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Disclosery

IBDT ISHARES TR

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ETF (fund)

423 managers (424 13F filers) reported a position in IBDT shares at 2026-03-31, 112,152,260 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
423
13F filers
424
New
35
Added
256
Reduced
73
Sold out
21
Shares held by filers
112,152,260

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SMITH, MOORE & CO.57,426$1.45M0.11%-6,24013F-HRTimeline
Briggs Wealth Management, Inc57,227$1.45M1.54%+3,20913F-HRTimeline
Beaumont Financial Advisors, LLC56,111$1.42M0.1%+3,53713F-HRTimeline
High Note Wealth, LLC55,952$1.42M0.28%+41,29113F-HRTimeline
Montecito Bank & Trust54,866$1.39M0.23%+6,47613F-HRTimeline
Cyr Financial Inc.54,126$1.37M0.81%-1,22513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/53,670$1.36M0.24%+22513F-HRTimeline
Farther Finance Advisors, LLC52,684$1.33M0.01%+3,92113F-HRTimeline
Clearstead Advisors, LLC52,194$1.32M0.01%+1,84313F-HRTimeline
MTM Investment Management, LLC51,949$1.32M0.42%+21,48413F-HRTimeline
WESBANCO BANK INC51,091$1.29M0.04%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…51,069$1.29M0.03%-2,57713F-HRTimelineGroup
Archford Capital Strategies, LLC50,481$1.28M0.15%-77313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.49,825$1.26M0.03%013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC49,312$1.25M0.26%-7,80113F-HRTimeline
Bullock Wealth Management Group49,124$1.24M0.62%+9,91313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…48,450$1.23M0.26%-1,19013F-HRTimeline
Farmers National Bank47,990$1.22M0.27%+1,11813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…47,862$1.21M0.18%-1,97013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.47,794$1.21M0.08%+84113F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC46,804$1.19M0.56%-92013F-HRTimeline
BARRETT & COMPANY, INC.46,536$1.18M0.41%+8,53113F-HRTimeline
CGN Advisors LLC45,979$1.16M0.09%-10,46413F-HRTimeline
Jacobi Capital Management LLC45,560$1.15M0.06%+8,45113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC45,015$1.14M<0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,971$1.11M<0.01%013F-HRTimelineGroup
TABR Capital Management, LLC43,395$1.1M1.01%+4,75313F-HRTimeline
Granite Harbor Advisors, Inc.43,185$1.09M0.48%+18,05013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,994$1.06M<0.01%+12,84313F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.41,365$1.05M0.19%+19,78213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC40,339$1.02M0.77%+1,05113F-HRTimeline
SIGNATUREFD, LLC39,056$989K0.02%+30,01413F-HRTimeline
MidFirst Bank38,539$976K0.08%+2,40013F-HRTimeline
ROMANO BROTHERS AND COMPANY37,568$952K0.11%+5,35513F-HRTimeline
Belpointe Asset Management LLC37,068$939K0.03%+113F-HRTimeline
Cove Private Wealth, LLC37,000$937K0.21%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…36,980$937K0.03%-15,18613F-HRTimelineGroup
Mendota Financial Group, LLC36,363$921K0.68%+26613F-HRTimeline
DARA CAPITAL US, INC.35,485$898K0.85%013F-HRTimeline
Balentine LLC35,069$888K0.04%+12,42413F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC34,071$864K0.81%+65113F-HRTimeline
CVA Family Office, LLC33,960$860K0.09%+11,74513F-HRTimeline
Walleye Partners, LLC33,333$844K1.04%-1,05113F-HRTimeline
FOCUSED ALPHA, LLC32,865$832K0.26%+36413F-HRTimeline
HORAN Wealth, LLC32,700$832K0.08%013F-HRTimeline
Element Wealth, LLC32,208$816K0.34%+1,47613F-HRTimeline
DUNCKER STREETT & CO INC31,704$803K0.15%+9,24413F-HRTimeline
4J Wealth Management LLC30,842$781K0.44%+1,65113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,752$779K0.01%-30213F-HRTimelineGroup
Summit Wealth Partners, LLC29,607$750K0.12%+3513F-HRTimeline
Accretive Wealth Partners, LLC29,316$743K0.21%+6,98613F-HRTimeline
LITTLE HOUSE CAPITAL LLC28,902$732K0.19%-4,60513F-HRTimeline
Lee Financial Co28,900$732K0.1%new13F-HRTimeline
DecisionMap Wealth Management, LLC28,478$721K0.47%+45413F-HRTimeline
Aprio Wealth Management, LLC28,155$713K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,043$710K<0.01%+17,58413F-HRTimelineGroup
TABLEAUX LLC27,578$699K0.34%+9,64013F-HRTimeline
Autumn Glory Partners, LLC27,547$698K0.26%+3113F-HRTimeline
MML INVESTORS SERVICES, LLC27,139$687K<0.01%-1,91113F-HRTimeline
BAKER BOYER NATIONAL BANK27,023$684K0.21%+2,68313F-HRTimeline
KOM Wealth Management Group, LLC26,852$680K0.46%+9,24813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,605$673K0.04%-7,81813F-HRTimeline
WJ Wealth Management, LLC26,200$664K0.31%+12,60013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$659K0.04%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC25,955$657K0.07%+11,24713F-HRTimeline
MGO ONE SEVEN LLC25,730$652K0.01%+45713F-HRTimeline
Curbstone Financial Management Corp25,700$651K0.12%+9,10013F-HRTimeline
Foundations Investment Advisors, LLC25,250$640K0.01%+17,21713F-HRTimeline
ADG Wealth Management Group, LLC25,038$634K0.44%+5,03813F-HRTimeline
DEARBORN PARTNERS LLC24,579$623K0.03%+70413F-HRTimeline
Redwood Financial Network Corp24,226$614K0.4%+71913F-HRTimeline
Stockman Wealth Management, Inc.24,042$609K0.07%-6213F-HRTimeline
Van Hulzen Asset Management, LLC23,843$604K0.04%+13,31413F-HRTimeline
First Interstate Bank22,940$581K0.03%+2,89313F-HRTimeline
Stokes Family Office, LLC22,465$569K0.06%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT22,148$561K0.12%-10,87613F-HRTimeline
American Trust21,548$546K0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,439$543K0.01%+1,62813F-HRTimelineGroup
Spartan Wealth Advisory Services LLC21,314$540K0.05%13F-HRTimeline
Straight Path Wealth Management21,088$534K0.14%+83213F-HRTimeline
Avidian Wealth Enterprises, LLC20,939$530K0.02%+11,50713F-HRTimeline
Walser Wealth Management Company, A Ltd…20,919$530K0.24%new13F-HRTimeline
CFO CAPITAL MANAGEMENT LLC20,861$527K0.43%+2,99613F-HRTimeline
Johnson Bixby & Associates, LLC20,755$526K0.07%+9313F-HRTimeline
Provenance Wealth Advisors, LLC20,323$515K0.05%-1,96613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC20,004$507K0.34%+2913F-HRTimeline
Gilbert & Cook, Inc.19,460$493K0.06%-2,94813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,014$480K0.03%-1,55513F-HRTimelineGroup
Mutual Advisors, LLC18,948$480K0.01%-1,88513F-HRTimeline
Ellis Investment Partners, LLC18,896$479K0.08%+1,60413F-HRTimeline
Atwater Malick LLC18,545$470K0.13%+2,18813F-HRTimeline
Round Rock Advisors LLC18,302$464K0.07%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC18,132$459K0.08%+4,70113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,997$456K0.01%+113F-HRTimelineGroup
Advisory Services Network, LLC17,806$451K0.01%-43613F-HRTimeline
Robbins Farley17,606$446K0.2%+1,57513F-HRTimeline
Prime Capital Investment Advisors, LLC17,008$431K<0.01%-5,30813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,005$431K0.01%-46013F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC17,000$431K0.36%+4,00013F-HRTimeline
Clearstead Trust, LLC16,986$430K0.07%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co16,878$428K0.02%+10,42113F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC16,663$422K0.16%+7,57713F-HRTimeline
SIMON QUICK ADVISORS, LLC16,343$414K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…16,139$409K0.22%013F-HRTimeline
Steward Partners Investment Advisory, L…15,935$404K<0.01%-2,87013F-HRTimeline
Hurley Capital, LLC15,595$395K0.21%+7413F-HRTimeline
Moors & Cabot, Inc.15,373$389K0.02%+2,29813F-HRTimeline
STAR Financial Bank15,329$388K0.18%-42,03313F-HRTimeline
American Money Management, LLC15,104$383K0.06%-5813F-HRTimeline
Ledyard National Bank14,923$378K0.03%-28113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…14,083$357K0.02%013F-HRTimeline
Bank of New Hampshire13,850$351K0.08%-25013F-HRTimeline
1900 WEALTH MANAGEMENT LLC13,819$350K0.02%-7,62413F-HRTimeline
XML Financial, LLC13,765$349K0.03%+1,18813F-HRTimeline
Crusonia Wealth Advisors LLC13,655$346K0.07%+60913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC13,495$342K0.02%-14513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,247$336K0.1%013F-HRTimeline
Fortune Financial Group, Inc.13,188$334K0.3%new13F-HRTimeline
Cypress Wealth Services, LLC13,171$334K0.05%013F-HRTimeline
SageView Advisory Group, LLC13,054$331K0.01%+40013F-HRTimeline
Old Mission Investment Co LLC12,973$329K0.08%013F-HRTimeline
Summit Trail Advisors, LLC12,800$324K<0.01%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC12,600$319K0.1%+59113F-HRTimeline
Farnam Financial LLC12,431$315K0.26%new13F-HRTimeline
Ferguson Johnson Wealth Management Inc12,210$309K0.25%013F-HRTimeline
NWAM LLC12,176$308K0.02%-88213F-HRTimeline
Financial Advisory Corp12,090$306K0.04%+8813F-HRTimeline
Koshinski Asset Management, Inc.11,865$301K0.02%+2,71613F-HRTimeline
Sarver Vrooman Wealth Advisors11,652$295K0.18%+82713F-HRTimeline
Journey Advisory Group, LLC11,500$291K0.02%013F-HRTimeline
Rothschild Wealth LLC11,390$289K0.03%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,200$284K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB11,100$281K0.01%013F-HRTimeline
Waverly Advisors, LLC11,096$281K<0.01%new13F-HRTimeline
Whitener Capital Management, Inc.10,800$274K0.06%+2,00013F-HRTimeline
Keystone Wealth Services, LLC10,719$272K0.06%-10513F-HRTimeline
Meridian Wealth Management, LLC10,600$269K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,332$262K<0.01%+2,24913F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC10,300$261K0.12%013F-HRTimeline
Carson Advisory Inc.10,265$260K0.13%013F-HRTimeline
Highland Financial Advisors, LLC10,162$257K0.07%013F-HRTimeline
Arkadios Wealth Advisors10,151$257K<0.01%new13F-HRTimeline
Evergreen Wealth Partners LLC9,989$253K0.19%-5813F-HRTimeline
Maia Wealth LLC9,797$248K0.04%+213F-HRTimeline
Next Level Wealth Planning, LLC9,719$246K0.13%new13F-HRTimeline
SEEDS INVESTOR LLC9,679$245K0.03%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,633$244K0.01%+38913F-HRTimeline
Gradient Capital Advisors, LLC9,532$241K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…9,515$241K0.01%+113F-HRTimeline
Ashton Thomas Private Wealth, LLC9,372$237K0.01%+49413F-HRTimeline
Pine Haven Investment Counsel, Inc9,350$237K0.17%+1,10013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,278$235K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management9,257$234K0.01%+8,31413F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.9,255$234K0.05%-1,67513F-HRTimeline
TRUST POINT INC.9,193$233K0.02%new13F-HRTimeline
Csenge Advisory Group8,968$227K0.01%new13F-HRTimeline
Arnold Financial Planning LLC8,910$226K0.21%new13F-HRTimeline
New England Private Wealth Advisors LLC8,908$226K0.03%+6513F-HRTimeline
Maridea Wealth Management LLC8,804$223K0.03%-26813F-HRTimeline
Physician Wealth Advisors, Inc.8,779$222K0.03%+4813F-HRTimeline
Mayflower Financial Advisors, LLC8,776$222K0.03%013F-HRTimeline
Aspen Wealth Management LLC8,695$220K0.04%new13F-HRTimeline
Wealthspire Advisors, LLC8,639$219K<0.01%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC8,604$218K0.01%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC8,230$208K0.1%013F-HRTimeline
CHOREO, LLC8,208$208K<0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.8,100$205K<0.01%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,010$203K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,000$202K<0.01%013F-HRTimeline
Bogart Wealth, LLC7,978$202K0.01%+2,54913F-HRTimeline
KPP Advisory Services LLC7,970$202K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC7,608$193K<0.01%-3,11313F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC7,523$191K0.01%013F-HRTimeline
McIlrath & Eck, LLC6,515$165K0.01%+4713F-HRTimeline
PRIVATE TRUST CO NA6,180$157K0.01%-2513F-HRTimeline
Cordgrass Capital Advisors, LLC5,936$150K0.04%+4,52113F-HRTimeline
Intentional Wealth Strategies, LLC5,604$142K0.13%13F-HRTimeline
Truvestments Capital LLC5,087$129K0.02%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,900$124K0.01%new13F-HRTimelineGroup
Align Financial, LLC4,788$121K0.07%-116,64813F-HRTimeline
Addison Advisors LLC4,655$118K0.03%013F-HRTimeline
GAMMA Investing LLC4,630$117K0.01%013F-HRTimeline
CNB Bank3,821$96.8K0.04%-4913F-HRTimeline
HHM Wealth Advisors, LLC3,600$91.2K0.01%013F-HRTimeline
Hyposwiss Advisors SA3,495$88.5K0.09%013F-HRTimeline
AE Wealth Management LLC3,418$86.6K<0.01%+2513F-HRTimeline
2UniFi Bank3,374$85.5K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,290$83.3K<0.01%-16,09913F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC2,880$73K<0.01%013F-HRTimeline
Miller Global Investments, LLC2,795$70.8K0.06%new13F-HRTimeline
Napier Financial, LLC2,730$69.2K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,690$67.9K<0.01%013F-HRTimeline
Trust Co2,675$67.8K0.01%+1013F-HRTimeline
Asset Dedication, LLC2,655$67.3K<0.01%013F-HRTimeline
Coastline Trust Co2,565$65K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annis Gardner Whiting Capital Advisors,…2,400$60.8K0.01%+1,00013F-HRTimeline
United Community Bankin group United Community Bank2,293$58.1K0.02%new13F-HRTimelineGroup
PITTENGER & ANDERSON INC2,155$54.6K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,014$51K0.02%+1413F-HRTimeline
Pinnacle Bancorp, Inc.2,000$50.7K0.01%013F-HRTimeline