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Disclosery

IBDU ISHARES TR

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ETF (fund)

308 managers (309 13F filers) reported a position in IBDU shares at 2025-06-30, 90,505,855 shares in all. 38 filers opened a position and 8 filers sold out during the quarter.

Managers
308
13F filers
309
New
38
Added
165
Reduced
58
Sold out
8
Shares held by filers
90,505,855

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
THOROUGHBRED FINANCIAL SERVICES, LLC22,596$527K0.04%-3,99713F-HRTimeline
SMITH, MOORE & CO.22,571$527K0.04%+7,96913F-HRTimeline
Masso Torrence Wealth Management Inc.22,485$525K0.24%-16513F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,682$506K0.04%013F-HRTimeline
Provenance Wealth Advisors, LLC21,503$502K0.07%-1,27913F-HRTimeline
Gradient Capital Advisors, LLC21,086$492K0.15%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,719$483K<0.01%+12113F-HRTimelineGroup
Clearstead Advisors, LLC20,090$469K0.01%+4,92213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,866$463K<0.01%+19,00013F-HRTimelineGroup
Foundation Wealth Management, LLC19,504$455K0.32%+67113F-HRTimeline
Redwood Financial Network Corp18,819$439K0.3%+2,10713F-HRTimeline
Mesirow Financial Investment Management…18,737$437K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,525$432K0.04%+16,88513F-HRTimeline
Bradley & Co. Private Wealth Management…18,385$429K0.26%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,923$418K<0.01%-49,86313F-HRTimelineGroup
KINTRA WEALTH, LLC17,245$402K0.24%-1,34013F-HRTimeline
TABLEAUX LLC16,867$394K0.23%+4,48913F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,781$392K0.01%+21613F-HRTimelineGroup
MGO ONE SEVEN LLC16,476$384K0.01%+1,44913F-HRTimeline
Dakota Wealth Management16,330$381K0.01%-1,00013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,325$381K0.01%-90013F-HRTimeline
MML INVESTORS SERVICES, LLC16,140$377K<0.01%-11,07613F-HRTimeline
Heartland Bank & Trust Co16,091$375K0.18%+5,51613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,020$374K0.03%-22513F-HRTimeline
SIMON QUICK ADVISORS, LLC15,604$364K0.02%new13F-HR/ATimeline
Straight Path Wealth Management15,445$360K0.12%013F-HRTimeline
RFP Financial Group LLC15,152$354K0.15%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,057$351K0.02%+77513F-HRTimelineGroup
4J Wealth Management LLC15,009$350K0.24%013F-HRTimeline
Lee Financial Co14,550$339K0.05%013F-HRTimeline
Compound Planning, Inc.13,912$325K0.01%+3,26613F-HRTimeline
Johnson Bixby & Associates, LLC13,653$319K0.04%-1,87513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,616$318K<0.01%-11,98413F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC13,558$316K0.05%013F-HRTimeline
REDW Wealth LLC13,420$313K0.12%013F-HRTimeline
United Community Bankin group United Community Bank13,200$308K0.11%+82013F-HRTimelineGroup
SONATA CAPITAL GROUP INC12,600$294K0.12%new13F-HRTimeline
Advisory Services Network, LLC12,423$289K<0.01%+2,43713F-HRTimeline
Koshinski Asset Management, Inc.12,337$288K0.02%new13F-HRTimeline
Element Wealth, LLC12,165$284K0.13%013F-HRTimeline
Moors & Cabot, Inc.11,922$278K0.01%+1,33313F-HRTimeline
HM PAYSON & CO11,819$276K<0.01%-83113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,797$275K0.01%+47813F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,193$261K<0.01%+8,33713F-HRTimeline
Addison Advisors LLC11,145$260K0.06%-1513F-HRTimeline
Princeton Global Asset Management LLC11,131$260K0.05%+3,79613F-HRTimeline
Highland Financial Advisors, LLC11,110$259K0.08%013F-HRTimeline
NWAM LLC11,103$258K0.02%new13F-HR/ATimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,523$246K0.03%new13F-HRTimeline
Sarver Vrooman Wealth Advisors10,470$244K0.16%+9,27613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.10,147$237K0.05%+9113F-HRTimeline
Yoder Wealth Management, Inc.9,765$228K0.12%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise9,574$223K0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,361$218K<0.01%-23,84413F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC9,251$216K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC9,198$215K0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,183$214K<0.01%new13F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC9,080$212K0.05%013F-HRTimeline
FULLCIRCLE WEALTH LLC8,920$208K0.08%013F-HRTimeline
SCOTIA CAPITAL INC.8,900$208K<0.01%-1,70013F-HRTimeline
Northstar Group, Inc.8,746$204K0.03%new13F-HRTimeline
Accretive Wealth Partners, LLC8,654$202K0.07%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.8,391$196K0.1%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,089$189K<0.01%+2,50713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,000$163K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,600$154K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,500$152K<0.01%+2,26213F-HRTimelineGroup
Bogart Wealth, LLC5,693$133K0.01%+4313F-HRTimeline
BARRETT & COMPANY, INC.4,958$116K0.04%+1,95813F-HRTimeline
Robbins Farley4,325$101K0.05%new13F-HRTimeline
CVA Family Office, LLC4,300$100K0.01%013F-HRTimeline
2UniFi Bank4,202$98K0.06%+1,01813F-HRTimeline
First Horizon Advisors, Inc.3,332$77.7K<0.01%013F-HRTimeline
Trust Co3,276$76.4K0.01%013F-HRTimeline
Larson Financial Group LLC2,720$63.4K<0.01%-1,53813F-HRTimeline
Evergreen Private Wealth LLC2,661$62.1K0.03%013F-HRTimeline
McIlrath & Eck, LLC2,621$61.1K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,300$53.7K0.01%013F-HRTimeline
AlphaCore Capital LLC2,040$47.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,952$45.5K<0.01%+2413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,877$43.8K<0.01%+1,00913F-HR/ATimelineGroup
SIGNATUREFD, LLC1,736$40.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,719$40.1K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,567$36.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,501$35K<0.01%+19213F-HRTimeline
Hemington Wealth Management1,455$33K<0.01%013F-HRTimeline
Coastline Trust Co1,297$30.3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EASTERN BANK1,275$29.7K<0.01%+40013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,239$28.9K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,091$25.5K0.01%new13F-HRTimeline
Pacifica Partners Inc.883$20.6K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc845$19.7K<0.01%+1013F-HRTimeline
Choate Investment Advisors837$19.5K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC826$19.3K0.01%013F-HRTimeline
Blue Trust, Inc.790$18.4K<0.01%+1013F-HRTimeline
Rossby Financial, LCC732$17.1K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…682$15.9K<0.01%+21113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.674$15.7K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC530$12.4K<0.01%013F-HRTimeline
Costello Asset Management, INC440$10.3K<0.01%+513F-HRTimeline
CoreCap Advisors, LLC386$9.01K<0.01%new13F-HRTimeline
First PREMIER Bank329$8K<0.01%013F-HRTimeline
Asset Dedication, LLC325$7.58K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC269$6.28K<0.01%013F-HRTimeline
Avion Wealth151$3K<0.01%new13F-HR/ATimeline
Aventura Private Wealth, LLC55$1.28K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…31$723<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.