Skip to content
Disclosery

IBDT ISHARES TR

Follow

ETF (fund)

346 managers (346 13F filers) reported a position in IBDT shares at 2025-03-31, 81,070,107 shares in all. 34 filers opened a position and 16 filers sold out during the quarter.

Managers
346
13F filers
346
New
34
Added
205
Reduced
57
Sold out
16
Shares held by filers
81,070,107

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,767,992$196M0.02%+93,49513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,740,878$94.5M0.01%+190,90113F-HRTimelineGroup
Capital Investment Advisors, LLC2,987,403$75.5M1.48%+202,59013F-HRTimeline
CAPITAL ADVISORS INC/OK2,919,415$73.7M1.47%+220,70813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,361,388$59.8M0.14%+383,83113F-HRTimeline
Aptus Capital Advisors, LLC2,334,218$59M0.67%+259,18513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,299,055$58.1M0.02%+323,21713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,216,808$56M0.02%+70,03213F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,129,591$53.8M0.01%+145,29313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,870,316$47.2M0.28%+698,64113F-HRTimelineGroup
LPL Financial LLC1,822,447$46M0.02%+200,79613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,822,120$46M0.01%+122,27513F-HR/ATimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,638,539$41.4M2.99%+99,43013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,555,428$39.3M0.01%+471,50013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,514,200$38.2M0.01%+95,09513F-HRTimelineGroup
HighTower Advisors, LLC1,363,195$34.4M0.05%+53,60313F-HRTimeline
SUMMITRY LLC1,274,824$32.2M1.63%+66,46513F-HRTimeline
Gratus Wealth Advisors, LLC1,211,904$30.6M5.02%+53,08813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,126,736$28.5M1.74%+16,01113F-HRTimeline
Klingman & Associates, LLC1,098,833$27.8M1.7%+11,64913F-HRTimeline
Kathmere Capital Management, LLC1,028,705$26M2.21%+80,75813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,014,172$25.6M2.44%+85,55213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC955,817$24.1M1.08%+29,14313F-HRTimeline
Sound View Wealth Advisors Group, LLC952,148$24.1M1.97%+89,02113F-HRTimeline
Baltimore-Washington Financial Advisors…900,351$22.7M1.21%+50,03313F-HRTimeline
RVW Wealth, LLC889,298$22.5M2.11%+19,80213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP852,481$21.5M0.03%-8,44813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP758,840$19.2M0.02%+49,16613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC696,384$17.6M0.02%+22,73113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.640,398$16.2M1.74%+68,02813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\598,608$15.1M0.02%+6,22813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC577,658$14.6M0.32%-5,30013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp566,467$14.3M1.6%+2,73113F-HRTimelineGroup
Snowden Capital Advisors LLC490,280$12.4M0.4%+23,63113F-HRTimeline
Windsor Capital Management, LLC470,591$11.9M3.65%+12,31313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding461,427$11.7M+14,526Timeline
CAPTRUST FINANCIAL ADVISORS457,054$11.5M0.03%+60,72913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC413,820$10.5M0.15%+24,39913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.413,131$10.4M0.16%+344,42413F-HRTimelineGroup
Glenview Trust Co409,236$10.3M0.2%+34,13913F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC371,636$9.39M0.01%new13F-HRTimelineGroup
Commonwealth Financial Services, LLC368,813$9.32M1.91%-1,07613F-HRTimeline
Probity Advisors, Inc.365,515$9.23M1.77%+14,66113F-HRTimeline
Peloton Wealth Strategists362,694$9.16M3.83%+43,52013F-HRTimeline
SPINNAKER TRUST356,875$9.01M0.59%+58,22013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP354,738$8.96M0.84%+23,72013F-HRTimeline
CENTRAL TRUST Co334,263$8.44M0.21%+11,84913F-HRTimeline
Mesirow Financial Investment Management…319,779$8.08M0.16%+58,76113F-HRTimeline
Sanctuary Advisors, LLC306,705$7.75M0.05%+11,81613F-HRTimeline
Advisors Capital Management, LLC297,384$7.51M0.12%+3,07913F-HRTimeline
PFG Private Wealth Management, LLC295,047$7.45M4.03%+3,14713F-HRTimeline
Beacon Pointe Advisors, LLC281,145$7.1M0.08%+27,92113F-HRTimeline
MCF Advisors LLC278,277$7.03M0.51%+5,61613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…275,892$6.97M0.01%+56,29013F-HRTimelineGroup
First National Trust Co266,729$6.74M0.27%+63,68913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC261,700$6.61M0.01%+230,00013F-HRTimeline
InvesTrust259,761$6.56M1.79%+34,23213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC258,850$6.54M3.66%+9,33813F-HRTimeline
EIGHT 31 FINANCIAL, LLC237,854$6.01M3.85%new13F-HRTimeline
Sandy Spring Bank237,771$6.01M0.25%+11,08513F-HRTimeline
MinichMacGregor Wealth Management, LLC237,481$6M1.34%+17,23313F-HRTimeline
HAMEL ASSOCIATES, INC.236,985$5.99M2.03%-69,75013F-HRTimeline
IFP Advisors, Inc232,683$5.88M0.18%+33,38513F-HRTimeline
NewEdge Advisors, LLC227,306$5.74M0.03%-9,90913F-HRTimeline
Parallel Advisors, LLC225,654$5.7M0.13%-10,62413F-HRTimeline
CWM, LLCin group CWM, LLC221,624$5.6M0.02%+24,95913F-HRTimelineGroup
Praetorian Wealth Management, Inc.220,136$5.56M1.36%+18,70013F-HRTimeline
Cherry Tree Wealth Management, LLC219,726$5.55M1.34%+9,74913F-HRTimeline
Signature Wealth Management Group214,174$5.41M2.11%+3,87213F-HRTimeline
Houlihan Financial Resource Group, Ltd.203,367$5.14M2.31%-3,79913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC203,332$5.14M0.01%+65,65613F-HR/ATimelineGroup
Atria Investments, Inc202,044$5.1M0.07%+10,35113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO191,183$4.83M<0.01%+183,90313F-HRTimelineGroup
Cetera Investment Advisers188,628$4.76M0.01%+61,38313F-HRTimeline
Cheviot Value Management, LLC188,911$4.75M0.58%new13F-HRTimeline
Keeler Thomas Management LLC187,666$4.74M2.32%-58,40613F-HRTimeline
Centricity Wealth Management, LLC187,115$4.73M4.29%+5,53313F-HRTimeline
Wolfstich Capital, LLC186,617$4.71M4.26%013F-HR/ATimeline
Creative Planningin group Creative Planning184,933$4.67M<0.01%-9,87413F-HRTimelineGroup
MONECO ADVISORS, LLC183,117$4.63M0.48%+4,08213F-HR/ATimeline
Guidance Point Advisors, LLC180,394$4.56M1.3%+3,86113F-HRTimeline
4Thought Financial Group Inc.176,930$4.47M2.76%+23,61313F-HRTimeline
Integrated Wealth Concepts LLC176,718$4.46M0.05%+53,81113F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.174,705$4.41M2.73%+20,20013F-HRTimeline
Sabal Trust CO169,698$4.29M0.24%+19,78213F-HRTimeline
Venture Visionary Partners LLC169,686$4.29M0.18%+7,55413F-HRTimeline
REBALANCE, LLC167,403$4.23M0.31%+28,11513F-HRTimeline
GAMMA Investing LLC166,895$4.22M0.32%+42,98913F-HR/ATimeline
EP Wealth Advisors, LLC165,037$4.17M0.03%-5,39313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV162,182$4.1M1.41%+17,25213F-HRTimeline
HARBOR ADVISORY CORP /MA/160,860$4.06M1.36%+78013F-HRTimeline
Leo Wealth, LLC158,204$4M0.57%+12,94813F-HRTimeline
CGN Advisors LLC154,071$3.89M0.38%+6,98713F-HRTimeline
Centric Wealth Management151,321$3.82M1%+7,64613F-HRTimeline
Matthew Goff Investment Advisor, LLC148,957$3.76M0.69%-4,50213F-HRTimeline
Sowell Financial Services LLC146,345$3.7M0.17%+8,48513F-HRTimeline
Krilogy Financial LLC145,247$3.67M0.24%+1,22613F-HRTimeline
Cambridge Investment Research Advisors,…142,121$3.59M0.01%+37,49813F-HRTimeline
Crews Bank & Trust140,855$3.56M0.61%+21,80013F-HRTimeline
Allworth Financial LP138,690$3.5M0.02%+1,21413F-HRTimeline
Great Diamond Partners, LLC137,937$3.48M0.95%+4,02913F-HRTimeline
Laurel Wealth Advisors LLC137,281$3.47M0.54%+6,87813F-HRTimeline
WRAPMANAGER INC133,375$3.37M0.89%+3,58513F-HRTimeline
Safeguard Financial, LLC132,559$3.35M0.73%+35,75313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…132,472$3.35M2.26%-10,49413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…130,904$3.31M0.01%+61,14013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC128,972$3.26M0.24%+13,44813F-HRTimeline
SAX WEALTH ADVISORS, LLC128,917$3.26M0.23%+21,05113F-HRTimeline
Janney Montgomery Scott LLC127,139$3.21M0.01%-22,98613F-HRTimeline
Quantum Financial Advisors, LLC125,234$3.16M0.47%+24,60813F-HRTimeline
Evergreen Private Wealth LLC123,990$3.13M1.46%+2,26913F-HRTimeline
Kesler, Norman & Wride, LLC123,837$3.13M0.6%+56,77313F-HRTimeline
MEMBERS WEALTH LLC123,330$3.12M2.35%+6,01113F-HRTimeline
STAR Financial Bank122,946$3.11M2.27%+11,88113F-HRTimeline
Strid Group, LLC121,390$3.07M0.48%+62,39113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP120,622$3.05M<0.01%-522,66713F-HRTimelineGroup
Northstar Group, Inc.119,746$3.02M0.49%+66,53113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.118,703$3M2.37%new13F-HRTimeline
Stonebrook Private Inc.115,650$2.92M0.76%+4,73213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC108,460$2.74M0.76%-11,74813F-HRTimeline
Ironwood Financial, llc106,579$2.69M0.58%+17,73413F-HRTimeline
Mariner, LLCin group Mariner, LLC104,120$2.63M<0.01%+53,48813F-HRTimelineGroup
LifePlan Financial, LLC103,545$2.62M2.28%+3,25113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.102,087$2.58M0.13%+6,39513F-HRTimeline
FF Advisors,LLC99,508$2.51M1.44%+4,64513F-HRTimeline
Marathon Mission, Inc.95,216$2.41M1.68%-13,47713F-HRTimeline
Valmark Advisers, Inc.94,232$2.38M0.04%+17,33513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp90,863$2.3M0.07%+1,00213F-HRTimelineGroup
Sightline Wealth Advisors, LLC89,701$2.27M1.19%+55,67513F-HRTimeline
SONATA CAPITAL GROUP INC89,345$2.26M0.98%-1,21213F-HRTimeline
LFA - Lugano Financial Advisors SA88,071$2.22M1.51%+3,85413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC87,731$2.22M0.04%+16,22113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC85,416$2.16M0.17%+21,04913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…84,735$2.14M0.02%+10,85413F-HRTimelineGroup
ADIRONDACK TRUST CO84,460$2.13M0.83%+8,32413F-HRTimeline
Heartland Bank & Trust Co82,331$2.08M1.07%+42,91713F-HRTimeline
KINTRA WEALTH, LLC82,102$2.07M1.4%-10,19813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC78,838$1.99M0.04%+5,40613F-HRTimeline
Arcataur Capital Management LLC78,000$1.97M0.67%+13,95513F-HRTimeline
INSTRUMENTAL WEALTH, LLC76,792$1.94M1.76%+48513F-HRTimeline
Wilkins Miller Wealth Management, LLC74,380$1.88M1.41%+10,02113F-HRTimeline
Chesley Taft & Associates LLC73,350$1.85M0.09%+5,40013F-HRTimeline
Penobscot Investment Management Company…73,150$1.85M0.17%+31,95013F-HRTimeline
CABOT WEALTH MANAGEMENT INC71,913$1.82M0.23%+6,13813F-HRTimeline
Cornell Pochily Investment Advisors, In…71,081$1.8M0.63%+16,93713F-HRTimeline
Fortis Capital Management LLC70,177$1.77M0.34%+14,14613F-HRTimeline
Foundry Financial Group, Inc.68,729$1.74M1.07%+11,74813F-HRTimeline
NorthCoast Asset Management LLC67,820$1.71M0.01%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,583$1.71M<0.01%-36,57013F-HRTimelineGroup
BridgePort Financial Solutions, LLC67,267$1.7M0.77%013F-HRTimeline
Covington Investment Advisors Inc.67,052$1.69M0.26%+10,21713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP64,174$1.62M<0.01%+31,94213F-HR/ATimelineGroup
Segment Wealth Management, LLC64,085$1.62M0.11%-38013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC64,012$1.62M0.38%new13F-HRTimeline
Foundation Wealth Management, LLC62,416$1.58M1.23%+3,40013F-HRTimeline
First Fiduciary Investment Counsel, Inc.60,685$1.53M0.33%-12513F-HRTimeline
Private Advisor Group, LLC59,925$1.51M0.01%+2,02913F-HRTimeline
McGlone Suttner Wealth Management, Inc.59,698$1.51M0.25%+10,53013F-HRTimeline
DAVENPORT & Co LLC59,455$1.5M0.01%new13F-HRTimeline
Reliant Wealth Planning57,958$1.46M0.67%-36213F-HRTimeline
Godshalk Welsh Capital Management, Inc.57,750$1.46M0.95%+16,15013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD57,775$1.46M0.03%-3,34413F-HRTimelineGroup
SMITH, MOORE & CO.55,243$1.4M0.13%+1,80213F-HRTimeline
Advance Capital Management, Inc.54,502$1.38M0.07%+8,40413F-HRTimeline
Archford Capital Strategies, LLC52,296$1.32M0.19%-86513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.51,926$1.31M<0.01%+23,89813F-HRTimelineGroup
Meridian Wealth Management, LLC51,880$1.31M0.06%+11,77213F-HRTimeline
Scissortail Wealth Management, LLC51,142$1.29M0.33%-3,19313F-HRTimeline
Rossmore Private Capital49,785$1.26M0.15%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…49,640$1.25M0.26%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC47,788$1.21M0.03%+9,35013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.47,767$1.21M0.09%-1,15313F-HRTimelineGroup
Buffington Mohr McNeal46,996$1.19M0.23%+33,05213F-HRTimeline
Sigma Planning Corp46,797$1.18M0.04%new13F-HRTimeline
Montecito Bank & Trust46,669$1.18M0.21%+27913F-HRTimeline
Clearstead Advisors, LLC46,097$1.16M0.02%+60413F-HRTimeline
TD Waterhouse Canada Inc.46,016$1.16M0.01%+32,23613F-HRTimeline
Resonant Capital Advisors, LLC45,145$1.14M0.08%+1,00813F-HRTimeline
Princeton Global Asset Management LLC44,700$1.13M0.22%+1,61513F-HRTimeline
Cyr Financial Inc.44,692$1.13M1.01%+88513F-HR/ATimeline
Farmers National Bank43,291$1.09M0.31%+93413F-HRTimeline
BEACON FINANCIAL GROUP41,929$1.06M0.12%+2,90913F-HRTimeline
10Elms LLP41,921$1.06M1.06%+2,77013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC41,820$1.06M0.1%+20,21113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.40,000$1.01M0.03%new13F-HRTimelineGroup
COWA, LLC39,916$1.01M0.43%-15,34313F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC39,751$1M0.54%+15413F-HRTimeline
Provenance Wealth Advisors, LLC39,562$999K0.14%-1,20513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…39,420$996K0.03%+6,65713F-HRTimelineGroup
Horan Securities, Inc.37,725$953K0.36%-35413F-HRTimeline
Austin Private Wealth, LLC37,269$941K0.08%+1,33313F-HRTimeline
Madden Advisory Services, Inc.37,147$938K0.44%+20,28213F-HRTimeline
LITTLE HOUSE CAPITAL LLC36,988$934K0.26%-513F-HRTimeline
COMERICA BANK35,278$891K<0.01%+1,48113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…35,078$886K0.16%-1,35913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,854$880K<0.01%-1,68113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,829$855K<0.01%+2,88713F-HRTimelineGroup
Consolidated Portfolio Review Corp32,887$831K0.13%+4,27813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP32,739$827K0.01%+21,07413F-HRTimelineGroup
Masso Torrence Wealth Management Inc.31,995$808K0.43%-22,12913F-HRTimeline