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Disclosery

IBDT ISHARES TR

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ETF (fund)

423 managers (424 13F filers) reported a position in IBDT shares at 2026-03-31, 112,152,260 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
423
13F filers
424
New
35
Added
256
Reduced
73
Sold out
21
Shares held by filers
112,152,260

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/8,950,655$227M0.02%+279,40713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,285,024$134M0.2%-3,534,93913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,651,656$118M0.01%+61,68413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,475,447$113M0.44%+2,056,18013F-HRTimelineGroup
Capital Investment Advisors, LLC3,752,574$95.1M1.39%+121,54013F-HR/ATimeline
CAPITAL ADVISORS INC/OK3,532,934$89.5M1.44%+229,39913F-HRTimeline
UBS Group AGin group UBS Group AG3,524,978$89.3M0.02%+490,96913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,118,298$79M0.02%+142,57213F-HRTimelineGroup
HM PAYSON & CO2,940,328$74.5M1.07%+650,11513F-HRTimeline
LPL Financial LLC2,513,489$63.7M0.02%+248,58313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,849,086$46.8M0.01%-6,80913F-HR/ATimelineGroup
HighTower Advisors, LLC1,774,558$44.9M0.05%-36,37713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,634,772$41.4M0.01%+28,01413F-HR/ATimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,624,154$41.1M2.54%-2,11313F-HRTimeline
Sound View Wealth Advisors Group, LLC1,562,572$39.6M2.69%+116,56413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,468,086$37.2M0.01%+206,02613F-HRTimelineGroup
SUMMITRY LLC1,453,362$36.8M1.3%+61,67813F-HR/ATimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,435,556$36.4M3.18%+32,69413F-HRTimeline
Gratus Wealth Advisors, LLC1,372,168$34.8M5.03%+70,75413F-HRTimeline
Kathmere Capital Management, LLC1,306,247$33.1M2.05%+110,02413F-HRTimeline
Klingman & Associates, LLC1,304,385$33M1.58%+37,53013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,278,339$32.4M1.71%+29,33613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,230,626$31.2M1.23%+40,10913F-HRTimeline
RVW Wealth, LLC1,159,226$29.4M2.29%+70,56913F-HRTimeline
Baltimore-Washington Financial Advisors…1,054,382$26.7M1.15%+61,38613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,036,818$26.3M0.02%+79,02513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,025,352$26M0.04%-33313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS989,358$25.1M0.04%+120,08313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding915,917$23.2M+200,647Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP869,218$22M0.03%+11,98013F-HRTimelineGroup
THREADGILL FINANCIAL, LLC867,919$22M6.39%+847,44813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.794,471$20.1M1.97%+63,84413F-HRTimeline
NewEdge Advisors, LLC785,064$19.9M0.07%+34,13513F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC740,653$18.8M0.19%+64,89313F-HRTimelineGroup
Summit Asset Management, LLC739,662$18.7M2.61%+10,99713F-HRTimeline
REBALANCE, LLC723,281$18.3M1.06%-10,78813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\670,973$17M0.02%+21,50213F-HRTimelineGroup
Mesirow Financial Investment Management…637,798$16.2M0.26%+319,64213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp577,599$14.6M1.47%+14,51913F-HRTimelineGroup
Sanctuary Advisors, LLC574,314$14.5M0.08%+27,84813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.564,455$14.3M<0.01%+210,62213F-HRTimelineGroup
Glenview Trust Co561,467$14.2M0.22%+22,83913F-HRTimeline
Summit Financial, LLC548,869$13.9M0.18%+20,51813F-HRTimeline
SPINNAKER TRUST547,809$13.9M0.77%+58,54613F-HRTimeline
CENTRAL TRUST Co539,668$13.7M0.27%+51,14913F-HRTimeline
Snowden Capital Advisors LLC505,405$12.8M0.34%+11813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…502,246$12.7M0.01%+50,91513F-HRTimelineGroup
Cornerstone Planning, LLC499,609$12.7M2.86%+160,37113F-HRTimeline
NOVEM GROUP498,960$12.6M1.45%+49,65313F-HRTimeline
Windsor Capital Management, LLC498,933$12.6M3.56%+16,66613F-HRTimeline
First National Trust Co497,869$12.6M0.43%+43,26013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP490,178$12.4M0.91%+10,86313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.488,842$12.4M0.14%+41,84213F-HRTimelineGroup
Commonwealth Financial Services, LLC433,344$11M1.74%+30,17513F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…402,000$10.2M2.99%-9,58213F-HRTimelineGroup
Peloton Wealth Strategists399,188$10.1M4.09%+8,62813F-HRTimeline
Strid Group, LLC385,063$9.75M1.21%+87,30913F-HRTimeline
Beacon Pointe Advisors, LLC363,617$9.21M0.05%+52,99213F-HRTimeline
Northstar Group, Inc.354,086$8.97M1.27%+37,19713F-HRTimeline
Allworth Financial LP349,330$8.85M0.04%+11,35013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC343,504$8.7M4.11%+20,10713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth339,172$8.59M0.01%+106,75513F-HRTimelineGroup
PFG Private Wealth Management, LLC333,180$8.44M3.58%+13,55313F-HRTimeline
Atria Investments, Inc332,737$8.43M0.09%+14,55813F-HRTimeline
InvesTrust314,466$7.97M3.35%+8,94413F-HRTimeline
EIGHT 31 FINANCIAL, LLC313,680$7.95M4.8%-7,58113F-HRTimeline
Parallel Advisors, LLC304,913$7.72M0.14%+14,40013F-HR/ATimeline
IFP Advisors, Inc304,247$7.71M0.16%+57,78813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC291,381$7.38M<0.01%+171,19013F-HRTimelineGroup
Merit Financial Group, LLC286,931$7.27M0.05%+67,18213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC274,028$6.94M<0.01%new13F-HRTimelineGroup
Praetorian Wealth Management, Inc.271,817$6.87M1.31%+17,08313F-HRTimeline
Integrated Wealth Concepts LLC270,053$6.84M0.05%+54,01113F-HRTimeline
CWM, LLCin group CWM, LLC266,908$6.76M0.02%+19,63913F-HRTimelineGroup
Composition Wealth, LLC265,068$6.71M0.09%+45,21013F-HRTimeline
HAMEL ASSOCIATES, INC.262,868$6.66M1.9%+20,68013F-HRTimeline
Cetera Investment Advisers260,291$6.59M0.01%-3,39213F-HRTimeline
Guidance Point Advisors, LLC252,277$6.39M1.51%+9,75713F-HRTimeline
MCF Advisors LLC251,652$6.37M0.28%+8,66913F-HRTimeline
Cheviot Value Management, LLC251,342$6.37M0.64%+14,29813F-HRTimeline
Probity Advisors, Inc.249,648$6.32M1%-163,02813F-HRTimeline
SONATA CAPITAL GROUP INC248,397$6.29M2.32%+11,86413F-HRTimeline
MinichMacGregor Wealth Management, LLC246,393$6.24M1.1%+8,97513F-HRTimeline
Modern Wealth Management, LLC245,295$6.19M0.11%+42,57913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…243,888$6.18M0.01%+185,50213F-HRTimelineGroup
Ironwood Financial, llc243,639$6.17M1.08%+18,40213F-HRTimeline
Cambridge Investment Research Advisors,…241,538$6.12M0.02%+19,34413F-HRTimeline
Quantum Financial Advisors, LLC234,759$5.95M0.67%+49,92113F-HRTimeline
Penobscot Investment Management Company…233,753$5.92M0.46%+9,58513F-HRTimeline
Cherry Tree Wealth Management, LLC233,386$5.91M1.25%+78413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC232,558$5.89M0.36%+25,90013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP232,750$5.87M<0.01%+36,83813F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.223,865$5.67M2.21%+4,60213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp223,691$5.67M0.11%+4,27113F-HRTimelineGroup
OneDigital Investment Advisors LLC220,900$5.6M0.05%-4,57013F-HRTimeline
Great Diamond Partners, LLC220,720$5.59M1.08%+33,19813F-HRTimeline
EP Wealth Advisors, LLC220,316$5.58M0.03%-2,42913F-HRTimeline
Signature Wealth Management Group219,637$5.56M2.11%-42213F-HRTimeline
HARBOR ADVISORY CORP /MA/215,277$5.45M1.64%+6,52813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV213,777$5.41M1.42%+1,76313F-HRTimeline
Heartland Bank & Trust Co213,474$5.41M1.22%+27,41213F-HRTimeline
Krilogy Financial LLC205,886$5.21M0.17%+33413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.205,201$5.2M0.21%+42,03113F-HRTimeline
HANCOCK WHITNEY CORP202,949$5.14M0.09%+13,13913F-HRTimeline
Crews Bank & Trust201,975$5.12M0.74%+15,87013F-HRTimeline
Winthrop Partners - WNY, LLC200,024$5.07M2.7%+5,59513F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.199,615$5.06M2.71%-97013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.198,024$5.02M0.32%+53,94213F-HRTimeline
MONECO ADVISORS, LLC195,823$4.96M0.38%+8,62413F-HRTimeline
Leo Wealth, LLC195,552$4.95M0.36%+2,10913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…193,845$4.91M0.03%+73,29013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.192,842$4.88M0.01%+61213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC192,147$4.87M<0.01%new13F-HRTimelineGroup
Twin Cities Retirement Group LLC191,585$4.85M4.44%-4,42613F-HRTimeline
Wick Capital Partners, LLC189,941$4.81M0.88%+26,79913F-HRTimeline
Creative Planningin group Creative Planning186,059$4.71M<0.01%-2,83713F-HRTimelineGroup
Chicago Partners Investment Group LLC184,642$4.68M0.1%+163,06813F-HRTimeline
Centric Wealth Management182,808$4.61M0.92%+9,70413F-HRTimeline
Sowell Financial Services LLC181,445$4.6M0.17%+6,79013F-HRTimeline
Cornell Pochily Investment Advisors, In…179,814$4.55M1.34%+31,09613F-HRTimeline
KINTRA WEALTH, LLC177,907$4.51M0.32%+100,88713F-HRTimeline
4Thought Financial Group Inc.174,348$4.42M2.18%+79213F-HRTimeline
Laurel Wealth Advisors LLC172,689$4.36M0.43%+9,19913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC168,052$4.26M0.06%+32,61413F-HRTimeline
MEMBERS WEALTH LLC167,909$4.25M2.54%+2,25913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC160,393$4.06M0.27%+12,11313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP158,803$4.02M0.03%+24,88513F-HRTimelineGroup
Madden Advisory Services, Inc.153,618$3.89M1.53%+43,73713F-HRTimeline
SAX WEALTH ADVISORS, LLC150,058$3.82M0.19%013F-HRTimeline
Valmark Advisers, Inc.148,814$3.77M0.04%+8,90813F-HRTimeline
Janney Montgomery Scott LLC141,953$3.6M0.01%+4,12413F-HRTimeline
Rossmore Private Capital141,568$3.59M0.32%+2,14413F-HRTimeline
Evergreen Private Wealth LLC141,483$3.58M1.45%+1,77213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC139,779$3.54M0.71%+5,63913F-HRTimeline
Godshalk Welsh Capital Management, Inc.138,850$3.52M2.04%+15,85013F-HRTimeline
Kesler, Norman & Wride, LLC137,153$3.47M0.6%+3,68913F-HRTimeline
Stonebrook Private Inc.130,104$3.3M0.7%+4,91813F-HRTimeline
Breachway Investments LLC127,868$3.23M3.1%+4,21413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.125,155$3.17M2.38%-5,01113F-HRTimeline
ADIRONDACK TRUST CO121,416$3.07M1.03%+18,69113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…119,470$3.02M0.01%-8,60013F-HRTimeline
Venture Visionary Partners LLC114,680$2.9M0.1%+2,69913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC114,633$2.9M0.23%+11,19313F-HRTimeline
Mariner, LLCin group Mariner, LLC114,205$2.89M<0.01%+23,19013F-HRTimelineGroup
LifePlan Financial, LLC112,577$2.85M2.11%+7,37013F-HRTimeline
10Elms LLP107,305$2.73M1.72%+60,64913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp107,792$2.73M0.07%+7,85013F-HRTimelineGroup
Resonant Capital Advisors, LLC106,798$2.71M0.14%+5,93013F-HRTimeline
Marathon Mission, Inc.105,730$2.68M1.56%+4,82313F-HRTimeline
Sightline Wealth Advisors, LLC103,295$2.62M1.11%-37,14113F-HRTimeline
J.W. COLE ADVISORS, INC.103,258$2.62M0.09%+6,09213F-HRTimeline
Covington Investment Advisors Inc.102,982$2.61M0.38%+2,78713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…101,696$2.58M1.75%-7,92913F-HRTimeline
AssuredPartners Investment Advisors, LLC99,114$2.5M0.27%new13F-HRTimeline
Chesley Taft & Associates LLC96,057$2.43M0.1%+2,80013F-HRTimeline
CABOT WEALTH MANAGEMENT INC95,471$2.42M0.28%+14,38513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC95,420$2.42M0.03%+21,36813F-HRTimeline
LFA - Lugano Financial Advisors SA94,311$2.37M1.21%+1,04313F-HRTimeline
Arcataur Capital Management LLC92,705$2.35M0.65%+12,90513F-HRTimeline
Roble, Belko & Company, Inc92,430$2.34M0.3%+65,60813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC92,044$2.33M0.02%-10,00813F-HRTimelineGroup
Keeler Thomas Management LLC91,180$2.31M0.98%-75,41513F-HRTimeline
McGlone Suttner Wealth Management, Inc.87,944$2.23M0.29%+8,13313F-HRTimeline
Private Advisor Group, LLC85,776$2.17M0.01%+13,83913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…84,363$2.14M<0.01%+2,78113F-HRTimelineGroup
FF Advisors,LLC82,587$2.09M0.85%-53,57313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO82,710$2.09M<0.01%+18,60313F-HR/ATimelineGroup
FIRST MANHATTAN CO. LLC.81,462$2.06M0.01%+67,00813F-HRTimeline
COWA, LLC80,124$2.03M0.55%+92613F-HRTimeline
FourThought Financial Partners, LLC79,515$2.01M0.17%+25,62213F-HRTimeline
Segment Wealth Management, LLC78,335$1.98M0.12%+8,55513F-HRTimeline
WRAPMANAGER INC76,595$1.94M0.67%+1,78413F-HRTimeline
Foundry Financial Group, Inc.76,289$1.93M0.96%-4,48713F-HRTimeline
Foundation Wealth Management, LLC76,201$1.93M1.3%+3,84413F-HRTimeline
Sequoia Financial Advisors, LLC75,617$1.92M0.01%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC75,079$1.9M1.15%-4,85413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…74,516$1.89M0.09%+7,94313F-HRTimeline
BEACON FINANCIAL GROUP74,270$1.88M0.19%-68613F-HRTimeline
Integrated Advisors Network LLC73,216$1.85M0.1%+9,91313F-HRTimeline
First Fiduciary Investment Counsel, Inc.72,793$1.84M0.37%-2,11713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.69,085$1.76M0.01%+4,66313F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC69,169$1.75M0.91%+2,74813F-HRTimeline
Reliant Wealth Planning68,697$1.74M0.53%+58813F-HRTimeline
Fortis Capital Management LLC67,739$1.72M0.23%-41313F-HRTimeline
Jefferson Bridge Capital, LLC67,397$1.71M1.7%+1,12713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…66,126$1.67M<0.01%+38,47613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD65,588$1.66M0.02%-3,13813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,094$1.65M<0.01%+83113F-HRTimelineGroup
Scissortail Wealth Management, LLC64,846$1.64M0.33%+9,21413F-HRTimeline
Independent Advisor Alliance64,012$1.62M0.02%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC63,984$1.62M0.03%013F-HRTimeline
TFR Capital, LLC.63,379$1.61M0.49%+5,86713F-HRTimeline
Princeton Global Asset Management LLC63,200$1.6M0.26%+1,52813F-HRTimeline
TD Waterhouse Canada Inc.62,770$1.58M<0.01%+15313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,103$1.57M<0.01%+17,68913F-HRTimelineGroup
DAVENPORT & Co LLC59,455$1.51M0.01%013F-HRTimeline
Advance Capital Management, Inc.59,274$1.5M0.06%+2,71513F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC59,021$1.5M0.63%+3,14413F-HRTimeline
BridgePort Financial Solutions, LLC58,392$1.48M0.42%-2,80513F-HRTimeline
Gilbert Capital Group, Inc.57,952$1.47M1.13%+37713F-HRTimeline