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Disclosery

IBDU ISHARES TR

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ETF (fund)

322 managers (323 13F filers) reported a position in IBDU shares at 2025-09-30, 97,220,416 shares in all. 34 filers opened a position and 18 filers sold out during the quarter.

Managers
322
13F filers
323
New
34
Added
196
Reduced
45
Sold out
18
Shares held by filers
97,220,416

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/6,807,477$160M0.01%+448,59813F-HR/ATimelineGroup
Aptus Capital Advisors, LLC5,444,286$128M1.17%+414,20213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,098,080$120M0.01%+587,32113F-HR/ATimelineGroup
CAPITAL ADVISORS INC/OK4,667,225$110M1.83%+202,62213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,537,860$83.1M0.14%+738,19213F-HRTimeline
Capital Investment Advisors, LLC3,489,553$81.9M1.35%+250,47513F-HRTimeline
SHUFRO ROSE & CO LLC3,503,960$81M6.66%-36,05413F-HRTimeline
UBS Group AGin group UBS Group AG3,067,945$72M0.01%+1,102,11213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,641,661$62M0.02%+68,56813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,070,602$48.6M0.01%+215,49613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,036,273$47.8M0.01%+185,21413F-HRTimelineGroup
LPL Financial LLC1,828,286$42.9M0.01%+235,39513F-HRTimeline
SUMMITRY LLC1,780,926$41.8M1.77%+43,29313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,730,611$40.6M2.69%-47,56513F-HRTimeline
HighTower Advisors, LLC1,628,787$38.2M0.04%+132,00313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,485,226$34.9M1.81%+42,98713F-HRTimeline
Klingman & Associates, LLC1,421,892$33.4M1.68%+75,33513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,410,432$33.1M0.14%+248,02113F-HRTimelineGroup
Gratus Wealth Advisors, LLC1,381,528$32.4M4.56%+37,41413F-HRTimeline
Venture Visionary Partners LLC1,294,318$30.4M1.05%-229,09813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,128,361$26.5M0.03%+108,87113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,115,830$26.2M0.55%+53,36613F-HRTimelineGroup
Kathmere Capital Management, LLC1,042,331$24.5M1.74%+130,01513F-HRTimeline
Sound View Wealth Advisors Group, LLC1,037,961$24.4M1.67%+93,41113F-HRTimeline
Summit Financial, LLC1,010,855$23.7M0.36%new13F-HRTimeline
Advisors Capital Management, LLC1,009,606$23.7M0.29%+75,10113F-HRTimeline
Seven Springs Wealth Group, LLC975,122$22.9M5.54%+119,53913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC965,631$22.7M0.01%-440,24413F-HRTimelineGroup
RVW Wealth, LLC939,759$22.1M1.72%+38,08813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC868,989$20.4M0.78%+74,72813F-HRTimeline
Vishria Bird Financial Group, LLC826,064$19.4M3.8%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.756,483$17.8M1.7%+49,28613F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …695,489$16.3M1.11%-39,87313F-HRTimelineGroup
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co688,000$16.1M0.46%+242,00013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp602,273$14.1M1.45%-14,57413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\594,551$14M0.02%-77,64913F-HRTimelineGroup
Envision Financial Planning, LLC592,058$13.9M5.89%+80,04913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…571,639$13.4M0.03%+6,14413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding566,750$13.3M+14,100Timeline
Windsor Capital Management, LLC516,460$12.1M3.35%+99,18113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS511,634$12M0.02%+108,46013F-HRTimeline
Ironwood Financial, llc499,871$11.7M2.08%+122,43513F-HRTimeline
Janney Montgomery Scott LLC491,795$11.5M0.03%+38,86313F-HRTimeline
Robertson Stephens Wealth Management, L…468,819$11M0.33%+33,14613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC431,585$10.1M0.11%+23,00713F-HRTimelineGroup
REBALANCE, LLC428,735$10.1M0.61%+244,08713F-HRTimeline
Probity Advisors, Inc.423,003$9.93M1.61%+15,86813F-HRTimeline
Commonwealth Financial Services, LLC416,338$9.77M1.67%+10,81413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP399,233$9.37M0.7%+33,49713F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…395,000$9.27M5.26%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…390,755$9.17M0.01%+43,00713F-HRTimelineGroup
NOVEM GROUP387,240$9.09M1.08%new13F-HRTimeline
MCF Advisors LLC383,609$9M0.55%+47213F-HRTimeline
First National Trust Co367,011$8.61M0.3%+62,82413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC353,520$8.3M<0.01%-2,291,85413F-HRTimelineGroup
Peloton Wealth Strategists342,150$8.03M3.16%+75013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP337,224$7.91M0.01%+83,11813F-HRTimelineGroup
Glenview Trust Co331,601$7.78M0.12%+54,51513F-HRTimeline
CENTRAL TRUST Co327,308$7.68M0.16%+21,52213F-HRTimeline
NewEdge Advisors, LLC315,488$7.5M0.03%-818,25513F-HRTimeline
Guidance Point Advisors, LLC306,378$7.19M1.73%+5,29213F-HRTimeline
J.W. COLE ADVISORS, INC.275,440$6.46M0.12%+22,99813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC268,254$6.3M3.06%+2,75113F-HRTimeline
Parallel Advisors, LLC266,511$6.26M0.11%+11,17413F-HRTimeline
InvesTrust261,036$6.13M2.24%+17,66313F-HRTimeline
Whalen Wealth Management Inc.253,179$5.94M3.47%new13F-HRTimeline
Signature Wealth Management Group246,922$5.8M2.25%+24413F-HRTimeline
Praetorian Wealth Management, Inc.244,826$5.75M1.18%+7,99813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp244,446$5.74M0.11%-9,61013F-HRTimelineGroup
SPINNAKER TRUST242,880$5.7M0.32%+33,19613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC242,055$5.68M0.36%+49,40113F-HRTimeline
IFP Advisors, Inc220,719$5.18M0.13%-9,51413F-HR/ATimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV220,471$5.17M1.5%+14,52013F-HRTimeline
HANCOCK WHITNEY CORP218,234$5.12M0.09%+11,26013F-HRTimeline
Krilogy Financial LLC216,565$5.05M0.19%+25,41513F-HRTimeline
CWM, LLCin group CWM, LLC210,204$4.93M0.01%+8,71513F-HRTimelineGroup
HAMEL ASSOCIATES, INC.201,685$4.73M1.46%-3,75013F-HRTimeline
Cherry Tree Wealth Management, LLC195,527$4.59M1.01%+4,85613F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.194,345$4.56M2.63%+15,16013F-HRTimeline
Beacon Pointe Advisors, LLC190,225$4.46M0.04%+1,23513F-HRTimeline
Keeler Thomas Management LLC186,102$4.37M1.78%+69613F-HRTimeline
4Thought Financial Group Inc.181,845$4.27M2.16%+8,29113F-HRTimeline
Snowden Capital Advisors LLC179,154$4.2M0.11%+3,78413F-HRTimeline
Newman Dignan & Sheerar, Inc.174,944$4.11M0.89%+10,26913F-HRTimeline
Sowell Financial Services LLC174,299$4.09M0.16%+15,36813F-HRTimeline
Frisch Financial Group, Inc.172,269$4.04M0.94%+2,16313F-HRTimeline
Leo Wealth, LLC171,934$4.04M0.52%+14,76913F-HRTimeline
Wilkins Miller Wealth Management, LLC170,142$3.99M2.47%-6,16213F-HRTimeline
MEMBERS WEALTH LLC169,932$3.98M2.52%13F-HRTimeline
Cetera Investment Advisers169,760$3.98M<0.01%+29,30213F-HRTimeline
Quantum Financial Advisors, LLC167,228$3.92M0.48%+46,16513F-HRTimeline
EIGHT 31 FINANCIAL, LLC162,389$3.81M2.15%+28,99613F-HRTimeline
Cambridge Investment Research Advisors,…161,348$3.79M0.01%+29,07413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO160,004$3.76M<0.01%+107,01013F-HR/ATimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…159,990$3.75M0.71%013F-HRTimeline
Syntegra Private Wealth Group, LLC158,792$3.73M0.35%+43,64713F-HRTimeline
LFA - Lugano Financial Advisors SA157,043$3.67M1.94%+74213F-HRTimeline
Penobscot Investment Management Company…148,850$3.49M0.27%+67,43013F-HRTimeline
Global Retirement Partners, LLC146,023$3.43M0.08%+17,58513F-HRTimeline
Mariner, LLCin group Mariner, LLC144,256$3.39M<0.01%+33,53013F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.140,594$3.3M2.41%+5,91913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC137,256$3.22M0.71%+5,70513F-HRTimeline
Baltimore-Washington Financial Advisors…133,204$3.13M0.13%+50,11013F-HRTimeline
Stonebrook Private Inc.130,990$3.07M0.66%+1,91613F-HRTimeline
Matthew Goff Investment Advisor, LLC130,049$3.05M0.52%-87513F-HRTimeline
Merit Financial Group, LLC126,825$2.98M0.03%+24,40413F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC126,028$2.96M0.19%+10,55913F-HRTimeline
HM PAYSON & CO121,649$2.86M0.04%+109,83013F-HRTimeline
Laurel Wealth Advisors LLC115,800$2.72M0.38%+9,30013F-HRTimeline
Cornell Pochily Investment Advisors, In…115,756$2.72M0.81%+22,44813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…115,377$2.71M0.02%+21,82913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,940$2.67M<0.01%+44,64413F-HRTimelineGroup
LifePlan Financial, LLC113,667$2.67M2.11%+1,92813F-HRTimeline
ADIRONDACK TRUST CO110,776$2.6M0.87%+11,67213F-HRTimeline
Rossmore Private Capital110,216$2.59M0.28%+22,05013F-HRTimeline
Marathon Mission, Inc.109,298$2.57M1.53%+1,08213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.108,761$2.55M0.03%-66,80213F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.108,260$2.54M0.18%+11,31613F-HRTimeline
Crews Bank & Trust106,560$2.5M0.37%+11,49013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC106,354$2.5M0.04%+16,36613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD104,488$2.45M0.03%+3,25013F-HRTimelineGroup
Allworth Financial LP102,876$2.41M0.01%+24,00213F-HRTimeline
MONECO ADVISORS, LLC101,928$2.39M0.2%+2,55813F-HRTimeline
WRAPMANAGER INC99,498$2.34M0.72%-49,00313F-HRTimeline
Atria Investments, Inc98,524$2.31M0.03%+68,81813F-HRTimeline
Houlihan Financial Resource Group, Ltd.96,330$2.26M1.99%-106,57013F-HRTimeline
Chesley Taft & Associates LLC95,000$2.23M0.09%+7,10013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP91,673$2.15M<0.01%-82113F-HRTimelineGroup
Valmark Advisers, Inc.91,533$2.15M0.03%-5,64613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP90,047$2.11M<0.01%+32,55613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC87,832$2.06M0.11%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,957$2.01M<0.01%+11,50313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp85,667$2.01M0.05%+5,69213F-HRTimelineGroup
Composition Wealth, LLC84,497$1.98M0.03%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.82,220$1.93M<0.01%+4,32113F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/78,820$1.85M0.55%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC78,128$1.83M0.2%+3,48813F-HRTimeline
Meridian Wealth Management, LLC75,413$1.77M0.07%+10,23413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…75,157$1.76M1.13%+15713F-HRTimeline
Resonant Capital Advisors, LLC74,971$1.76M0.1%+39,05913F-HRTimeline
Segment Wealth Management, LLC74,890$1.76M0.11%+84013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP73,173$1.72M0.01%+13,48813F-HR/ATimelineGroup
Belpointe Asset Management LLC72,075$1.69M0.06%+13,23913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC72,014$1.69M0.02%+81413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC69,125$1.62M0.34%-27713F-HRTimeline
Strid Group, LLC69,044$1.62M0.21%+3,74613F-HRTimeline
Camelot Portfolios, LLC68,788$1.61M0.96%-3,19213F-HRTimeline
BEACON FINANCIAL GROUP66,899$1.57M0.15%+14,42413F-HRTimeline
Godshalk Welsh Capital Management, Inc.66,450$1.56M0.89%+20,55013F-HRTimeline
FourThought Financial Partners, LLC66,100$1.55M0.14%+37,85213F-HRTimeline
IFG Advisory, LLC65,989$1.55M0.07%new13F-HRTimeline
Private Advisor Group, LLC65,593$1.54M0.01%+70813F-HRTimeline
COWA, LLC64,216$1.51M0.5%+15,99513F-HRTimeline
Kesler, Norman & Wride, LLC65,316$1.49M0.29%+74013F-HRTimeline
Seneca House Advisors62,476$1.47M0.59%+2,87513F-HRTimeline
Cyr Financial Inc.61,156$1.44M0.98%+11,51713F-HRTimeline
Snider Financial Group60,707$1.42M0.39%-3,66213F-HRTimeline
Creative Planningin group Creative Planning58,123$1.36M<0.01%-44713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC54,847$1.29M<0.01%+36,92413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…54,341$1.28M0.03%+2,01713F-HRTimelineGroup
COMERICA BANK54,329$1.28M<0.01%+25,36013F-HRTimeline
Archford Capital Strategies, LLC53,126$1.25M0.15%+1,29713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.52,034$1.22M0.05%+13,69913F-HRTimeline
First Fiduciary Investment Counsel, Inc.51,095$1.2M0.23%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC50,625$1.19M0.27%+1,01813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…47,685$1.12M0.03%new13F-HRTimelineGroup
Journey Advisory Group, LLC47,300$1.11M0.08%013F-HRTimeline
Foundry Financial Group, Inc.47,078$1.1M0.58%+12,66613F-HRTimeline
Mesirow Financial Investment Management…46,583$1.09M0.02%+27,84613F-HRTimeline
Madden Advisory Services, Inc.44,893$1.05M0.41%+8,62813F-HRTimeline
Granite Harbor Advisors, Inc.44,691$1.05M0.44%+99213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …43,471$1.02M0.01%+2,29313F-HRTimelineGroup
Roble, Belko & Company, Inc43,439$1.02M0.14%+1,01913F-HRTimeline
Farmers National Bank43,216$1.01M0.24%+2,63013F-HRTimeline
Gilbert Capital Group, Inc.42,955$1.01M0.78%+6,13213F-HRTimeline
Bank of New Hampshire42,040$987K0.23%+2,20013F-HRTimeline
McGlone Suttner Wealth Management, Inc.41,422$972K0.14%+1,99613F-HRTimeline
CGN Advisors LLC41,289$969K0.08%-18,68213F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC41,099$965K0.42%-40413F-HRTimeline
Integrated Wealth Concepts LLC40,678$955K0.01%+2,37413F-HRTimeline
STAR Financial Bank40,034$940K0.56%-87,79913F-HRTimeline
SONATA CAPITAL GROUP INC38,889$913K0.34%+26,28913F-HRTimeline
Mendota Financial Group, LLC38,692$908K0.68%new13F-HRTimeline
Reliant Wealth Planning38,575$905K0.29%013F-HRTimeline
Sightline Wealth Advisors, LLC37,733$886K0.4%+5,79413F-HRTimeline
TD Waterhouse Canada Inc.37,025$868K0.01%-15613F-HRTimeline
Bullock Wealth Management Group36,467$855K0.43%+2,97213F-HRTimeline
ROMANO BROTHERS AND COMPANY36,088$847K0.1%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC35,996$845K<0.01%+6,70513F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC34,629$813K0.67%+12713F-HRTimeline
First Interstate Bank32,753$769K0.04%013F-HRTimeline
10Elms LLP32,370$760K0.68%+4,32013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,087$753K0.01%-99413F-HRTimelineGroup
Montecito Bank & Trust31,614$742K0.12%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.28,766$675K0.04%-40113F-HRTimelineGroup
SMITH, MOORE & CO.28,664$673K0.05%+6,09313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,340$642K0.07%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,175$637K0.04%+4,57913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC26,988$633K0.01%+3,34513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC26,563$623K0.45%+86613F-HRTimeline