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Disclosery

IBDU ISHARES TR

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ETF (fund)

383 managers (384 13F filers) reported a position in IBDU shares at 2026-03-31, 125,013,192 shares in all. 53 filers opened a position and 26 filers sold out during the quarter.

Managers
383
13F filers
384
New
53
Added
234
Reduced
56
Sold out
26
Shares held by filers
125,013,192

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/7,313,604$170M0.01%+6,17013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,692,831$156M0.01%+1,184,48213F-HRTimelineGroup
Aptus Capital Advisors, LLC6,381,013$148M1.25%-278,61513F-HRTimeline
CAPITAL ADVISORS INC/OK5,083,616$118M1.9%+284,96113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,033,782$117M0.17%-577,63013F-HRTimeline
SHUFRO ROSE & CO LLC3,978,128$92.5M6.31%+172,92313F-HRTimeline
Capital Investment Advisors, LLC3,864,206$89.9M1.31%+142,04513F-HR/ATimeline
UBS Group AGin group UBS Group AG3,681,557$85.6M0.02%+168,50513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,267,016$76M0.3%+1,842,01513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,172,199$73.8M0.02%+220,56013F-HRTimelineGroup
HM PAYSON & CO2,827,401$65.8M0.95%+665,13613F-HRTimeline
LPL Financial LLC2,383,159$55.4M0.01%+249,46313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,340,571$54.4M0.01%+158,95713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,125,189$49.4M0.01%+22,62313F-HR/ATimelineGroup
SUMMITRY LLC1,905,503$44.3M1.56%+68,49513F-HR/ATimeline
HighTower Advisors, LLC1,864,585$43.4M0.05%+93,27213F-HRTimeline
Sound View Wealth Advisors Group, LLC1,766,350$41.1M2.79%+152,90213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,751,750$40.7M2.51%+6,22713F-HRTimeline
Klingman & Associates, LLC1,580,678$36.8M1.76%+41,67313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,543,187$35.9M1.9%+28,45513F-HRTimeline
Gratus Wealth Advisors, LLC1,509,083$35.1M5.08%+88,11413F-HRTimeline
Venture Visionary Partners LLC1,493,666$34.7M1.16%+142,04913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,182,371$27.5M0.53%+37,24013F-HRTimelineGroup
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co1,179,000$27.4M0.94%+241,00013F-HRTimelineGroup
Seven Springs Wealth Group, LLC1,164,618$27.1M6.26%+15,07213F-HRTimeline
Kathmere Capital Management, LLC1,154,298$26.8M1.66%+118,09613F-HRTimeline
RVW Wealth, LLC1,148,779$26.7M2.08%+88,78013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,146,128$26.7M0.04%-53,96713F-HRTimeline
Advisors Capital Management, LLC1,136,986$26.4M0.31%+40,04913F-HRTimeline
Summit Financial, LLC1,113,705$25.9M0.33%+45,14213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,099,485$25.6M0.01%+40,71513F-HR/ATimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC1,015,407$23.6M0.93%+45,84713F-HRTimeline
THREADGILL FINANCIAL, LLC923,433$21.5M6.24%+908,18413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.871,158$20.3M1.99%+76,52113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding837,735$19.5M+135,164Timeline
Summit Asset Management, LLC778,230$18.1M2.52%+9,55113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\687,363$16M0.02%+59,22313F-HRTimelineGroup
First National Trust Co661,254$15.4M0.52%+161,50913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS653,285$15.2M0.03%+62,84213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp641,623$14.9M1.5%+38,22813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.615,014$14.3M<0.01%+229,49013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…593,674$13.8M0.02%+15,28213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP563,068$13.1M0.01%-146,47413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…562,146$13.1M0.37%+48,49813F-HRTimeline
Ironwood Financial, llc559,085$13M2.27%+21,93413F-HRTimeline
NOVEM GROUP551,506$12.8M1.48%+80,89313F-HRTimeline
Windsor Capital Management, LLC543,324$12.6M3.56%+18,80213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…530,040$12.3M0.01%+64,01413F-HRTimelineGroup
Ruggaard & Associates LLC511,829$11.9M4.72%+9,29413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP504,623$11.7M0.86%+18,55713F-HRTimeline
Baltimore-Washington Financial Advisors…503,946$11.7M0.51%+93,37313F-HRTimeline
Probity Advisors, Inc.500,441$11.6M1.84%+47,84713F-HRTimeline
Glenview Trust Co495,075$11.5M0.18%+123,77513F-HRTimeline
CENTRAL TRUST Co483,346$11.2M0.22%+47,31113F-HRTimeline
Commonwealth Financial Services, LLC464,345$10.8M1.71%+31,51913F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …461,783$10.7M1.21%-149,94613F-HRTimelineGroup
Mesirow Financial Investment Management…454,359$10.6M0.17%+237,78513F-HRTimeline
REBALANCE, LLC453,018$10.5M0.61%+17,62113F-HRTimeline
ES4, LLC452,711$10.5M6.8%new13F-HRTimeline
Parkway Wealth Management Group, LLC436,736$10.2M1.28%+43,37113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC430,083$10M0.1%+9,04713F-HRTimelineGroup
MCF Advisors LLC424,253$9.87M0.43%+53,27813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC414,147$9.63M<0.01%+203,90413F-HRTimelineGroup
SPINNAKER TRUST410,790$9.55M0.53%+106,07313F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…395,000$9.19M2.7%-65213F-HRTimelineGroup
Peloton Wealth Strategists393,645$9.16M3.7%+18,05013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC379,604$8.83M0.01%+334,66513F-HRTimelineGroup
Cornerstone Planning, LLC361,431$8.43M1.9%+285,60313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.337,543$7.85M0.09%+155,96713F-HRTimelineGroup
Guidance Point Advisors, LLC322,288$7.5M1.78%+7,93113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC321,596$7.48M3.53%+20,44713F-HRTimeline
Allworth Financial LP315,742$7.34M0.03%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC307,572$7.15M0.44%+33,70813F-HRTimeline
Envision Financial Planning, LLC303,396$7.06M2.55%-3,19813F-HRTimeline
Praetorian Wealth Management, Inc.290,013$6.74M1.28%+19,59413F-HRTimeline
J.W. COLE ADVISORS, INC.280,211$6.52M0.22%+4,04613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.279,221$6.5M0.04%+236,22313F-HRTimelineGroup
Parallel Advisors, LLC278,792$6.48M0.12%-30413F-HR/ATimeline
InvesTrust273,075$6.35M2.67%+20,59113F-HRTimeline
Beacon Pointe Advisors, LLC267,290$6.22M0.03%+37,54513F-HRTimeline
IFP Advisors, Inc265,916$6.19M0.13%+29,48313F-HRTimeline
CWM, LLCin group CWM, LLC263,881$6.14M0.02%+35,52013F-HRTimelineGroup
Penobscot Investment Management Company…262,865$6.11M0.48%+18,71513F-HRTimeline
OneDigital Investment Advisors LLC246,980$5.74M0.06%+90313F-HRTimeline
HAMEL ASSOCIATES, INC.246,702$5.74M1.64%+18,92313F-HRTimeline
Signature Wealth Management Group245,791$5.72M2.17%-28613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp240,181$5.59M0.11%+99413F-HRTimelineGroup
Krilogy Financial LLC226,415$5.27M0.17%+3,08613F-HRTimeline
HANCOCK WHITNEY CORP224,933$5.23M0.09%+11,83013F-HRTimeline
Atria Investments, Inc224,513$5.22M0.06%+15,15113F-HRTimeline
Houlihan Financial Resource Group, Ltd.223,165$5.19M2.02%+4,23313F-HRTimeline
Strid Group, LLC222,108$5.17M0.64%+79,47313F-HRTimeline
Snowden Capital Advisors LLC219,212$5.1M0.14%+10,27113F-HRTimeline
Winthrop Partners - WNY, LLC218,202$5.08M2.7%+8,23913F-HRTimeline
Cambridge Investment Research Advisors,…207,891$4.84M0.01%+21,42113F-HRTimeline
Merit Financial Group, LLC207,637$4.83M0.04%+45,33013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…205,230$4.77M0.01%+180,95313F-HRTimelineGroup
Cetera Investment Advisers199,905$4.65M<0.01%+9,84313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…199,987$4.65M0.03%+72,86713F-HRTimelineGroup
VIRGINIA WEALTH MANAGEMENT GROUP, INC.199,115$4.63M2.48%-1,47013F-HRTimeline
Cherry Tree Wealth Management, LLC195,635$4.55M0.96%-61213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP194,602$4.53M0.03%+25,53813F-HRTimelineGroup
Sowell Financial Services LLC193,237$4.49M0.17%+6,04313F-HRTimeline
Leo Wealth, LLC191,154$4.45M0.32%+17,21113F-HRTimeline
Chicago Partners Investment Group LLC188,158$4.38M0.1%+177,36713F-HRTimeline
4Thought Financial Group Inc.186,651$4.34M2.15%-3,16913F-HRTimeline
Cornell Pochily Investment Advisors, In…185,624$4.32M1.27%+39,74613F-HRTimeline
MEMBERS WEALTH LLC183,769$4.28M2.56%+10,93413F-HRTimeline
Janney Montgomery Scott LLC183,465$4.27M0.01%-103,60913F-HRTimeline
Crews Bank & Trust183,305$4.26M0.62%+57,75513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO183,784$4.26M<0.01%+112,06313F-HR/ATimelineGroup
Newman Dignan & Sheerar, Inc.182,557$4.25M0.89%+6813F-HRTimeline
Mariner, LLCin group Mariner, LLC181,976$4.23M<0.01%+3,08213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,512$4.13M0.01%+68713F-HRTimelineGroup
Syntegra Private Wealth Group, LLC176,508$4.11M0.39%-4,95713F-HRTimeline
Wilkins Miller Wealth Management, LLC176,133$4.1M2.48%-2,12213F-HRTimeline
Kesler, Norman & Wride, LLC172,172$4M0.69%+49,90313F-HRTimeline
Rossmore Private Capital171,103$3.98M0.35%+13,43913F-HRTimeline
EIGHT 31 FINANCIAL, LLC170,378$3.96M2.39%-4,06413F-HRTimeline
SONATA CAPITAL GROUP INC165,016$3.84M1.42%+36,28113F-HRTimeline
Integrated Wealth Concepts LLC161,067$3.75M0.03%+108,77213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP161,319$3.73M<0.01%+31,45313F-HRTimelineGroup
Whalen Wealth Management Inc.156,631$3.64M1.95%-36713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC152,340$3.54M0.71%+6,04813F-HRTimeline
ADIRONDACK TRUST CO151,872$3.53M1.19%+28,91413F-HRTimeline
LFA - Lugano Financial Advisors SA151,643$3.5M1.78%+13013F-HRTimeline
HARBOR ADVISORY CORP /MA/148,903$3.46M1.04%+23,56413F-HRTimeline
Heartland Bank & Trust Co148,493$3.45M0.78%+118,88913F-HRTimeline
Valmark Advisers, Inc.146,110$3.4M0.04%+13,97713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC145,005$3.37M0.22%new13F-HRTimeline
Laurel Wealth Advisors LLC144,615$3.36M0.33%+11,36513F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.143,958$3.35M2.52%-7,54713F-HRTimeline
Composition Wealth, LLC142,265$3.31M0.05%+47,03213F-HRTimeline
Stonebrook Private Inc.141,720$3.3M0.7%+4,71413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC140,902$3.28M0.05%+34,71013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.140,301$3.26M0.21%+16,88313F-HRTimeline
Godshalk Welsh Capital Management, Inc.132,750$3.09M1.79%+32,85013F-HRTimeline
MML INVESTORS SERVICES, LLC127,728$2.97M0.01%+115,06813F-HRTimeline
FourThought Financial Partners, LLC123,350$2.87M0.25%+33,97313F-HRTimeline
LifePlan Financial, LLC122,537$2.85M2.11%+6,94213F-HRTimeline
MONECO ADVISORS, LLC120,459$2.8M0.22%+13,91513F-HRTimeline
Roble, Belko & Company, Inc119,309$2.77M0.35%+75,87013F-HRTimeline
4J Wealth Management LLC118,996$2.77M1.57%+26,39613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,400$2.7M0.01%+23,97313F-HRTimeline
EP Wealth Advisors, LLC115,860$2.69M0.01%+4,33413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…115,102$2.68M<0.01%+86,56613F-HRTimelineGroup
Marathon Mission, Inc.114,818$2.67M1.55%+5,24913F-HRTimeline
Belpointe Asset Management LLC113,363$2.64M0.1%+24,78113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,988$2.58M<0.01%new13F-HRTimelineGroup
Madden Advisory Services, Inc.108,450$2.52M0.99%+58,45713F-HRTimeline
Keeler Thomas Management LLC106,833$2.48M1.05%-78,07913F-HRTimeline
Beaumont Asset Management, L.L.C.106,225$2.47M1.11%+90,62413F-HRTimeline
AssuredPartners Investment Advisors, LLC106,604$2.47M0.27%new13F-HRTimeline
Breachway Investments LLC105,268$2.44M2.34%+4,21813F-HRTimeline
Chesley Taft & Associates LLC102,900$2.39M0.1%+1,00013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…101,290$2.35M0.51%-62,30013F-HRTimeline
10Elms LLP97,421$2.3M1.45%+63,35113F-HRTimeline
Northstar Group, Inc.96,041$2.23M0.32%+15,99513F-HRTimeline
Resonant Capital Advisors, LLC95,276$2.22M0.12%+10,76613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp93,278$2.17M0.06%+5,62213F-HRTimelineGroup
Meridian Wealth Management, LLC92,010$2.14M0.08%+4,69913F-HRTimeline
Private Advisor Group, LLC91,405$2.13M0.01%+7,40313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD91,350$2.12M0.02%-17,11213F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC90,707$2.11M0.24%+10,09413F-HRTimeline
SAX WEALTH ADVISORS, LLC89,348$2.09M0.1%013F-HRTimeline
Segment Wealth Management, LLC89,205$2.07M0.12%+13,88513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.88,446$2.06M0.08%+12,25013F-HRTimeline
Covington Investment Advisors Inc.85,061$1.98M0.29%+9,49413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC84,646$1.97M0.16%+19,55413F-HRTimeline
WRAPMANAGER INC83,449$1.94M0.67%+1,85413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC81,553$1.9M0.02%+8,13013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…80,114$1.86M0.09%+29,61713F-HRTimeline
ROMANO BROTHERS AND COMPANY77,114$1.79M0.2%+12,77313F-HRTimeline
BEACON FINANCIAL GROUP76,249$1.77M0.18%+2,34813F-HRTimeline
Advance Capital Management, Inc.71,213$1.66M0.06%+47813F-HRTimeline
Creative Planningin group Creative Planning71,117$1.65M<0.01%+2,44113F-HRTimelineGroup
Jefferson Bridge Capital, LLC70,745$1.65M1.63%+1,77113F-HRTimeline
Great Diamond Partners, LLC66,876$1.56M0.3%+12,37613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,825$1.55M<0.01%-30,49513F-HRTimelineGroup
COWA, LLC66,319$1.54M0.42%+3,42513F-HRTimeline
McGlone Suttner Wealth Management, Inc.65,713$1.53M0.2%+6,55613F-HRTimeline
TFR Capital, LLC.65,311$1.52M0.47%+5,55313F-HRTimeline
Fortis Capital Management LLC63,157$1.47M0.2%-4,90313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…62,774$1.46M0.99%-1,11213F-HRTimeline
Foundry Financial Group, Inc.62,494$1.45M0.72%-3,02213F-HRTimeline
Cyr Financial Inc.59,848$1.39M0.82%-1,76513F-HRTimeline
First Fiduciary Investment Counsel, Inc.59,253$1.38M0.28%-1,09213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…58,599$1.36M0.03%-2,16213F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC54,735$1.27M0.27%-8,71113F-HRTimeline
Bullock Wealth Management Group54,751$1.27M0.64%+10,89813F-HRTimeline
Sightline Wealth Advisors, LLC54,191$1.26M0.53%+8,16913F-HRTimeline
Reliant Wealth Planning53,646$1.25M0.38%+4,23913F-HRTimeline
Farther Finance Advisors, LLC52,431$1.22M0.01%+11,09613F-HRTimeline
Archford Capital Strategies, LLC51,627$1.2M0.14%-1,01813F-HRTimeline
Beaumont Financial Advisors, LLC51,362$1.19M0.08%new13F-HRTimeline
Journey Advisory Group, LLC50,100$1.17M0.1%013F-HRTimeline
Camelot Portfolios, LLC50,000$1.16M0.87%-9,01813F-HRTimeline
High Note Wealth, LLC49,997$1.16M0.23%+45,52713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC49,864$1.16M<0.01%-1,25013F-HRTimelineGroup
Walleye Partners, LLC49,046$1.14M1.4%+36713F-HRTimeline