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Disclosery

IBDT ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 20 13F filers report a position in IBDT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
RVW Wealth, LLC1,195,531$29.8M1.92%-11,14913F-HRTimeline
Venture Visionary Partners LLC114,863$2.87M0.08%+9213F-HRTimeline
Marathon Mission, Inc.108,014$2.7M1.36%+2,51013F-HRTimeline
Weaver Consulting Group107,810$2.69M0.52%+39,68513F-HRTimeline
Bullock Wealth Management Group63,651$1.58M0.66%+2,93513F-HRTimeline
Mendota Financial Group, LLC57,273$1.43M0.89%+62813F-HRTimeline
Montecito Bank & Trust56,897$1.42M0.22%+1,36113F-HRTimeline
Farther Finance Advisors, LLC56,790$1.42M0.01%+1,30113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.44,077$1.1M0.06%-2,28213F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.43,846$1.09M0.18%+1,77513F-HRTimeline
Avidian Wealth Enterprises, LLC18,000$449K0.01%-4,36113F-HRTimeline
S.E.E.D. Planning Group LLC16,967$424K0.1%-99713F-HRTimeline
Bank of New Hampshire13,150$328K0.07%-25013F-HRTimeline
GAMMA Investing LLC12,745$318K0.01%+1,19913F-HRTimeline
Sarver Vrooman Wealth Advisors11,550$288K0.17%-10213F-HRTimeline
Trust Co3,194$79.7K0.01%+51913F-HRTimeline
Coastline Trust Co2,266$56.6K0.01%-29913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BURKETT FINANCIAL SERVICES, LLC2,059$51.4K0.02%+2213F-HRTimeline
Miller Global Investments, LLC1,995$49.8K0.04%013F-HRTimeline
EASTERN BANK1,325$33.1K<0.01%013F-HRTimeline