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IBDU ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 17 13F filers report a position in IBDU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Venture Visionary Partners LLC1,620,932$36.8M0.96%+129,56813F-HRTimeline
RVW Wealth, LLC1,239,851$28.1M1.81%+29,16713F-HRTimeline
Whalen Wealth Management Inc.161,891$3.67M1.57%+4,85013F-HRTimeline
Bullock Wealth Management Group70,780$1.6M0.66%+3,24813F-HRTimeline
Farther Finance Advisors, LLC62,956$1.43M0.01%+18,45113F-HRTimeline
Mendota Financial Group, LLC62,383$1.42M0.88%+71313F-HRTimeline
Montecito Bank & Trust52,653$1.19M0.18%+1,48313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.49,610$1.13M0.18%+2,02913F-HRTimeline
Bank of New Hampshire40,640$922K0.2%-70013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.36,823$836K0.05%-1,54313F-HRTimelineGroup
S.E.E.D. Planning Group LLC18,632$423K0.1%-89113F-HRTimeline
Sarver Vrooman Wealth Advisors15,767$358K0.21%+2,01513F-HRTimeline
GAMMA Investing LLC14,064$319K0.01%+1,30113F-HRTimeline
Trust Co3,289$74.6K0.01%-72913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,164$49.1K0.01%+2413F-HRTimeline
EASTERN BANK1,425$32.3K<0.01%013F-HRTimeline
Coastline Trust Co1,418$32.2K<0.01%-6213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.