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Disclosery

IBDT ISHARES TR

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ETF (fund)

364 managers (365 13F filers) reported a position in IBDT shares at 2025-06-30, 83,834,279 shares in all. 34 filers opened a position and 10 filers sold out during the quarter.

Managers
364
13F filers
365
New
34
Added
191
Reduced
72
Sold out
10
Shares held by filers
83,834,279

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,815,685$199M0.02%+47,69313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,048,765$103M0.01%+307,88713F-HRTimelineGroup
Capital Investment Advisors, LLC3,217,882$81.8M1.47%+230,47913F-HR/ATimeline
CAPITAL ADVISORS INC/OK3,064,481$77.9M1.4%+145,06613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,625,859$66.9M0.15%+264,47113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,539,955$64.6M0.02%+240,90013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,326,215$59.1M0.02%+109,40713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,111,899$53.7M0.28%+241,58313F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,045,079$52M0.01%-84,51213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,909,424$48.5M0.01%+87,30413F-HR/ATimelineGroup
LPL Financial LLC1,761,322$44.8M0.01%-61,12513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,700,074$43.2M2.85%+61,53513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,616,973$41.1M0.01%+102,77313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,585,429$40.3M0.01%+30,00113F-HRTimelineGroup
HighTower Advisors, LLC1,411,918$35.9M0.04%+48,72313F-HRTimeline
SUMMITRY LLC1,335,052$33.9M1.54%+60,22813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,329,330$33.8M3.08%+315,15813F-HRTimeline
Gratus Wealth Advisors, LLC1,233,106$31.3M4.75%+21,20213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,154,589$29.3M1.62%+27,85313F-HRTimeline
Klingman & Associates, LLC1,113,518$28.3M1.56%+14,68513F-HRTimeline
Sound View Wealth Advisors Group, LLC1,100,626$28M2.07%+148,47813F-HRTimeline
Kathmere Capital Management, LLC1,069,915$27.2M2.09%+41,21013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,017,452$25.9M1.05%+61,63513F-HRTimeline
RVW Wealth, LLC966,581$24.6M2.09%+77,28313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC956,237$24.3M0.02%+584,60113F-HRTimelineGroup
Baltimore-Washington Financial Advisors…923,155$23.5M1.09%+22,80413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP856,628$21.8M0.03%+4,14713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP799,940$20.3M0.02%+41,10013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC708,935$18M0.02%+12,55113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.651,849$16.6M1.7%+11,45113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\611,726$15.6M0.02%+13,11813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC582,469$14.8M0.29%+4,81113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding571,626$14.5M+110,199Timeline
Arrow Financial Corpin group Arrow Financial Corp557,751$14.2M1.49%-8,71613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC506,366$12.9M0.16%+92,54613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS504,847$12.8M0.03%+47,79313F-HRTimeline
Global Retirement Partners, LLC497,196$12.6M0.31%13F-HRTimeline
Snowden Capital Advisors LLC489,815$12.5M0.37%-46513F-HRTimeline
Glenview Trust Co479,654$12.2M0.21%+70,41813F-HRTimeline
Windsor Capital Management, LLC469,153$11.9M3.48%-1,43813F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…412,682$10.5M6.18%13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.397,397$10.1M0.14%-15,73413F-HRTimelineGroup
Probity Advisors, Inc.379,589$9.65M1.69%+14,07413F-HRTimeline
SPINNAKER TRUST375,003$9.53M0.57%+18,12813F-HRTimeline
Commonwealth Financial Services, LLC374,757$9.53M1.83%+5,94413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP373,853$9.5M0.75%+19,11513F-HRTimeline
Peloton Wealth Strategists363,094$9.23M3.7%+40013F-HRTimeline
CENTRAL TRUST Co343,754$8.74M0.2%+9,49113F-HRTimeline
Mesirow Financial Investment Management…331,426$8.42M0.16%+11,64713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…313,069$7.96M0.01%+37,17713F-HRTimelineGroup
Sanctuary Advisors, LLC307,663$7.82M0.05%+95813F-HRTimeline
PFG Private Wealth Management, LLC298,661$7.59M3.91%+3,61413F-HRTimeline
First National Trust Co295,536$7.51M0.28%+28,80713F-HRTimeline
Beacon Pointe Advisors, LLC280,485$7.13M0.07%-66013F-HRTimeline
MCF Advisors LLC277,076$7.04M0.47%-1,20113F-HRTimeline
InvesTrust262,435$6.67M2.57%+2,67413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC256,019$6.51M3.37%-2,83113F-HRTimeline
Parallel Advisors, LLC245,228$6.23M0.12%+19,57413F-HRTimeline
EIGHT 31 FINANCIAL, LLC243,926$6.2M4.09%+6,07213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp237,870$6.05M0.14%new13F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC234,939$5.97M1.28%-2,54213F-HRTimeline
IFP Advisors, Inc231,785$5.89M0.17%-89813F-HRTimeline
HAMEL ASSOCIATES, INC.231,445$5.88M1.99%-5,54013F-HRTimeline
CWM, LLCin group CWM, LLC228,435$5.81M0.02%+6,81113F-HRTimelineGroup
Praetorian Wealth Management, Inc.227,219$5.78M1.33%+7,08313F-HRTimeline
EP Wealth Advisors, LLC219,609$5.58M0.04%+54,57213F-HRTimeline
Cherry Tree Wealth Management, LLC218,398$5.55M1.29%-1,32813F-HRTimeline
Signature Wealth Management Group217,327$5.52M2.18%+3,15313F-HRTimeline
Integrated Wealth Concepts LLC216,784$5.51M0.06%+40,06613F-HRTimeline
Cetera Investment Advisers206,648$5.25M0.01%+18,02013F-HRTimeline
Cheviot Value Management, LLC205,942$5.23M0.6%+17,03113F-HRTimeline
NewEdge Advisors, LLC204,764$5.21M0.03%-22,54213F-HRTimeline
Houlihan Financial Resource Group, Ltd.204,720$5.2M2.15%+1,35313F-HRTimeline
Atria Investments, Inc204,088$5.19M0.06%+2,04413F-HRTimeline
Strid Group, LLC201,633$5.13M0.72%+80,24313F-HRTimeline
Centricity Wealth Management, LLC195,830$4.98M3.98%+8,71513F-HRTimeline
MONECO ADVISORS, LLC183,533$4.67M0.43%+41613F-HRTimeline
HANCOCK WHITNEY CORP182,476$4.64M0.09%new13F-HRTimeline
Guidance Point Advisors, LLC181,021$4.6M1.18%+62713F-HRTimeline
Cambridge Investment Research Advisors,…180,264$4.58M0.01%+38,14313F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.179,185$4.55M2.77%+4,48013F-HRTimeline
Creative Planningin group Creative Planning178,508$4.54M<0.01%-6,42513F-HRTimelineGroup
FLOW TRADERS U.S. LLC177,664$4.52M0.17%new13F-HRTimeline
Krilogy Financial LLC176,402$4.48M0.26%+31,15513F-HRTimeline
Leo Wealth, LLC174,045$4.42M0.34%+15,84113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC171,595$4.36M0.01%-90,10513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV168,983$4.3M1.32%+6,80113F-HRTimeline
REBALANCE, LLC168,982$4.3M0.29%+1,57913F-HRTimeline
Keeler Thomas Management LLC167,249$4.25M1.83%-20,41713F-HRTimeline
HARBOR ADVISORY CORP /MA/160,860$4.09M1.3%013F-HRTimeline
Centric Wealth Management159,691$4.05M0.97%+8,37013F-HRTimeline
4Thought Financial Group Inc.158,729$4.03M2.14%-18,20113F-HRTimeline
Crews Bank & Trust157,900$4.01M0.63%+17,04513F-HRTimeline
SONATA CAPITAL GROUP INC157,719$4.01M1.6%+68,37413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC153,710$3.91M0.28%+68,29413F-HRTimeline
Northstar Group, Inc.151,801$3.86M0.6%+32,05513F-HRTimeline
Allworth Financial LP150,383$3.82M0.02%+11,69313F-HRTimeline
Sowell Financial Services LLC146,325$3.72M0.15%-2013F-HRTimeline
Quantum Financial Advisors, LLC145,276$3.69M0.5%+20,04213F-HRTimeline
Matthew Goff Investment Advisor, LLC143,037$3.64M0.67%-5,92013F-HRTimeline
Laurel Wealth Advisors LLC142,994$3.63M0.54%+5,71313F-HR/ATimeline
Merit Financial Group, LLC142,335$3.62M0.04%new13F-HRTimeline
Great Diamond Partners, LLC141,297$3.59M0.76%+3,36013F-HRTimeline
Heartland Bank & Trust Co136,620$3.47M1.63%+54,28913F-HRTimeline
Penobscot Investment Management Company…136,100$3.46M0.3%+62,95013F-HRTimeline
WRAPMANAGER INC135,917$3.46M0.84%+2,54213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…135,326$3.42M0.01%+4,42213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC133,386$3.39M0.23%+4,41413F-HRTimeline
Evergreen Private Wealth LLC131,021$3.33M1.4%+7,03113F-HRTimeline
Venture Visionary Partners LLC130,721$3.32M0.13%-38,96513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…128,824$3.27M2.14%-3,64813F-HRTimeline
STAR Financial Bank128,411$3.26M2.07%+5,46513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.128,299$3.26M0.24%new13F-HRTimeline
Sightline Wealth Advisors, LLC127,826$3.25M1.57%+38,12513F-HRTimeline
SAX WEALTH ADVISORS, LLC125,371$3.19M0.19%-3,54613F-HRTimeline
Janney Montgomery Scott LLC125,334$3.19M0.01%-1,80513F-HRTimeline
Kesler, Norman & Wride, LLC124,382$3.16M0.56%+54513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,193$3.16M0.01%-79,13913F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.121,742$3.09M2.39%+3,03913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC120,733$3.07M0.75%+12,27313F-HRTimeline
Stonebrook Private Inc.117,964$3M0.7%+2,31413F-HRTimeline
Valmark Advisers, Inc.112,534$2.86M0.04%+18,30213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.107,475$2.73M0.12%+5,38813F-HRTimeline
Ironwood Financial, llc106,579$2.69M0.58%013F-HRTimeline
FF Advisors,LLC103,539$2.63M1.37%+4,03113F-HRTimeline
LifePlan Financial, LLC102,340$2.6M2.16%-1,20513F-HRTimeline
Mariner, LLCin group Mariner, LLC99,584$2.53M<0.01%-4,53613F-HRTimelineGroup
Marathon Mission, Inc.99,008$2.52M1.6%+3,79213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC97,990$2.49M0.04%+10,25913F-HRTimeline
Cornell Pochily Investment Advisors, In…97,869$2.49M0.81%+26,78813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp96,235$2.45M0.07%+5,37213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP95,670$2.43M<0.01%-24,95213F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.94,220$2.4M0.05%new13F-HRTimeline
ADIRONDACK TRUST CO91,704$2.33M0.85%+7,24413F-HRTimeline
LFA - Lugano Financial Advisors SA91,368$2.3M1.37%+3,29713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…90,047$2.29M0.02%+5,31213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP82,052$2.08M<0.01%+17,87813F-HRTimelineGroup
Arcataur Capital Management LLC80,595$2.05M0.64%+2,59513F-HRTimeline
Rossmore Private Capital79,326$2.02M0.24%+29,54113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC79,165$2.01M0.18%+37,34513F-HRTimeline
Chesley Taft & Associates LLC79,150$2.01M0.09%+5,80013F-HRTimeline
INSTRUMENTAL WEALTH, LLC78,859$1.99M1.58%+2,06713F-HRTimeline
Covington Investment Advisors Inc.77,766$1.98M0.28%+10,71413F-HRTimeline
KINTRA WEALTH, LLC76,673$1.95M1.17%-5,42913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,791$1.9M<0.01%+7,20813F-HR/ATimelineGroup
CABOT WEALTH MANAGEMENT INC73,823$1.88M0.22%+1,91013F-HRTimeline
Godshalk Welsh Capital Management, Inc.73,750$1.87M1.15%+16,00013F-HRTimeline
Wilkins Miller Wealth Management, LLC73,657$1.87M1.27%-72313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,304$1.86M0.03%-5,53413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.71,550$1.82M<0.01%+19,62413F-HRTimelineGroup
CGN Advisors LLC68,830$1.75M0.16%-85,24113F-HRTimeline
McGlone Suttner Wealth Management, Inc.68,109$1.73M0.26%+8,41113F-HRTimeline
Reliant Wealth Planning67,567$1.72M0.67%+9,60913F-HRTimeline
Meridian Wealth Management, LLC66,990$1.7M0.07%+15,11013F-HRTimeline
Segment Wealth Management, LLC66,490$1.69M0.11%+2,40513F-HRTimeline
BridgePort Financial Solutions, LLC66,017$1.68M0.56%-1,25013F-HRTimeline
TD Waterhouse Canada Inc.65,938$1.67M0.01%+19,92213F-HRTimeline
Foundry Financial Group, Inc.63,495$1.61M0.92%-5,23413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC62,612$1.59M0.35%-1,40013F-HRTimeline
Foundation Wealth Management, LLC62,435$1.59M1.11%+1913F-HRTimeline
Fortis Capital Management LLC62,321$1.58M0.25%-7,85613F-HRTimeline
NorthCoast Asset Management LLC61,416$1.56M0.01%-6,40413F-HRTimeline
First Fiduciary Investment Counsel, Inc.60,585$1.54M0.31%-10013F-HRTimeline
DAVENPORT & Co LLC59,455$1.51M0.01%013F-HRTimeline
COWA, LLC58,530$1.49M0.57%+18,61413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…56,674$1.44M<0.01%+21,82013F-HR/ATimelineGroup
BEACON FINANCIAL GROUP55,838$1.42M0.15%+13,90913F-HRTimeline
Cyr Financial Inc.55,324$1.41M1.09%+10,63213F-HRTimeline
Advance Capital Management, Inc.55,087$1.4M0.06%+58513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD54,995$1.4M0.02%-2,78013F-HRTimelineGroup
SMITH, MOORE & CO.52,893$1.34M0.11%-2,35013F-HRTimeline
Private Advisor Group, LLC52,303$1.33M0.01%-7,62213F-HRTimeline
Resonant Capital Advisors, LLC52,283$1.33M0.08%+7,13813F-HRTimeline
Gilbert Capital Group, Inc.51,715$1.31M1.09%13F-HRTimeline
Scissortail Wealth Management, LLC50,997$1.3M0.31%-14513F-HRTimeline
GAMMA Investing LLC50,207$1.28M0.08%-116,68813F-HRTimeline
Archford Capital Strategies, LLC49,954$1.27M0.16%-2,34213F-HRTimeline
Madden Advisory Services, Inc.49,921$1.27M0.54%+12,77413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…49,640$1.26M0.25%013F-HRTimeline
Granite Harbor Advisors, Inc.49,327$1.25M0.59%+26,01113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…48,774$1.24M0.2%+13,69613F-HRTimeline
Sigma Planning Corp48,575$1.23M0.04%+1,77813F-HRTimeline
Clearstead Advisors, LLC48,418$1.23M0.02%+2,32113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC47,788$1.21M0.03%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.47,776$1.21M0.09%+913F-HRTimelineGroup
Wick Capital Partners, LLC5,765$1.19M0.31%-22,02313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth46,186$1.17M<0.01%new13F-HRTimelineGroup
10Elms LLP45,356$1.15M1.1%+3,43513F-HRTimeline
Princeton Global Asset Management LLC45,205$1.15M0.21%+50513F-HRTimeline
Farmers National Bank43,498$1.11M0.29%+20713F-HRTimeline
HM PAYSON & CO42,361$1.08M0.02%+18,05013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…41,915$1.07M0.03%+2,49513F-HRTimelineGroup
Austin Private Wealth, LLC40,988$1.04M0.08%+3,71913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…40,191$1.02M0.05%+28,70413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC39,916$1.01M0.48%+16513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.40,000$1.01M0.03%013F-HRTimelineGroup
Horan Securities, Inc.37,725$959K0.34%013F-HRTimeline
Provenance Wealth Advisors, LLC36,991$940K0.14%-2,57113F-HRTimeline
LITTLE HOUSE CAPITAL LLC36,593$930K0.23%-39513F-HRTimeline
Consolidated Portfolio Review Corp35,546$904K0.13%+2,65913F-HRTimeline