Skip to content
Disclosery

IBDT ISHARES TR

Follow

ETF (fund)

412 managers (413 13F filers) reported a position in IBDT shares at 2025-12-31, 106,171,899 shares in all. 37 filers opened a position and 24 filers sold out during the quarter.

Managers
412
13F filers
413
New
37
Added
249
Reduced
56
Sold out
24
Shares held by filers
106,171,899

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…52,166$1.33M0.04%+8,36813F-HRTimelineGroup
Archford Capital Strategies, LLC51,254$1.3M0.15%+2513F-HRTimeline
WESBANCO BANK INC51,091$1.3M0.04%new13F-HRTimeline
Clearstead Advisors, LLC50,351$1.28M0.02%-11813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…49,832$1.27M0.18%+39413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.49,825$1.27M0.03%+9,82513F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…49,640$1.26M0.23%013F-HRTimeline
Farther Finance Advisors, LLC48,763$1.24M0.01%+37,35113F-HRTimeline
Montecito Bank & Trust48,390$1.23M0.2%+4,66513F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC47,724$1.21M0.54%+8,52013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.46,953$1.2M0.08%+1,12513F-HRTimelineGroup
Farmers National Bank46,872$1.19M0.27%+93713F-HRTimeline
10Elms LLP46,656$1.19M1.09%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp44,414$1.13M<0.01%+3,71113F-HRTimelineGroup
Austin Private Wealth, LLC44,256$1.13M0.08%+2,08313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,971$1.12M<0.01%+11,40013F-HRTimelineGroup
THREADGILL FINANCIAL, LLC20,471$1.07M0.44%new13F-HRTimeline
Cypress Point Wealth Management, LLC40,000$1.02M0.22%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC39,288$1M0.83%+4,31013F-HRTimeline
Bullock Wealth Management Group39,211$998K0.49%+6,01813F-HRTimeline
TABR Capital Management, LLC38,642$984K0.66%+24,19713F-HR/ATimeline
BARRETT & COMPANY, INC.38,005$967K0.32%+6,03513F-HRTimeline
Jacobi Capital Management LLC37,109$945K0.05%+3,88313F-HRTimeline
Belpointe Asset Management LLC37,067$944K0.03%+4,18713F-HRTimeline
MidFirst Bank36,139$920K0.07%13F-HRTimeline
Mendota Financial Group, LLC36,097$919K0.67%+54713F-HRTimeline
DARA CAPITAL US, INC.35,485$903K0.8%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,423$876K0.05%+7,82113F-HRTimeline
Walleye Partners, LLC34,384$875K0.97%13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC33,420$853K0.83%13F-HRTimeline
LITTLE HOUSE CAPITAL LLC33,507$853K0.21%-3,91613F-HRTimeline
Alliance Wealth Advisors, LLC /UT33,024$841K0.18%-7,84113F-HRTimeline
HORAN Wealth, LLC32,700$832K0.13%-4,95013F-HRTimeline
FOCUSED ALPHA, LLC32,501$827K0.24%13F-HRTimeline
ROMANO BROTHERS AND COMPANY32,213$820K0.09%+18,87313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,054$790K0.01%-71513F-HRTimelineGroup
Element Wealth, LLC30,732$782K0.32%+9,16813F-HRTimeline
MTM Investment Management, LLC30,465$775K0.25%+89713F-HRTimeline
COMERICA BANK30,094$766K<0.01%+2,47113F-HRTimeline
FLOW TRADERS U.S. LLC29,595$753K0.02%new13F-HRTimeline
Summit Wealth Partners, LLC29,572$753K0.14%+3,49213F-HRTimeline
4J Wealth Management LLC29,191$743K0.43%+5,84213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,151$742K<0.01%+15113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC29,050$739K<0.01%+52313F-HRTimeline
DecisionMap Wealth Management, LLC28,024$713K0.44%+3,70513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,650$704K<0.01%-70513F-HRTimelineGroup
Autumn Glory Partners, LLC27,516$700K0.25%+6413F-HRTimeline
Roble, Belko & Company, Inc26,822$683K0.09%+3,92613F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$662K0.04%013F-HRTimeline
MGO ONE SEVEN LLC25,273$643K0.01%+10,38813F-HRTimeline
Granite Harbor Advisors, Inc.25,135$640K0.27%-24,49213F-HRTimeline
BAKER BOYER NATIONAL BANK24,340$620K0.19%+22613F-HRTimeline
Stockman Wealth Management, Inc.24,104$614K0.07%013F-HR/ATimeline
DEARBORN PARTNERS LLC23,875$608K0.03%-25713F-HRTimeline
Redwood Financial Network Corp23,507$598K0.38%+74413F-HRTimeline
Balentine LLC22,645$576K0.02%+34413F-HRTimeline
Stokes Family Office, LLC22,465$572K0.05%013F-HRTimeline
DUNCKER STREETT & CO INC22,460$572K0.1%013F-HRTimeline
Gilbert & Cook, Inc.22,408$570K0.07%new13F-HRTimeline
Accretive Wealth Partners, LLC22,330$568K0.17%new13F-HRTimeline
Prime Capital Investment Advisors, LLC22,316$568K0.01%+11,77513F-HRTimeline
Provenance Wealth Advisors, LLC22,289$567K0.06%-13,65813F-HRTimeline
CVA Family Office, LLC22,215$565K0.07%+5,37713F-HRTimeline
Chicago Partners Investment Group LLC21,574$550K0.01%+11413F-HRTimeline
Conrad Siegel Investment Advisors, Inc.21,583$549K0.1%+9,36113F-HRTimeline
American Trust21,548$549K0.05%+56313F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,443$546K0.04%+32513F-HRTimeline
Mutual Advisors, LLC20,833$530K0.01%-5513F-HRTimeline
Johnson Bixby & Associates, LLC20,662$526K0.07%+19213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,569$524K0.02%+1,53113F-HRTimelineGroup
Straight Path Wealth Management20,256$516K0.14%+1,59813F-HRTimeline
First Interstate Bank20,047$510K0.03%013F-HRTimeline
ADG Wealth Management Group, LLC20,000$509K0.39%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC19,975$508K0.35%+33913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,811$504K0.01%+1,30913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,389$494K<0.01%+18,80913F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,805$479K<0.01%+36913F-HRTimeline
Round Rock Advisors LLC18,302$466K0.07%new13F-HR/ATimeline
Advisory Services Network, LLC18,242$464K0.01%+3,97613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,996$458K0.01%+2,55813F-HRTimelineGroup
TABLEAUX LLC17,938$457K0.32%+1,81013F-HR/ATimeline
CFO CAPITAL MANAGEMENT LLC17,865$455K0.34%13F-HRTimeline
KOM Wealth Management Group, LLC17,604$448K0.32%+8,97813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,465$445K0.01%+1,50013F-HRTimelineGroup
Ellis Investment Partners, LLC17,292$440K0.08%new13F-HRTimeline
Adalta Capital Management LLC17,180$437K0.2%new13F-HRTimeline
Clearstead Trust, LLC16,986$432K0.07%new13F-HRTimeline
Curbstone Financial Management Corp16,600$423K0.08%new13F-HRTimeline
Atwater Malick LLC16,357$416K0.11%+5,20913F-HRTimeline
SIMON QUICK ADVISORS, LLC16,343$416K0.02%+2,04413F-HRTimeline
Bradley & Co. Private Wealth Management…16,139$411K0.22%-1,14413F-HRTimeline
Robbins Farley16,031$408K0.19%+7,85713F-HRTimeline
True Link Financial Advisors, LLC15,578$397K0.02%new13F-HRTimeline
Hurley Capital, LLC15,521$395K0.22%+9,34713F-HRTimeline
Ledyard National Bank15,204$387K0.03%013F-HRTimeline
American Money Management, LLC15,162$386K0.06%+6,10013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC14,708$374K0.04%+57513F-HRTimeline
High Note Wealth, LLC14,661$373K0.07%+13,56813F-HRTimeline
FIRST MANHATTAN CO. LLC.14,454$368K<0.01%new13F-HRTimeline
Bank of New Hampshire14,100$359K0.08%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…14,083$358K0.02%+39513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC13,640$347K0.03%+3,95013F-HRTimeline
WJ Wealth Management, LLC13,600$346K0.15%+20013F-HRTimeline
Willis Johnson & Associates, Inc.13,550$345K0.02%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,431$342K0.06%+98213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,247$337K0.1%+15013F-HRTimeline
Cypress Wealth Services, LLC13,171$335K0.05%013F-HRTimeline
NWAM LLC13,058$333K0.02%+10113F-HRTimeline
Moors & Cabot, Inc.13,075$333K0.01%+2,88513F-HRTimeline
Crusonia Wealth Advisors LLC13,046$332K0.07%13F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC13,000$331K0.28%13F-HRTimeline
Old Mission Investment Co LLC12,973$330K0.08%-1,00013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise12,941$329K0.01%-77913F-HRTimelineGroup
SageView Advisory Group, LLC12,654$322K0.01%+4,50313F-HRTimeline
XML Financial, LLC12,577$320K0.03%+4,52013F-HRTimeline
Ferguson Johnson Wealth Management Inc12,210$310K0.26%13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC12,009$306K0.09%+78413F-HRTimeline
Financial Advisory Corp12,002$306K0.04%+22613F-HRTimeline
Journey Advisory Group, LLC11,500$293K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,200$285K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB11,100$283K0.01%+8,10013F-HRTimeline
Newman Dignan & Sheerar, Inc.10,930$278K0.06%+84913F-HRTimeline
Sarver Vrooman Wealth Advisors10,825$276K0.18%+1,86913F-HR/ATimeline
Keystone Wealth Services, LLC10,824$276K0.06%-49613F-HRTimeline
Evanson Asset Management, LLC10,729$273K0.01%+70413F-HRTimeline
FMR LLCin group FMR LLC10,721$273K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC10,529$268K0.02%+2,26213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,459$266K<0.01%+4,44813F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC10,300$262K0.11%new13F-HRTimeline
Carson Advisory Inc.10,265$261K0.14%new13F-HRTimeline
J.E. Simmons & Co., P.C.10,262$261K0.17%13F-HRTimeline
Highland Financial Advisors, LLC10,162$259K0.07%013F-HRTimeline
Evergreen Wealth Partners LLC10,047$256K0.22%13F-HRTimeline
NESTEGG ADVISORS, INC.9,908$252K0.22%-3,77113F-HRTimeline
Maia Wealth LLC9,795$250K0.04%-38613F-HRTimeline
Gradient Capital Advisors, LLC9,532$243K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…9,514$242K0.01%-29113F-HRTimeline
Avidian Wealth Enterprises, LLC9,432$240K0.01%-34613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,244$235K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.9,149$233K0.01%+1,09413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,149$233K0.02%new13F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC9,086$231K0.11%new13F-HRTimeline
Maridea Wealth Management LLC9,072$231K0.03%new13F-HRTimeline
SIGNATUREFD, LLC9,042$230K<0.01%+20713F-HRTimeline
Dakota Wealth Management9,000$229K<0.01%-40013F-HR/ATimeline
Ashton Thomas Private Wealth, LLC8,878$226K0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC8,843$225K0.03%+13413F-HR/ATimeline
Whitener Capital Management, Inc.8,800$224K0.05%new13F-HRTimeline
Mayflower Financial Advisors, LLC8,776$223K0.03%new13F-HRTimeline
Physician Wealth Advisors, Inc.8,731$222K0.03%+10113F-HRTimeline
Wealthspire Advisors, LLC8,639$220K<0.01%013F-HRTimeline
Pine Haven Investment Counsel, Inc8,250$210K0.15%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC8,230$209K0.1%013F-HRTimeline
SCOTIA CAPITAL INC.8,100$206K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,083$206K<0.01%-25113F-HRTimeline
Foundations Investment Advisors, LLC8,033$204K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,000$204K<0.01%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,010$204K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,891$201K<0.01%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC7,858$200K0.03%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,523$191K0.01%013F-HRTimeline
McIlrath & Eck, LLC6,468$165K0.02%+4,04013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,457$164K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA6,205$158K0.01%-7613F-HRTimeline
Bogart Wealth, LLC5,429$138K0.01%+313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,145$131K0.01%new13F-HRTimeline
Align Financial, LLC121,436$121K0.09%13F-HRTimeline
Addison Advisors LLC4,655$118K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,649$118K<0.01%+4,22313F-HRTimelineGroup
GAMMA Investing LLC4,630$118K0.01%+25513F-HRTimeline
BOKF, NAin group BOKF, NA4,237$108K<0.01%new13F-HRTimelineGroup
CNB Bank3,870$98.5K0.04%+3,30613F-HRTimeline
HHM Wealth Advisors, LLC3,600$91.6K0.01%013F-HRTimeline
Hyposwiss Advisors SA3,495$89K0.09%13F-HRTimeline
AE Wealth Management LLC3,393$86.4K<0.01%new13F-HRTimeline
2UniFi Bank3,374$85.9K0.04%013F-HRTimeline
Knights of Columbus Asset Advisors LLC2,880$73.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,690$68.5K<0.01%new13F-HRTimeline
Trust Co2,665$67.8K0.01%-1,33313F-HRTimeline
Asset Dedication, LLC2,655$67.6K<0.01%013F-HRTimeline
Coastline Trust Co2,565$65.3K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Bancorp, Inc.2,000$50.9K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,000$50.9K0.02%new13F-HRTimeline
Legacy Bridge, LLC1,900$48.4K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.1,608$40.9K<0.01%013F-HRTimeline
Front Row Advisors LLC1,600$40.7K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,415$36K0.01%-4,02213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,400$35.6K0.01%013F-HRTimeline
Stephens Consulting, LLC1,309$33.3K0.01%013F-HRTimeline
MASECO LLP1,215$30.9K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC1,197$30.5K0.01%+29413F-HRTimeline
EASTERN BANK1,195$30.4K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,146$29.2K<0.01%-2,22713F-HRTimelineGroup
Aptus Capital Advisors, LLC1,022$26K<0.01%+42113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.974$24.9K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management943$24K<0.01%+30813F-HRTimelineGroup
Sunbelt Securities, Inc.850$21.6K<0.01%-15013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors800$20.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc790$20.1K<0.01%+1213F-HRTimeline
CX Institutional784$20K<0.01%+1213F-HRTimeline