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Disclosery

IBMO ISHARES TR

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ETF (fund)

174 managers (174 13F filers) reported a position in IBMO shares at 2025-06-30, 17,340,370 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.

Managers
174
13F filers
174
New
15
Added
69
Reduced
43
Sold out
16
Shares held by filers
17,340,370

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,963,364$50.3M<0.01%+76,84613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV947,342$24.3M0.05%+88,31113F-HRTimeline
Clearstead Advisors, LLC882,174$22.6M0.32%+26,75313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC878,008$22.5M0.01%+4,50713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\734,542$18.8M0.02%+46,44313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY688,174$17.6M<0.01%+61513F-HRTimelineGroup
NewEdge Advisors, LLC615,172$15.8M0.08%+45,60413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN503,073$12.9M<0.01%+10,02013F-HRTimelineGroup
Kathmere Capital Management, LLC474,005$12.1M0.94%-54,35213F-HRTimeline
UBS Group AGin group UBS Group AG447,469$11.5M<0.01%-21,45113F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC411,927$10.6M0.75%+45,43413F-HRTimeline
LPL Financial LLC388,657$9.96M<0.01%+74413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co383,212$9.82M0.62%+57,76713F-HRTimelineGroup
Integrated Wealth Concepts LLC336,583$8.62M0.09%+11,28713F-HRTimeline
HighTower Advisors, LLC329,979$8.46M0.01%-14,64913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC319,096$8.18M0.04%+36,76713F-HRTimelineGroup
Covington Investment Advisors Inc.306,590$7.86M1.12%+5,30013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…287,385$7.36M0.01%+18,60213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.270,987$6.94M0.31%+4,87313F-HRTimeline
Praetorian Wealth Management, Inc.237,175$6.08M1.4%+27313F-HRTimeline
Sound View Wealth Advisors Group, LLC205,621$5.27M0.39%+48,25313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC204,997$5.25M<0.01%-80,35013F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC188,806$4.84M0.2%+7,12013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC181,579$4.65M0.08%+37,18713F-HRTimeline
CENTRAL TRUST Co172,675$4.42M0.1%+10,67413F-HRTimeline
Quantum Financial Advisors, LLC156,480$4.01M0.54%+4,24213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,722$3.84M0.01%-3,85513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC143,957$3.69M<0.01%-14,29713F-HRTimelineGroup
Paradiem, LLC135,772$3.48M0.88%013F-HRTimeline
Cyndeo Wealth Partners, LLC133,532$3.42M0.2%-28,32213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,227$3.36M<0.01%+6,09313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC113,042$2.9M0.05%+7,82313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…108,197$2.77M0.02%+8313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.107,449$2.75M<0.01%-7,15213F-HR/ATimelineGroup
Newman Dignan & Sheerar, Inc.105,943$2.71M0.62%new13F-HRTimeline
Atwater Malick LLC97,835$2.51M0.79%+3,12913F-HRTimeline
Sanctuary Advisors, LLC96,681$2.48M0.02%-7,82513F-HRTimeline
SONATA CAPITAL GROUP INC95,287$2.44M0.98%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,232$2.44M<0.01%-60213F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC82,820$2.12M<0.01%+50,86513F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP74,452$1.91M0.01%-58713F-HRTimelineGroup
New England Private Wealth Advisors LLC73,288$1.88M0.27%+3313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC72,848$1.87M0.03%-2,61913F-HRTimeline
NorthCoast Asset Management LLC69,052$1.77M0.01%+25,92813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC68,613$1.76M0.3%-13913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC65,336$1.67M0.11%-39313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth65,243$1.67M<0.01%+5,27913F-HRTimelineGroup
Capital Investment Advisors, LLC63,738$1.63M0.03%+6,34413F-HR/ATimeline
Valmark Advisers, Inc.63,358$1.62M0.02%+5,11013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding60,724$1.56M-9,318Timeline
Signature Wealth Management Group59,477$1.52M0.6%+78413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC59,217$1.52M0.11%+9,68413F-HRTimeline
Glenview Trust Co58,838$1.51M0.03%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.58,755$1.51M0.18%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC55,929$1.43M0.49%-6,00013F-HRTimeline
RIA Advisory Group LLC55,323$1.42M0.42%+2,51713F-HRTimeline
CWM, LLCin group CWM, LLC55,193$1.41M<0.01%+6,19713F-HRTimelineGroup
Scissortail Wealth Management, LLC55,165$1.41M0.34%-9,73813F-HRTimeline
Orion Porfolio Solutions, LLC54,917$1.41M0.01%+10,35313F-HR/ATimeline
Beacon Pointe Advisors, LLC48,859$1.25M0.01%-4,52413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC47,752$1.22M0.02%-83613F-HRTimelineGroup
SPINNAKER TRUST47,700$1.22M0.07%+2,61513F-HRTimeline
Belpointe Asset Management LLC47,256$1.21M0.05%new13F-HRTimeline
Cetera Investment Advisers45,411$1.16M<0.01%+5,53613F-HRTimeline
Modern Wealth Management, LLC45,042$1.15M0.03%+6,99013F-HR/ATimeline
Granite Harbor Advisors, Inc.44,803$1.15M0.54%-3,52613F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC44,750$1.15M0.54%-91013F-HRTimeline
Evergreen Private Wealth LLC44,590$1.14M0.48%-43913F-HRTimeline
Financial Engines Advisors L.L.C.44,232$1.13M<0.01%+11,62413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp43,830$1.12M0.03%new13F-HRTimelineGroup
IHT Wealth Management, LLC42,008$1.08M0.03%+24213F-HRTimeline
Mariner, LLCin group Mariner, LLC41,741$1.07M<0.01%-9413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\41,021$1.05M<0.01%013F-HRTimelineGroup
Lantz Financial LLC40,469$1.04M0.26%+1,03613F-HRTimeline
Foundry Financial Group, Inc.39,977$1.02M0.58%+3913F-HRTimeline
Atria Investments, Inc38,536$987K0.01%-7,88913F-HRTimeline
POSTROCK PARTNERS LLC38,416$984K0.47%+1,35013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36,944$947K<0.01%+28,35413F-HRTimelineGroup
Prism Advisors, Inc.35,665$914K0.26%013F-HRTimeline
IFP Advisors, Inc34,578$886K0.03%+3,83413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,352$880K0.01%-9,96113F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,963$870K<0.01%+18,47713F-HRTimeline
Snowden Capital Advisors LLC31,700$812K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC31,114$797K0.07%-65013F-HRTimeline
Crews Bank & Trust30,981$794K0.12%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC29,703$761K0.19%+4813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,310$725K<0.01%+17,05113F-HRTimelineGroup
Resonant Capital Advisors, LLC27,461$704K0.04%013F-HRTimeline
Financial Advisory Corp26,910$690K0.11%new13F-HRTimeline
CFS Investment Advisory Services, LLC25,536$654K0.05%-15313F-HRTimeline
Godshalk Welsh Capital Management, Inc.24,000$615K0.38%new13F-HRTimeline
10Elms LLP23,794$610K0.58%+40013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,406$600K<0.01%-25,34113F-HR/ATimelineGroup
Parallel Advisors, LLC22,690$581K0.01%+3,11213F-HRTimeline
NOVEM GROUP21,753$557K0.07%+24313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/20,375$522K0.1%+2,99513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC19,229$493K0.31%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,689$479K<0.01%-1,69313F-HRTimeline
First Affirmative Financial Network18,370$471K0.24%-1,07413F-HRTimeline
Private Advisor Group, LLC17,719$454K<0.01%new13F-HRTimeline
Archford Capital Strategies, LLC16,384$420K0.05%+57713F-HRTimeline
Princeton Global Asset Management LLC15,700$402K0.07%013F-HRTimeline
WealthBridge Capital Management, LLC15,433$395K0.1%+77313F-HRTimeline
&PARTNERS15,130$388K<0.01%-5,29313F-HRTimeline
SAX WEALTH ADVISORS, LLC15,021$385K0.02%new13F-HRTimeline
Exchange Capital Management, Inc.14,899$382K0.06%-50013F-HRTimeline
Janney Montgomery Scott LLC14,125$362K<0.01%-8,21313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,000$359K0.01%-6,00013F-HRTimelineGroup
WRAPMANAGER INC13,881$356K0.09%-63413F-HRTimeline
SMITH, MOORE & CO.13,848$355K0.03%+5,77113F-HRTimeline
Trust Co13,708$351K0.04%-113F-HRTimeline
Commonwealth Financial Services, LLC13,655$350K0.07%-44013F-HRTimeline
Strid Group, LLC13,404$343K0.05%-17,77213F-HRTimeline
Avantax Planning Partners, Inc.13,229$339K0.01%013F-HRTimeline
CORA CAPITAL ADVISORS LLC12,500$320K0.14%013F-HRTimeline
Rehmann Capital Advisory Group12,479$320K0.02%+2013F-HRTimeline
WJ Wealth Management, LLC12,179$312K0.1%-31,14413F-HRTimeline
Klingman & Associates, LLC11,767$302K0.02%-2,32513F-HRTimeline
Rossmore Private Capital11,736$301K0.04%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV11,714$300K0.09%+39813F-HRTimeline
Creative Planningin group Creative Planning11,556$296K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC11,490$294K<0.01%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,489$293K0.33%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,127$285K0.23%+27413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,068$284K<0.01%+2,01213F-HRTimelineGroup
Peloton Wealth Strategists11,000$282K0.11%013F-HRTimeline
MONECO ADVISORS, LLC10,893$279K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,403$267K<0.01%+3013F-HR/ATimelineGroup
Precision Wealth Strategies, LLC10,225$262K0.09%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,000$256K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$256K<0.01%013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC10,000$256K0.13%013F-HRTimeline
First National Trust Co9,949$255K0.01%+1,11613F-HRTimeline
SHUFRO ROSE & CO LLC9,964$255K0.02%013F-HRTimeline
PRIVATE TRUST CO NA9,739$250K0.02%+2,16513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,595$246K0.01%013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp9,451$242K0.03%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC9,312$239K<0.01%013F-HR/ATimelineGroup
Asset Dedication, LLC9,282$238K0.02%013F-HRTimeline
Patten Group, Inc.9,111$233K0.05%013F-HRTimeline
TPG Advisors LLC9,094$233K0.17%013F-HRTimeline
SIGNATUREFD, LLC8,988$230K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,918$229K0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,554$219K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,474$217K<0.01%013F-HRTimeline
Horan Securities, Inc.8,453$217K0.08%013F-HRTimeline
Strategic Blueprint, LLC8,381$215K0.01%new13F-HRTimeline
Beaumont Asset Management, L.L.C.8,320$213K0.11%new13F-HRTimeline
Accretive Wealth Partners, LLC8,196$210K0.07%new13F-HRTimeline
Baltimore-Washington Financial Advisors…8,179$210K0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,140$209K0.01%+6313F-HRTimelineGroup
Eldridge Investment Advisors, Inc.8,000$205K0.04%013F-HRTimeline
Cornell Pochily Investment Advisors, In…7,935$203K0.07%new13F-HRTimeline
Legacy Private Trust Co.7,870$202K0.01%013F-HRTimeline
Hughes Financial Services, LLC6,686$171K0.03%+39413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,455$165K0.01%-41813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,656$93.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC3,225$82.6K0.01%013F-HRTimeline
Bank of New Hampshire2,905$74.4K0.02%013F-HRTimeline
American Capital Advisory, LLC2,221$56.9K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,141$54.9K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,943$49.8K<0.01%-9113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,936$49.6K<0.01%+1,56813F-HRTimeline
Coastline Trust Co1,918$49.1K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rialto Wealth Management, LLC965$24.7K0.01%013F-HRTimeline
Addison Advisors LLC895$22.9K0.01%new13F-HRTimeline
COMERICA BANK836$21.4K<0.01%-4713F-HRTimeline
Allworth Financial LP802$20.6K<0.01%013F-HRTimeline
Stephens Consulting, LLC313$8.02K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC300$7.68K<0.01%-7,37913F-HRTimelineGroup
Farther Finance Advisors, LLC180$4.61K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.147$3.77K<0.01%+113F-HRTimelineGroup
Caldwell Trust Co29$743<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.