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Disclosery

IBDT ISHARES TR

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ETF (fund)

330 managers (331 13F filers) reported a position in IBDT shares at 2024-12-31, 73,706,799 shares in all. 36 filers opened a position and 11 filers sold out during the quarter.

Managers
330
13F filers
331
New
36
Added
198
Reduced
35
Sold out
11
Shares held by filers
73,706,799

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,674,497$191M0.02%+608,17813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,549,977$88.4M0.01%+484,40813F-HR/ATimelineGroup
Capital Investment Advisors, LLC2,784,813$69.3M1.41%+215,93813F-HRTimeline
CAPITAL ADVISORS INC/OK2,698,707$67.2M1.34%+164,06913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,146,776$53.5M0.02%+162,15813F-HRTimelineGroup
Aptus Capital Advisors, LLC2,075,033$51.7M0.61%-1,255,48713F-HRTimeline
UBS Group AGin group UBS Group AG1,984,298$49.4M0.01%+183,77513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,977,557$49.2M0.12%+93,05513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,975,838$49.2M0.02%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,699,845$42.3M0.01%+157,25513F-HRTimelineGroup
LPL Financial LLC1,621,651$40.4M0.02%+177,10413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,539,109$38.3M2.83%+73,60713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,419,105$35.3M0.01%+223,57013F-HRTimelineGroup
HighTower Advisors, LLC1,309,592$32.6M0.04%+73,81213F-HRTimeline
SUMMITRY LLC1,208,359$30.1M1.47%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,171,675$29.2M0.18%+406,36513F-HRTimelineGroup
Gratus Wealth Advisors, LLC1,158,816$28.9M4.62%+32,49113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,110,725$27.7M1.62%+48,15913F-HRTimeline
Klingman & Associates, LLC1,087,184$27.1M1.66%+27,40213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,083,928$27M0.01%-106,45813F-HRTimelineGroup
Kathmere Capital Management, LLC947,947$23.6M2.12%+26,03613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC928,620$23.1M2.18%+24,12613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC926,674$23.1M1.01%+205,50413F-HRTimeline
RVW Wealth, LLC869,496$21.7M2.02%+62,75613F-HRTimeline
Sound View Wealth Advisors Group, LLC863,127$21.5M1.73%+56,37913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP860,929$21.4M0.03%+421,49313F-HRTimelineGroup
Baltimore-Washington Financial Advisors…850,318$21.2M1.09%+30,54913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP709,674$17.7M0.02%+26,16013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC673,653$16.8M0.02%+59,01513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP643,289$16M0.03%-50,69313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\592,380$14.8M0.02%+71,17913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC582,958$14.5M0.33%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.572,370$14.3M1.52%+48,36213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp563,736$14M1.33%+21,41613F-HRTimelineGroup
Snowden Capital Advisors LLC466,649$11.6M0.36%+11,41813F-HRTimeline
Windsor Capital Management, LLC458,278$11.4M3.39%+2,74213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding446,901$11.1M+49,117Timeline
CAPTRUST FINANCIAL ADVISORS396,325$9.87M0.03%+96,83413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC389,421$9.7M0.14%+15,47213F-HRTimelineGroup
Glenview Trust Co375,097$9.34M0.18%+169,81713F-HRTimeline
Commonwealth Financial Services, LLC369,889$9.21M1.81%+5,62013F-HRTimeline
Probity Advisors, Inc.350,854$8.74M1.68%+69,49213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP331,018$8.24M0.74%+22,91413F-HRTimeline
CENTRAL TRUST Co322,414$8.03M0.2%+38,14513F-HRTimeline
Peloton Wealth Strategists319,174$7.95M3.21%+27,19913F-HRTimeline
HAMEL ASSOCIATES, INC.306,735$7.64M2.46%+26,60013F-HRTimeline
SPINNAKER TRUST298,655$7.44M0.47%+128,42113F-HRTimeline
Sanctuary Advisors, LLC294,889$7.39M0.05%+21,52413F-HRTimeline
Advisors Capital Management, LLC294,305$7.33M0.12%-348,69513F-HRTimeline
PFG Private Wealth Management, LLC291,900$7.27M4.14%+11,38013F-HRTimeline
MCF Advisors LLC272,661$6.79M0.48%+5,49113F-HRTimeline
Mesirow Financial Investment Management…261,018$6.5M0.13%new13F-HRTimeline
Beacon Pointe Advisors, LLC253,224$6.31M0.07%+34,20113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC249,512$6.21M3.39%+5,45213F-HRTimeline
Keeler Thomas Management LLC246,072$6.13M2.18%-17,05613F-HRTimeline
NewEdge Advisors, LLC237,215$5.91M0.04%+41,55413F-HRTimeline
Parallel Advisors, LLC236,278$5.88M0.13%+45,79513F-HRTimeline
Sandy Spring Bank226,686$5.64M0.23%+3,64813F-HRTimeline
InvesTrust225,529$5.62M1.56%13F-HRTimeline
MinichMacGregor Wealth Management, LLC220,248$5.48M1.14%+6,16713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…219,602$5.47M<0.01%+45,02213F-HRTimelineGroup
Signature Wealth Management Group210,302$5.24M2.11%+1,53513F-HRTimeline
Cherry Tree Wealth Management, LLC209,977$5.23M1.29%+32,11513F-HRTimeline
Houlihan Financial Resource Group, Ltd.207,166$5.16M2.2%+14,55213F-HRTimeline
First National Trust Co203,040$5.06M0.19%+120,26613F-HRTimeline
Praetorian Wealth Management, Inc.201,436$5.02M1.22%+10,10013F-HRTimeline
IFP Advisors, Inc199,298$4.96M0.16%+3,60113F-HRTimeline
CWM, LLCin group CWM, LLC196,665$4.9M0.02%+17,92713F-HRTimelineGroup
Creative Planningin group Creative Planning194,807$4.85M<0.01%+106,01413F-HRTimelineGroup
Atria Investments, Inc191,693$4.77M0.06%+88,72413F-HRTimeline
Wolfstich Capital, LLC186,617$4.65M4.12%13F-HRTimeline
Centricity Wealth Management, LLC181,582$4.52M4.22%13F-HRTimeline
MONECO ADVISORS, LLC179,035$4.46M0.47%+9,40513F-HR/ATimeline
Guidance Point Advisors, LLC176,533$4.4M1.24%+3,28513F-HRTimeline
EP Wealth Advisors, LLC170,430$4.24M0.03%+15,24713F-HRTimeline
Venture Visionary Partners LLC162,132$4.04M0.17%+13,89313F-HR/ATimeline
HARBOR ADVISORY CORP /MA/160,080$3.99M1.31%+1,52213F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.154,505$3.85M2.38%+19,38513F-HRTimeline
Matthew Goff Investment Advisor, LLC153,459$3.82M0.71%+16,72013F-HRTimeline
4Thought Financial Group Inc.153,317$3.82M2.37%+7,86013F-HRTimeline
Executive Wealth Management, LLC152,044$3.79M0.3%+39,55513F-HRTimeline
Janney Montgomery Scott LLC150,125$3.74M0.01%-191,39513F-HRTimeline
Sabal Trust CO149,916$3.73M0.22%+32,13813F-HRTimeline
CGN Advisors LLC147,084$3.66M0.36%+12,39913F-HRTimeline
Leo Wealth, LLC145,256$3.62M0.32%+85,25813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV144,930$3.61M1.18%+16,09313F-HRTimeline
Krilogy Financial LLC144,021$3.59M0.24%+12,89213F-HRTimeline
Centric Wealth Management143,675$3.58M0.97%+40,82713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…142,966$3.56M2.35%-18,19013F-HRTimeline
REBALANCE, LLC139,288$3.47M0.26%new13F-HRTimeline
Sowell Financial Services LLC137,860$3.43M0.18%new13F-HRTimeline
Allworth Financial LP137,476$3.43M0.02%+37,89313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC137,676$3.43M0.01%new13F-HRTimelineGroup
Great Diamond Partners, LLC133,908$3.33M0.86%+73213F-HRTimeline
Laurel Wealth Advisors LLC130,403$3.25M0.51%+22,97513F-HRTimeline
WRAPMANAGER INC129,790$3.23M0.83%+5,46213F-HRTimeline
Cetera Investment Advisers127,245$3.17M0.01%+42,47413F-HRTimeline
GAMMA Investing LLC123,906$3.09M0.26%+21,83313F-HRTimeline
Integrated Wealth Concepts LLC122,907$3.06M0.04%-5,11513F-HRTimeline
Evergreen Private Wealth LLC121,721$3.03M1.42%+2,47713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC120,208$2.99M0.98%-13,10413F-HRTimeline
Crews Bank & Trust119,055$2.96M0.5%13F-HRTimeline
MEMBERS WEALTH LLC117,319$2.92M2.18%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC115,524$2.88M0.21%+11,75513F-HRTimeline
STAR Financial Bank111,065$2.77M1.99%+2,68413F-HRTimeline
Stonebrook Private Inc.110,918$2.76M0.72%+10,13213F-HRTimeline
Marathon Mission, Inc.108,693$2.71M1.84%+3,03013F-HRTimeline
SAX WEALTH ADVISORS, LLC107,866$2.69M0.21%+45,47813F-HRTimeline
Cambridge Investment Research Advisors,…104,623$2.6M0.01%+22,32513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,153$2.59M0.01%-11,53713F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.102,143$2.54M0.1%-23,84113F-HRTimeline
Quantum Financial Advisors, LLC100,626$2.51M0.38%+9,26513F-HRTimeline
LifePlan Financial, LLC100,294$2.5M2.21%+1,80813F-HRTimeline
Global Retirement Partners, LLC100,207$2.5M0.07%+2,71213F-HRTimeline
Safeguard Financial, LLC96,806$2.41M0.52%+28,06213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.95,692$2.38M0.12%+19,48213F-HRTimeline
FF Advisors,LLC94,863$2.38M1.63%-5,92613F-HRTimeline
KINTRA WEALTH, LLC92,300$2.3M1.6%+3,82213F-HRTimeline
SONATA CAPITAL GROUP INC90,557$2.25M0.93%+72,00013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp89,861$2.24M0.07%+12,23813F-HRTimelineGroup
Ironwood Financial, llc88,845$2.21M0.46%+15,07213F-HRTimeline
LFA - Lugano Financial Advisors SA84,217$2.1M1.37%-43,82913F-HRTimeline
Valmark Advisers, Inc.76,897$1.91M0.03%+29,16913F-HRTimeline
INSTRUMENTAL WEALTH, LLC76,307$1.91M1.81%+4,57113F-HRTimeline
ADIRONDACK TRUST CO76,136$1.89M0.72%+41,82813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…73,881$1.84M0.02%+6,99513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC73,432$1.83M0.04%-4,68113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC71,510$1.78M0.03%+11,80213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…69,764$1.74M<0.01%+42,68813F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.68,707$1.71M0.02%+2,52413F-HRTimelineGroup
BridgePort Financial Solutions, LLC67,267$1.69M0.77%13F-HRTimeline
Chesley Taft & Associates LLC67,950$1.69M0.08%+15,80013F-HRTimeline
Kesler, Norman & Wride, LLC67,064$1.67M0.36%-18,63913F-HRTimeline
CABOT WEALTH MANAGEMENT INC65,775$1.64M0.21%+30813F-HRTimeline
Cornerstone Planning, LLC65,270$1.63M0.62%13F-HRTimeline
Segment Wealth Management, LLC64,465$1.61M0.11%+4,39513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC64,367$1.6M0.13%+52,66213F-HRTimeline
Wilkins Miller Wealth Management, LLC64,359$1.6M1.68%13F-HRTimeline
Arcataur Capital Management LLC64,045$1.59M0.54%+26,32013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD61,119$1.52M0.03%+3,64313F-HRTimelineGroup
First Fiduciary Investment Counsel, Inc.60,810$1.51M0.31%+22,87513F-HRTimeline
Foundation Wealth Management, LLC59,016$1.47M1.14%+1,39813F-HRTimeline
Strid Group, LLC58,999$1.47M0.23%+22,35113F-HRTimeline
Reliant Wealth Planning58,320$1.45M0.68%+10,55713F-HRTimeline
Private Advisor Group, LLC57,896$1.44M0.01%+51813F-HRTimeline
Foundry Financial Group, Inc.56,981$1.42M0.88%+2,06813F-HRTimeline
Covington Investment Advisors Inc.56,835$1.42M0.21%new13F-HR/ATimeline
Fortis Capital Management LLC56,031$1.4M0.26%-20,99613F-HRTimeline
COWA, LLC55,259$1.38M0.63%+41,62413F-HRTimeline
Scissortail Wealth Management, LLC54,335$1.35M0.35%+54,24713F-HRTimeline
Cornell Pochily Investment Advisors, In…54,144$1.35M0.47%+72413F-HRTimeline
Masso Torrence Wealth Management Inc.54,124$1.35M0.71%+8,28113F-HRTimeline
SMITH, MOORE & CO.53,441$1.33M0.12%+35,65513F-HRTimeline
Northstar Group, Inc.53,215$1.33M0.22%+6,77613F-HRTimeline
Archford Capital Strategies, LLC53,161$1.32M0.2%-1,50313F-HRTimeline
NESTEGG ADVISORS, INC.50,899$1.28M1.29%13F-HRTimeline
Mariner, LLCin group Mariner, LLC50,632$1.26M<0.01%+29,88013F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.49,168$1.22M0.2%+17,96213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.48,920$1.22M0.09%-38113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,601$1.21M<0.01%new13F-HRTimelineGroup
Montecito Bank & Trust46,390$1.16M0.2%+4,88913F-HRTimeline
Advance Capital Management, Inc.46,098$1.15M0.05%+70813F-HRTimeline
Clearstead Advisors, LLC45,493$1.13M0.02%+35,20813F-HRTimeline
Resonant Capital Advisors, LLC44,137$1.1M0.08%+13,40313F-HRTimeline
Cyr Financial Inc.43,807$1.09M0.99%-1,47513F-HRTimeline
Princeton Global Asset Management LLC43,085$1.07M0.2%+3,20013F-HRTimeline
FLOW TRADERS U.S. LLC42,412$1.06M0.04%+18,82913F-HRTimeline
Farmers National Bank42,357$1.05M0.31%13F-HRTimeline
Godshalk Welsh Capital Management, Inc.41,600$1.04M0.67%+32,90013F-HRTimeline
Penobscot Investment Management Company…41,200$1.03M0.09%+21,65013F-HRTimeline
Provenance Wealth Advisors, LLC40,767$1.02M0.13%+17,21913F-HRTimeline
Meridian Wealth Management, LLC40,108$999K0.05%+16,15713F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC39,597$986K0.49%-17613F-HRTimeline
Heartland Bank & Trust Co39,414$981K0.53%+29,78313F-HRTimeline
10Elms LLP39,151$975K1.01%13F-HRTimeline
BEACON FINANCIAL GROUP39,020$972K0.1%+8,51213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC38,438$957K0.02%013F-HRTimeline
Horan Securities, Inc.38,079$948K0.36%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC36,993$921K0.26%-5,64313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,535$910K<0.01%-13,11813F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…36,437$907K0.15%+4,21013F-HRTimeline
Granite Harbor Advisors, Inc.36,028$897K0.5%+5,05113F-HRTimeline
Austin Private Wealth, LLC35,936$895K0.08%+93013F-HRTimeline
Sightline Wealth Advisors, LLC34,026$847K0.46%+18,00613F-HRTimeline
COMERICA BANK33,797$842K<0.01%+8,39713F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,763$816K+2,276Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,232$803K<0.01%+18,89113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC31,700$789K<0.01%-3,30013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,942$770K<0.01%+4,94813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,390$732K0.01%+5,16213F-HRTimelineGroup
Lee Financial Co28,900$720K0.1%013F-HRTimeline
Consolidated Portfolio Review Corp28,609$712K0.11%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.28,028$698K<0.01%+27,88813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC27,331$681K<0.01%013F-HRTimelineGroup
Mendota Financial Group, LLC26,416$658K0.43%-16,05313F-HRTimeline
BAKER BOYER NATIONAL BANK26,048$649K0.22%+2,01213F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$647K0.04%013F-HRTimeline
Summit Wealth Partners, LLC25,938$646K0.13%-1,15313F-HRTimeline
Autumn Glory Partners, LLC24,787$617K0.3%-8213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,191$602K<0.01%+2,18013F-HRTimelineGroup