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Disclosery

IBDU ISHARES TR

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ETF (fund)

282 managers (282 13F filers) reported a position in IBDU shares at 2025-03-31, 85,682,952 shares in all. 40 filers opened a position and 14 filers sold out during the quarter.

Managers
282
13F filers
282
New
40
Added
161
Reduced
39
Sold out
14
Shares held by filers
85,682,952

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Dakota Wealth Management17,330$401K0.01%+43013F-HRTimeline
EP Wealth Advisors, LLC17,283$400K<0.01%-613F-HRTimeline
DecisionMap Wealth Management, LLC17,235$399K0.3%+5,35713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,225$398K0.01%013F-HRTimeline
Redwood Financial Network Corp16,712$387K0.29%+1,22713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,565$383K0.01%013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC16,245$376K0.04%+99513F-HRTimeline
Johnson Bixby & Associates, LLC15,528$359K0.05%+12213F-HRTimeline
Straight Path Wealth Management15,445$357K0.14%013F-HRTimeline
Granite Harbor Advisors, Inc.15,258$353K0.19%-9,00113F-HRTimeline
Clearstead Advisors, LLC15,168$351K0.01%+5,56613F-HRTimeline
MGO ONE SEVEN LLC15,027$348K0.01%new13F-HRTimeline
4J Wealth Management LLC15,009$347K0.27%013F-HRTimeline
Baltimore-Washington Financial Advisors…14,706$340K0.02%new13F-HRTimeline
SMITH, MOORE & CO.14,602$338K0.03%new13F-HRTimeline
Lee Financial Co14,550$337K0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,282$330K0.02%new13F-HR/ATimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC13,558$314K0.06%+1,57213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC13,476$312K0.24%new13F-HRTimeline
REDW Wealth LLC13,420$310K0.12%013F-HRTimeline
HM PAYSON & CO12,650$293K0.01%013F-HRTimeline
United Community Bankin group United Community Bank12,380$286K0.11%new13F-HRTimelineGroup
TABLEAUX LLC12,378$286K0.21%new13F-HRTimeline
Element Wealth, LLC12,165$281K0.15%013F-HRTimeline
Addison Advisors LLC11,160$258K0.07%+25013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,319$258K0.01%013F-HRTimelineGroup
Highland Financial Advisors, LLC11,110$257K0.09%013F-HRTimeline
Willis Johnson & Associates, Inc.10,860$251K0.02%new13F-HRTimeline
Cyr Financial Inc.10,698$247K0.22%new13F-HR/ATimeline
Compound Planning, Inc.10,646$246K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.10,600$245K<0.01%013F-HRTimeline
Moors & Cabot, Inc.10,589$245K0.01%new13F-HRTimeline
Heartland Bank & Trust Co10,575$245K0.13%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.10,056$233K0.06%new13F-HRTimeline
Advisory Services Network, LLC9,986$231K<0.01%new13F-HRTimeline
Yoder Wealth Management, Inc.9,765$226K0.13%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise9,574$221K0.01%13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC9,251$214K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC9,198$213K0.1%013F-HRTimeline
MinichMacGregor Wealth Management, LLC9,080$210K0.05%new13F-HRTimeline
FULLCIRCLE WEALTH LLC8,920$207K0.09%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.8,391$194K0.11%+86513F-HRTimeline
Princeton Global Asset Management LLC7,335$170K0.03%+4,57513F-HRTimeline
Wilmington Savings Fund Society, FSB6,600$153K<0.01%013F-HRTimeline
Bogart Wealth, LLC5,650$131K0.01%-85713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,582$129K<0.01%+4413F-HRTimeline
CVA Family Office, LLC4,300$99.5K0.02%013F-HRTimeline
Larson Financial Group LLC4,258$98.5K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,238$98K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.3,332$77.1K<0.01%013F-HRTimeline
Trust Co3,276$75.8K0.01%+1,09513F-HRTimeline
2UniFi Bank3,184$73.7K0.05%+1,34513F-HRTimeline
BARRETT & COMPANY, INC.3,000$69.4K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…2,856$66.1K<0.01%-1,40413F-HRTimeline
Evergreen Private Wealth LLC2,661$61.6K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.2,300$53.2K0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST2,080$48.1K0.02%013F-HRTimeline
AlphaCore Capital LLC2,040$47.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,928$44.5K<0.01%-53513F-HRTimeline
SIGNATUREFD, LLC1,736$40.2K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,640$37.9K<0.01%+84013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,567$36.2K0.01%013F-HRTimeline
Hemington Wealth Management1,455$33K0.01%013F-HRTimeline
PSI Advisors, LLC1,330$30.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,309$30.3K<0.01%-1713F-HRTimeline
Knights of Columbus Asset Advisors LLC1,239$28.7K<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,194$27.6K0.02%13F-HRTimeline
EASTERN BANK875$20.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/868$20.1K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…866$20K<0.01%-34413F-HRTimelineGroup
AdvisorNet Financial, Inc835$19.3K<0.01%+713F-HRTimeline
Kiker Wealth Management, LLC826$19.1K0.01%new13F-HRTimeline
Blue Trust, Inc.780$18K<0.01%+613F-HRTimeline
Rossby Financial, LCC732$16.9K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC530$12.3K<0.01%-7013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…471$10.9K<0.01%+313F-HRTimelineGroup
Costello Asset Management, INC435$10.1K<0.01%+313F-HRTimeline
First PREMIER Bank329$8K<0.01%013F-HRTimeline
Asset Dedication, LLC325$7.52K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC269$6.22K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC71$1.64K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.