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Disclosery

IBDU ISHARES TR

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ETF (fund)

258 managers (259 13F filers) reported a position in IBDU shares at 2024-12-31, 76,047,486 shares in all. 34 filers opened a position and 9 filers sold out during the quarter.

Managers
258
13F filers
259
New
34
Added
153
Reduced
28
Sold out
9
Shares held by filers
76,047,486

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,599,326$128M0.01%+1,958,25613F-HRTimelineGroup
Aptus Capital Advisors, LLC4,201,680$95.8M1.14%+1,025,68313F-HRTimeline
CAPITAL ADVISORS INC/OK3,885,780$88.6M1.77%+232,40213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,614,987$82.4M0.01%+859,48813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,578,733$81.6M0.02%-1,007,99413F-HRTimelineGroup
Capital Investment Advisors, LLC2,700,735$61.6M1.25%+323,57813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,310,665$52.7M0.02%+238,88813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,137,195$48.7M0.02%13F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,065,502$47.1M0.11%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,645,736$37.5M0.01%+129,98413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,609,953$36.7M0.01%+442,67213F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,536,141$35M2.59%+153,82113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,523,735$34.7M0.01%+350,66813F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,450,703$33.1M1.94%new13F-HRTimeline
SUMMITRY LLC1,434,449$32.7M1.6%new13F-HRTimeline
HighTower Advisors, LLC1,395,420$31.8M0.04%+126,18113F-HRTimeline
Venture Visionary Partners LLC1,361,733$31M1.32%+120,01013F-HR/ATimeline
Klingman & Associates, LLC1,281,609$29.2M1.8%+70,29013F-HRTimeline
Gratus Wealth Advisors, LLC1,264,174$28.8M4.61%+1,244,87113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,257,084$28.7M0.41%+221,02713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,153,023$26.3M0.03%+25,68613F-HRTimelineGroup
LPL Financial LLC1,118,363$25.5M0.01%+82,30813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC975,967$22.3M0.03%+85,48313F-HRTimeline
RVW Wealth, LLC811,880$18.5M1.73%+743,74313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …807,921$18.4M0.51%+205,06613F-HRTimelineGroup
Advisors Capital Management, LLC797,381$18.2M0.29%+34,27913F-HRTimeline
Kathmere Capital Management, LLC795,473$18.1M1.63%-171,61013F-HRTimeline
Sound View Wealth Advisors Group, LLC716,958$16.3M1.32%+40,52113F-HRTimeline
NewEdge Advisors, LLC711,852$16.2M0.1%-200,21413F-HRTimeline
Seven Springs Wealth Group, LLC698,211$15.9M5.93%+53,98313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\670,667$15.3M0.02%-1,78613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC662,010$15.1M0.09%+292,31413F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.624,403$14.2M1.52%+62,83513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp620,143$14.1M1.34%+21,85013F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC603,672$13.8M0.6%+142,16013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…555,710$12.7M0.03%-67813F-HRTimelineGroup
Envision Financial Planning, LLC484,635$11M5.71%+11,71013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding409,950$9.35M+178,369Timeline
Commonwealth Financial Services, LLC402,589$9.18M1.8%+6,49913F-HRTimeline
Janney Montgomery Scott LLC392,459$8.95M0.02%+70,65113F-HRTimeline
MCF Advisors LLC369,874$8.43M0.59%+8,33313F-HRTimeline
Probity Advisors, Inc.366,835$8.36M1.61%+93,37613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS355,527$8.11M0.02%+306,07613F-HRTimeline
Ironwood Financial, llc355,134$8.1M1.7%+10,67313F-HRTimeline
Robertson Stephens Wealth Management, L…337,174$7.69M0.27%+63,82713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP327,578$7.47M0.67%+21,65413F-HRTimeline
PFG Private Wealth Management, LLC309,177$7.05M4.01%+10,74113F-HRTimeline
Peloton Wealth Strategists306,400$6.99M2.82%+33,50513F-HRTimeline
Windsor Capital Management, LLC303,895$6.93M2.06%+8,33813F-HRTimeline
HAMEL ASSOCIATES, INC.302,422$6.9M2.22%+76,65413F-HRTimeline
Guidance Point Advisors, LLC297,938$6.79M1.91%+5,99513F-HRTimeline
CENTRAL TRUST Co276,410$6.3M0.15%+116,69913F-HRTimeline
J.W. COLE ADVISORS, INC.270,416$6.17M0.25%-27,63513F-HRTimeline
Keeler Thomas Management LLC269,214$6.14M2.19%-17,05713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC254,736$5.81M0.08%+8,13113F-HRTimeline
Parallel Advisors, LLC241,783$5.51M0.12%+49,12913F-HRTimeline
Signature Wealth Management Group239,060$5.45M2.19%+1,91913F-HRTimeline
Sandy Spring Bank238,086$5.43M0.22%+8,77613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC236,253$5.39M2.93%+227,68713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…234,991$5.36M<0.01%+42,20913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.232,038$5.29M0.07%+4,62713F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.231,740$5.28M2.3%+13,56613F-HRTimeline
Houlihan Financial Resource Group, Ltd.204,046$4.65M1.98%+15,55213F-HRTimeline
Praetorian Wealth Management, Inc.200,486$4.57M1.11%+11,13813F-HRTimeline
IFP Advisors, Inc198,351$4.52M0.15%+99,77013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV197,310$4.5M1.47%+10,31313F-HRTimeline
First National Trust Co192,628$4.39M0.16%+123,08813F-HRTimeline
Sabal Trust CO175,694$4.01M0.23%+42,13813F-HRTimeline
Wilkins Miller Wealth Management, LLC175,421$4M4.18%13F-HRTimeline
Snowden Capital Advisors LLC175,305$4M0.12%+7,02313F-HRTimeline
Cherry Tree Wealth Management, LLC173,001$3.94M0.98%+28,70013F-HRTimeline
Executive Wealth Management, LLC171,205$3.9M0.31%+43,08513F-HRTimeline
4Thought Financial Group Inc.167,173$3.81M2.37%+8,53613F-HRTimeline
Krilogy Financial LLC165,620$3.78M0.25%-7,10813F-HRTimeline
Glenview Trust Co162,236$3.7M0.07%+70,53613F-HRTimeline
Beacon Pointe Advisors, LLC161,924$3.69M0.04%+23,51813F-HRTimeline
LFA - Lugano Financial Advisors SA157,599$3.59M2.35%-3,38013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.154,505$3.52M2.18%new13F-HRTimeline
REBALANCE, LLC151,380$3.45M0.26%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.149,849$3.42M0.88%+7,14713F-HRTimeline
CGN Advisors LLC148,504$3.39M0.33%+17,15813F-HRTimeline
Sowell Financial Services LLC145,652$3.32M0.17%new13F-HRTimeline
WRAPMANAGER INC141,695$3.23M0.83%+5,83413F-HRTimeline
Matthew Goff Investment Advisor, LLC141,592$3.23M0.6%-88113F-HRTimeline
CWM, LLCin group CWM, LLC139,391$3.18M0.01%+7,04313F-HRTimelineGroup
SPINNAKER TRUST133,891$3.05M0.19%+80,62313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC131,039$2.99M0.97%-13,98313F-HRTimeline
COWA, LLC126,291$2.88M1.33%+46,64713F-HRTimeline
Global Retirement Partners, LLC123,685$2.82M0.08%+10,25313F-HRTimeline
Stonebrook Private Inc.121,279$2.77M0.72%+41,58813F-HRTimeline
Marathon Mission, Inc.120,930$2.76M1.88%+4,07813F-HRTimeline
MEMBERS WEALTH LLC120,613$2.75M2.05%13F-HRTimeline
STAR Financial Bank118,527$2.7M1.95%+2,92513F-HRTimeline
Leo Wealth, LLC109,703$2.5M0.22%+70,45913F-HRTimeline
LifePlan Financial, LLC109,647$2.5M2.21%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC109,566$2.5M<0.01%-218,50113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,672$2.36M0.01%+11,37313F-HR/ATimelineGroup
MONECO ADVISORS, LLC97,367$2.22M0.23%+4,51213F-HR/ATimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD96,263$2.19M0.04%-2,52413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,106$2.15M<0.01%+7,38013F-HR/ATimeline
Laurel Wealth Advisors LLC92,450$2.11M0.33%+23,15013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC89,735$2.05M0.15%+17,41713F-HRTimeline
ADIRONDACK TRUST CO84,629$1.93M0.74%+41,89813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC83,296$1.9M<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC82,957$1.89M<0.01%+2,96313F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…80,274$1.83M1.21%-8,25313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC75,433$1.72M0.03%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC75,083$1.71M0.04%+23613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…74,943$1.71M0.01%+21,54213F-HRTimelineGroup
Chesley Taft & Associates LLC74,200$1.69M0.08%+20,60013F-HRTimeline
Centricity Wealth Management, LLC73,547$1.68M1.57%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp73,164$1.67M0.05%+16,18613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC71,590$1.63M<0.01%-2,10013F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC70,914$1.62M0.21%+70013F-HRTimeline
Cornerstone Planning, LLC69,598$1.59M0.61%13F-HRTimeline
Segment Wealth Management, LLC68,680$1.57M0.11%+7,83513F-HRTimeline
Seneca House Advisors68,310$1.56M0.62%-9,82913F-HRTimeline
Valmark Advisers, Inc.66,153$1.51M0.02%+14,13113F-HRTimeline
Kesler, Norman & Wride, LLC65,316$1.49M0.32%+31,28813F-HRTimeline
HARBOR ADVISORY CORP /MA/64,649$1.47M0.48%+55,79913F-HRTimeline
Allworth Financial LP64,241$1.47M0.01%+47,32313F-HRTimeline
Snider Financial Group62,984$1.44M0.44%new13F-HRTimeline
Safeguard Financial, LLC61,405$1.4M0.3%+13,39113F-HRTimeline
Estate Counselors, LLC61,359$1.4M0.15%+11813F-HRTimeline
Private Advisor Group, LLC59,227$1.35M0.01%+9,84013F-HRTimeline
Mutual Advisors, LLC56,333$1.29M0.04%-2,36713F-HRTimeline
Crews Bank & Trust55,925$1.28M0.21%13F-HRTimeline
Archford Capital Strategies, LLC55,426$1.26M0.19%-1,62913F-HRTimeline
Creative Planningin group Creative Planning51,349$1.17M<0.01%+11,12913F-HRTimelineGroup
Journey Advisory Group, LLC48,918$1.11M0.13%013F-HRTimeline
Cambridge Investment Research Advisors,…48,522$1.11M<0.01%+24,73913F-HRTimeline
LITTLE HOUSE CAPITAL LLC48,454$1.1M0.32%-6,02413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp48,320$1.1M<0.01%+17,44613F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…48,083$1.1M0.38%+1,05413F-HRTimeline
Meridian Wealth Management, LLC47,912$1.09M0.05%+19,29513F-HRTimeline
Masso Torrence Wealth Management Inc.46,839$1.07M0.56%+8,98613F-HRTimeline
BEACON FINANCIAL GROUP42,844$977K0.11%+8,94413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding42,536$970K+13,629Timeline
Roble, Belko & Company, Inc42,420$967K0.15%+3,92113F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC40,819$931K0.46%new13F-HRTimeline
First Fiduciary Investment Counsel, Inc.40,690$928K0.19%new13F-HRTimeline
Montecito Bank & Trust40,555$925K0.16%+5,73413F-HRTimeline
InvesTrust39,658$905K0.25%13F-HRTimeline
Camelot Portfolios, LLC38,843$886K0.96%new13F-HRTimeline
Farmers National Bank38,649$881K0.26%13F-HRTimeline
Penobscot Investment Management Company…38,600$880K0.08%+9,15013F-HRTimeline
COMERICA BANK36,216$826K<0.01%+9,94113F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,879$818K0.01%+9,20713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,144$801K<0.01%+67413F-HRTimelineGroup
Mendota Financial Group, LLC34,929$796K0.52%-7,32713F-HRTimeline
Reliant Wealth Planning34,192$780K0.37%+9,47313F-HRTimeline
First Interstate Bank33,323$760K0.05%+24,65213F-HRTimeline
Foundry Financial Group, Inc.31,409$716K0.44%+7,11113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.30,925$705K0.05%+5913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.30,625$698K<0.01%+30,57413F-HRTimelineGroup
Integrated Wealth Concepts LLC30,336$692K0.01%-1,37413F-HRTimeline
Bank of New Hampshire30,215$689K0.18%+16,01513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,180$688K0.01%new13F-HRTimelineGroup
Madden Advisory Services, Inc.29,640$676K0.31%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,340$623K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC26,724$609K<0.01%+75713F-HRTimeline
DUNCKER STREETT & CO INC26,229$598K0.11%+8,60013F-HRTimeline
McGlone Suttner Wealth Management, Inc.26,128$596K0.1%+5,65813F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$593K0.03%013F-HRTimeline
Spectrum Wealth Counsel, LLC24,635$562K0.07%+12313F-HRTimeline
Granite Harbor Advisors, Inc.24,259$553K0.31%+4,82513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.23,702$540K0.03%+5,51713F-HRTimeline
Jacobi Capital Management LLC23,138$528K0.04%+8,95813F-HRTimeline
DEARBORN PARTNERS LLC22,655$517K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,417$511K<0.01%+12,88013F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC21,682$494K0.04%new13F-HRTimeline
BCS Wealth Management20,258$462K0.11%013F-HRTimeline
Resonant Capital Advisors, LLC18,972$433K0.03%new13F-HRTimeline
KINTRA WEALTH, LLC18,585$424K0.3%+5,51313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,244$416K<0.01%+3,12113F-HRTimelineGroup
Stokes Family Office, LLC17,610$402K0.04%013F-HRTimeline
Autumn Glory Partners, LLC17,363$396K0.19%+12913F-HRTimeline
Strid Group, LLC17,291$394K0.06%+15613F-HRTimeline
EP Wealth Advisors, LLC17,289$394K<0.01%+4,40913F-HRTimeline
Bradley & Co. Private Wealth Management…17,273$394K0.25%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,225$393K0.01%013F-HRTimeline
Gradient Capital Advisors, LLC17,077$389K0.13%+2,36813F-HRTimeline
Dakota Wealth Management16,900$385K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,565$378K0.01%+1,73113F-HRTimelineGroup
Redwood Financial Network Corp15,485$353K0.26%+2,99813F-HRTimeline
Straight Path Wealth Management15,445$352K0.14%+1,17013F-HRTimeline
Johnson Bixby & Associates, LLC15,406$351K0.05%+24313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC15,250$348K0.03%+3,80013F-HRTimeline
4J Wealth Management LLC15,009$342K0.28%+47013F-HRTimeline
Foundation Wealth Management, LLC14,893$340K0.26%+1,52913F-HRTimeline
Summit Wealth Partners, LLC14,828$338K0.07%-1,33613F-HRTimeline
Lee Financial Co14,550$332K0.05%013F-HRTimeline
Provenance Wealth Advisors, LLC14,447$329K0.04%+2,22213F-HRTimeline
Kades & Cheifetz LLC14,441$329K0.17%new13F-HRTimeline
Belpointe Asset Management LLC13,957$326K0.02%+1,78013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,109$322K0.27%013F-HRTimeline
REDW Wealth LLC13,420$306K0.11%-5,08413F-HRTimeline
Austin Private Wealth, LLC13,319$304K0.03%new13F-HRTimeline
Private Portfolio Partners LLC13,200$301K0.06%013F-HRTimeline
TD Waterhouse Canada Inc.12,793$292K<0.01%+12,30713F-HRTimeline