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Disclosery

IBDU ISHARES TR

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ETF (fund)

322 managers (323 13F filers) reported a position in IBDU shares at 2025-09-30, 97,220,416 shares in all. 34 filers opened a position and 18 filers sold out during the quarter.

Managers
322
13F filers
323
New
34
Added
196
Reduced
45
Sold out
18
Shares held by filers
97,220,416

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
DEARBORN PARTNERS LLC26,137$613K0.03%+1,83313F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$610K0.03%013F-HRTimeline
Fortis Capital Management LLC25,802$606K0.09%+53013F-HRTimeline
DecisionMap Wealth Management, LLC25,534$599K0.38%+1,92313F-HRTimeline
DUNCKER STREETT & CO INC24,754$581K0.1%-1,47513F-HRTimeline
Austin Private Wealth, LLC24,749$581K0.04%-3,49113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC24,636$578K0.05%+6,11113F-HRTimeline
Autumn Glory Partners, LLC24,566$577K0.24%+63713F-HRTimeline
Stokes Family Office, LLC24,349$571K0.05%013F-HRTimeline
Redwood Financial Network Corp23,889$561K0.35%+5,07013F-HRTimeline
Clearstead Advisors, LLC23,701$556K0.01%+3,61113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,391$549K<0.01%+3,52513F-HRTimelineGroup
American Trust22,865$537K0.05%new13F-HRTimeline
Great Diamond Partners, LLC22,721$533K0.1%new13F-HRTimeline
Masso Torrence Wealth Management Inc.22,485$528K0.22%013F-HRTimeline
Foundation Wealth Management, LLC21,874$513K0.33%+2,37013F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,682$509K0.03%013F-HRTimeline
Provenance Wealth Advisors, LLC21,536$505K0.07%+3313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,277$499K<0.01%+55813F-HRTimelineGroup
Gradient Capital Advisors, LLC21,086$495K0.13%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC20,245$475K0.04%+4,22513F-HRTimeline
Heartland Bank & Trust Co18,718$439K0.18%+2,62713F-HRTimeline
Bradley & Co. Private Wealth Management…18,385$431K0.24%013F-HRTimeline
Mutual Advisors, LLC17,904$421K0.01%-7,04813F-HRTimeline
TABLEAUX LLC17,278$406K0.16%+41113F-HRTimeline
KINTRA WEALTH, LLC17,244$405K0.23%-113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,762$393K0.02%+1,70513F-HRTimelineGroup
Farther Finance Advisors, LLC16,367$384K0.01%+14,41513F-HRTimeline
Princeton Global Asset Management LLC16,074$377K0.06%+4,94313F-HRTimeline
Ledyard National Bank15,820$371K0.03%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC15,604$366K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,505$364K0.01%-1,27613F-HRTimelineGroup
Straight Path Wealth Management15,445$362K0.1%013F-HRTimeline
Summit Wealth Partners, LLC15,436$362K0.07%new13F-HRTimeline
Compound Planning, Inc.15,359$360K0.01%+1,44713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,193$357K<0.01%+6,01013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise15,187$356K0.01%+5,61313F-HRTimelineGroup
Moors & Cabot, Inc.14,912$350K0.02%+2,99013F-HRTimeline
Lee Financial Co14,550$341K0.04%013F-HRTimeline
Advisory Services Network, LLC14,473$340K<0.01%+2,05013F-HRTimeline
4J Wealth Management LLC14,205$333K0.2%-80413F-HRTimeline
Johnson Bixby & Associates, LLC13,812$324K0.04%+15913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,558$318K0.05%013F-HRTimeline
REDW Wealth LLC13,420$315K0.12%013F-HRTimeline
Element Wealth, LLC13,283$312K0.14%+1,11813F-HRTimeline
United Community Bankin group United Community Bank13,200$310K0.1%013F-HRTimelineGroup
Koshinski Asset Management, Inc.12,648$297K0.02%+31113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,573$295K<0.01%+3,21213F-HRTimelineGroup
Dakota Wealth Management12,265$288K0.01%-4,06513F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,147$285K<0.01%+35013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC11,606$272K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…11,449$269K<0.01%+25613F-HRTimeline
MGO ONE SEVEN LLC11,400$268K0.01%-5,07613F-HRTimeline
NWAM LLC11,204$264K0.01%+10113F-HR/ATimeline
Addison Advisors LLC11,145$262K0.06%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,135$261K<0.01%new13F-HRTimelineGroup
Highland Financial Advisors, LLC11,110$261K0.07%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,102$261K0.03%+57913F-HRTimeline
Sarver Vrooman Wealth Advisors11,034$259K0.17%+56413F-HRTimeline
Willis Johnson & Associates, Inc.10,860$255K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC10,666$251K0.01%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.10,242$240K0.05%+9513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,880$232K<0.01%new13F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…9,856$231K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC9,680$227K<0.01%-6,46013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,251$217K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,183$216K<0.01%+1,09413F-HRTimeline
Van Hulzen Asset Management, LLC9,171$215K0.02%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC9,080$213K0.04%013F-HRTimeline
SCOTIA CAPITAL INC.8,900$209K<0.01%013F-HRTimeline
FULLCIRCLE WEALTH LLC8,920$208K0.07%013F-HRTimeline
FLOW TRADERS U.S. LLC8,802$207K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,775$206K<0.01%-7,55013F-HRTimeline
Accretive Wealth Partners, LLC8,654$203K0.06%013F-HRTimeline
American Money Management, LLC8,542$200K0.03%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.8,391$197K0.09%013F-HRTimeline
SIGNATUREFD, LLC8,330$196K<0.01%+6,59413F-HRTimeline
Robbins Farley8,162$192K0.08%+3,83713F-HRTimeline
BARRETT & COMPANY, INC.7,958$187K0.06%+3,00013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,000$164K<0.01%013F-HRTimelineGroup
CNB Bank5,704$134K0.06%new13F-HRTimeline
Bogart Wealth, LLC5,693$134K0.01%013F-HRTimeline
GAMMA Investing LLC4,832$113K0.01%-29,01213F-HRTimeline
CVA Family Office, LLC4,300$101K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,750$88K<0.01%-2,85013F-HR/ATimeline
2UniFi Bank3,682$86.4K0.04%-52013F-HRTimeline
Trust Co3,276$76.9K0.01%013F-HRTimeline
Larson Financial Group LLC2,721$63.9K<0.01%+113F-HRTimeline
Evergreen Private Wealth LLC2,661$62.5K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,654$62.3K<0.01%-3,84613F-HRTimelineGroup
McIlrath & Eck, LLC2,652$62.2K0.01%+3113F-HRTimeline
Physician Wealth Advisors, Inc.2,300$54K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,009$47.2K<0.01%+13213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,719$40.3K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,567$36.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,485$34.9K<0.01%-1613F-HRTimeline
Coastline Trust Co1,480$34.7K<0.01%+18313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management1,455$34K<0.01%013F-HRTimeline
EASTERN BANK1,275$29.9K<0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,239$29.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,000$23.4K<0.01%new13F-HRTimeline
AlphaCore Capital LLC870$20.4K<0.01%-1,17013F-HRTimeline
AdvisorNet Financial, Inc855$20.1K<0.01%+1013F-HRTimeline
AE Wealth Management LLC815$19.1K<0.01%new13F-HRTimeline
Blue Trust, Inc.799$18.8K<0.01%+913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.780$18.3K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.748$18K0.01%new13F-HRTimeline
Rossby Financial, LCC732$17.2K0.01%013F-HRTimeline
Venturi Wealth Management, LLC717$16.8K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management694$16.3K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…689$16.2K<0.01%+713F-HRTimelineGroup
Key Financial Inc642$15.1K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.582$13.6K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC530$12.4K<0.01%013F-HRTimeline
First PREMIER Bank329$8K<0.01%013F-HRTimeline
Asset Dedication, LLC325$7.63K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC293$6.88K<0.01%+2413F-HRTimeline
SOA Wealth Advisors, LLC.162$3.79K<0.01%new13F-HRTimeline
Avion Wealth151$3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC67$1.57K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC55$1.29K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…31$728<0.01%013F-HRTimelineGroup