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Disclosery

IBDU ISHARES TR

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ETF (fund)

384 managers (386 13F filers) reported a position in IBDU shares at 2026-06-30, 132,631,698 shares in all. 39 filers opened a position and 33 filers sold out during the quarter.

Managers
384
13F filers
386
New
39
Added
221
Reduced
70
Sold out
33
Shares held by filers
132,631,698

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SHUFRO ROSE & CO LLC8,668,602$201M11.55%+4,690,47413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,630,704$177M0.01%+317,10013F-HRTimelineGroup
Aptus Capital Advisors, LLC6,497,005$150M1.1%+115,99213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,487,553$150M0.01%-205,27813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,791,658$134M0.17%+757,87613F-HR/ATimeline
CAPITAL ADVISORS INC/OK5,140,239$119M1.75%+56,62313F-HRTimeline
Capital Investment Advisors, LLC4,035,738$93.5M1.23%+171,53213F-HRTimeline
UBS Group AGin group UBS Group AG3,887,671$90M0.01%+206,11413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,599,661$83.4M0.02%+427,46213F-HRTimelineGroup
HM PAYSON & CO3,142,337$72.8M0.96%+314,93613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,852,951$66.1M0.24%-414,06513F-HRTimelineGroup
LPL Financial LLC2,506,686$58.1M0.01%+123,52713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,289,483$53M0.01%-51,08813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,220,273$51.4M0.01%+95,08413F-HRTimelineGroup
SUMMITRY LLC2,022,397$46.8M1.54%+116,89413F-HRTimeline
HighTower Advisors, LLC1,978,091$45.8M0.04%+113,50613F-HRTimeline
Sound View Wealth Advisors Group, LLC1,895,010$43.9M2.72%+128,66013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,771,527$41M2.24%+19,77713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,629,388$37.7M0.01%+529,90313F-HRTimelineGroup
Klingman & Associates, LLC1,622,444$37.6M1.6%+41,76613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,561,416$36.2M1.76%+18,22913F-HRTimeline
Gratus Wealth Advisors, LLC1,550,502$35.9M4.57%+41,41913F-HRTimeline
Venture Visionary Partners LLC1,491,364$34.5M0.96%-2,30213F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co1,315,000$30.5M1.01%+136,00013F-HRTimelineGroup
Summit Financial, LLC1,229,949$28.5M0.31%+116,24413F-HRTimeline
Kathmere Capital Management, LLC1,224,087$28.3M1.51%+69,78913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,223,806$28.3M0.54%+41,43513F-HRTimelineGroup
RVW Wealth, LLC1,210,684$28M1.85%+61,90513F-HRTimeline
Advisors Capital Management, LLC1,207,209$28M0.3%+70,22313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,182,596$27.4M0.03%+36,46813F-HRTimeline
Seven Springs Wealth Group, LLC1,161,935$26.9M5.87%-2,68313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,118,191$25.9M0.93%+102,78413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding968,114$22.4M+130,379Timeline
MV CAPITAL MANAGEMENT, INC.880,836$20.4M1.81%+9,67813F-HR/ATimeline
Summit Asset Management, LLC793,992$18.4M2.36%+15,76213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS764,126$17.7M0.03%+110,84113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.740,823$17.2M<0.01%+125,80913F-HRTimelineGroup
First National Trust Co715,822$16.6M0.56%+54,56813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\715,219$16.6M0.02%+27,85613F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp655,962$15.2M1.36%+14,33913F-HRTimelineGroup
Ironwood Financial, llc636,737$14.7M2.29%+77,65213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP613,536$14.2M0.01%+50,46813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…605,089$14M0.02%+11,41513F-HRTimelineGroup
Mesirow Financial Investment Management…599,061$13.9M0.22%+144,70213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…572,041$13.2M0.01%+42,00113F-HRTimelineGroup
Windsor Capital Management, LLC562,587$13M3.39%+19,26313F-HRTimeline
Robertson Stephens Wealth Management, L…555,787$12.9M0.32%-6,35913F-HRTimeline
Baltimore-Washington Financial Advisors…552,048$12.8M0.48%+48,10213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP546,943$12.7M0.78%+42,32013F-HRTimeline
Probity Advisors, Inc.540,849$12.5M1.79%+40,40813F-HRTimeline
SPINNAKER TRUST536,924$12.4M0.6%+126,13413F-HRTimeline
Ruggaard & Associates LLC528,717$12.2M4.39%+16,88813F-HRTimeline
CENTRAL TRUST Co517,935$12M0.22%+34,58913F-HRTimeline
Glenview Trust Co510,500$11.8M0.16%+15,42513F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC485,028$11.2M<0.01%+70,88113F-HRTimelineGroup
REBALANCE, LLC458,533$10.6M0.56%+5,51513F-HRTimeline
Strid Group, LLC443,780$10.3M1.14%+221,67213F-HRTimeline
Parkway Wealth Management Group, LLC439,736$10.2M1.18%+3,00013F-HRTimeline
Peloton Wealth Strategists405,145$9.38M3.47%+11,50013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC404,090$9.36M0.09%-25,99313F-HRTimelineGroup
Global Retirement Partners, LLC397,717$9.21M0.14%13F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…395,000$9.15M2.49%013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC367,266$8.51M0.46%+59,69413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC347,588$8.05M3.4%+25,99213F-HRTimeline
Penobscot Investment Management Company…343,065$7.95M0.55%+80,20013F-HRTimeline
Guidance Point Advisors, LLC341,567$7.91M1.67%+19,27913F-HRTimeline
Integrated Wealth Concepts LLC337,049$7.81M0.04%+175,98213F-HRTimeline
Parallel Advisors, LLC313,883$7.27M0.11%+35,09113F-HRTimeline
InvesTrust309,429$7.17M2.76%+36,35413F-HRTimeline
Envision Financial Planning, LLC305,471$7.07M2.3%+2,07513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.298,459$6.91M2.51%new13F-HRTimeline
Praetorian Wealth Management, Inc.297,915$6.9M1.19%+7,90213F-HRTimeline
Cetera Investment Advisers286,885$6.64M0.01%+86,98013F-HRTimeline
Beacon Pointe Advisors, LLC279,053$6.46M0.03%+11,76313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…278,417$6.45M0.04%+78,43013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.277,601$6.43M0.11%-2,61013F-HRTimeline
IFP Advisors, Inc272,975$6.32M0.11%+7,05913F-HRTimeline
Janney Montgomery Scott LLC272,504$6.31M0.01%+89,03913F-HRTimeline
Merit Financial Group, LLC261,657$6.06M0.04%+54,02013F-HR/ATimeline
EP Wealth Advisors, LLC256,326$5.94M0.02%+140,46613F-HRTimeline
Snowden Capital Advisors LLC255,694$5.92M0.14%+36,48213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV250,490$5.8M1.32%+238,82913F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.249,415$5.78M2.88%+50,30013F-HRTimeline
HAMEL ASSOCIATES, INC.245,615$5.69M1.57%-1,08713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC245,087$5.68M0.07%new13F-HRTimelineGroup
Great Diamond Partners, LLC235,576$5.46M0.94%+168,70013F-HRTimeline
Cambridge Investment Research Advisors,…235,320$5.45M0.01%+27,42913F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp233,769$5.41M0.09%-6,41213F-HRTimelineGroup
4Thought Financial Group Inc.233,473$5.41M2.54%+46,82213F-HRTimeline
Houlihan Financial Resource Group, Ltd.232,703$5.39M1.92%+9,53813F-HRTimeline
Winthrop Partners - WNY, LLC227,803$5.28M2.61%+9,60113F-HRTimeline
Krilogy Financial LLC226,780$5.25M0.16%+36513F-HRTimeline
HANCOCK WHITNEY CORP226,507$5.25M0.09%+1,57413F-HRTimeline
OneDigital Investment Advisors LLC217,105$5.03M0.04%-29,87513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC214,164$4.96M0.07%+73,26213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.211,817$4.91M0.01%+34,30513F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP206,396$4.78M0.03%+11,79413F-HRTimelineGroup
MEMBERS WEALTH LLC202,246$4.68M2.57%+18,47713F-HRTimeline
10Elms LLP199,139$4.61M1.95%+101,71813F-HRTimeline
Sowell Financial Services LLC193,159$4.47M0.15%-7813F-HRTimeline
Rossmore Private Capital191,186$4.43M0.36%+20,08313F-HRTimeline
Heartland Bank & Trust Co190,831$4.42M0.91%+42,33813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.189,726$4.39M0.25%+49,42513F-HRTimeline
Chicago Partners Investment Group LLC190,305$4.38M0.09%+2,14713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP188,013$4.36M<0.01%+26,69413F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.186,679$4.32M0.83%+4,12213F-HRTimeline
SONATA CAPITAL GROUP INC185,740$4.3M1.39%+20,72413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC183,495$4.25M0.71%+31,15513F-HRTimeline
Valmark Advisers, Inc.181,412$4.2M0.04%+35,30213F-HRTimeline
Crews Bank & Trust179,020$4.15M0.54%-4,28513F-HRTimeline
Composition Wealth, LLC178,228$4.13M0.05%+35,96313F-HRTimeline
Wilkins Miller Wealth Management, LLC176,182$4.08M2.24%+4913F-HRTimeline
EIGHT 31 FINANCIAL, LLC174,330$4.04M2.4%+3,95213F-HRTimeline
Syntegra Private Wealth Group, LLC171,113$3.96M0.31%-5,39513F-HRTimeline
MML INVESTORS SERVICES, LLC165,755$3.84M0.01%+38,02713F-HRTimeline
HARBOR ADVISORY CORP /MA/164,815$3.82M1.02%+15,91213F-HRTimeline
Roble, Belko & Company, Inc164,439$3.81M0.41%+45,13013F-HRTimeline
Covington Investment Advisors Inc.162,150$3.77M0.49%+77,08913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…159,049$3.67M0.01%+42,64913F-HRTimeline
ADIRONDACK TRUST CO158,394$3.67M1.09%+6,52213F-HRTimeline
Laurel Wealth Advisors LLC158,165$3.66M0.35%+13,55013F-HRTimeline
Whalen Wealth Management Inc.157,041$3.64M1.64%+41013F-HRTimeline
Commonwealth Financial Services, LLC151,299$3.5M0.47%-313,04613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC151,144$3.5M0.21%+6,13913F-HRTimeline
Stonebrook Private Inc.144,658$3.35M0.61%+2,93813F-HRTimeline
LFA - Lugano Financial Advisors SA144,509$3.35M2.01%-7,13413F-HRTimeline
FourThought Financial Partners, LLC138,565$3.21M0.25%+15,21513F-HRTimeline
Godshalk Welsh Capital Management, Inc.136,800$3.17M1.71%+4,05013F-HRTimeline
Belpointe Asset Management LLC134,558$3.12M0.1%+21,19513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…133,196$3.08M0.01%+18,09413F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD133,260$3.08M0.02%+41,91013F-HRTimelineGroup
4J Wealth Management LLC126,059$2.92M1.43%+7,06313F-HRTimeline
LifePlan Financial, LLC125,028$2.9M2.03%+2,49113F-HRTimeline
Matthew Goff Investment Advisor, LLC123,519$2.86M0.48%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co122,688$2.84M0.12%+108,25813F-HRTimelineGroup
Cornerstone Planning, LLC121,300$2.81M0.65%-240,13113F-HRTimeline
MONECO ADVISORS, LLC119,966$2.78M0.17%-49313F-HRTimeline
AssuredPartners Investment Advisors, LLC118,331$2.74M0.27%+11,72713F-HRTimeline
CABOT WEALTH MANAGEMENT INC117,263$2.72M0.28%+26,55613F-HRTimeline
Chesley Taft & Associates LLC113,900$2.64M0.1%+11,00013F-HRTimeline
High Note Wealth, LLC113,169$2.62M0.45%+63,17213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.112,876$2.61M0.1%+24,43013F-HRTimeline
Madden Advisory Services, Inc.111,466$2.58M0.93%+3,01613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…110,044$2.55M<0.01%-95,18613F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…109,627$2.54M0.68%-75,99713F-HRTimeline
Beaumont Asset Management, L.L.C.109,199$2.53M0.98%+2,97413F-HRTimeline
Sightline Wealth Advisors, LLC109,054$2.53M0.92%+54,86313F-HRTimeline
KINTRA WEALTH, LLC109,229$2.52M0.13%new13F-HRTimeline
Breachway Investments LLC107,805$2.5M3.76%+2,53713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp107,218$2.48M0.06%+13,94013F-HRTimelineGroup
Northstar Group, Inc.107,203$2.48M0.32%+11,16213F-HRTimeline
Modern Wealth Management, LLC105,983$2.45M0.03%new13F-HRTimeline
Segment Wealth Management, LLC101,690$2.36M0.12%+12,48513F-HRTimeline
Meridian Wealth Management, LLC101,185$2.34M0.07%+9,17513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC100,760$2.33M0.16%+16,11413F-HRTimeline
Keeler Thomas Management LLC100,008$2.32M0.82%-6,82513F-HRTimeline
Mariner, LLCin group Mariner, LLC96,270$2.23M<0.01%-85,70613F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…95,711$2.22M0.11%+15,59713F-HRTimeline
Resonant Capital Advisors, LLC94,399$2.19M0.1%-87713F-HRTimeline
SAX WEALTH ADVISORS, LLC90,845$2.11M0.09%+1,49713F-HRTimeline
Fortis Capital Management LLC88,355$2.05M0.23%+25,19813F-HRTimeline
IFG Advisory, LLC85,990$1.99M0.07%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,237$1.98M<0.01%-98,54713F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…83,490$1.93M0.39%-17,80013F-HRTimeline
ROMANO BROTHERS AND COMPANY82,531$1.91M0.19%+5,41713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC81,303$1.88M0.02%-25013F-HRTimeline
Creative Planningin group Creative Planning79,562$1.84M<0.01%+8,44513F-HRTimelineGroup
WRAPMANAGER INC75,858$1.76M0.55%-7,59113F-HRTimeline
Advance Capital Management, Inc.75,622$1.75M0.06%+4,40913F-HRTimeline
BEACON FINANCIAL GROUP75,455$1.75M0.16%-79413F-HRTimeline
TFR Capital, LLC.72,868$1.69M0.48%+7,55713F-HRTimeline
McGlone Suttner Wealth Management, Inc.72,192$1.67M0.2%+6,47913F-HRTimeline
Bullock Wealth Management Group67,532$1.56M0.68%13F-HRTimeline
Cyr Financial Inc.65,619$1.52M0.79%+5,77113F-HRTimeline
Jefferson Bridge Capital, LLC65,286$1.51M1.31%-5,45913F-HRTimeline
COWA, LLC64,949$1.5M0.38%-1,37013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…63,437$1.47M0.9%+66313F-HRTimeline
Foundry Financial Group, Inc.62,759$1.45M0.63%+26513F-HRTimeline
Mendota Financial Group, LLC61,670$1.43M0.89%+22,07913F-HRTimeline
First Fiduciary Investment Counsel, Inc.59,318$1.37M0.26%+6513F-HRTimeline
Jacobi Capital Management LLC59,129$1.37M0.07%+11,37513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.59,055$1.37M0.01%-220,16613F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…58,599$1.36M0.03%013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC54,549$1.26M0.23%-18613F-HRTimeline
Reliant Wealth Planning54,485$1.26M0.35%+83913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…53,470$1.24M0.16%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.53,350$1.24M0.03%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC52,524$1.22M<0.01%+2,66013F-HRTimelineGroup
TABR Capital Management, LLC51,892$1.2M1.02%new13F-HRTimeline
Montecito Bank & Trust51,170$1.19M0.18%+4,00113F-HRTimeline
Beaumont Financial Advisors, LLC50,327$1.17M0.07%-1,03513F-HRTimeline
Journey Advisory Group, LLC50,100$1.16M0.09%013F-HRTimeline
Camelot Portfolios, LLC49,857$1.15M0.82%-14313F-HRTimeline
Walleye Partners, LLC49,611$1.15M1.31%+56513F-HRTimeline
Archford Capital Strategies, LLC48,754$1.13M0.11%-2,87313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.47,581$1.1M0.18%+79513F-HRTimeline
FIRST MANHATTAN CO. LLC.47,164$1.09M<0.01%+25,37013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS46,175$1.07M0.11%new13F-HRTimeline
Aspen Wealth Management LLC45,113$1.04M0.18%new13F-HRTimeline
Farmers National Bank44,711$1.04M0.22%+213F-HRTimeline