$831K<0.01%+7,85013F-HRTimelineGroup
Masso Torrence Wealth Management Inc.31,995$817K0.34%013F-HRTimeline
BARRETT & COMPANY, INC.31,970$816K0.28%+10,67613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,769$811K0.01%+1,48713F-HRTimelineGroup
MTM Investment Management, LLC29,568$755K0.24%+24,60513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,384$750K0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,000$740K<0.01%+5,83913F-HRTimelineGroup
Lee Financial Co28,900$738K0.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC28,527$728K<0.01%+3,40113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,355$724K<0.01%+75013F-HRTimelineGroup
COMERICA BANK27,623$705K<0.01%+1,27613F-HRTimeline
Autumn Glory Partners, LLC27,452$701K0.29%+63413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,602$678K0.04%+69913F-HRTimeline
Summit Wealth Partners, LLC26,080$666K0.12%+5413F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$664K0.04%013F-HRTimeline
DecisionMap Wealth Management, LLC24,319$621K0.4%+1,76413F-HRTimeline
DEARBORN PARTNERS LLC24,132$616K0.03%+1,68213F-HRTimeline
BAKER BOYER NATIONAL BANK24,114$615K0.2%-2,69313F-HRTimeline
Stockman Wealth Management, Inc.24,104$615K0.08%-42013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,835$608K<0.01%new13F-HRTimelineGroup
4J Wealth Management LLC23,349$596K0.35%-4,87013F-HRTimeline
Roble, Belko & Company, Inc22,896$584K0.08%+97813F-HRTimeline
Redwood Financial Network Corp22,763$581K0.37%+2,53113F-HRTimeline
Stokes Family Office, LLC22,465$573K0.05%013F-HRTimeline
DUNCKER STREETT & CO INC22,460$573K0.1%-1,39413F-HRTimeline
Balentine LLC22,301$569K0.02%+19813F-HRTimeline
Element Wealth, LLC21,564$550K0.24%+1,02713F-HRTimeline
Chicago Partners Investment Group LLC21,460$549K0.01%+9,82513F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,118$539K0.04%+23813F-HRTimeline
American Trust20,985$536K0.05%new13F-HRTimeline
Mutual Advisors, LLC20,888$534K0.01%+4513F-HRTimeline
Integrated Advisors Network LLC20,733$529K0.02%+5,50913F-HRTimeline
TFR Capital, LLC.20,624$526K0.18%new13F-HRTimeline
Johnson Bixby & Associates, LLC20,470$522K0.07%+14013F-HRTimeline
First Interstate Bank20,047$512K0.03%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,707$503K<0.01%+6,37413F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC19,636$501K0.36%+4113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,038$486K0.02%+2,49713F-HRTimelineGroup
Straight Path Wealth Management18,658$476K0.13%+913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,502$472K0.01%+1,55413F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,436$470K<0.01%+41813F-HRTimeline
Bradley & Co. Private Wealth Management…17,283$441K0.24%013F-HRTimeline
CVA Family Office, LLC16,838$430K0.06%+5013F-HRTimeline
TABLEAUX LLC16,128$412K0.16%+58413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,965$407K0.01%+7713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC15,438$394K0.01%-1,17413F-HRTimelineGroup
Ledyard National Bank15,204$388K0.03%new13F-HRTimeline
MGO ONE SEVEN LLC14,885$380K0.01%-4,63813F-HRTimeline
Strata Wealth Advisors, LLC14,617$373K0.1%013F-HRTimeline
TABR Capital Management, LLC14,445$368K0.25%+16313F-HRTimeline
SIMON QUICK ADVISORS, LLC14,299$365K0.02%013F-HRTimeline
Advisory Services Network, LLC14,266$364K0.01%+2,03513F-HRTimeline
FULLCIRCLE WEALTH LLC14,265$363K0.13%-1613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC14,133$361K0.04%+3,40213F-HRTimeline
Bank of New Hampshire14,100$360K0.08%+20013F-HRTimeline
Old Mission Investment Co LLC13,973$357K0.09%-1,99013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise13,720$350K0.01%+3,21013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,688$349K0.02%+3,16013F-HRTimeline
NESTEGG ADVISORS, INC.13,679$349K0.31%-6,94113F-HRTimeline
Willis Johnson & Associates, Inc.13,550$346K0.02%013F-HRTimeline
WJ Wealth Management, LLC13,400$342K0.15%-5,20013F-HR/ATimeline
ROMANO BROTHERS AND COMPANY13,340$340K0.04%new13F-HRTimeline
Cypress Wealth Services, LLC13,171$336K0.06%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,097$334K0.1%+14813F-HRTimeline
NWAM LLC12,957$331K0.02%+9813F-HR/ATimeline
Smith Salley Wealth Management12,796$327K0.02%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,449$318K0.05%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.12,222$312K0.07%+11613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC12,030$307K0.17%new13F-HRTimeline
Financial Advisory Corp11,776$301K0.04%+3,71513F-HRTimeline
Journey Advisory Group, LLC11,500$293K0.02%013F-HRTimeline
Farther Finance Advisors, LLC11,412$291K<0.01%+9,17513F-HRTimeline
Keystone Wealth Services, LLC11,320$289K0.06%-1,48813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC11,225$286K0.09%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,200$286K0.02%013F-HRTimeline
Atwater Malick LLC11,148$284K0.08%013F-HRTimeline
Prime Capital Investment Advisors, LLC10,541$269K<0.01%+54113F-HRTimeline
Moors & Cabot, Inc.10,190$260K0.01%+1,28813F-HRTimeline
Highland Financial Advisors, LLC10,162$259K0.07%013F-HRTimeline
Maia Wealth LLC10,181$259K0.04%-1,56413F-HRTimeline
Newman Dignan & Sheerar, Inc.10,081$257K0.06%+1,98213F-HRTimeline
Evanson Asset Management, LLC10,025$256K0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…9,805$250K0.01%-113F-HRTimeline
Avidian Wealth Enterprises, LLC9,778$250K0.01%+35013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,690$247K0.02%new13F-HRTimeline
Waterford Advisors, LLC9,656$246K0.09%new13F-HRTimeline
Summit Asset Management, LLC9,629$246K0.04%new13F-HRTimeline
Gradient Capital Advisors, LLC9,532$243K0.07%013F-HRTimeline
Dakota Wealth Management9,400$240K<0.01%-1,00013F-HR/ATimeline
MIDLAND WEALTH ADVISORS, LLC9,244$236K0.01%+1,14113F-HRTimeline
American Money Management, LLC9,062$231K0.04%013F-HRTimeline
Sarver Vrooman Wealth Advisors8,956$229K0.15%+46413F-HRTimeline
SIGNATUREFD, LLC8,835$225K<0.01%+7,24413F-HRTimeline
New England Private Wealth Advisors LLC8,709$222K0.03%+6513F-HRTimeline
Wealthspire Advisors, LLC8,639$220K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.8,630$220K0.03%+7413F-HRTimeline
KOM Wealth Management Group, LLC8,626$220K0.17%+9213F-HRTimeline
HARBOUR INVESTMENTS, INC.8,334$213K<0.01%+1,25313F-HRTimeline
Van Hulzen Asset Management, LLC8,267$211K0.02%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC8,230$210K0.1%013F-HRTimeline
Robbins Farley8,174$209K0.09%+3,53013F-HRTimeline
SageView Advisory Group, LLC8,151$208K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC8,147$208K0.03%new13F-HRTimeline
SCOTIA CAPITAL INC.8,100$207K<0.01%013F-HRTimeline
XML Financial, LLC8,057$206K0.02%new13F-HRTimeline
Koshinski Asset Management, Inc.8,055$206K0.01%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,010$204K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,000$204K<0.01%013F-HRTimeline
Creekmur Asset Management LLC7,964$203K0.03%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,891$201K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC7,523$192K0.01%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,457$165K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA6,281$160K0.01%-613F-HRTimeline
Hurley Capital, LLC6,174$158K0.09%+713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,011$153K<0.01%+5,40613F-HRTimelineGroup
Cordgrass Capital Advisors, LLC5,437$139K0.03%013F-HRTimeline
Bogart Wealth, LLC5,426$138K0.01%+313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,140$131K0.06%013F-HRTimeline
Addison Advisors LLC4,655$119K0.03%-1513F-HRTimeline
GAMMA Investing LLC4,375$112K0.01%-45,83213F-HRTimeline
Trust Co3,998$102K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,600$91.9K0.01%013F-HRTimeline
2UniFi Bank3,374$86.1K0.04%-47613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,373$86.1K<0.01%-1,13813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,000$76.6K<0.01%-3,30013F-HR/ATimeline
Knights of Columbus Asset Advisors LLC2,880$73.5K<0.01%013F-HRTimeline
Asset Dedication, LLC2,655$67.8K<0.01%+3113F-HRTimeline
Coastline Trust Co2,565$65.5K0.01%+16813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC2,428$62K0.01%+2713F-HRTimeline
United Community Bankin group United Community Bank2,343$59.8K0.02%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,000$51K0.02%013F-HRTimeline
Sachetta, LLC2,000$51K0.02%013F-HRTimeline
Legacy Bridge, LLC1,900$48.5K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.1,608$41K<0.01%013F-HRTimeline
Front Row Advisors LLC1,600$40.8K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,452$37.1K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,400$35.7K0.01%-99513F-HRTimeline
Hemington Wealth Management1,335$34K<0.01%013F-HRTimeline
Stephens Consulting, LLC1,309$33.4K0.01%013F-HRTimeline
EASTERN BANK1,195$30.5K<0.01%013F-HRTimeline
High Note Wealth, LLC1,093$27.9K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,000$25.5K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC903$23K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$20.4K<0.01%013F-HRTimelineGroup
CX Institutional772$20K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc778$19.8K<0.01%+913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.735$18.8K0.01%013F-HRTimeline
Blue Trust, Inc.735$18.8K<0.01%+813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.720$18.4K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.688$18K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC658$16.8K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC650$16.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management635$16.2K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC601$15.3K<0.01%+213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/580$14.8K<0.01%-83913F-HRTimelineGroup
CNB Bank564$14.4K0.01%new13F-HRTimeline
Kozak & Associates, Inc.536$13.6K<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …500$13K<0.01%013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd500$12.8K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC500$12.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.426$10.9K<0.01%+513F-HRTimelineGroup
First PREMIER Bank302$8K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC269$6.87K<0.01%+2113F-HRTimeline
Founders Financial Alliance, LLC215$5.49K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…153$3.9K<0.01%-22613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC105$2.68K<0.01%013F-HRTimeline