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Disclosery

IBDU ISHARES TR

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ETF (fund)

356 managers (357 13F filers) reported a position in IBDU shares at 2025-12-31, 113,034,096 shares in all. 41 filers opened a position and 23 filers sold out during the quarter.

Managers
356
13F filers
357
New
41
Added
215
Reduced
50
Sold out
23
Shares held by filers
113,034,096

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Snider Financial Group41,107$962K0.26%-19,60013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,779$955K<0.01%+19,50213F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC40,405$946K0.42%-69413F-HRTimeline
FLOW TRADERS U.S. LLC40,053$937K0.03%+31,25113F-HRTimeline
Montecito Bank & Trust39,620$927K0.15%+8,00613F-HRTimeline
STAR Financial Bank39,456$923K0.47%-57813F-HRTimeline
Mendota Financial Group, LLC39,295$920K0.67%+60313F-HRTimeline
Jacobi Capital Management LLC39,253$919K0.05%new13F-HRTimeline
TD Waterhouse Canada Inc.38,751$907K0.01%+1,72613F-HRTimeline
THREADGILL FINANCIAL, LLC15,249$882K0.36%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT36,309$850K0.18%new13F-HRTimeline
NewEdge Advisors, LLC35,617$834K<0.01%-279,87113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC34,078$798K0.66%-55113F-HRTimeline
10Elms LLP34,070$797K0.73%+1,70013F-HRTimeline
First Interstate Bank32,753$767K0.04%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.32,661$764K0.05%+3,89513F-HRTimelineGroup
SMITH, MOORE & CO.32,499$761K0.06%+3,83513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC32,337$757K0.01%+5,34913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,896$747K0.01%-19113F-HRTimelineGroup
Heartland Bank & Trust Co29,604$693K0.29%+10,88613F-HRTimeline
DecisionMap Wealth Management, LLC29,563$692K0.43%+4,02913F-HRTimeline
Accretive Wealth Partners, LLC28,766$673K0.2%+20,11213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,536$668K<0.01%+5,14513F-HRTimelineGroup
Foundation Wealth Management, LLC27,893$653K0.43%+6,01913F-HRTimeline
Curbstone Financial Management Corp27,542$645K0.12%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,484$643K0.04%+30913F-HRTimeline
Advisory Services Network, LLC27,472$643K0.01%+12,99913F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC27,035$636K0.62%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC26,908$630K0.43%+34513F-HRTimeline
Redwood Financial Network Corp26,759$626K0.4%+2,87013F-HRTimeline
Princeton Global Asset Management LLC26,534$621K0.1%+10,46013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.26,340$616K0.07%-1,00013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$609K0.03%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,867$605K<0.01%new13F-HRTimelineGroup
DEARBORN PARTNERS LLC25,863$605K0.03%-27413F-HRTimeline
Conrad Siegel Investment Advisors, Inc.25,279$592K0.11%+15,03713F-HRTimeline
DUNCKER STREETT & CO INC24,754$579K0.1%013F-HRTimeline
Autumn Glory Partners, LLC24,566$575K0.2%013F-HRTimeline
Hobbs Group Advisors, LLC24,552$575K0.17%new13F-HRTimeline
Stokes Family Office, LLC24,349$570K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,277$568K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC23,914$560K0.01%+21313F-HRTimeline
CFO CAPITAL MANAGEMENT LLC23,804$557K0.42%13F-HRTimeline
Austin Private Wealth, LLC23,762$556K0.04%-98713F-HRTimeline
FOCUSED ALPHA, LLC23,668$554K0.16%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,505$550K0.04%+3,26013F-HRTimeline
American Trust23,448$549K0.05%+58313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,520$527K0.02%+5,75813F-HRTimelineGroup
Ellis Investment Partners, LLC22,094$517K0.09%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,682$507K0.03%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,238$497K0.01%new13F-HRTimelineGroup
Gradient Capital Advisors, LLC21,086$494K0.13%013F-HRTimeline
Koshinski Asset Management, Inc.20,028$469K0.03%+7,38013F-HRTimeline
Moors & Cabot, Inc.18,910$443K0.02%+3,99813F-HRTimeline
Clearstead Trust, LLC18,454$432K0.07%new13F-HRTimeline
Straight Path Wealth Management18,435$431K0.12%+2,99013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,396$431K0.01%+2,89113F-HRTimelineGroup
Granite Harbor Advisors, Inc.17,970$421K0.18%-26,72113F-HRTimeline
Mutual Advisors, LLC17,968$421K0.01%+6413F-HRTimeline
BARRETT & COMPANY, INC.17,488$409K0.14%+9,53013F-HRTimeline
KINTRA WEALTH, LLC17,244$404K0.06%013F-HRTimeline
Bradley & Co. Private Wealth Management…17,151$401K0.22%-1,23413F-HRTimeline
Integrated Advisors Network LLC16,788$393K0.02%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC16,604$389K0.02%+1,00013F-HRTimeline
Robbins Farley16,443$385K0.17%+8,28113F-HRTimeline
Ledyard National Bank16,270$381K0.03%+45013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,095$377K<0.01%+3,52213F-HRTimelineGroup
MidFirst Bank15,868$371K0.03%13F-HRTimeline
Beaumont Asset Management, L.L.C.15,601$365K0.18%new13F-HRTimeline
CVA Family Office, LLC14,955$350K0.04%+10,65513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,626$342K0.06%+1,06813F-HRTimeline
TABLEAUX LLC14,482$339K0.24%-2,79613F-HR/ATimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise14,428$338K0.01%-75913F-HRTimelineGroup
XML Financial, LLC14,196$332K0.03%new13F-HRTimeline
Hyposwiss Advisors SA14,060$329K0.32%13F-HRTimeline
Johnson Bixby & Associates, LLC14,027$328K0.04%+21513F-HRTimeline
Prime Capital Investment Advisors, LLC13,979$327K<0.01%+2,37313F-HRTimeline
Provenance Wealth Advisors, LLC13,527$317K0.04%-8,00913F-HRTimeline
REDW Wealth LLC13,420$314K0.12%013F-HRTimeline
Element Wealth, LLC13,316$312K0.13%+3313F-HRTimeline
Sarver Vrooman Wealth Advisors12,867$301K0.19%+1,83313F-HR/ATimeline
Compound Planning, Inc.12,760$299K0.01%-2,59913F-HRTimeline
Atwater Malick LLC12,673$297K0.08%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,660$296K<0.01%+2,98013F-HRTimeline
Carroll Advisory Group, LLC12,622$295K0.13%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,621$295K<0.01%+47413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB12,150$284K0.01%+8,40013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,638$272K<0.01%+50313F-HRTimelineGroup
MGO ONE SEVEN LLC11,473$269K0.01%+7313F-HRTimeline
Van Hulzen Asset Management, LLC11,455$268K0.02%+2,28413F-HRTimeline
HANOVER ADVISORS INC11,406$267K0.1%new13F-HRTimeline
NWAM LLC11,308$265K0.01%+10413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,306$265K0.03%+20413F-HRTimeline
Addison Advisors LLC11,145$261K0.06%013F-HRTimeline
GTS SECURITIES LLC11,136$261K0.01%new13F-HRTimeline
Highland Financial Advisors, LLC11,110$260K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…11,108$260K<0.01%-34113F-HRTimeline
Evergreen Wealth Partners LLC11,012$258K0.22%13F-HRTimeline
Willis Johnson & Associates, Inc.10,860$254K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC10,791$253K0.01%+12513F-HRTimeline
MLP3, LLC10,252$240K0.26%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC10,086$236K0.01%new13F-HRTimeline
Dakota Wealth Management10,015$234K<0.01%-2,25013F-HR/ATimeline
WIREGRASS INVESTMENT MANAGEMENT LLC10,000$234K0.2%13F-HRTimeline
Crusonia Wealth Advisors LLC9,928$232K0.05%13F-HRTimeline
WJ Wealth Management, LLC9,800$229K0.1%new13F-HRTimeline
Miller Capital Partners, Inc.9,675$226K0.12%13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,426$221K<0.01%+24313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,251$217K0.01%013F-HRTimeline
MinichMacGregor Wealth Management, LLC9,080$213K0.04%013F-HRTimeline
SCOTIA CAPITAL INC.8,900$208K<0.01%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC8,548$200K0.03%new13F-HRTimeline
SIGNATUREFD, LLC8,542$200K<0.01%+21213F-HRTimeline
FMR LLCin group FMR LLC7,972$187K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC7,045$165K0.02%+4,39313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,747$158K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,332$148K0.01%new13F-HRTimeline
Bogart Wealth, LLC5,693$133K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,625$132K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA5,386$126K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC5,284$124K0.01%+45213F-HRTimeline
SageView Advisory Group, LLC5,049$118K<0.01%new13F-HRTimeline
High Note Wealth, LLC4,470$105K0.02%new13F-HRTimeline
Trust Co4,003$93.7K0.01%+72713F-HRTimeline
AE Wealth Management LLC3,881$90.8K<0.01%+3,06613F-HRTimeline
HHM Wealth Advisors, LLC3,830$89.6K0.01%new13F-HRTimeline
2UniFi Bank3,682$86.2K0.04%013F-HRTimeline
CNB Bank3,400$79.6K0.03%-2,30413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,064$71.7K<0.01%+1,05513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,850$66.7K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC2,507$58.7K<0.01%-21413F-HRTimeline
Physician Wealth Advisors, Inc.2,300$53.8K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,100$49.1K0.02%new13F-HRTimeline
Stephens Consulting, LLC1,583$37.1K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,529$35.8K<0.01%-1,12513F-HRTimelineGroup
Coastline Trust Co1,480$34.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA1,398$32.7K<0.01%-8713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,359$31.8K<0.01%+67013F-HRTimelineGroup
EASTERN BANK1,275$29.8K<0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,239$29K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,000$23.4K<0.01%013F-HRTimeline
Pioneer Family Office, LLC910$21.3K0.01%13F-HRTimeline
AlphaCore Capital LLC870$20.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc868$20.3K<0.01%+1313F-HRTimeline
Blue Trust, Inc.811$19K<0.01%+1213F-HRTimeline
HAZLETT, BURT & WATSON, INC.761$18K0.01%+1313F-HRTimeline
Venturi Wealth Management, LLC717$16.8K<0.01%013F-HRTimeline
Key Financial Inc642$15K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC530$12.4K<0.01%013F-HRTimeline
Rossby Financial, LCC430$10.1K<0.01%-30213F-HRTimeline
First PREMIER Bank329$8K<0.01%013F-HRTimeline
Asset Dedication, LLC325$7.61K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.162$3.79K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.112$3K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC68$1.59K<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC55$1.29K<0.01%013F-HRTimeline