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Disclosery

IBDT ISHARES TR

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ETF (fund)

412 managers (413 13F filers) reported a position in IBDT shares at 2025-12-31, 106,171,899 shares in all. 37 filers opened a position and 24 filers sold out during the quarter.

Managers
412
13F filers
413
New
37
Added
249
Reduced
56
Sold out
24
Shares held by filers
106,171,899

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MERCER GLOBAL ADVISORS INC /ADV8,819,963$226M0.34%+5,503,91213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,671,248$221M0.02%+526,33513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,589,972$117M0.01%+216,02813F-HR/ATimelineGroup
Capital Investment Advisors, LLC3,631,034$92.4M1.41%+215,87413F-HRTimeline
CAPITAL ADVISORS INC/OK3,303,535$84.1M1.35%+91,52513F-HRTimeline
UBS Group AGin group UBS Group AG3,034,009$77.2M0.02%+783,38513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,975,726$75.7M0.02%+312,26113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,419,267$61.7M0.24%+13,64113F-HRTimelineGroup
HM PAYSON & CO2,290,213$58.3M0.82%+2,246,62713F-HRTimeline
LPL Financial LLC2,264,906$57.7M0.02%+377,67813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,855,895$47.2M0.01%+163,46813F-HRTimelineGroup
HighTower Advisors, LLC1,810,935$46.1M0.05%+186,65413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,626,267$41.4M2.59%-12113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,606,758$40.9M0.01%+389,64013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC1,446,008$36.8M2.47%+240,75913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,402,862$35.7M3.01%+42,54513F-HRTimeline
SUMMITRY LLC1,391,684$35.4M1.48%+38,68813F-HRTimeline
Gratus Wealth Advisors, LLC1,301,414$33.1M4.59%+36,16313F-HRTimeline
Klingman & Associates, LLC1,266,855$32.2M1.56%+105,45413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,262,060$32.1M0.01%-724,28813F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,249,003$31.8M1.62%+55,52913F-HRTimeline
Kathmere Capital Management, LLC1,196,223$30.4M2.05%-6,69913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,190,517$30.3M1.15%+63,91913F-HRTimeline
RVW Wealth, LLC1,088,657$27.7M2.12%+108,28513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,025,685$26.1M0.03%+198,56313F-HRTimeline
Baltimore-Washington Financial Advisors…992,996$25.3M1.05%+38,86913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP957,793$24.4M0.02%+76,37813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS869,275$22.1M0.04%+129,20413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP857,238$21.8M0.03%+9,40213F-HRTimelineGroup
NewEdge Advisors, LLC750,929$19.1M0.07%+552,20513F-HRTimeline
REBALANCE, LLC734,069$18.7M1.09%+340,11313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.730,627$18.6M1.79%+35,91413F-HRTimeline
Summit Asset Management, LLC728,665$18.5M2.62%+719,03613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding715,270$18.2M+117,579Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC675,760$17.2M0.19%+38,37013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\649,471$16.5M0.02%+73,33413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC630,820$16.1M0.28%+39,39813F-HRTimelineGroup
Global Retirement Partners, LLC615,991$15.7M0.28%+55,45013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp563,080$14.3M1.43%+18,60913F-HRTimelineGroup
Sanctuary Advisors, LLC546,466$13.9M0.08%+217,69113F-HRTimeline
Glenview Trust Co538,628$13.7M0.21%+29,76013F-HRTimeline
Summit Financial, LLC528,351$13.4M0.2%-251,44513F-HRTimeline
Snowden Capital Advisors LLC505,287$12.9M0.33%+11,74913F-HRTimeline
SPINNAKER TRUST489,263$12.5M0.67%+60,55713F-HRTimeline
CENTRAL TRUST Co488,519$12.4M0.24%+119,55013F-HRTimeline
Windsor Capital Management, LLC482,267$12.3M3.39%-1,07913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP479,315$12.2M0.88%+75,95013F-HRTimeline
First National Trust Co454,609$11.6M0.39%+86,84513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…451,331$11.5M0.01%+64,10613F-HR/ATimelineGroup
NOVEM GROUP449,307$11.4M1.32%+88,48713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.447,000$11.4M0.13%+60,87413F-HRTimelineGroup
Probity Advisors, Inc.412,676$10.5M1.68%+19,36613F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…411,582$10.5M5.01%+1,86513F-HRTimelineGroup
Commonwealth Financial Services, LLC403,169$10.3M1.69%+16,53713F-HRTimeline
Peloton Wealth Strategists390,560$9.94M3.85%+25,60013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.353,833$9.01M<0.01%+278,31313F-HRTimelineGroup
Cornerstone Planning, LLC339,238$8.64M2.01%13F-HRTimeline
Allworth Financial LP337,980$8.6M0.04%+165,25613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC323,397$8.23M3.83%+64,49313F-HRTimeline
EIGHT 31 FINANCIAL, LLC321,261$8.18M4.48%+22,03913F-HRTimeline
PFG Private Wealth Management, LLC319,627$8.14M3.56%new13F-HRTimeline
Atria Investments, Inc318,179$8.1M0.09%+113,45313F-HRTimeline
Mesirow Financial Investment Management…318,156$8.1M0.17%-23,09813F-HRTimeline
Northstar Group, Inc.316,889$8.07M1.1%+151,16813F-HRTimeline
Beacon Pointe Advisors, LLC310,625$7.91M0.06%+21,51713F-HRTimeline
InvesTrust305,522$7.78M3.01%+3,01513F-HRTimeline
Strid Group, LLC297,754$7.58M0.94%+95,55413F-HRTimeline
Parallel Advisors, LLC290,513$7.45M0.14%+31,33013F-HRTimeline
Cetera Investment Advisers263,683$6.71M0.01%+31,75413F-HRTimeline
Praetorian Wealth Management, Inc.254,734$6.48M1.29%+21,50613F-HRTimeline
CWM, LLCin group CWM, LLC247,269$6.29M0.02%+9,27113F-HRTimelineGroup
IFP Advisors, Inc246,459$6.27M0.14%+23,61213F-HRTimeline
MCF Advisors LLC242,983$6.19M0.34%-35,94913F-HRTimeline
Guidance Point Advisors, LLC242,520$6.17M1.43%+44,60413F-HRTimeline
HAMEL ASSOCIATES, INC.242,188$6.16M1.86%+7,41313F-HRTimeline
Cheviot Value Management, LLC237,044$6.05M0.59%+19,05813F-HRTimeline
MinichMacGregor Wealth Management, LLC237,418$6.04M1.1%+6,45913F-HRTimeline
SONATA CAPITAL GROUP INC236,533$6.02M2.17%+56,07713F-HRTimeline
Cherry Tree Wealth Management, LLC232,602$5.92M1.25%+11,76813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth232,417$5.92M0.01%+95,69113F-HRTimelineGroup
OneDigital Investment Advisors LLC225,470$5.74M0.06%new13F-HRTimeline
Ironwood Financial, llc225,237$5.73M0.97%+33,18313F-HRTimeline
Penobscot Investment Management Company…224,168$5.71M0.43%+31,44513F-HRTimeline
EP Wealth Advisors, LLC222,745$5.67M0.03%13F-HRTimeline
Cambridge Investment Research Advisors,…222,194$5.66M0.01%+25,97413F-HRTimeline
Signature Wealth Management Group220,059$5.6M2.28%-23513F-HRTimeline
Composition Wealth, LLC219,858$5.6M0.08%+13,02813F-HRTimeline
Merit Financial Group, LLC219,749$5.59M0.04%+44,66113F-HRTimeline
Houlihan Financial Resource Group, Ltd.219,263$5.59M2.13%+122,20313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp219,420$5.59M0.1%-8,91113F-HRTimelineGroup
Integrated Wealth Concepts LLC216,042$5.5M0.07%-19,29213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV212,014$5.4M1.42%+15,63513F-HRTimeline
HARBOR ADVISORY CORP /MA/208,749$5.31M1.61%+27,38913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC206,658$5.26M0.32%+19,90713F-HRTimeline
Krilogy Financial LLC205,552$5.24M0.18%+6,07713F-HRTimeline
Modern Wealth Management, LLC202,716$5.16M0.09%new13F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.200,585$5.11M2.98%+6,24013F-HRTimeline
Twin Cities Retirement Group LLC196,011$4.99M4.82%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP195,912$4.99M<0.01%+66,61613F-HRTimelineGroup
Winthrop Partners - WNY, LLC194,429$4.95M2.67%13F-HRTimeline
Leo Wealth, LLC193,443$4.92M0.36%+17,65813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.192,230$4.89M0.01%+50,37213F-HRTimelineGroup
HANCOCK WHITNEY CORP189,810$4.83M0.09%-4,42513F-HRTimeline
Creative Planningin group Creative Planning188,896$4.81M<0.01%+10,14713F-HRTimelineGroup
Great Diamond Partners, LLC187,522$4.77M0.92%+48,99713F-HRTimeline
MONECO ADVISORS, LLC187,199$4.77M0.38%+7,42213F-HRTimeline
Crews Bank & Trust186,105$4.74M0.68%+16,52013F-HRTimeline
Heartland Bank & Trust Co186,062$4.74M2%+17,17013F-HRTimeline
Quantum Financial Advisors, LLC184,838$4.71M0.53%+11,83013F-HRTimeline
Sowell Financial Services LLC174,655$4.45M0.16%+12,80013F-HRTimeline
4Thought Financial Group Inc.173,556$4.42M2.19%+6,84013F-HRTimeline
Centric Wealth Management173,104$4.4M0.93%+6,43313F-HRTimeline
Keeler Thomas Management LLC166,595$4.24M2.02%-1,13613F-HRTimeline
MEMBERS WEALTH LLC165,650$4.22M2.65%+1,95413F-HRTimeline
Laurel Wealth Advisors LLC163,490$4.16M0.55%+11,16313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.163,170$4.15M0.17%+58,20613F-HRTimeline
Wick Capital Partners, LLC163,142$4.15M0.74%+75,52313F-HR/ATimeline
SAX WEALTH ADVISORS, LLC150,058$3.82M0.18%+4,69513F-HRTimeline
Cornell Pochily Investment Advisors, In…148,718$3.79M1.1%+29,04813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC148,280$3.77M0.24%+3,85213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.144,082$3.67M0.24%+8,92013F-HRTimeline
Sightline Wealth Advisors, LLC140,436$3.57M1.52%-7,34713F-HRTimeline
Valmark Advisers, Inc.139,906$3.56M0.04%+33,39913F-HRTimeline
Evergreen Private Wealth LLC139,711$3.56M1.4%+9,64713F-HRTimeline
Rossmore Private Capital139,424$3.55M0.32%+48,88913F-HRTimeline
Janney Montgomery Scott LLC137,829$3.51M0.01%+8,38713F-HRTimeline
FF Advisors,LLC136,160$3.47M1.54%+23,85113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC135,438$3.45M0.05%+8,38613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC134,140$3.41M0.72%+8,43213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP133,918$3.41M0.02%+95,36713F-HRTimelineGroup
Kesler, Norman & Wride, LLC133,464$3.4M0.58%+66,40013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.130,166$3.31M2.44%+8,70513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…128,070$3.26M<0.01%+6,00513F-HRTimeline
Stonebrook Private Inc.125,186$3.19M0.67%+4,81613F-HRTimeline
Breachway Investments LLC123,654$3.15M3.32%13F-HRTimeline
Godshalk Welsh Capital Management, Inc.123,000$3.13M1.79%+21,40013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…120,555$3.07M0.02%+10,34113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC120,191$3.06M<0.01%-100,39813F-HRTimelineGroup
Venture Visionary Partners LLC111,981$2.93M0.1%-13,88213F-HRTimeline
Madden Advisory Services, Inc.109,881$2.8M1.12%+31,88313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…109,625$2.79M1.83%-12,42513F-HRTimeline
LifePlan Financial, LLC105,207$2.68M2.05%+86213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC103,440$2.63M0.2%+12,89713F-HRTimeline
ADIRONDACK TRUST CO102,725$2.61M0.86%+6,53413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC102,052$2.6M0.02%-158,63513F-HRTimelineGroup
Marathon Mission, Inc.100,907$2.57M1.49%+86513F-HRTimeline
Resonant Capital Advisors, LLC100,868$2.57M0.14%+6,82813F-HRTimeline
Covington Investment Advisors Inc.100,195$2.55M0.35%+11,29913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp99,942$2.54M0.07%-1,81413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.97,166$2.47M0.06%-8,32913F-HRTimeline
LFA - Lugano Financial Advisors SA93,268$2.37M1.23%013F-HRTimeline
Chesley Taft & Associates LLC93,257$2.37M0.09%+11,95713F-HRTimeline
Mariner, LLCin group Mariner, LLC91,015$2.32M<0.01%-15,42113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…81,582$2.08M<0.01%+61,87513F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC81,086$2.06M0.23%+4,60213F-HRTimeline
Foundry Financial Group, Inc.80,776$2.06M1.03%+4,88713F-HRTimeline
Wilkins Miller Wealth Management, LLC79,933$2.03M1.21%+7,70513F-HRTimeline
McGlone Suttner Wealth Management, Inc.79,811$2.03M0.27%+9,36713F-HRTimeline
Arcataur Capital Management LLC79,800$2.03M0.58%-79513F-HRTimeline
COWA, LLC79,198$2.02M0.61%+18,20013F-HRTimeline
KINTRA WEALTH, LLC77,020$1.96M0.27%-7713F-HRTimeline
BEACON FINANCIAL GROUP74,956$1.91M0.19%+6,21813F-HRTimeline
First Fiduciary Investment Counsel, Inc.74,910$1.91M0.37%+13,80513F-HRTimeline
WRAPMANAGER INC74,811$1.9M0.64%-16,31513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC74,052$1.88M0.02%013F-HRTimeline
Foundation Wealth Management, LLC72,357$1.84M1.21%+7,14913F-HRTimeline
Private Advisor Group, LLC71,937$1.83M0.01%+20,86313F-HRTimeline
Segment Wealth Management, LLC69,780$1.78M0.1%+18013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD68,726$1.75M0.02%+3,58613F-HRTimelineGroup
Fortis Capital Management LLC68,152$1.73M0.23%+53813F-HRTimeline
Reliant Wealth Planning68,109$1.73M0.54%+54213F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…66,573$1.69M0.08%+19,37813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC66,421$1.69M0.92%+54,39113F-HRTimeline
Jefferson Bridge Capital, LLC66,270$1.69M1.7%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,422$1.64M0.01%+35,03813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,263$1.64M<0.01%+10,88713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,107$1.63M<0.01%-130,54413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC63,984$1.63M0.03%+13,23613F-HRTimeline
SMITH, MOORE & CO.63,666$1.62M0.12%+7,50213F-HRTimeline
Integrated Advisors Network LLC63,303$1.61M0.07%+42,57013F-HRTimeline
TD Waterhouse Canada Inc.62,617$1.59M0.01%-10,79213F-HRTimeline
IFG Advisory, LLC61,769$1.57M0.07%+2,34013F-HRTimeline
Princeton Global Asset Management LLC61,672$1.57M0.25%+11,52213F-HRTimeline
BridgePort Financial Solutions, LLC61,197$1.56M0.42%-4,96513F-HRTimeline
DAVENPORT & Co LLC59,455$1.51M0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,386$1.49M<0.01%+34,55113F-HRTimelineGroup
Gilbert Capital Group, Inc.57,575$1.47M1.1%+4,33513F-HRTimeline
TFR Capital, LLC.57,512$1.46M0.48%+36,88813F-HRTimeline
STAR Financial Bank57,362$1.46M0.75%-52913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC57,113$1.45M0.28%-5,17313F-HRTimeline
Advance Capital Management, Inc.56,559$1.44M0.06%+85813F-HRTimeline
CGN Advisors LLC56,443$1.44M0.11%-98813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC55,877$1.42M0.66%+26013F-HRTimeline
Scissortail Wealth Management, LLC55,632$1.42M0.32%+3,95013F-HRTimeline
Cyr Financial Inc.55,351$1.41M0.88%-96313F-HRTimeline
Briggs Wealth Management, Inc54,018$1.38M1.48%13F-HRTimeline
FourThought Financial Partners, LLC53,893$1.37M0.12%+13,32213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…53,646$1.37M0.03%+6,83413F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/53,445$1.36M0.24%new13F-HRTimeline
Beaumont Financial Advisors, LLC52,574$1.34M0.09%-3,15713F-HRTimeline