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Disclosery

IBDU ISHARES TR

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ETF (fund)

385 managers (387 13F filers) reported a position in IBDU shares at 2026-06-30, 132,686,296 shares in all. 39 filers opened a position and 33 filers sold out during the quarter.

Managers
385
13F filers
387
New
39
Added
223
Reduced
70
Sold out
33
Shares held by filers
132,686,296

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
Farmers National Bank44,711$1.04M0.22%+213F-HRTimeline
Farther Finance Advisors, LLC44,505$1.03M0.01%-7,92613F-HRTimeline
Gilbert Capital Group, Inc.42,586$986K0.69%-3,68313F-HRTimeline
Gilbert & Cook, Inc.42,310$980K0.11%013F-HRTimeline
Bank of New Hampshire41,340$957K0.2%-2,30013F-HRTimeline
LITTLE HOUSE CAPITAL LLC40,451$937K0.21%+1,00813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,263$932K0.01%-7,08813F-HRTimelineGroup
TD Waterhouse Canada Inc.40,266$929K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC40,042$927K0.04%new13F-HRTimeline
Granite Harbor Advisors, Inc.38,850$900K0.36%+40613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.38,366$889K0.05%+1,69113F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC38,267$886K0.36%-56813F-HRTimeline
First Interstate Bank36,932$855K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC35,432$821K0.14%+40313F-HRTimeline
NewEdge Advisors, LLC34,648$802K<0.01%-1,01713F-HRTimeline
BARRETT & COMPANY, INC.34,606$801K0.22%+12,10313F-HRTimeline
Seneca House Advisors34,383$796K0.28%-6,40013F-HRTimeline
Accretive Wealth Partners, LLC34,239$793K0.19%013F-HRTimeline
Schuylkill Financial LLC33,929$786K0.73%13F-HRTimeline
Princeton Global Asset Management LLC32,972$764K0.11%+3,53713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC32,337$749K0.01%013F-HRTimeline
Foundation Wealth Management, LLC32,213$746K0.44%+2,19913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,090$743K<0.01%-1,00813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management31,446$728K0.01%-1,13213F-HRTimelineGroup
Autumn Glory Partners, LLC31,419$728K0.21%+2,59913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC30,685$711K0.43%+3,74513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,409$704K0.01%new13F-HRTimelineGroup
DecisionMap Wealth Management, LLC30,253$701K0.39%-29013F-HRTimeline
Straight Path Wealth Management30,178$699K0.16%+11,44513F-HRTimeline
OFS Enterprise LLC29,750$689K0.18%013F-HRTimeline
Stokes Family Office, LLC29,459$682K0.08%+5,11013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,430$682K<0.01%-37,39513F-HRTimelineGroup
DEARBORN PARTNERS LLC28,984$671K0.04%+2,73313F-HR/ATimeline
Curbstone Financial Management Corp28,742$666K0.11%013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC28,112$649K0.57%+99413F-HRTimeline
Redwood Financial Network Corp27,871$645K0.36%-6213F-HRTimeline
CVA Family Office, LLC27,720$642K0.06%013F-HRTimeline
CGN Advisors LLC27,526$638K0.05%-1,69613F-HRTimeline
Private Advisor Group, LLC27,396$634K<0.01%-64,00913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,315$633K<0.01%-83,67313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,622$617K<0.01%+5,18213F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC26,340$610K0.04%+3,77013F-HRTimeline
Advisory Services Network, LLC26,209$607K0.01%+1,03413F-HRTimeline
HORAN Wealth, LLC26,190$607K0.08%+3,72513F-HR/ATimeline
Van Hulzen Asset Management, LLC26,109$605K0.04%+67513F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$602K0.03%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,654$594K0.01%+39113F-HRTimelineGroup
ADG Wealth Management Group, LLC25,440$589K0.37%+1513F-HRTimeline
Clearstead Advisors, LLC25,360$587K0.01%+17113F-HRTimeline
SMITH, MOORE & CO.25,078$581K0.04%-3,94213F-HRTimeline
FOCUSED ALPHA, LLC25,046$580K0.15%-30213F-HRTimeline
Ellis Investment Partners, LLC24,254$562K0.09%+39213F-HRTimeline
TABLEAUX LLC23,627$547K0.23%-2,19013F-HRTimeline
American Trust23,448$543K0.04%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…23,259$539K0.01%-13,55913F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC23,000$533K0.03%-77013F-HRTimeline
Snider Financial Group22,822$529K0.13%-10,19813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC22,314$516K0.02%-4,05513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,265$516K<0.01%-2,29813F-HRTimelineGroup
Clear Harbor Asset Management, LLC22,070$511K0.03%+5,07013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth22,027$510K<0.01%new13F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.22,010$510K0.05%013F-HRTimeline
XY Planning Network, Inc.21,882$507K0.06%new13F-HRTimeline
Koshinski Asset Management, Inc.21,627$501K0.03%+1,14413F-HRTimeline
Community Financial Services Group, LLC21,719$501K0.07%new13F-HRTimeline
Moors & Cabot, Inc.21,353$495K0.02%+11513F-HRTimeline
Gradient Capital Advisors, LLC21,086$488K0.11%013F-HRTimeline
Integrated Advisors Network LLC20,235$469K0.02%+1,51213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC19,941$462K0.07%+21613F-HRTimeline
MidFirst Bank19,827$459K0.03%-69113F-HRTimeline
Mutual Advisors, LLC19,629$455K0.01%+1,78913F-HRTimeline
S.E.E.D. Planning Group LLC19,523$452K0.12%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT19,427$450K0.08%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.19,229$445K0.19%new13F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC19,000$440K0.3%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,756$432KnewTimeline
Robbins Farley18,607$431K0.17%+1413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,476$428K<0.01%+17,47113F-HRTimelineGroup
KOM Wealth Management Group, LLC18,460$428K0.26%+4,17713F-HRTimeline
Clearstead Trust, LLC18,454$427K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,396$426K0.01%013F-HRTimelineGroup
Gryphon Financial Partners LLC18,386$426K0.04%013F-HRTimeline
WJ Wealth Management, LLC17,600$408K0.16%+3,60013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,371$402K0.08%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC17,274$400K0.02%+6,76613F-HRTimeline
Element Wealth, LLC17,237$399K0.15%+13613F-HRTimeline
Bradley & Co. Private Wealth Management…17,151$397K0.19%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC16,969$393K0.13%+3,26313F-HRTimeline
SIMON QUICK ADVISORS, LLC16,604$385K0.02%013F-HRTimeline
Summit Wealth Partners, LLC16,506$382K0.05%013F-HRTimeline
Summit Trail Advisors, LLC16,350$379K<0.01%new13F-HRTimeline
XML Financial, LLC16,175$375K0.03%013F-HRTimeline
ProVise Management Group, LLC15,460$358K0.02%+4,62013F-HRTimeline
Ledyard National Bank15,453$358K0.03%+14013F-HRTimeline
1900 WEALTH MANAGEMENT LLC14,985$347K0.02%013F-HRTimeline
Hyposwiss Advisors SA14,960$346K0.33%+90013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC14,958$346K0.02%+4,64113F-HRTimelineGroup
Crusonia Wealth Advisors LLC14,754$342K0.06%+4,24813F-HRTimeline
Lee Financial Co14,550$337K0.04%013F-HRTimeline
Johnson Bixby & Associates, LLC14,259$330K0.04%+12613F-HRTimeline
Foundations Investment Advisors, LLC14,236$330K<0.01%+4,16713F-HRTimeline
JDM Financial Group LLC14,230$330K0.11%new13F-HRTimeline
Avidian Wealth Enterprises, LLC14,103$327K0.01%+1,54413F-HRTimeline
HANOVER ADVISORS INC14,085$326K0.12%+2,63013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,059$326K0.19%-20,01913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,051$325K<0.01%+1,43013F-HRTimelineGroup
REDW Wealth LLC13,761$319K0.11%013F-HRTimeline
Sarver Vrooman Wealth Advisors13,752$318K0.19%-1213F-HRTimeline
MTM Investment Management, LLC13,563$314K0.09%+12,00013F-HRTimeline
SIGNATUREFD, LLC13,454$312K<0.01%+2,16113F-HRTimeline
Financial Advisory Corp13,245$307K0.04%+14413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC13,146$304K0.14%new13F-HRTimeline
One Day In July LLC13,072$303K0.02%+13013F-HRTimeline
GAMMA Investing LLC12,763$296K0.01%+7,47913F-HRTimeline
Berkshire Money Management, Inc.12,756$295K0.03%new13F-HRTimeline
Atwater Malick LLC12,673$294K0.06%013F-HRTimeline
United Community Bankin group United Community Bank12,650$293K0.09%-50013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB12,150$281K0.01%013F-HRTimeline
NWAM LLC11,479$266K0.01%+10413F-HRTimeline
SEEDS INVESTOR LLC11,476$266K0.03%+88713F-HRTimeline
Rothschild Wealth LLC11,315$262K0.02%013F-HRTimeline
Highland Financial Advisors, LLC11,110$257K0.06%013F-HRTimeline
Spartan Wealth Advisory Services LLC11,081$257K0.02%-7,08813F-HRTimeline
Next Level Wealth Planning, LLC10,950$254K0.11%new13F-HRTimeline
Briggs Wealth Management, Inc10,702$248K0.23%013F-HRTimeline
AMG National Trust Bank10,562$245K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC10,550$244K0.02%013F-HRTimeline
Betterment LLC10,315$239K<0.01%new13F-HRTimeline
Waterford Advisors, LLC9,894$229K0.06%new13F-HRTimeline
Aprio Wealth Management, LLC9,878$229K0.01%-20,75413F-HRTimeline
Arnold Financial Planning LLC9,857$228K0.17%013F-HRTimeline
Csenge Advisory Group9,776$226K0.01%+513F-HRTimeline
Miller Capital Partners, Inc.9,675$224K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,587$222K<0.01%+9813F-HRTimeline
Walser Wealth Management Company, A Ltd…9,548$221K0.09%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,442$219K<0.01%+32913F-HRTimeline
WealthPlan Investment Management, LLC9,325$216K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,251$214K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…9,194$213K<0.01%013F-HRTimeline
MinichMacGregor Wealth Management, LLC9,080$210K0.03%013F-HRTimeline
SCOTIA CAPITAL INC.8,900$206K<0.01%013F-HRTimeline
CHOREO, LLC8,820$204K<0.01%+9913F-HRTimeline
Plancorp, LLC8,764$202K<0.01%+9913F-HRTimeline
Kingsview Wealth Management, LLC8,688$201K<0.01%new13F-HRTimeline
Waverly Advisors, LLC8,616$200K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,627$199K0.01%013F-HRTimeline
Bogart Wealth, LLC8,457$196K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.7,322$170K0.02%+5,02213F-HRTimeline
Addison Advisors LLC6,090$141K0.07%-5,36513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,951$115K<0.01%+1,68813F-HRTimelineGroup
BALLAST ADVISORS LLC4,933$114K0.03%+3,19713F-HRTimeline
PITTENGER & ANDERSON INC4,715$109K<0.01%+2,16013F-HRTimeline
FMR LLCin group FMR LLC4,462$103K<0.01%-1,43813F-HRTimelineGroup
AE Wealth Management LLC4,452$103K<0.01%+57113F-HRTimeline
Trust Co4,018$93.1K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,830$88.7K0.01%013F-HRTimeline
NBH Bank3,682$85.3K0.04%13F-HRTimeline
CNB Bank3,551$82.2K0.03%+16713F-HRTimeline
Truvestments Capital LLC3,498$81K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,247$75.2K0.02%+3713F-HRTimeline
Blue Trust, Inc.2,932$67.9K<0.01%+2,11413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,850$66K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,615$60.6K<0.01%-3113F-HRTimeline
Larson Financial Group LLC2,545$59K<0.01%+2313F-HRTimeline
Hurley Capital, LLC2,324$53.8K0.03%+1,31613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,140$49.6K0.02%+2513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,719$39.8K<0.01%013F-HRTimeline
Rossby Financial, LCC1,694$39.2K0.01%+87013F-HRTimeline
Coastline Trust Co1,480$34.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EASTERN BANK1,425$33K<0.01%+5013F-HRTimeline
Fairway Wealth LLC1,295$30K0.01%new13F-HRTimeline
Pioneer Family Office, LLC910$21.1K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc885$20.5K<0.01%+1013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC800$18.5K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC742$17.2K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC717$16.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/642$14.9K<0.01%-1,69213F-HRTimelineGroup
Key Financial Inc557$12.9K<0.01%-8513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC530$12.3K<0.01%013F-HRTimeline
First PREMIER Bank329$8K<0.01%013F-HRTimeline
Asset Dedication, LLC325$7.53K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC293$6.79K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC133$3.07K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC130$3.01K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC69$1.61K<0.01%+113F-HRTimeline