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Disclosery

IBDT ISHARES TR

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ETF (fund)

381 managers (382 13F filers) reported a position in IBDT shares at 2025-09-30, 90,385,936 shares in all. 40 filers opened a position and 19 filers sold out during the quarter.

Managers
381
13F filers
382
New
40
Added
225
Reduced
61
Sold out
19
Shares held by filers
90,385,936

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/8,144,913$208M0.02%+329,22813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,373,944$112M0.01%+325,17913F-HR/ATimelineGroup
Capital Investment Advisors, LLC3,415,160$87.2M1.44%+197,27813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,316,051$84.6M0.14%+690,19213F-HRTimeline
CAPITAL ADVISORS INC/OK3,212,010$82M1.37%+147,52913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,663,465$68M0.02%+123,51013F-HRTimelineGroup
Vishria Bird Financial Group, LLC2,604,008$66.5M13.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,405,626$61.4M0.25%+293,72713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,250,624$57.4M0.01%+205,54513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,986,348$50.7M0.01%+76,92413F-HRTimelineGroup
LPL Financial LLC1,887,228$48.2M0.01%+125,90613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,692,427$43.2M0.01%+75,45413F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,626,388$41.5M2.75%-73,68613F-HRTimeline
HighTower Advisors, LLC1,624,281$41.5M0.05%+212,36313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,360,317$34.7M2.96%+30,98713F-HRTimeline
SUMMITRY LLC1,352,996$34.5M1.46%+17,94413F-HRTimeline
Gratus Wealth Advisors, LLC1,265,251$32.3M4.55%+32,14513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,217,118$31.1M0.01%-368,31113F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC1,205,249$30.8M2.11%+104,62313F-HRTimeline
Kathmere Capital Management, LLC1,202,922$30.7M2.18%+133,00713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,193,474$30.5M1.58%+38,88513F-HRTimeline
Klingman & Associates, LLC1,161,401$29.6M1.5%+47,88313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,126,598$28.8M1.1%+109,14613F-HRTimeline
RVW Wealth, LLC980,372$25M1.95%+13,79113F-HRTimeline
Baltimore-Washington Financial Advisors…954,127$24.3M1.04%+30,97213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP881,415$22.5M0.02%+81,47513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP847,836$21.6M0.03%-8,79213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC827,122$21.1M0.03%+118,18713F-HRTimeline
Summit Financial, LLC779,796$19.9M0.3%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS740,071$18.9M0.04%+235,22413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.694,713$17.7M1.7%+42,86413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC637,390$16.3M0.18%+131,02413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding597,691$15.3M+26,065Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC591,422$15.1M0.27%+8,95313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\576,137$14.7M0.02%-35,58913F-HRTimelineGroup
Global Retirement Partners, LLC560,541$14.3M0.32%+63,34513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp544,471$13.9M1.42%-13,28013F-HRTimelineGroup
Glenview Trust Co508,868$13M0.21%+29,21413F-HRTimeline
Snowden Capital Advisors LLC493,538$12.6M0.34%+3,72313F-HRTimeline
Windsor Capital Management, LLC483,346$12.3M3.41%+14,19313F-HRTimeline
SPINNAKER TRUST428,706$10.9M0.61%+53,70313F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…409,717$10.5M5.93%-2,96513F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP403,365$10.3M0.76%+29,51213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC399,602$10.2M0.15%new13F-HRTimeline
REBALANCE, LLC393,956$10.1M0.61%+224,97413F-HRTimeline
Probity Advisors, Inc.393,310$10M1.63%+13,72113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…387,225$9.88M0.01%+74,15613F-HRTimelineGroup
Commonwealth Financial Services, LLC386,632$9.87M1.69%+11,87513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.386,126$9.85M0.12%-11,27113F-HRTimelineGroup
CENTRAL TRUST Co368,969$9.42M0.2%+25,21513F-HRTimeline
First National Trust Co367,764$9.39M0.32%+72,22813F-HRTimeline
Peloton Wealth Strategists364,960$9.31M3.66%+1,86613F-HRTimeline
NOVEM GROUP360,820$9.21M1.1%new13F-HRTimeline
Mesirow Financial Investment Management…341,254$8.71M0.16%+9,82813F-HRTimeline
Sanctuary Advisors, LLC328,775$8.39M0.05%+21,11213F-HR/ATimeline
InvesTrust302,507$7.72M2.83%+40,07213F-HRTimeline
EIGHT 31 FINANCIAL, LLC299,222$7.64M4.3%+55,29613F-HRTimeline
Beacon Pointe Advisors, LLC289,108$7.38M0.06%+8,62313F-HRTimeline
MCF Advisors LLC278,932$7.12M0.44%+1,85613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC260,687$6.65M0.05%new13F-HRTimelineGroup
Parallel Advisors, LLC259,183$6.61M0.12%+13,95513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC258,904$6.61M3.21%+2,88513F-HRTimeline
CWM, LLCin group CWM, LLC237,998$6.07M0.02%+9,56313F-HRTimelineGroup
Integrated Wealth Concepts LLC235,334$6.01M0.05%+18,55013F-HRTimeline
HAMEL ASSOCIATES, INC.234,775$5.99M1.84%+3,33013F-HRTimeline
Praetorian Wealth Management, Inc.233,228$5.95M1.22%+6,00913F-HRTimeline
Cetera Investment Advisers231,929$5.92M0.01%+25,28113F-HRTimeline
MinichMacGregor Wealth Management, LLC230,959$5.89M1.15%-3,98013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp228,331$5.83M0.11%-9,53913F-HRTimelineGroup
IFP Advisors, Inc222,847$5.69M0.15%-8,93813F-HR/ATimeline
Cherry Tree Wealth Management, LLC220,834$5.64M1.24%+2,43613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC220,589$5.63M<0.01%-2,105,62613F-HRTimelineGroup
Signature Wealth Management Group220,294$5.62M2.18%+2,96713F-HRTimeline
Cheviot Value Management, LLC217,986$5.57M0.59%+12,04413F-HRTimeline
Composition Wealth, LLC206,830$5.28M0.08%new13F-HRTimeline
Atria Investments, Inc204,726$5.22M0.06%+63813F-HRTimeline
Strid Group, LLC202,200$5.16M0.66%+56713F-HRTimeline
NewEdge Advisors, LLC198,724$5.07M0.02%-6,04013F-HRTimeline
Krilogy Financial LLC199,475$5.06M0.19%+23,07313F-HRTimeline
Guidance Point Advisors, LLC197,916$5.05M1.22%+16,89513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV196,379$5.01M1.45%+27,39613F-HRTimeline
Cambridge Investment Research Advisors,…196,220$5.01M0.01%+15,95613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO194,651$4.97M<0.01%+193,30113F-HR/ATimelineGroup
VIRGINIA WEALTH MANAGEMENT GROUP, INC.194,345$4.96M2.86%+15,16013F-HRTimeline
HANCOCK WHITNEY CORP194,235$4.96M0.09%+11,75913F-HRTimeline
Penobscot Investment Management Company…192,723$4.92M0.38%+56,62313F-HRTimeline
Ironwood Financial, llc192,054$4.9M0.87%+85,47513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC186,751$4.77M0.3%+33,04113F-HRTimeline
HARBOR ADVISORY CORP /MA/181,360$4.63M1.37%+20,50013F-HRTimeline
SONATA CAPITAL GROUP INC180,456$4.61M1.7%+22,73713F-HRTimeline
MONECO ADVISORS, LLC179,777$4.59M0.38%-3,75613F-HRTimeline
Creative Planningin group Creative Planning178,749$4.56M<0.01%+24113F-HRTimelineGroup
Leo Wealth, LLC175,785$4.49M0.58%+1,74013F-HRTimeline
Merit Financial Group, LLC175,088$4.47M0.04%+32,75313F-HR/ATimeline
Quantum Financial Advisors, LLC173,008$4.42M0.54%+27,73213F-HRTimeline
Allworth Financial LP172,724$4.41M0.02%+22,34113F-HRTimeline
Crews Bank & Trust169,585$4.33M0.63%+11,68513F-HRTimeline
Heartland Bank & Trust Co168,892$4.31M1.78%+32,27213F-HRTimeline
Keeler Thomas Management LLC167,731$4.28M1.75%+48213F-HRTimeline
4Thought Financial Group Inc.166,716$4.25M2.15%+7,98713F-HRTimeline
Centric Wealth Management166,671$4.25M0.95%+6,98013F-HRTimeline
Northstar Group, Inc.165,721$4.23M0.62%+13,92013F-HRTimeline
MEMBERS WEALTH LLC163,696$4.17M2.64%13F-HRTimeline
Sowell Financial Services LLC161,855$4.13M0.16%+15,53013F-HRTimeline
Laurel Wealth Advisors LLC152,327$3.89M0.54%+9,33313F-HRTimeline
Sightline Wealth Advisors, LLC147,783$3.77M1.7%+19,95713F-HRTimeline
SAX WEALTH ADVISORS, LLC145,363$3.71M0.2%+19,99213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC144,428$3.69M0.24%+11,04213F-HRTimeline
Matthew Goff Investment Advisor, LLC142,349$3.63M0.62%-68813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.141,858$3.62M0.01%+67,06713F-HRTimelineGroup
Great Diamond Partners, LLC138,525$3.54M0.69%-2,77213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth136,726$3.49M0.01%+90,54013F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.135,162$3.45M0.24%+6,86313F-HRTimeline
Evergreen Private Wealth LLC130,064$3.32M1.35%-95713F-HRTimeline
Janney Montgomery Scott LLC129,442$3.3M0.01%+4,10813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP129,296$3.3M<0.01%+47,24413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC127,052$3.24M0.05%+29,06213F-HRTimeline
Venture Visionary Partners LLC125,863$3.21M0.11%-4,85813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC125,708$3.21M0.71%+4,97513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…122,050$3.11M1.99%-6,77413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…122,065$3.11M<0.01%-13,26113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.121,461$3.1M2.26%-28113F-HRTimeline
Stonebrook Private Inc.120,370$3.07M0.66%+2,40613F-HRTimeline
Cornell Pochily Investment Advisors, In…119,670$3.05M0.91%+21,80113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC114,200$2.91M<0.01%-57,39513F-HRTimeline
FF Advisors,LLC112,309$2.87M1.37%+8,77013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…110,214$2.81M0.02%+20,16713F-HRTimelineGroup
Valmark Advisers, Inc.106,507$2.72M0.04%-6,02713F-HRTimeline
Mariner, LLCin group Mariner, LLC106,436$2.72M<0.01%+6,85213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.105,495$2.69M0.05%+11,27513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.104,964$2.68M0.11%-2,51113F-HRTimeline
LifePlan Financial, LLC104,345$2.66M2.11%+2,00513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp101,756$2.6M0.07%+5,52113F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.101,600$2.59M1.49%+27,85013F-HRTimeline
Marathon Mission, Inc.100,042$2.55M1.52%+1,03413F-HRTimeline
Houlihan Financial Resource Group, Ltd.97,060$2.48M2.18%-107,66013F-HRTimeline
ADIRONDACK TRUST CO96,191$2.45M0.82%+4,48713F-HRTimeline
Resonant Capital Advisors, LLC94,040$2.4M0.14%+41,75713F-HRTimeline
LFA - Lugano Financial Advisors SA93,268$2.37M1.25%+1,90013F-HRTimeline
WRAPMANAGER INC91,126$2.33M0.72%-44,79113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC90,543$2.31M0.19%+11,37813F-HRTimeline
Rossmore Private Capital90,535$2.31M0.25%+11,20913F-HRTimeline
Covington Investment Advisors Inc.88,896$2.27M0.3%+11,13013F-HRTimeline
Wick Capital Partners, LLC87,619$2.24M0.53%+81,85413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP83,126$2.12M<0.01%-12,54413F-HRTimelineGroup
Chesley Taft & Associates LLC81,300$2.07M0.09%+2,15013F-HRTimeline
Arcataur Capital Management LLC80,595$2.06M0.6%013F-HRTimeline
Meridian Wealth Management, LLC79,707$2.03M0.08%+12,71713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,116$1.99M<0.01%-46,07713F-HRTimelineGroup
Madden Advisory Services, Inc.77,998$1.99M0.77%+28,07713F-HRTimeline
KINTRA WEALTH, LLC77,097$1.97M1.11%+42413F-HRTimeline
CABOT WEALTH MANAGEMENT INC76,484$1.95M0.22%+2,66113F-HRTimeline
Foundry Financial Group, Inc.75,889$1.94M1.02%+12,39413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.75,520$1.93M<0.01%+3,97013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC74,052$1.89M0.03%+74813F-HRTimeline
TD Waterhouse Canada Inc.73,409$1.87M0.01%+7,47113F-HRTimeline
Wilkins Miller Wealth Management, LLC72,228$1.84M1.14%-1,42913F-HRTimeline
McGlone Suttner Wealth Management, Inc.70,444$1.8M0.25%+2,33513F-HRTimeline
Segment Wealth Management, LLC69,600$1.78M0.11%+3,11013F-HRTimeline
BEACON FINANCIAL GROUP68,738$1.75M0.17%+12,90013F-HRTimeline
Fortis Capital Management LLC67,614$1.73M0.24%+5,29313F-HRTimeline
Reliant Wealth Planning67,567$1.72M0.56%013F-HRTimeline
BridgePort Financial Solutions, LLC66,162$1.69M0.45%+14513F-HRTimeline
Kesler, Norman & Wride, LLC67,064$1.67M0.33%-57,31813F-HRTimeline
Foundation Wealth Management, LLC65,208$1.66M1.06%+2,77313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD65,140$1.66M0.02%+10,14513F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC62,286$1.59M0.34%-32613F-HRTimeline
NorthCoast Asset Management LLC62,116$1.59M0.01%+70013F-HRTimeline
First Fiduciary Investment Counsel, Inc.61,105$1.56M0.3%+52013F-HRTimeline
COWA, LLC60,998$1.56M0.52%+2,46813F-HRTimeline
DAVENPORT & Co LLC59,455$1.52M0.01%013F-HRTimeline
IFG Advisory, LLC59,429$1.52M0.07%new13F-HRTimeline
STAR Financial Bank57,891$1.48M0.87%-70,52013F-HRTimeline
CGN Advisors LLC57,431$1.47M0.12%-11,39913F-HRTimeline
Cyr Financial Inc.56,314$1.44M0.98%+99013F-HRTimeline
SMITH, MOORE & CO.56,164$1.43M0.11%+3,27113F-HRTimeline
Beaumont Financial Advisors, LLC55,731$1.42M0.1%new13F-HRTimeline
Advance Capital Management, Inc.55,701$1.42M0.06%+61413F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC55,617$1.42M0.69%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,376$1.36M<0.01%-3,29813F-HRTimelineGroup
Gilbert Capital Group, Inc.53,240$1.36M1.05%+1,52513F-HRTimeline
Scissortail Wealth Management, LLC51,682$1.32M0.29%+68513F-HRTimeline
Archford Capital Strategies, LLC51,229$1.31M0.16%+1,27513F-HRTimeline
Private Advisor Group, LLC51,074$1.3M0.01%-1,22913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC50,748$1.3M0.03%+2,96013F-HRTimeline
Clearstead Advisors, LLC50,469$1.29M0.02%+2,05113F-HRTimeline
Princeton Global Asset Management LLC50,150$1.28M0.21%+4,94513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…49,640$1.27M0.24%013F-HRTimeline
Granite Harbor Advisors, Inc.49,627$1.27M0.53%+30013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…49,438$1.26M0.18%+66413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…47,195$1.2M0.06%+7,00413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…46,812$1.19M0.03%+4,89713F-HRTimelineGroup
10Elms LLP46,656$1.19M1.07%+1,30013F-HRTimeline
Farmers National Bank45,935$1.17M0.28%+2,43713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.45,828$1.17M0.08%-1,94813F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…43,798$1.12M0.03%new13F-HRTimelineGroup
Montecito Bank & Trust43,725$1.12M0.17%13F-HRTimeline
HM PAYSON & CO43,586$1.11M0.02%+1,22513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,909$1.1M<0.01%-913,32813F-HRTimelineGroup
Austin Private Wealth, LLC42,173$1.08M0.08%+1,18513F-HRTimeline