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Disclosery

IBDU ISHARES TR

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ETF (fund)

383 managers (384 13F filers) reported a position in IBDU shares at 2026-03-31, 125,013,192 shares in all. 53 filers opened a position and 26 filers sold out during the quarter.

Managers
383
13F filers
384
New
53
Added
234
Reduced
56
Sold out
26
Shares held by filers
125,013,192

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Jacobi Capital Management LLC47,754$1.11M0.06%+8,50113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …47,351$1.1M0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…47,365$1.1M<0.01%new13F-HRTimelineGroup
Montecito Bank & Trust47,169$1.1M0.18%+7,54913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.46,786$1.09M0.2%+21,50713F-HRTimeline
Gilbert Capital Group, Inc.46,269$1.08M0.83%+1,14713F-HRTimeline
Farmers National Bank44,709$1.04M0.23%+64113F-HRTimeline
Bank of New Hampshire43,640$1.02M0.23%+2,05013F-HRTimeline
Gilbert & Cook, Inc.42,310$984K0.13%-3,20613F-HRTimeline
Seneca House Advisors40,783$949K0.38%-16,36313F-HRTimeline
TD Waterhouse Canada Inc.40,266$933K<0.01%+1,51513F-HRTimeline
Mendota Financial Group, LLC39,591$921K0.68%+29613F-HRTimeline
LITTLE HOUSE CAPITAL LLC39,443$917K0.24%-5,92413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC38,835$903K0.43%-1,57013F-HRTimeline
Granite Harbor Advisors, Inc.38,444$894K0.39%+20,47413F-HRTimeline
First Interstate Bank36,932$859K0.05%+4,17913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…36,818$856K0.03%-16,52913F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.36,675$853K0.05%+4,01413F-HRTimelineGroup
NewEdge Advisors, LLC35,665$830K<0.01%+4813F-HR/ATimeline
DUNCKER STREETT & CO INC35,029$815K0.15%+10,27513F-HRTimeline
Accretive Wealth Partners, LLC34,239$796K0.22%+5,47313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC34,078$793K0.6%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,098$770K<0.01%+17,00313F-HRTimelineGroup
Snider Financial Group33,020$768K0.23%-8,08713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,578$758K0.01%+68213F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC32,337$752K0.01%013F-HRTimeline
Aprio Wealth Management, LLC30,632$712K0.04%new13F-HRTimeline
DecisionMap Wealth Management, LLC30,543$710K0.46%+98013F-HRTimeline
Foundation Wealth Management, LLC30,014$698K0.47%+2,12113F-HRTimeline
OFS Enterprise LLC29,750$692K0.2%13F-HRTimeline
Princeton Global Asset Management LLC29,435$685K0.11%+2,90113F-HRTimeline
CGN Advisors LLC29,222$680K0.05%-11,90913F-HRTimeline
SMITH, MOORE & CO.29,020$675K0.05%-3,47913F-HRTimeline
Autumn Glory Partners, LLC28,820$670K0.25%+4,25413F-HRTimeline
Curbstone Financial Management Corp28,742$669K0.13%+1,20013F-HRTimeline
Redwood Financial Network Corp27,933$650K0.43%+1,17413F-HRTimeline
CVA Family Office, LLC27,720$645K0.07%+12,76513F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC27,118$632K0.59%+8313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC26,940$627K0.42%+3213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,369$613K0.04%-1,11513F-HRTimeline
DEARBORN PARTNERS LLC26,251$611K0.03%+38813F-HRTimeline
CFO CAPITAL MANAGEMENT LLC26,255$609K0.5%+2,45113F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$605K0.03%013F-HRTimeline
TABLEAUX LLC25,817$601K0.29%+11,33513F-HRTimeline
Van Hulzen Asset Management, LLC25,434$592K0.04%+13,97913F-HRTimeline
ADG Wealth Management Group, LLC25,425$591K0.41%new13F-HRTimeline
FOCUSED ALPHA, LLC25,348$590K0.18%+1,68013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,263$588K0.01%+4,02513F-HRTimelineGroup
Clearstead Advisors, LLC25,189$586K0.01%+1,27513F-HRTimeline
Advisory Services Network, LLC25,175$586K0.01%-2,29713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,563$571K<0.01%new13F-HRTimelineGroup
Stokes Family Office, LLC24,349$566K0.06%013F-HRTimeline
Ellis Investment Partners, LLC23,862$555K0.1%+1,76813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,770$553K0.04%+26513F-HRTimeline
American Trust23,448$545K0.05%013F-HRTimeline
HORAN Wealth, LLC22,465$526K0.05%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC22,570$525K0.05%+11,26413F-HRTimeline
BARRETT & COMPANY, INC.22,503$523K0.18%+5,01513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.22,010$512K0.06%-4,33013F-HRTimeline
FIRST MANHATTAN CO. LLC.21,794$507K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,440$499K<0.01%+9,80213F-HRTimelineGroup
Moors & Cabot, Inc.21,238$494K0.02%+2,32813F-HRTimeline
Gradient Capital Advisors, LLC21,086$490K0.13%013F-HRTimeline
MidFirst Bank20,518$477K0.04%+4,65013F-HRTimeline
Koshinski Asset Management, Inc.20,483$476K0.03%+45513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC19,725$459K0.08%+5,09913F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC19,000$442K0.37%+9,00013F-HRTimeline
Straight Path Wealth Management18,733$436K0.12%+29813F-HRTimeline
Integrated Advisors Network LLC18,723$435K0.02%+1,93513F-HRTimeline
Robbins Farley18,593$432K0.19%+2,15013F-HRTimeline
Clearstead Trust, LLC18,454$429K0.07%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,396$428K0.01%013F-HRTimelineGroup
Gryphon Financial Partners LLC18,386$428K0.04%new13F-HRTimeline
Spartan Wealth Advisory Services LLC18,169$423K0.04%13F-HRTimeline
Mutual Advisors, LLC17,840$415K0.01%-12813F-HRTimeline
Bradley & Co. Private Wealth Management…17,151$399K0.21%013F-HRTimeline
Element Wealth, LLC17,101$398K0.16%+3,78513F-HRTimeline
Clear Harbor Asset Management, LLC17,000$395K0.03%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC16,604$386K0.02%013F-HRTimeline
Summit Wealth Partners, LLC16,506$384K0.06%new13F-HRTimeline
XML Financial, LLC16,175$376K0.03%+1,97913F-HRTimeline
Ledyard National Bank15,313$356K0.03%-95713F-HRTimeline
1900 WEALTH MANAGEMENT LLC14,985$349K0.02%-6,69713F-HRTimeline
Lee Financial Co14,550$338K0.05%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co14,430$336K0.02%new13F-HRTimelineGroup
KOM Wealth Management Group, LLC14,283$332K0.23%new13F-HRTimeline
Johnson Bixby & Associates, LLC14,133$329K0.04%+10613F-HRTimeline
Hyposwiss Advisors SA14,060$327K0.32%013F-HRTimeline
WJ Wealth Management, LLC14,000$326K0.15%+4,20013F-HRTimeline
Sarver Vrooman Wealth Advisors13,764$320K0.2%+89713F-HRTimeline
REDW Wealth LLC13,761$320K0.13%+34113F-HRTimeline
BEACON FINANCIAL PLANNING, INC13,706$319K0.12%new13F-HRTimeline
United Community Bankin group United Community Bank13,150$306K0.1%new13F-HRTimelineGroup
Financial Advisory Corp13,101$305K0.04%new13F-HRTimeline
One Day In July LLC12,942$301K0.02%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV11,661$296K0.08%-231,62213F-HRTimeline
Atwater Malick LLC12,673$295K0.08%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,621$294K<0.01%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC12,559$292K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC12,372$288K0.01%+89913F-HRTimeline
Wilmington Savings Fund Society, FSB12,150$283K0.01%013F-HRTimeline
Arkadios Wealth Advisors12,034$280K<0.01%new13F-HRTimeline
MLP3, LLC11,750$273K0.3%+1,49813F-HRTimeline
Addison Advisors LLC11,455$266K0.06%+31013F-HRTimeline
HANOVER ADVISORS INC11,455$266K0.11%+4913F-HRTimeline
NWAM LLC11,375$265K0.02%+6713F-HRTimeline
Rothschild Wealth LLC11,315$263K0.02%new13F-HRTimeline
SIGNATUREFD, LLC11,293$263K<0.01%+2,75113F-HRTimeline
Highland Financial Advisors, LLC11,110$258K0.07%013F-HRTimeline
Evergreen Wealth Partners LLC10,954$255K0.19%-5813F-HRTimeline
ProVise Management Group, LLC10,840$252K0.02%new13F-HRTimeline
Maridea Wealth Management LLC10,801$251K0.04%new13F-HRTimeline
Briggs Wealth Management, Inc10,702$249K0.26%new13F-HRTimeline
SEEDS INVESTOR LLC10,589$247K0.03%new13F-HRTimeline
Provenance Wealth Advisors, LLC10,550$245K0.03%-2,97713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC10,508$244K0.01%+42213F-HRTimeline
Crusonia Wealth Advisors LLC10,506$244K0.05%+57813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,477$244K<0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,317$240K0.02%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC10,174$237K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC10,069$234K<0.01%new13F-HRTimeline
Arnold Financial Planning LLC9,857$229K0.21%new13F-HRTimeline
Independent Advisor Alliance9,781$228K<0.01%new13F-HRTimeline
Csenge Advisory Group9,771$227K0.01%new13F-HRTimeline
McIlrath & Eck, LLC9,752$227K0.02%+2,70713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise9,719$226K0.01%-4,70913F-HRTimelineGroup
Miller Capital Partners, Inc.9,675$225K0.11%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,489$221K<0.01%+6313F-HRTimeline
Whitener Capital Management, Inc.9,400$219K0.05%new13F-HRTimeline
WealthPlan Investment Management, LLC9,325$217K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,251$215K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…9,194$214K<0.01%-1,91413F-HRTimeline
Ashton Thomas Private Wealth, LLC9,113$212K0.01%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC9,080$211K0.04%013F-HRTimeline
SCOTIA CAPITAL INC.8,900$207K<0.01%013F-HRTimeline
CHOREO, LLC8,721$203K<0.01%new13F-HRTimeline
Plancorp, LLC8,665$201K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,627$200K0.01%+2,29513F-HRTimeline
Bogart Wealth, LLC8,457$197K0.01%+2,76413F-HRTimeline
Intentional Wealth Strategies, LLC6,086$142K0.13%13F-HRTimeline
FMR LLCin group FMR LLC5,900$137K<0.01%-2,07213F-HRTimelineGroup
GAMMA Investing LLC5,284$123K0.01%013F-HRTimeline
Miller Global Investments, LLC4,200$97.7K0.09%new13F-HRTimeline
Trust Co4,018$93.5K0.01%+1513F-HRTimeline
AE Wealth Management LLC3,881$90.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,830$89.1K0.01%013F-HRTimeline
2UniFi Bank3,682$85.6K0.04%013F-HRTimeline
Truvestments Capital LLC3,498$81.4K0.01%new13F-HRTimeline
CNB Bank3,384$78.7K0.03%-1613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,263$75.8K<0.01%+19913F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,210$74.7K0.03%new13F-HRTimeline
Napier Financial, LLC2,984$69.4K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,850$66.3K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,646$61.5K0.01%+1,24813F-HRTimeline
PITTENGER & ANDERSON INC2,555$59.4K<0.01%new13F-HRTimeline
Larson Financial Group LLC2,522$58.7K<0.01%+1513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,334$54.3K<0.01%-38,44513F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,300$53.5K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,115$49.2K0.02%+1513F-HRTimeline
Cassaday & Co Wealth Management LLC1,806$42K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC1,736$40.4K0.01%new13F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,719$40K<0.01%new13F-HRTimeline
MTM Investment Management, LLC1,563$36.4K0.01%new13F-HRTimeline
Coastline Trust Co1,480$34.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EASTERN BANK1,375$32K<0.01%+10013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,239$28.8K<0.01%013F-HRTimeline
Hurley Capital, LLC1,008$23.4K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,005$23.4K<0.01%-35413F-HRTimelineGroup
Sound Income Strategies, LLC1,000$23.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc875$20.3K<0.01%+713F-HRTimeline
AlphaCore Capital LLC870$20.2K<0.01%013F-HRTimeline
Rossby Financial, LCC824$19.1K<0.01%+39413F-HRTimeline
Blue Trust, Inc.818$19K<0.01%+713F-HRTimeline
HAZLETT, BURT & WATSON, INC.766$18K0.01%+513F-HRTimeline
Venturi Wealth Management, LLC717$16.7K<0.01%013F-HRTimeline
Key Financial Inc642$14.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC530$12.3K<0.01%013F-HRTimeline
First PREMIER Bank329$8K<0.01%013F-HRTimeline
Asset Dedication, LLC325$7.56K<0.01%013F-HRTimeline
Signature Resources Capital Management,…200$4.65K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC133$3.09K<0.01%13F-HRTimelineGroup
Golden State Wealth Management, LLC68$1.59K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$16<0.01%-16113F-HRTimeline