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Disclosery

IBDU ISHARES TR

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ETF (fund)

258 managers (259 13F filers) reported a position in IBDU shares at 2024-12-31, 76,047,486 shares in all. 34 filers opened a position and 9 filers sold out during the quarter.

Managers
258
13F filers
259
New
34
Added
153
Reduced
28
Sold out
9
Shares held by filers
76,047,486

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HM PAYSON & CO12,650$288K<0.01%013F-HRTimeline
Sightline Wealth Advisors, LLC12,557$286K0.15%new13F-HRTimeline
Element Wealth, LLC12,165$277K0.15%+2,23913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,995$273K<0.01%+1,58113F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC11,986$273K0.05%+18113F-HRTimeline
DecisionMap Wealth Management, LLC11,878$271K0.21%13F-HRTimeline
Fortis Capital Management LLC11,835$270K0.05%-9,69613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,365$259K0.02%+11813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,319$258K0.01%+213F-HRTimelineGroup
Highland Financial Advisors, LLC11,110$253K0.09%013F-HRTimeline
Addison Advisors LLC10,910$249K0.07%-45013F-HRTimeline
SCOTIA CAPITAL INC.10,600$242K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC10,309$235K0.01%new13F-HRTimeline
Yoder Wealth Management, Inc.9,765$223K0.12%013F-HRTimeline
Bullock Wealth Management Group9,703$221K0.13%+5,28913F-HRTimeline
Clearstead Advisors, LLC9,602$219K<0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC9,198$212K0.1%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,251$211K0.02%013F-HRTimeline
GTS SECURITIES LLC9,133$208K0.01%new13F-HRTimeline
10Elms LLP7,800$178K0.18%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.7,526$172K0.1%+2,07013F-HRTimeline
Wilmington Savings Fund Society, FSB6,600$150K<0.01%new13F-HRTimeline
Bogart Wealth, LLC6,507$148K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,538$126K<0.01%+1,15613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,996$114K<0.01%-237,37513F-HRTimelineGroup
CVA Family Office, LLC4,300$98K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…4,260$97.1K<0.01%-1,72113F-HRTimeline
Wells Financial Advisors INC4,000$91.2K0.12%013F-HRTimeline
First Horizon Advisors, Inc.3,332$76K<0.01%+22513F-HRTimeline
Van Hulzen Asset Management, LLC3,114$71K0.01%new13F-HRTimeline
Creekmur Asset Management LLC3,088$70.4K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.3,000$68.4K0.03%+2,00013F-HRTimeline
Princeton Global Asset Management LLC2,760$62.9K0.01%+2,31013F-HRTimeline
Evergreen Private Wealth LLC2,661$60.7K0.03%013F-HRTimeline
Farther Finance Advisors, LLC2,463$56.2K<0.01%+3313F-HRTimeline
Trust Co2,181$49.7K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST2,080$47.4K0.02%new13F-HRTimeline
2UniFi Bank1,839$41.9K0.03%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,567$35.7K0.01%new13F-HRTimeline
Hemington Wealth Management1,455$33K0.01%+24513F-HRTimeline
PSI Advisors, LLC1,330$30.3K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,326$30.2K<0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,239$28.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,210$27.6K<0.01%new13F-HRTimelineGroup
EASTERN BANK875$19.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc828$18.9K<0.01%+1313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC800$18.2K<0.01%013F-HRTimeline
Blue Trust, Inc.774$17.7K<0.01%new13F-HR/ATimeline
Venturi Wealth Management, LLC717$16.3K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC600$13.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…468$10.7K<0.01%+613F-HRTimelineGroup
Costello Asset Management, INC432$9.85K0.01%+713F-HRTimeline
First PREMIER Bank329$8K<0.01%013F-HRTimeline
Asset Dedication, LLC325$7.41K<0.01%-46,93313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC269$6.13K<0.01%013F-HRTimeline
WHITTIER TRUST CO103$2.35K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC71$1.62K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.