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Disclosery

IBDU ISHARES TR

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ETF (fund)

356 managers (357 13F filers) reported a position in IBDU shares at 2025-12-31, 113,034,096 shares in all. 41 filers opened a position and 23 filers sold out during the quarter.

Managers
356
13F filers
357
New
41
Added
215
Reduced
50
Sold out
23
Shares held by filers
113,034,096

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/7,307,434$171M0.01%+499,95713F-HRTimelineGroup
Aptus Capital Advisors, LLC6,659,628$156M1.32%+1,215,34213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,611,412$131M0.2%+2,073,55213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,508,349$129M0.01%+410,26913F-HR/ATimelineGroup
CAPITAL ADVISORS INC/OK4,798,655$112M1.81%+131,43013F-HRTimeline
SHUFRO ROSE & CO LLC3,805,205$89.1M6.02%+301,24513F-HRTimeline
Capital Investment Advisors, LLC3,722,161$87.1M1.33%+232,60813F-HRTimeline
UBS Group AGin group UBS Group AG3,513,052$82.2M0.02%+445,10713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,951,639$69.1M0.02%+309,97813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,181,614$51.1M0.01%+111,01213F-HRTimelineGroup
HM PAYSON & CO2,162,265$50.6M0.71%+2,040,61613F-HRTimeline
LPL Financial LLC2,133,696$49.9M0.01%+305,41013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,102,566$49.2M0.01%+66,29313F-HRTimelineGroup
SUMMITRY LLC1,837,008$43M1.79%+56,08213F-HRTimeline
HighTower Advisors, LLC1,771,313$41.5M0.05%+142,52613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,745,523$40.9M2.56%+14,91213F-HRTimeline
Sound View Wealth Advisors Group, LLC1,613,448$37.8M2.53%+575,48713F-HRTimeline
Klingman & Associates, LLC1,539,005$36M1.74%+117,11313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,514,732$35.5M1.8%+29,50613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,425,001$33.4M0.13%+14,56913F-HRTimelineGroup
Gratus Wealth Advisors, LLC1,420,969$33.3M4.61%+39,44113F-HRTimeline
Venture Visionary Partners LLC1,351,617$31.8M1.04%+57,29913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,200,095$28.1M0.04%+71,73413F-HRTimeline
Seven Springs Wealth Group, LLC1,149,546$26.9M7.69%+174,42413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,145,131$26.8M0.53%+29,30113F-HRTimelineGroup
Advisors Capital Management, LLC1,096,937$25.7M0.3%+87,33113F-HRTimeline
Summit Financial, LLC1,068,563$25M0.37%+57,70813F-HRTimeline
RVW Wealth, LLC1,059,999$24.8M1.89%+120,24013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,058,770$24.8M0.01%+93,13913F-HRTimelineGroup
Kathmere Capital Management, LLC1,036,202$24.3M1.64%-6,12913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC969,560$22.7M0.86%+100,57113F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co938,000$22M0.64%+250,00013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.794,637$18.6M1.79%+38,15413F-HRTimeline
Summit Asset Management, LLC768,679$18M2.55%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP709,542$16.6M0.01%+372,31813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding702,571$16.4M+135,821Timeline
US BANCORP \DE\in group US BANCORP \DE\628,140$14.7M0.02%+33,58913F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …611,729$14.3M1.11%-83,76013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp603,395$14.1M1.41%+1,12213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS590,443$13.8M0.03%+78,80913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…578,392$13.5M0.02%+6,75313F-HR/ATimelineGroup
Ironwood Financial, llc537,151$12.6M2.13%+37,28013F-HRTimeline
Windsor Capital Management, LLC524,522$12.3M3.39%+8,06213F-HRTimeline
Robertson Stephens Wealth Management, L…513,648$12M0.34%+44,82913F-HRTimeline
Ruggaard & Associates LLC502,535$11.8M4.63%new13F-HRTimeline
First National Trust Co499,745$11.7M0.39%+132,73413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP486,066$11.4M0.82%+86,83313F-HRTimeline
NOVEM GROUP470,613$11M1.28%+83,37313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…466,026$10.9M0.01%+75,27113F-HR/ATimelineGroup
Probity Advisors, Inc.452,594$10.6M1.7%+29,59113F-HRTimeline
CENTRAL TRUST Co436,035$10.2M0.2%+108,72713F-HRTimeline
REBALANCE, LLC435,397$10.2M0.6%+6,66213F-HRTimeline
Commonwealth Financial Services, LLC432,826$10.1M1.67%+16,48813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC421,036$9.85M0.11%-10,54913F-HRTimelineGroup
Baltimore-Washington Financial Advisors…410,573$9.61M0.4%+277,36913F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…395,652$9.26M4.42%+65213F-HRTimelineGroup
Parkway Wealth Management Group, LLC393,365$9.21M1.24%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.385,524$9.02M<0.01%+303,30413F-HRTimelineGroup
Peloton Wealth Strategists375,595$8.79M3.41%+33,44513F-HRTimeline
Glenview Trust Co371,300$8.69M0.13%+39,69913F-HRTimeline
MCF Advisors LLC370,975$8.68M0.48%-12,63413F-HRTimeline
PFG Private Wealth Management, LLC342,582$8.02M3.51%new13F-HRTimeline
Guidance Point Advisors, LLC314,357$7.36M1.71%+7,97913F-HRTimeline
Envision Financial Planning, LLC306,594$7.18M2.71%-285,46413F-HRTimeline
SPINNAKER TRUST304,717$7.13M0.38%+61,83713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC301,149$7.05M3.28%+32,89513F-HRTimeline
Janney Montgomery Scott LLC287,074$6.72M0.02%-204,72113F-HRTimeline
Parallel Advisors, LLC279,096$6.58M0.12%+12,58513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.277,100$6.49M2.55%new13F-HRTimeline
J.W. COLE ADVISORS, INC.276,165$6.46M0.16%+72513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC273,864$6.41M0.39%+31,80913F-HRTimeline
Praetorian Wealth Management, Inc.270,419$6.33M1.26%+25,59313F-HRTimeline
InvesTrust252,484$5.91M2.28%-8,55213F-HRTimeline
OneDigital Investment Advisors LLC246,077$5.76M0.06%new13F-HRTimeline
Signature Wealth Management Group246,077$5.76M2.35%-84513F-HRTimeline
Penobscot Investment Management Company…244,150$5.71M0.43%+95,30013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV243,283$5.71M1.5%+22,81213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp239,187$5.6M0.1%-5,25913F-HRTimelineGroup
IFP Advisors, Inc236,433$5.53M0.12%+15,71413F-HRTimeline
Beacon Pointe Advisors, LLC229,745$5.38M0.04%+39,52013F-HRTimeline
CWM, LLCin group CWM, LLC228,361$5.34M0.01%+18,15713F-HRTimelineGroup
HAMEL ASSOCIATES, INC.227,779$5.33M1.61%+26,09413F-HRTimeline
Krilogy Financial LLC223,329$5.24M0.18%+6,76413F-HRTimeline
Houlihan Financial Resource Group, Ltd.218,932$5.14M1.95%+122,60213F-HRTimeline
Mesirow Financial Investment Management…216,574$5.07M0.1%+169,99113F-HRTimeline
HANCOCK WHITNEY CORP213,103$4.99M0.09%-5,13113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC210,243$4.92M<0.01%-143,27713F-HRTimelineGroup
Winthrop Partners - WNY, LLC209,963$4.91M2.65%13F-HRTimeline
Atria Investments, Inc209,362$4.9M0.06%+110,83813F-HRTimeline
Snowden Capital Advisors LLC208,941$4.89M0.13%+29,78713F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.200,585$4.69M2.74%+6,24013F-HRTimeline
Cherry Tree Wealth Management, LLC196,247$4.59M0.97%+72013F-HRTimeline
Cetera Investment Advisers190,062$4.45M<0.01%+20,30213F-HRTimeline
4Thought Financial Group Inc.189,820$4.44M2.2%+7,97513F-HRTimeline
Sowell Financial Services LLC187,194$4.38M0.16%+12,89513F-HRTimeline
Cambridge Investment Research Advisors,…186,470$4.36M0.01%+25,12213F-HRTimeline
Keeler Thomas Management LLC184,912$4.33M2.06%-1,19013F-HRTimeline
Newman Dignan & Sheerar, Inc.182,489$4.27M0.89%+7,54513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.181,576$4.25M0.05%+72,81513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC181,465$4.25M0.39%+22,67313F-HRTimeline
Mariner, LLCin group Mariner, LLC178,894$4.19M<0.01%+34,63813F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC178,255$4.17M2.48%+8,11313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,825$4.14M0.01%+62,88513F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC174,442$4.08M2.24%+12,05313F-HRTimeline
Leo Wealth, LLC173,943$4.07M0.3%+2,00913F-HRTimeline
MEMBERS WEALTH LLC172,835$4.05M2.54%+2,90313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP169,064$3.96M0.03%+95,89113F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…163,590$3.83M0.7%+3,60013F-HRTimeline
Merit Financial Group, LLC162,307$3.8M0.03%+35,48213F-HRTimeline
Rossmore Private Capital157,664$3.69M0.33%+47,44813F-HRTimeline
Whalen Wealth Management Inc.156,998$3.67M1.97%-96,18113F-HRTimeline
LFA - Lugano Financial Advisors SA151,513$3.55M1.83%-5,53013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.151,505$3.55M2.61%+10,91113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC146,292$3.42M0.72%+9,03613F-HRTimeline
Cornell Pochily Investment Advisors, In…145,878$3.41M0.99%+30,12213F-HRTimeline
Strid Group, LLC142,635$3.34M0.42%+73,59113F-HRTimeline
Stonebrook Private Inc.137,006$3.21M0.67%+6,01613F-HRTimeline
Laurel Wealth Advisors LLC133,250$3.12M0.41%+17,45013F-HRTimeline
Valmark Advisers, Inc.132,133$3.09M0.04%+40,60013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP129,866$3.04M<0.01%+39,81913F-HRTimelineGroup
SONATA CAPITAL GROUP INC128,735$3.01M1.09%+89,84613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…127,120$2.98M0.02%+11,74313F-HRTimelineGroup
Crews Bank & Trust125,550$2.94M0.42%+18,99013F-HRTimeline
HARBOR ADVISORY CORP /MA/125,339$2.93M0.89%+46,51913F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.123,418$2.89M0.19%+15,15813F-HRTimeline
ADIRONDACK TRUST CO122,958$2.88M0.95%+12,18213F-HRTimeline
Kesler, Norman & Wride, LLC122,269$2.86M0.49%+56,95313F-HRTimeline
LifePlan Financial, LLC115,595$2.71M2.07%+1,92813F-HRTimeline
EP Wealth Advisors, LLC111,526$2.61M0.01%13F-HRTimeline
Marathon Mission, Inc.109,569$2.56M1.48%+27113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD108,462$2.54M0.03%+3,97413F-HRTimelineGroup
MONECO ADVISORS, LLC106,544$2.49M0.2%+4,61613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC106,192$2.49M0.04%-16213F-HRTimeline
Frisch Financial Group, Inc.105,356$2.47M0.55%-66,91313F-HRTimeline
Chesley Taft & Associates LLC101,900$2.38M0.09%+6,90013F-HRTimeline
Breachway Investments LLC101,050$2.37M2.49%13F-HRTimeline
Godshalk Welsh Capital Management, Inc.99,900$2.34M1.34%+33,45013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,320$2.28M<0.01%+5,64713F-HRTimelineGroup
Composition Wealth, LLC95,233$2.23M0.03%+10,73613F-HRTimeline
4J Wealth Management LLC92,600$2.17M1.24%+78,39513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,427$2.17M<0.01%+6,47013F-HRTimeline
FourThought Financial Partners, LLC89,377$2.09M0.18%+23,27713F-HRTimeline
SAX WEALTH ADVISORS, LLC89,348$2.09M0.1%+1,51613F-HRTimeline
Belpointe Asset Management LLC88,582$2.07M0.07%+16,50713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp87,656$2.05M0.05%+1,98913F-HRTimelineGroup
Meridian Wealth Management, LLC87,311$2.04M0.07%+11,89813F-HRTimeline
Resonant Capital Advisors, LLC84,510$1.98M0.11%+9,53913F-HRTimeline
Private Advisor Group, LLC84,002$1.97M0.01%+18,40913F-HRTimeline
WRAPMANAGER INC81,595$1.91M0.65%-17,90313F-HRTimeline
CABOT WEALTH MANAGEMENT INC80,613$1.89M0.21%+2,48513F-HRTimeline
Northstar Group, Inc.80,046$1.87M0.26%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.76,196$1.78M0.07%+24,16213F-HRTimeline
Cornerstone Planning, LLC75,828$1.77M0.41%13F-HRTimeline
Covington Investment Advisors Inc.75,567$1.77M0.24%new13F-HRTimeline
Segment Wealth Management, LLC75,320$1.76M0.1%+43013F-HRTimeline
BEACON FINANCIAL GROUP73,901$1.73M0.17%+7,00213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,423$1.72M0.02%+1,40913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,721$1.68M<0.01%-88,28313F-HRTimelineGroup
Advance Capital Management, Inc.70,735$1.66M0.07%new13F-HRTimeline
Jefferson Bridge Capital, LLC68,974$1.61M1.63%13F-HRTimeline
Creative Planningin group Creative Planning68,676$1.61M<0.01%+10,55313F-HRTimelineGroup
IFG Advisory, LLC68,536$1.6M0.07%+2,54713F-HRTimeline
Fortis Capital Management LLC68,060$1.59M0.21%+42,25813F-HRTimeline
Foundry Financial Group, Inc.65,516$1.53M0.77%+18,43813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC65,092$1.52M0.11%+40,45613F-HRTimeline
ROMANO BROTHERS AND COMPANY64,341$1.51M0.17%+28,25313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…63,886$1.5M0.98%-11,27113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC63,446$1.48M0.29%-5,67913F-HRTimeline
COWA, LLC62,894$1.47M0.45%-1,32213F-HRTimeline
Cyr Financial Inc.61,613$1.44M0.9%+45713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…60,761$1.42M0.04%+6,42013F-HRTimelineGroup
First Fiduciary Investment Counsel, Inc.60,345$1.41M0.27%+9,25013F-HRTimeline
COMERICA BANK60,197$1.41M0.01%+5,86813F-HRTimeline
TFR Capital, LLC.59,758$1.4M0.46%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.59,157$1.38M0.19%+17,73513F-HRTimeline
Camelot Portfolios, LLC59,018$1.38M0.86%-9,77013F-HRTimeline
Seneca House Advisors57,146$1.34M0.5%-5,33013F-HRTimeline
Great Diamond Partners, LLC54,500$1.28M0.25%+31,77913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…53,347$1.25M0.04%+5,66213F-HRTimelineGroup
Archford Capital Strategies, LLC52,645$1.23M0.14%-48113F-HRTimeline
Integrated Wealth Concepts LLC52,295$1.22M0.01%+11,61713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC51,114$1.2M<0.01%+15,11813F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…50,497$1.18M0.06%+40,64113F-HRTimeline
Journey Advisory Group, LLC50,100$1.17M0.1%+2,80013F-HRTimeline
Madden Advisory Services, Inc.49,993$1.17M0.47%+5,10013F-HRTimeline
Reliant Wealth Planning49,407$1.16M0.36%+10,83213F-HRTimeline
Walleye Partners, LLC48,679$1.14M1.27%13F-HRTimeline
Sightline Wealth Advisors, LLC46,022$1.08M0.46%+8,28913F-HRTimeline
Gilbert & Cook, Inc.45,516$1.07M0.13%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC45,367$1.06M0.27%-5,25813F-HRTimeline
Gilbert Capital Group, Inc.45,122$1.06M0.79%+2,16713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,939$1.05M<0.01%-9,90813F-HRTimelineGroup
Farmers National Bank44,068$1.03M0.23%+85213F-HRTimeline
Bullock Wealth Management Group43,853$1.03M0.5%+7,38613F-HRTimeline
Roble, Belko & Company, Inc43,439$1.02M0.13%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,998$1.01M0.01%+27,80513F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…42,415$993K0.14%new13F-HRTimeline
Bank of New Hampshire41,590$973K0.22%-45013F-HRTimeline
Farther Finance Advisors, LLC41,335$967K0.01%+24,96813F-HRTimeline
CGN Advisors LLC41,131$963K0.08%-15813F-HRTimeline