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Disclosery

IBMO ISHARES TR

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ETF (fund)

181 managers (182 13F filers) reported a position in IBMO shares at 2024-12-31, 17,586,938 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
181
13F filers
182
New
18
Added
75
Reduced
41
Sold out
4
Shares held by filers
17,586,938

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/1,748,616$44.5M<0.01%+187,79413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC949,022$24.2M0.01%+23,95013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV866,358$22.1M0.05%-126,33713F-HRTimeline
Clearstead Advisors, LLC863,305$22M0.33%+64,81713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\711,350$18.1M0.02%+14,14213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY709,103$18.1M<0.01%-96,61613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG653,707$16.6M<0.01%-98,34113F-HRTimelineGroup
Kathmere Capital Management, LLC622,914$15.9M1.42%-7,84713F-HRTimeline
NewEdge Advisors, LLC559,435$14.2M0.09%+1,81313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN486,874$12.4M<0.01%-4,32713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP369,496$9.41M0.02%-22,36113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC369,222$9.4M<0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC351,098$8.94M0.01%+56,36713F-HRTimeline
LPL Financial LLC338,110$8.61M<0.01%+41,61913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC329,799$8.4M0.66%+13,89013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co324,032$8.25M0.62%+12,54813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC319,987$8.15M<0.01%+51,11113F-HRTimelineGroup
Integrated Wealth Concepts LLC304,752$7.76M0.09%+79,43413F-HRTimeline
Covington Investment Advisors Inc.294,040$7.49M1.12%-4,01013F-HR/ATimeline
Ashton Thomas Private Wealth, LLC291,813$7.43M0.29%+45,32113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…271,376$6.91M0.01%+25,78813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.257,114$6.55M0.32%+50,00013F-HRTimeline
Praetorian Wealth Management, Inc.233,962$5.96M1.45%+2,24913F-HRTimeline
Cyndeo Wealth Partners, LLC172,982$4.4M0.3%+7,51813F-HRTimeline
CENTRAL TRUST Co169,707$4.32M0.11%+38,26113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC165,355$4.21M0.18%+2,65013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC147,235$3.75M0.02%+89,74513F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC140,526$3.58M0.29%-61813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC140,206$3.57M0.01%+10,89313F-HRTimeline
Paradiem, LLC135,772$3.46M0.93%013F-HRTimeline
Quantum Financial Advisors, LLC132,106$3.36M0.51%+1,37213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,204$3.24M0.01%-10,59513F-HR/ATimelineGroup
Newman Dignan & Sheerar, Inc.118,734$3.02M0.77%+1513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC116,763$2.97M0.06%+15,50613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,338$2.71M<0.01%+23,37013F-HRTimelineGroup
Sanctuary Advisors, LLC106,042$2.71M0.02%+4,09113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC96,428$2.46M0.05%+46,11713F-HRTimeline
SONATA CAPITAL GROUP INC95,287$2.43M1%+18,89713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,239$2.4M<0.01%+3,71013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…91,410$2.33M0.02%+6,34913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC75,478$1.92M0.03%+1,18413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP72,496$1.85M0.01%+2,03913F-HRTimelineGroup
Scissortail Wealth Management, LLC68,863$1.75M0.45%+68,81713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC67,828$1.73M0.32%+51413F-HRTimeline
New England Private Wealth Advisors LLC67,063$1.71M0.27%+50,09913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC65,729$1.67M0.12%+6,74113F-HRTimeline
WJ Wealth Management, LLC64,523$1.64M0.57%013F-HRTimeline
Atwater Malick LLC64,394$1.64M0.55%-1,96513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC61,929$1.58M0.62%+17,00013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth61,924$1.58M<0.01%+5,25313F-HR/ATimelineGroup
Valmark Advisers, Inc.61,241$1.56M0.02%+12,21613F-HRTimeline
Signature Wealth Management Group59,152$1.51M0.61%+54413F-HRTimeline
Glenview Trust Co58,838$1.5M0.03%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.58,755$1.5M0.18%+5,87013F-HRTimeline
Beacon Pointe Advisors, LLC56,602$1.44M0.02%+1,64113F-HRTimeline
Capital Investment Advisors, LLC55,977$1.43M0.03%+10,83813F-HRTimeline
PSI Advisors, LLC51,074$1.3M0.39%-2,90013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49,533$1.26M0.1%+87513F-HRTimeline
CWM, LLCin group CWM, LLC47,955$1.22M0.01%+23,56813F-HRTimelineGroup
RIA Advisory Group LLC47,436$1.21M0.41%-55213F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC46,623$1.19M0.59%-1,57113F-HRTimeline
Granite Harbor Advisors, Inc.45,753$1.16M0.64%+19,47013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding45,044$1.15M+17,849Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC44,795$1.14M0.02%+2,48313F-HRTimelineGroup
Financial Engines Advisors L.L.C.44,294$1.13M<0.01%+1,91213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.44,283$1.13M0.02%+4413F-HRTimelineGroup
Foundry Financial Group, Inc.44,188$1.13M0.7%+1,53013F-HRTimeline
Crumly & Associates Inc.44,135$1.12M0.31%-2,05413F-HRTimeline
Evergreen Private Wealth LLC44,123$1.12M0.53%+7,17013F-HRTimeline
Sandy Spring Bank43,388$1.1M0.04%-4,73413F-HRTimeline
Atria Investments, Inc42,755$1.09M0.01%-9,17713F-HRTimeline
Mariner, LLCin group Mariner, LLC42,337$1.08M<0.01%+2,63813F-HRTimelineGroup
IHT Wealth Management, LLC41,603$1.06M0.03%new13F-HRTimeline
Modern Wealth Management, LLC40,596$1.03M0.04%+15,35913F-HR/ATimeline
Lantz Financial LLC39,355$1M0.27%+8,74213F-HRTimeline
POSTROCK PARTNERS LLC37,066$944K0.46%13F-HRTimeline
Cetera Investment Advisers35,758$910K<0.01%+11,14213F-HRTimeline
Prism Advisors, Inc.35,665$908K0.27%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC35,223$897K0.23%+6113F-HRTimeline
SPINNAKER TRUST34,025$866K0.05%+3,05913F-HRTimeline
Kades & Cheifetz LLC33,529$854K0.44%+9,67513F-HRTimeline
IFP Advisors, Inc33,515$853K0.03%-44013F-HRTimeline
Crews Bank & Trust32,911$838K0.14%13F-HRTimeline
&PARTNERS32,048$813K0.01%+1,71313F-HRTimeline
Snowden Capital Advisors LLC31,700$807K0.03%013F-HRTimeline
Strid Group, LLC31,176$794K0.12%013F-HRTimeline
GC Wealth Management RIA, LLC30,641$780K0.14%+96713F-HRTimeline
CFS Investment Advisory Services, LLC30,288$771K0.07%-2,75513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,857$633K<0.01%-2,94813F-HRTimeline
MEMBERS WEALTH LLC21,620$551K0.41%13F-HRTimeline
PFG Private Wealth Management, LLC21,172$539K0.31%+52013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,114$538K<0.01%-34,83713F-HRTimelineGroup
NOVEM GROUP20,931$533K0.08%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,000$509K0.01%-4,00013F-HRTimelineGroup
Parallel Advisors, LLC19,770$503K0.01%+25513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC19,229$490K0.37%13F-HRTimeline
10Elms LLP19,204$489K0.51%13F-HRTimeline
First Affirmative Financial Network18,656$475K0.27%-54213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/17,150$437K0.09%+2013F-HRTimeline
Garden State Investment Advisory Servic…17,038$434K0.13%-2,30013F-HRTimeline
Klingman & Associates, LLC16,913$431K0.03%-6,52813F-HRTimeline
Exchange Capital Management, Inc.16,459$419K0.07%-15513F-HRTimeline
Janney Montgomery Scott LLC16,338$416K<0.01%013F-HRTimeline
Archford Capital Strategies, LLC15,815$403K0.06%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,735$401K<0.01%-113F-HR/ATimeline
Argent Trust Co15,158$386K0.02%new13F-HRTimeline
Commonwealth Financial Services, LLC15,046$383K0.08%013F-HRTimeline
NESTEGG ADVISORS, INC.14,998$382K0.39%13F-HRTimeline
WRAPMANAGER INC14,975$381K0.1%-2813F-HRTimeline
WealthBridge Capital Management, LLC14,358$366K0.1%+1,47013F-HRTimeline
KINTRA WEALTH, LLC14,335$365K0.25%-5,62613F-HRTimeline
Avantax Planning Partners, Inc.13,246$337K0.01%-3,89313F-HRTimeline
Creative Planningin group Creative Planning12,656$322K<0.01%-76513F-HRTimelineGroup
Rehmann Capital Advisory Group12,563$320K0.02%-61013F-HRTimeline
CORA CAPITAL ADVISORS LLC12,500$318K0.15%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,400$316K0.02%-47113F-HRTimeline
TPG Advisors LLC12,100$308K0.24%-8,08513F-HRTimeline
Cambridge Investment Research Advisors,…11,796$300K<0.01%+2,34313F-HRTimeline
Resonant Capital Advisors, LLC11,781$300K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,741$299K<0.01%+65513F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC11,489$293K0.33%13F-HRTimeline
Peloton Wealth Strategists11,000$280K0.11%+80013F-HRTimeline
MONECO ADVISORS, LLC10,893$277K0.03%013F-HR/ATimeline
ALTERNA WEALTH MANAGEMENT, INC10,853$276K0.23%013F-HRTimeline
Buffington Mohr McNeal10,509$268K0.04%+65413F-HRTimeline
HB Wealth Management, LLC10,131$258K<0.01%013F-HRTimeline
KOM Wealth Management Group, LLC10,111$257K0.19%+7513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV10,003$255K0.08%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$255K<0.01%013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC10,000$255K0.14%013F-HRTimeline
SHUFRO ROSE & CO LLC9,964$254K0.02%new13F-HRTimeline
Trust Co9,784$249K0.03%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,595$244K0Timeline
Savant Capital, LLCin group Savant Capital, LLC9,468$241K<0.01%013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp9,451$241K0.02%013F-HRTimelineGroup
Asset Dedication, LLC9,282$236K0.02%013F-HRTimeline
Patten Group, Inc.9,111$232K0.05%-57813F-HRTimeline
SIGNATUREFD, LLC8,988$229K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,918$227K0.05%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,829$225K0.04%-45013F-HRTimeline
4J Wealth Management LLC8,742$223K0.18%+5113F-HRTimeline
Stonebridge Capital Advisors LLC8,693$221K0.02%-65013F-HRTimeline
Private Advisor Group, LLC8,651$220K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,474$216K<0.01%013F-HRTimeline
Horan Securities, Inc.8,454$215K0.08%-4,23313F-HRTimeline
Richard P Slaughter Associates Inc8,357$213K0.05%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,271$211K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC8,271$211K<0.01%new13F-HRTimeline
Baltimore-Washington Financial Advisors…8,179$208K0.01%013F-HRTimeline
SMITH, MOORE & CO.8,045$205K0.02%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,030$205K0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,019$204K<0.01%new13F-HRTimelineGroup
Eldridge Investment Advisors, Inc.8,000$204K0.05%new13F-HRTimeline
STAR Financial Bank7,921$202K0.15%013F-HRTimeline
Legacy Private Trust Co.7,870$200K0.01%-14,69513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,262$185K0.01%-39013F-HRTimelineGroup
Princeton Global Asset Management LLC6,900$176K0.03%+77513F-HRTimeline
PRIVATE TRUST CO NA6,652$169K0.02%013F-HRTimeline
Global Financial Private Client, LLC6,442$164K0.06%-3,09813F-HRTimeline
COMERICA BANK4,739$121K<0.01%-3,67313F-HR/ATimeline
Bank of New Hampshire3,655$93.1K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC3,225$82.1K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,160$80.5K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,240$57K<0.01%+1,87513F-HRTimelineGroup
American Capital Advisory, LLC2,221$56.5K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,992$50.7K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,943$49.5K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC1,857$47.3K0.01%013F-HRTimeline
Rialto Wealth Management, LLC965$24.6K0.01%13F-HRTimeline
Coastline Trust Co840$21.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP802$20.4K<0.01%013F-HRTimeline
Aspect Partners, LLC760$19.4K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV752$19K0.01%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.367$9.33K<0.01%+313F-HRTimeline
Stephens Consulting, LLC313$7.97K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC180$4.58K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.146$3.72K<0.01%+213F-HRTimelineGroup
AE Wealth Management LLC37$942<0.01%new13F-HRTimeline
Caldwell Trust Co29$738<0.01%013F-HRTimeline
FMR LLCin group FMR LLC23$583<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.