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Disclosery

IBMO ISHARES TR

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ETF (fund)

178 managers (179 13F filers) reported a position in IBMO shares at 2025-03-31, 16,881,230 shares in all. 9 filers opened a position and 11 filers sold out during the quarter.

Managers
178
13F filers
179
New
9
Added
70
Reduced
57
Sold out
11
Shares held by filers
16,881,230

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/1,886,518$48.2M<0.01%+137,90213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC873,501$22.3M0.01%-75,52113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV859,031$22M0.05%-7,32713F-HRTimeline
Clearstead Advisors, LLC855,421$21.9M0.34%-7,88413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\688,099$17.6M0.02%-23,25113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY687,559$17.6M<0.01%-21,54413F-HRTimelineGroup
NewEdge Advisors, LLC569,568$14.6M0.09%+10,13313F-HRTimeline
Kathmere Capital Management, LLC528,357$13.5M1.15%-94,55713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN493,053$12.6M<0.01%+6,17913F-HRTimelineGroup
UBS Group AGin group UBS Group AG468,920$12M<0.01%-184,78713F-HRTimelineGroup
LPL Financial LLC387,913$9.92M<0.01%+49,80313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC366,493$9.37M0.73%+36,69413F-HRTimeline
HighTower Advisors, LLC344,628$8.81M0.01%-6,47013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co325,445$8.32M0.59%+1,41313F-HRTimelineGroup
Integrated Wealth Concepts LLC325,296$8.31M0.1%+20,54413F-HRTimeline
Covington Investment Advisors Inc.301,290$7.78M1.21%+7,25013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC285,347$7.29M<0.01%-83,87513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC282,329$7.22M0.04%+135,09413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…268,783$6.87M0.01%-2,59313F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.266,114$6.8M0.34%+9,00013F-HRTimeline
Praetorian Wealth Management, Inc.236,902$6.06M1.48%+2,94013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC181,686$4.64M0.21%+16,33113F-HRTimeline
CENTRAL TRUST Co162,001$4.14M0.1%-7,70613F-HRTimeline
Cyndeo Wealth Partners, LLC161,854$4.14M0.27%-11,12813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC158,254$4.04M<0.01%-161,73313F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC157,368$4.02M0.33%+16,84213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC153,577$3.92M0.01%+13,37113F-HRTimeline
Quantum Financial Advisors, LLC152,238$3.89M0.58%+20,13213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC144,392$3.69M0.07%+27,62913F-HRTimeline
Paradiem, LLC135,772$3.47M0.96%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,134$3.2M<0.01%+18,79613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,601$2.93M0.01%-12,60313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…108,114$2.76M0.02%+16,70413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC105,219$2.69M0.06%+8,79113F-HRTimeline
Sanctuary Advisors, LLC104,506$2.67M0.02%-1,53613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,834$2.45M<0.01%+1,59513F-HR/ATimelineGroup
SONATA CAPITAL GROUP INC95,287$2.44M1.06%013F-HRTimeline
Atwater Malick LLC94,706$2.42M0.82%+30,31213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC75,467$1.93M0.03%-1113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP75,039$1.92M0.01%+2,54313F-HRTimelineGroup
New England Private Wealth Advisors LLC73,255$1.87M0.29%+6,19213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding70,042$1.79M+24,998Timeline
SENTINEL PENSION ADVISORS, LLC68,752$1.76M0.32%+92413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC65,729$1.68M0.12%013F-HRTimeline
Scissortail Wealth Management, LLC64,903$1.66M0.43%-3,96013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC61,929$1.58M0.62%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth59,964$1.53M<0.01%-1,96013F-HR/ATimelineGroup
Glenview Trust Co58,838$1.5M0.03%013F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.58,755$1.5M0.19%013F-HRTimeline
Signature Wealth Management Group58,693$1.5M0.58%-45913F-HRTimeline
Valmark Advisers, Inc.58,248$1.49M0.02%-2,99313F-HRTimeline
Capital Investment Advisors, LLC57,394$1.47M0.03%+1,41713F-HRTimeline
PSI Advisors, LLC56,874$1.45M0.47%+5,80013F-HRTimeline
Beacon Pointe Advisors, LLC53,383$1.36M0.02%-3,21913F-HRTimeline
RIA Advisory Group LLC52,806$1.35M0.44%+5,37013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49,533$1.27M0.1%013F-HRTimeline
CWM, LLCin group CWM, LLC48,996$1.25M<0.01%+1,04113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP48,747$1.25M<0.01%-320,74913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,588$1.24M0.02%+3,79313F-HRTimelineGroup
Granite Harbor Advisors, Inc.48,329$1.24M0.66%+2,57613F-HRTimeline
Atria Investments, Inc46,425$1.19M0.02%+3,67013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC45,660$1.17M0.63%-96313F-HRTimeline
SPINNAKER TRUST45,085$1.15M0.08%+11,06013F-HRTimeline
Evergreen Private Wealth LLC45,029$1.15M0.54%+90613F-HRTimeline
Orion Porfolio Solutions, LLC44,564$1.14M0.01%+36,29313F-HRTimeline
Orion Portfolio Solutions, LLC44,564$1.14M0.01%+36,29313F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.44,313$1.13M0.02%+3013F-HRTimelineGroup
Sandy Spring Bank43,869$1.12M0.05%+48113F-HRTimeline
WJ Wealth Management, LLC43,323$1.11M0.39%-21,20013F-HRTimeline
NorthCoast Asset Management LLC43,124$1.1M0.01%new13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC41,835$1.07M<0.01%-50213F-HRTimelineGroup
IHT Wealth Management, LLC41,766$1.07M0.03%+16313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\41,021$1.05M<0.01%new13F-HRTimelineGroup
Foundry Financial Group, Inc.39,938$1.02M0.63%-4,25013F-HRTimeline
Cetera Investment Advisers39,875$1.02M<0.01%+4,11713F-HRTimeline
Lantz Financial LLC39,433$1.01M0.28%+7813F-HRTimeline
Modern Wealth Management, LLC38,052$973K0.03%-2,54413F-HR/ATimeline
POSTROCK PARTNERS LLC37,066$947K0.47%013F-HRTimeline
Prism Advisors, Inc.35,665$912K0.28%013F-HRTimeline
Financial Engines Advisors L.L.C.32,608$833K<0.01%-11,68613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,955$817K<0.01%+10,84113F-HR/ATimelineGroup
GC Wealth Management RIA, LLC31,764$812K0.15%+1,12313F-HRTimeline
Snowden Capital Advisors LLC31,700$810K0.03%013F-HRTimeline
Strid Group, LLC31,176$797K0.12%013F-HRTimeline
Crews Bank & Trust30,981$792K0.14%-1,93013F-HRTimeline
IFP Advisors, Inc30,744$786K0.02%-2,77113F-HRTimeline
Roof Eidam Maycock Peralta, LLC29,655$758K0.2%-5,56813F-HRTimeline
Resonant Capital Advisors, LLC27,461$702K0.05%+15,68013F-HRTimeline
CFS Investment Advisory Services, LLC25,689$657K0.06%-4,59913F-HRTimeline
Ashton Thomas Private Wealth, LLC23,800$608K0.02%-268,01313F-HRTimeline
10Elms LLP23,394$598K0.6%+4,19013F-HRTimeline
MEMBERS WEALTH LLC22,406$573K0.43%+78613F-HRTimeline
Janney Montgomery Scott LLC22,338$571K<0.01%+6,00013F-HRTimeline
NOVEM GROUP21,510$550K0.08%+57913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,382$521K<0.01%-4,47513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,000$511K0.01%013F-HRTimelineGroup
Parallel Advisors, LLC19,578$500K0.01%-19213F-HRTimeline
First Affirmative Financial Network19,444$497K0.3%+78813F-HRTimeline
&PARTNERS20,423$494K0.01%-11,62513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC19,229$491K0.34%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/17,380$444K0.09%+23013F-HRTimeline
Archford Capital Strategies, LLC15,807$404K0.06%-813F-HRTimeline
Princeton Global Asset Management LLC15,700$401K0.08%+8,80013F-HRTimeline
Cambridge Investment Research Advisors,…15,486$396K<0.01%+3,69013F-HRTimeline
Exchange Capital Management, Inc.15,399$394K0.06%-1,06013F-HRTimeline
Argent Trust Co15,158$387K0.02%013F-HRTimeline
Richard P Slaughter Associates Inc15,158$387K0.09%+6,80113F-HRTimeline
WealthBridge Capital Management, LLC14,660$375K0.11%+30213F-HRTimeline
WRAPMANAGER INC14,515$371K0.1%-46013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,260$364K<0.01%new13F-HRTimelineGroup
Commonwealth Financial Services, LLC14,095$360K0.07%-95113F-HRTimeline
Klingman & Associates, LLC14,092$360K0.02%-2,82113F-HRTimeline
Trust Co13,709$350K0.04%+3,92513F-HRTimeline
NESTEGG ADVISORS, INC.13,460$344K0.37%-1,53813F-HRTimeline
Avantax Planning Partners, Inc.13,229$338K0.01%-1713F-HRTimeline
CORA CAPITAL ADVISORS LLC12,500$320K0.15%013F-HRTimeline
Rehmann Capital Advisory Group12,459$318K0.02%-10413F-HRTimeline
Crumly & Associates Inc.12,450$318K0.09%-31,68513F-HRTimeline
Rossmore Private Capital11,736$300K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning11,556$295K<0.01%-1,10013F-HRTimelineGroup
Buffington Mohr McNeal11,490$294K0.06%+98113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,489$294K0.33%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV11,316$289K0.1%+1,31313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,259$288K<0.01%-48213F-HR/ATimelineGroup
Peloton Wealth Strategists11,000$281K0.12%013F-HRTimeline
MONECO ADVISORS, LLC10,893$278K0.03%013F-HR/ATimeline
ALTERNA WEALTH MANAGEMENT, INC10,853$277K0.21%013F-HRTimeline
Garden State Investment Advisory Servic…10,690$273K0.09%-6,34813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,373$265K<0.01%new13F-HRTimelineGroup
KOM Wealth Management Group, LLC10,151$259K0.23%+4013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,000$256K0.02%-2,40013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$256K<0.01%013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC10,000$256K0.14%013F-HRTimeline
SHUFRO ROSE & CO LLC9,964$255K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,595$245K0.01%013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp9,451$242K0.03%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC9,312$238K<0.01%-15613F-HR/ATimelineGroup
Asset Dedication, LLC9,282$237K0.02%013F-HRTimeline
Patten Group, Inc.9,111$233K0.05%013F-HRTimeline
TPG Advisors LLC9,094$232K0.18%-3,00613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,056$231K<0.01%+1,03713F-HRTimelineGroup
SIGNATUREFD, LLC8,988$230K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,918$228K0.05%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,839$226K0.04%+1013F-HRTimeline
First National Trust Co8,833$226K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,590$220K<0.01%+6,35013F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,474$217K<0.01%013F-HRTimeline
ArborFi Advisors, LLC8,470$216K0.22%new13F-HRTimeline
Horan Securities, Inc.8,453$216K0.08%-113F-HRTimeline
Baltimore-Washington Financial Advisors…8,179$209K0.01%013F-HRTimeline
Stonebridge Capital Advisors LLC8,093$207K0.02%-60013F-HRTimeline
SMITH, MOORE & CO.8,077$206K0.02%+3213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,077$206K0.01%+4713F-HRTimelineGroup
Eldridge Investment Advisors, Inc.8,000$204K0.05%013F-HRTimeline
STAR Financial Bank7,921$202K0.15%013F-HRTimeline
Legacy Private Trust Co.7,870$201K0.01%013F-HRTimeline
FMR LLCin group FMR LLC7,679$196K<0.01%+7,65613F-HRTimelineGroup
PRIVATE TRUST CO NA7,574$194K0.02%+92213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,873$176K0.01%-38913F-HRTimelineGroup
Hughes Financial Services, LLC6,292$161K0.03%new13F-HRTimeline
Global Financial Private Client, LLC5,801$148K0.06%-64113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,656$93.4K0.01%+49613F-HRTimeline
Glen Eagle Advisors, LLC3,225$82.4K0.01%013F-HRTimeline
Bank of New Hampshire2,905$74.3K0.02%-75013F-HRTimeline
American Capital Advisory, LLC2,221$56.8K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,141$54.8K<0.01%+14913F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,034$51.8K<0.01%+9113F-HRTimelineGroup
Coastline Trust Co1,918$49K0.01%+1,07813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rialto Wealth Management, LLC965$24.7K0.01%013F-HRTimeline
COMERICA BANK883$22.6K<0.01%-3,85613F-HRTimeline
Allworth Financial LP802$20.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.368$9.4K<0.01%+113F-HRTimeline
Stephens Consulting, LLC313$8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC180$4.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.146$3.73K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC37$946<0.01%013F-HRTimeline
Caldwell Trust Co29$741<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.