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Disclosery

IBDU ISHARES TR

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ETF (fund)

282 managers (282 13F filers) reported a position in IBDU shares at 2025-03-31, 85,682,952 shares in all. 40 filers opened a position and 14 filers sold out during the quarter.

Managers
282
13F filers
282
New
40
Added
161
Reduced
39
Sold out
14
Shares held by filers
85,682,952

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,118,416$142M0.01%+519,09013F-HRTimelineGroup
Aptus Capital Advisors, LLC4,726,525$109M1.24%+524,84513F-HRTimeline
CAPITAL ADVISORS INC/OK4,254,989$98.4M1.96%+369,20913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,081,746$94.4M0.01%+466,75913F-HRTimelineGroup
SHUFRO ROSE & CO LLC3,590,158$83M6.56%new13F-HRTimeline
Capital Investment Advisors, LLC2,954,447$68.3M1.34%+253,71213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,899,744$67.1M0.03%+762,54913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,449,807$56.7M0.13%+384,30513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,445,821$56.6M0.02%+135,15613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,275,246$52.6M0.01%-1,303,48713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,871,474$43.3M0.01%+261,52113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,795,269$41.5M0.01%+149,53313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,746,624$40.4M0.01%+222,88913F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,678,154$38.8M2.8%+142,01313F-HRTimeline
SUMMITRY LLC1,513,953$35M1.77%+79,50413F-HRTimeline
HighTower Advisors, LLC1,452,451$33.6M0.05%+57,03113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,436,776$33.2M2.03%-13,92713F-HRTimeline
LPL Financial LLC1,401,940$32.4M0.01%+283,57713F-HRTimeline
Venture Visionary Partners LLC1,359,393$31.4M1.32%-2,34013F-HRTimeline
Klingman & Associates, LLC1,332,602$30.8M1.89%+50,99313F-HRTimeline
Gratus Wealth Advisors, LLC1,319,304$30.5M5.01%+55,13013F-HRTimeline
NewEdge Advisors, LLC1,180,527$27.3M0.16%+468,67513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,034,209$23.9M0.14%+372,19913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,019,650$23.6M0.03%+43,68313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …980,020$22.7M0.61%+172,09913F-HRTimelineGroup
Advisors Capital Management, LLC860,714$19.9M0.31%+63,33313F-HRTimeline
Kathmere Capital Management, LLC838,505$19.4M1.65%+43,03213F-HRTimeline
RVW Wealth, LLC830,776$19.2M1.81%+18,89613F-HRTimeline
Sound View Wealth Advisors Group, LLC817,229$18.9M1.55%+100,27113F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …813,572$18.8M1.11%new13F-HRTimelineGroup
Seven Springs Wealth Group, LLC774,612$17.9M6.39%+76,40113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC747,461$17.3M0.77%+143,78913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.697,590$16.1M1.73%+73,18713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\675,095$15.6M0.02%+4,42813F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp622,702$14.4M1.61%+2,55913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…579,537$13.4M0.03%+23,82713F-HRTimelineGroup
Envision Financial Planning, LLC496,326$11.5M5.85%+11,69113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding448,430$10.4M+38,480Timeline
Janney Montgomery Scott LLC439,247$10.2M0.03%+46,78813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS402,933$9.32M0.02%+47,40613F-HRTimeline
Commonwealth Financial Services, LLC402,169$9.3M1.91%-42013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC396,864$9.18M0.13%-860,22013F-HRTimelineGroup
Probity Advisors, Inc.392,309$9.07M1.74%+25,47413F-HRTimeline
Ironwood Financial, llc377,436$8.73M1.87%+22,30213F-HRTimeline
MCF Advisors LLC376,887$8.72M0.63%+7,01313F-HRTimeline
Robertson Stephens Wealth Management, L…359,346$8.31M0.31%+22,17213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP346,703$8.02M0.75%+19,12513F-HRTimeline
Peloton Wealth Strategists339,000$7.84M3.28%+32,60013F-HRTimeline
Windsor Capital Management, LLC314,935$7.28M2.24%+11,04013F-HRTimeline
PFG Private Wealth Management, LLC313,535$7.25M3.92%+4,35813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…305,658$7.07M0.01%+70,66713F-HRTimelineGroup
Guidance Point Advisors, LLC300,780$6.96M1.98%+2,84213F-HRTimeline
CENTRAL TRUST Co297,561$6.88M0.17%+21,15113F-HRTimeline
First National Trust Co296,167$6.85M0.28%+103,53913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC264,206$6.11M3.42%+27,95313F-HRTimeline
Sandy Spring Bank249,015$5.76M0.24%+10,92913F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.244,048$5.64M2.55%+12,30813F-HRTimeline
Signature Wealth Management Group243,874$5.64M2.2%+4,81413F-HRTimeline
InvesTrust238,988$5.53M1.51%+199,33013F-HRTimeline
Parallel Advisors, LLC232,847$5.39M0.12%-8,93613F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co231,000$5.34M0.11%new13F-HRTimelineGroup
IFP Advisors, Inc230,332$5.33M0.16%+31,98113F-HRTimeline
Praetorian Wealth Management, Inc.226,663$5.24M1.28%+26,17713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO223,767$5.18M<0.01%+218,77113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP219,393$5.07M0.01%-933,63013F-HRTimelineGroup
HAMEL ASSOCIATES, INC.211,535$4.89M1.66%-90,88713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV209,140$4.85M1.67%+11,83013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.207,400$4.8M0.07%-24,63813F-HRTimelineGroup
Keeler Thomas Management LLC204,275$4.72M2.32%-64,93913F-HRTimeline
Houlihan Financial Resource Group, Ltd.201,948$4.67M2.1%-2,09813F-HRTimeline
Sabal Trust CO198,111$4.58M0.25%+22,41713F-HRTimeline
SPINNAKER TRUST198,097$4.58M0.3%+64,20613F-HRTimeline
Glenview Trust Co195,836$4.53M0.09%+33,60013F-HR/ATimeline
CWM, LLCin group CWM, LLC194,841$4.51M0.02%+55,45013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC193,933$4.49M1.08%+20,93213F-HRTimeline
4Thought Financial Group Inc.191,908$4.44M2.74%+24,73513F-HRTimeline
Beacon Pointe Advisors, LLC184,221$4.26M0.05%+22,29713F-HRTimeline
REBALANCE, LLC182,883$4.23M0.31%+31,50313F-HRTimeline
Krilogy Financial LLC180,429$4.17M0.27%+14,80913F-HRTimeline
Wilkins Miller Wealth Management, LLC179,764$4.16M3.13%+4,34313F-HRTimeline
Snowden Capital Advisors LLC175,505$4.06M0.13%+20013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.174,705$4.04M2.5%+20,20013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…159,990$3.7M0.78%new13F-HRTimeline
CGN Advisors LLC153,387$3.55M0.35%+4,88313F-HRTimeline
Sowell Financial Services LLC152,255$3.52M0.16%+6,60313F-HRTimeline
WRAPMANAGER INC145,651$3.37M0.89%+3,95613F-HRTimeline
OLD MISSION CAPITAL LLC144,790$3.35M0.06%new13F-HRTimeline
LFA - Lugano Financial Advisors SA143,973$3.33M2.26%-13,62613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC142,530$3.3M0.26%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC138,004$3.19M0.59%-3,58813F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.131,205$3.03M2.4%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC127,978$2.96M1.9%new13F-HRTimeline
Stonebrook Private Inc.126,675$2.93M0.76%+5,39613F-HRTimeline
Leo Wealth, LLC126,520$2.93M0.42%+16,81713F-HRTimeline
MEMBERS WEALTH LLC124,671$2.88M2.18%+4,05813F-HRTimeline
STAR Financial Bank118,622$2.74M2.01%+9513F-HRTimeline
Cetera Investment Advisers118,381$2.74M0.01%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC118,036$2.73M0.76%-13,00313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC112,054$2.59M0.19%+22,31913F-HRTimeline
Atria Investments, Inc110,939$2.57M0.03%new13F-HRTimeline
Quantum Financial Advisors, LLC110,223$2.55M0.38%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC106,607$2.47M<0.01%+23,65013F-HRTimelineGroup
Marathon Mission, Inc.105,564$2.44M1.71%-15,36613F-HRTimeline
Laurel Wealth Advisors LLC102,200$2.36M0.37%+9,75013F-HRTimeline
Safeguard Financial, LLC100,255$2.32M0.51%+38,85013F-HRTimeline
MONECO ADVISORS, LLC99,039$2.29M0.24%+1,67213F-HR/ATimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD96,426$2.23M0.04%+16313F-HRTimelineGroup
ADIRONDACK TRUST CO92,903$2.15M0.84%+8,27413F-HRTimeline
Cambridge Investment Research Advisors,…89,549$2.07M0.01%+41,02713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,482$2M0.02%+11,53913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,670$1.98M<0.01%+50,52613F-HRTimelineGroup
Chesley Taft & Associates LLC84,600$1.96M0.09%+10,40013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC83,296$1.93M<0.01%013F-HRTimelineGroup
Valmark Advisers, Inc.81,606$1.89M0.03%+15,45313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC81,507$1.89M0.04%+6,07413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,812$1.85M<0.01%-14,29413F-HRTimeline
Centricity Wealth Management, LLC78,140$1.81M1.64%+4,59313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…77,765$1.8M1.21%-2,50913F-HRTimeline
Camelot Portfolios, LLC76,670$1.77M1.1%+37,82713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC75,083$1.74M0.04%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp74,764$1.73M0.05%+1,60013F-HRTimelineGroup
Segment Wealth Management, LLC74,570$1.72M0.12%+5,89013F-HRTimeline
HARBOR ADVISORY CORP /MA/74,320$1.72M0.58%+9,67113F-HRTimeline
CABOT WEALTH MANAGEMENT INC72,703$1.68M0.21%+1,78913F-HRTimeline
Crews Bank & Trust71,155$1.65M0.28%+15,23013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC70,829$1.64M0.38%new13F-HRTimeline
Seneca House Advisors69,712$1.61M0.69%+1,40213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,786$1.57M<0.01%-41,78013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…66,402$1.54M0.54%+18,31913F-HRTimeline
Creative Planningin group Creative Planning65,793$1.52M<0.01%+14,44413F-HRTimelineGroup
Kesler, Norman & Wride, LLC64,912$1.5M0.29%-40413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,591$1.49M<0.01%-39,08113F-HRTimelineGroup
Snider Financial Group64,185$1.48M0.48%+1,20113F-HRTimeline
Estate Counselors, LLC63,454$1.47M0.15%+2,09513F-HRTimeline
Allworth Financial LP61,771$1.42M0.01%-2,47013F-HRTimeline
Private Advisor Group, LLC60,477$1.4M0.01%+1,25013F-HRTimeline
Meridian Wealth Management, LLC57,472$1.33M0.06%+9,56013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.56,737$1.31M<0.01%+26,11213F-HRTimelineGroup
Rossmore Private Capital55,594$1.29M0.16%new13F-HRTimeline
Archford Capital Strategies, LLC54,459$1.26M0.18%-96713F-HRTimeline
Penobscot Investment Management Company…53,020$1.23M0.12%+14,42013F-HRTimeline
COWA, LLC50,468$1.17M0.5%-75,82313F-HRTimeline
LITTLE HOUSE CAPITAL LLC49,834$1.15M0.32%+1,38013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…49,591$1.15M0.04%+7,05513F-HRTimelineGroup
Journey Advisory Group, LLC47,300$1.09M0.09%-1,61813F-HRTimeline
BEACON FINANCIAL GROUP44,509$1.03M0.11%+1,66513F-HRTimeline
Beaumont Asset Management, L.L.C.44,415$1.03M0.62%new13F-HRTimeline
First Fiduciary Investment Counsel, Inc.42,965$994K0.21%+2,27513F-HRTimeline
Roble, Belko & Company, Inc42,420$981K0.16%013F-HRTimeline
COMERICA BANK42,000$971K<0.01%+5,78413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,975$971K<0.01%+19,55813F-HR/ATimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC41,323$956K0.51%+50413F-HRTimeline
Montecito Bank & Trust40,859$945K0.17%+30413F-HRTimeline
Integrated Wealth Concepts LLC40,718$942K0.01%+10,38213F-HRTimeline
Belpointe Asset Management LLC40,658$940K0.05%+26,70113F-HRTimeline
Farmers National Bank40,265$931K0.26%+1,61613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,051$926K0.01%+4,17213F-HRTimelineGroup
Foundry Financial Group, Inc.39,086$904K0.56%+7,67713F-HRTimeline
Fortis Capital Management LLC34,604$800K0.16%+22,76913F-HRTimeline
Reliant Wealth Planning34,192$791K0.36%013F-HRTimeline
Bank of New Hampshire33,390$772K0.2%+3,17513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,205$768K<0.01%-15,11513F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.32,825$759K0.12%+6,69713F-HRTimeline
First Interstate Bank32,753$758K0.05%-57013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,720$757K0.01%+2,54013F-HRTimelineGroup
Madden Advisory Services, Inc.31,766$735K0.34%+2,12613F-HRTimeline
TD Waterhouse Canada Inc.31,434$725K0.01%+18,64113F-HRTimeline
Mutual Advisors, LLC31,044$718K0.02%-25,28913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP30,722$711K0.01%+18,72713F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.29,388$680K0.05%-1,53713F-HRTimelineGroup
Austin Private Wealth, LLC28,866$668K0.06%+15,54713F-HRTimeline
Bullock Wealth Management Group27,739$640K0.36%+18,03613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,340$632K0.08%013F-HRTimeline
MML INVESTORS SERVICES, LLC27,216$630K<0.01%+49213F-HRTimeline
Jacobi Capital Management LLC27,114$627K0.05%+3,97613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,793$620K0.03%+3,09113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,593$615K0.04%+15,22813F-HRTimeline
DUNCKER STREETT & CO INC26,229$607K0.12%013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$601K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,651$593K0.5%+11,54213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,600$592K<0.01%new13F-HRTimelineGroup
Strid Group, LLC24,491$566K0.09%+7,20013F-HRTimeline
Stokes Family Office, LLC24,349$563K0.06%+6,73913F-HRTimeline
Autumn Glory Partners, LLC23,929$553K0.27%+6,56613F-HRTimeline
10Elms LLP23,750$549K0.55%+15,95013F-HRTimeline
Godshalk Welsh Capital Management, Inc.23,650$547K0.36%new13F-HRTimeline
Provenance Wealth Advisors, LLC22,782$527K0.08%+8,33513F-HRTimeline
DEARBORN PARTNERS LLC22,764$527K0.03%+10913F-HRTimeline
Spectrum Wealth Counsel, LLC22,657$524K0.06%-1,97813F-HRTimeline
Masso Torrence Wealth Management Inc.22,650$524K0.28%-24,18913F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,682$502K0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,256$492K<0.01%-50,33413F-HR/ATimelineGroup
Gradient Capital Advisors, LLC21,086$488K0.16%+4,00913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,598$476K<0.01%+2,35413F-HRTimelineGroup
BCS Wealth Management20,258$469K0.12%013F-HRTimeline
Resonant Capital Advisors, LLC20,077$464K0.03%+1,10513F-HRTimeline
Sightline Wealth Advisors, LLC19,520$452K0.24%+6,96313F-HRTimeline
Foundation Wealth Management, LLC18,833$436K0.34%+3,94013F-HRTimeline
KINTRA WEALTH, LLC18,585$430K0.29%013F-HRTimeline
Bradley & Co. Private Wealth Management…18,385$425K0.29%+1,11213F-HRTimeline