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Disclosery

IBDU ISHARES TR

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ETF (fund)

308 managers (309 13F filers) reported a position in IBDU shares at 2025-06-30, 90,505,855 shares in all. 38 filers opened a position and 8 filers sold out during the quarter.

Managers
308
13F filers
309
New
38
Added
165
Reduced
58
Sold out
8
Shares held by filers
90,505,855

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,358,879$148M0.01%+240,46313F-HRTimelineGroup
Aptus Capital Advisors, LLC5,030,084$117M1.16%+303,55913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,510,759$105M0.01%+429,01313F-HRTimelineGroup
CAPITAL ADVISORS INC/OK4,464,603$104M1.87%+209,61413F-HRTimeline
SHUFRO ROSE & CO LLC3,540,014$81.9M6.63%-50,14413F-HRTimeline
Capital Investment Advisors, LLC3,239,078$75.6M1.35%+284,63113F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV2,799,668$65.3M0.15%+349,86113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,645,374$61.7M0.02%+199,55313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,573,093$60M0.02%-326,65113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,965,833$45.9M0.01%+94,35913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,855,106$43.3M0.01%+59,83713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,851,059$43.2M0.01%+104,43513F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,778,176$41.5M2.74%+100,02213F-HRTimeline
SUMMITRY LLC1,737,633$40.5M1.84%+223,68013F-HRTimeline
LPL Financial LLC1,592,891$37.2M0.01%+190,95113F-HRTimeline
Venture Visionary Partners LLC1,523,416$35.5M1.34%+164,02313F-HRTimeline
HighTower Advisors, LLC1,496,784$34.9M0.04%+44,33313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,442,239$33.6M1.85%+5,46313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,405,875$32.8M0.01%-869,37113F-HRTimelineGroup
Klingman & Associates, LLC1,346,557$31.4M1.73%+13,95513F-HRTimeline
Gratus Wealth Advisors, LLC1,344,114$31.4M4.75%+24,81013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,162,411$27.1M0.14%+128,20213F-HRTimelineGroup
NewEdge Advisors, LLC1,133,743$26.4M0.14%-46,78413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,062,464$24.8M0.57%+82,44413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,019,490$23.8M0.03%-16013F-HRTimeline
Sound View Wealth Advisors Group, LLC944,550$22M1.63%+127,32113F-HRTimeline
Advisors Capital Management, LLC934,505$21.8M0.3%+73,79113F-HRTimeline
Kathmere Capital Management, LLC912,316$21.3M1.64%+73,81113F-HRTimeline
RVW Wealth, LLC901,671$21M1.79%+70,89513F-HRTimeline
Seven Springs Wealth Group, LLC855,583$20M4.94%+80,97113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC794,261$18.5M0.75%+46,80013F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …735,362$17.2M1.04%-78,21013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.707,197$16.5M1.7%+9,60713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\672,200$15.7M0.02%-2,89513F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp616,847$14.4M1.52%-5,85513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…565,495$13.2M0.03%-14,04213F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding552,650$12.9M+104,220Timeline
Envision Financial Planning, LLC512,009$11.9M5.59%+15,68313F-HRTimeline
Janney Montgomery Scott LLC452,932$10.6M0.03%+13,68513F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co446,000$10.4M0.31%+215,00013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…435,673$10.2M0.35%+76,32713F-HRTimeline
Windsor Capital Management, LLC417,279$9.74M2.84%+102,34413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC408,578$9.53M0.12%+11,71413F-HRTimelineGroup
Probity Advisors, Inc.407,135$9.5M1.67%+14,82613F-HRTimeline
Commonwealth Financial Services, LLC405,524$9.46M1.82%+3,35513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS403,174$9.41M0.02%+24113F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…395,000$9.22M5.43%13F-HRTimelineGroup
MCF Advisors LLC383,137$8.94M0.59%+6,25013F-HRTimeline
Ironwood Financial, llc377,436$8.73M1.87%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP365,736$8.53M0.67%+19,03313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…347,748$8.11M0.01%+42,09013F-HRTimelineGroup
Peloton Wealth Strategists341,400$7.96M3.2%+2,40013F-HRTimeline
PFG Private Wealth Management, LLC317,423$7.41M3.81%+3,88813F-HRTimeline
CENTRAL TRUST Co305,786$7.13M0.16%+8,22513F-HRTimeline
First National Trust Co304,187$7.1M0.27%+8,02013F-HRTimeline
Guidance Point Advisors, LLC301,086$7.02M1.8%+30613F-HRTimeline
Glenview Trust Co277,086$6.46M0.11%+81,25013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC265,503$6.19M3.21%+1,29713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.256,889$5.99M2.48%+12,84113F-HRTimeline
Parallel Advisors, LLC255,337$5.96M0.12%+22,49013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP254,106$5.93M0.01%+34,71313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp254,056$5.93M0.14%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.252,442$5.89M0.13%new13F-HRTimeline
Signature Wealth Management Group246,678$5.75M2.27%+2,80413F-HRTimeline
InvesTrust243,373$5.68M2.19%+4,38513F-HRTimeline
Praetorian Wealth Management, Inc.236,828$5.53M1.27%+10,16513F-HRTimeline
IFP Advisors, Inc230,233$5.37M0.15%-9913F-HRTimeline
SPINNAKER TRUST209,684$4.89M0.29%+11,58713F-HRTimeline
HANCOCK WHITNEY CORP206,974$4.83M0.09%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV205,951$4.8M1.47%-3,18913F-HRTimeline
HAMEL ASSOCIATES, INC.205,435$4.79M1.62%-6,10013F-HRTimeline
Houlihan Financial Resource Group, Ltd.202,900$4.73M1.96%+95213F-HRTimeline
CWM, LLCin group CWM, LLC201,489$4.7M0.02%+6,64813F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC192,654$4.49M0.32%+50,12413F-HRTimeline
Krilogy Financial LLC191,150$4.46M0.26%+10,72113F-HRTimeline
Cherry Tree Wealth Management, LLC190,671$4.45M1.03%-3,26213F-HRTimeline
Beacon Pointe Advisors, LLC188,990$4.41M0.05%+4,76913F-HRTimeline
Keeler Thomas Management LLC185,406$4.33M1.86%-18,86913F-HRTimeline
REBALANCE, LLC184,648$4.31M0.29%+1,76513F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.179,185$4.18M2.54%+4,48013F-HRTimeline
Wilkins Miller Wealth Management, LLC176,304$4.11M2.8%-3,46013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.175,563$4.1M0.06%-31,83713F-HRTimelineGroup
Snowden Capital Advisors LLC175,370$4.09M0.12%-13513F-HRTimeline
4Thought Financial Group Inc.173,554$4.05M2.15%-18,35413F-HRTimeline
Frisch Financial Group, Inc.170,106$3.97M0.97%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.164,675$3.84M0.88%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…159,990$3.73M0.75%013F-HRTimeline
Sowell Financial Services LLC158,931$3.71M0.15%+6,67613F-HRTimeline
Leo Wealth, LLC157,165$3.67M0.29%+30,64513F-HRTimeline
LFA - Lugano Financial Advisors SA156,301$3.62M2.14%+12,32813F-HRTimeline
WRAPMANAGER INC148,501$3.46M0.84%+2,85013F-HRTimeline
Cetera Investment Advisers140,458$3.28M0.01%+22,07713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.134,675$3.14M2.43%+3,47013F-HRTimeline
EIGHT 31 FINANCIAL, LLC133,393$3.11M2.05%+5,41513F-HRTimeline
Cambridge Investment Research Advisors,…132,274$3.09M0.01%+42,72513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC131,551$3.07M0.75%+13,51513F-HRTimeline
Matthew Goff Investment Advisor, LLC130,924$3.05M0.56%-7,08013F-HRTimeline
Stonebrook Private Inc.129,074$3.01M0.7%+2,39913F-HRTimeline
Global Retirement Partners, LLC128,438$3M0.07%13F-HRTimeline
STAR Financial Bank127,833$2.98M1.89%+9,21113F-HRTimeline
Quantum Financial Advisors, LLC121,063$2.82M0.38%+10,84013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC115,469$2.69M0.18%+3,41513F-HRTimeline
Syntegra Private Wealth Group, LLC115,145$2.69M0.27%new13F-HRTimeline
LifePlan Financial, LLC111,739$2.61M2.16%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC110,726$2.58M<0.01%+4,11913F-HRTimelineGroup
Marathon Mission, Inc.108,216$2.52M1.6%+2,65213F-HRTimeline
Laurel Wealth Advisors LLC106,500$2.48M0.37%+4,30013F-HR/ATimeline
Merit Financial Group, LLC102,421$2.39M0.03%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD101,238$2.36M0.03%+4,81213F-HRTimelineGroup
MONECO ADVISORS, LLC99,370$2.32M0.22%+33113F-HRTimeline
ADIRONDACK TRUST CO99,104$2.31M0.84%+6,20113F-HRTimeline
Valmark Advisers, Inc.97,179$2.27M0.03%+15,57313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.96,944$2.26M0.17%new13F-HRTimeline
Crews Bank & Trust95,070$2.22M0.35%+23,91513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…93,548$2.18M0.02%+7,06613F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…93,308$2.18M0.71%+26,90613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,494$2.16M<0.01%+6,82413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC89,988$2.1M0.04%+8,48113F-HRTimeline
Rossmore Private Capital88,166$2.06M0.24%+32,57213F-HRTimeline
Chesley Taft & Associates LLC87,900$2.05M0.09%+3,30013F-HRTimeline
Centricity Wealth Management, LLC84,837$1.98M1.58%+6,69713F-HRTimeline
Baltimore-Washington Financial Advisors…83,094$1.94M0.09%+68,38813F-HRTimeline
Penobscot Investment Management Company…81,420$1.9M0.16%+28,40013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp79,975$1.87M0.05%+5,21113F-HRTimelineGroup
Allworth Financial LP78,874$1.84M0.01%+17,10313F-HRTimeline
HARBOR ADVISORY CORP /MA/78,820$1.84M0.59%+4,50013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.77,899$1.82M<0.01%+21,16213F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…75,000$1.75M1.15%-2,76513F-HRTimeline
CABOT WEALTH MANAGEMENT INC74,640$1.74M0.21%+1,93713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…74,454$1.73M<0.01%-5,35813F-HRTimeline
Segment Wealth Management, LLC74,050$1.73M0.11%-52013F-HRTimeline
Camelot Portfolios, LLC71,980$1.68M1.01%-4,69013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC71,200$1.66M0.03%-3,88313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC69,402$1.62M0.35%-1,42713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,296$1.62M<0.01%+4,70513F-HR/ATimelineGroup
Strid Group, LLC65,298$1.52M0.21%+40,80713F-HRTimeline
Meridian Wealth Management, LLC65,179$1.52M0.06%+7,70713F-HRTimeline
Private Advisor Group, LLC64,885$1.51M0.01%+4,40813F-HRTimeline
Kesler, Norman & Wride, LLC64,576$1.51M0.27%-33613F-HRTimeline
Snider Financial Group64,369$1.5M0.43%+18413F-HRTimeline
CGN Advisors LLC59,971$1.4M0.12%-93,41613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP59,685$1.39M0.01%+28,96313F-HRTimelineGroup
Seneca House Advisors59,601$1.39M0.59%-10,11113F-HRTimeline
Belpointe Asset Management LLC58,836$1.37M0.06%+18,17813F-HRTimeline
Creative Planningin group Creative Planning58,570$1.37M<0.01%-7,22313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,491$1.34M<0.01%+15,51613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,994$1.24M<0.01%-170,77313F-HRTimelineGroup
BEACON FINANCIAL GROUP52,475$1.22M0.13%+7,96613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…52,324$1.22M0.03%+2,73313F-HRTimelineGroup
Archford Capital Strategies, LLC51,829$1.21M0.15%-2,63013F-HRTimeline
First Fiduciary Investment Counsel, Inc.51,095$1.19M0.24%+8,13013F-HRTimeline
Cyr Financial Inc.49,639$1.16M0.89%+38,94113F-HRTimeline
LITTLE HOUSE CAPITAL LLC49,607$1.16M0.29%-22713F-HRTimeline
Beaumont Asset Management, L.L.C.48,674$1.14M0.61%+4,25913F-HRTimeline
COWA, LLC48,221$1.12M0.43%-2,24713F-HRTimeline
Journey Advisory Group, LLC47,300$1.1M0.09%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.45,900$1.07M0.66%+22,25013F-HRTimeline
Granite Harbor Advisors, Inc.43,699$1.02M0.48%+28,44113F-HRTimeline
Roble, Belko & Company, Inc42,420$990K0.14%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…41,824$976K0.16%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC41,503$968K0.45%+18013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,178$961K0.01%+1,12713F-HRTimelineGroup
Farmers National Bank40,586$947K0.25%+32113F-HRTimeline
Bank of New Hampshire39,840$929K0.23%+6,45013F-HRTimeline
McGlone Suttner Wealth Management, Inc.39,426$920K0.14%+6,60113F-HRTimeline
Reliant Wealth Planning38,575$900K0.35%+4,38313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.38,335$894K0.04%+11,54213F-HRTimeline
Integrated Wealth Concepts LLC38,304$894K0.01%-2,41413F-HRTimeline
TD Waterhouse Canada Inc.37,181$863K0.01%+5,74713F-HRTimeline
Gilbert Capital Group, Inc.36,823$859K0.71%13F-HRTimeline
Madden Advisory Services, Inc.36,265$846K0.36%+4,49913F-HRTimeline
Resonant Capital Advisors, LLC35,912$838K0.05%+15,83513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC34,502$805K0.64%+21,02613F-HRTimeline
Foundry Financial Group, Inc.34,412$803K0.46%-4,67413F-HRTimeline
GAMMA Investing LLC33,844$790K0.05%new13F-HRTimeline
Bullock Wealth Management Group33,495$778K0.41%+5,75613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,081$772K0.01%+36113F-HRTimelineGroup
First Interstate Bank32,753$764K0.04%013F-HRTimeline
Sightline Wealth Advisors, LLC31,939$745K0.36%+12,41913F-HRTimeline
Atria Investments, Inc29,706$693K0.01%-81,23313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC29,291$683K<0.01%-54,00513F-HR/ATimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.29,167$680K0.05%-22113F-HRTimelineGroup
COMERICA BANK28,969$676K<0.01%-13,03113F-HRTimeline
Jacobi Capital Management LLC28,417$663K0.04%+1,30313F-HRTimeline
FourThought Financial Partners, LLC28,248$659K0.07%new13F-HRTimeline
Austin Private Wealth, LLC28,240$659K0.05%-62613F-HRTimeline
10Elms LLP28,050$654K0.62%+4,30013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,340$638K0.08%013F-HRTimeline
DUNCKER STREETT & CO INC26,229$612K0.11%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT26,143$610K0.15%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$607K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC25,697$600K0.48%+4613F-HRTimeline
EP Wealth Advisors, LLC25,421$593K<0.01%+8,13813F-HRTimeline
Fortis Capital Management LLC25,272$590K0.09%-9,33213F-HRTimeline
Mutual Advisors, LLC24,952$581K0.01%-6,09213F-HRTimeline
Stokes Family Office, LLC24,349$568K0.06%013F-HRTimeline
DEARBORN PARTNERS LLC24,304$567K0.03%+1,54013F-HRTimeline
Autumn Glory Partners, LLC23,929$558K0.26%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC23,643$552K0.01%new13F-HRTimeline
DecisionMap Wealth Management, LLC23,611$551K0.38%+6,37613F-HRTimeline