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Disclosery

IBMP ISHARES TR

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ETF (fund)

147 managers (147 13F filers) reported a position in IBMP shares at 2024-12-31, 17,713,978 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
147
13F filers
147
New
16
Added
65
Reduced
30
Sold out
7
Shares held by filers
17,713,978

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/1,789,124$45M<0.01%+171,55313F-HRTimelineGroup
HighTower Advisors, LLC969,627$24.4M0.03%+174,69913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN923,674$23.2M0.01%+87,45913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC900,326$22.6M0.01%+22,11313F-HRTimelineGroup
Clearstead Advisors, LLC880,117$22.1M0.34%+69,45313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV822,923$20.7M0.05%-134,89813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\712,073$17.9M0.02%+31,18513F-HRTimelineGroup
Heartwood Wealth Advisors LLC709,060$17.8M2.01%+5,34413F-HRTimeline
Kathmere Capital Management, LLC628,341$15.8M1.42%-7,71213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY534,593$13.4M<0.01%-61,53313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC416,559$10.5M<0.01%13F-HR/ATimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC414,560$10.4M0.98%+3,32413F-HRTimeline
UBS Group AGin group UBS Group AG411,482$10.3M<0.01%-52,10113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP378,512$9.52M0.02%-20,59113F-HRTimelineGroup
NewEdge Advisors, LLC368,545$9.27M0.06%-1,80013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co337,256$8.48M0.64%+12,01513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC316,716$7.96M<0.01%+33,75613F-HRTimelineGroup
Covington Investment Advisors Inc.305,465$7.68M1.15%+19,15013F-HR/ATimeline
LBMC INVESTMENT ADVISORS, LLC297,290$7.47M0.59%+23,32813F-HRTimeline
Praetorian Wealth Management, Inc.244,645$6.15M1.49%-3,29613F-HRTimeline
LPL Financial LLC224,790$5.65M<0.01%+9,01313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…203,528$5.12M<0.01%+56,02713F-HRTimelineGroup
Integrated Wealth Concepts LLC174,215$4.38M0.05%+62,46213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.165,662$4.16M0.2%+107,75013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC164,864$4.14M0.18%+4,45013F-HRTimeline
Paradiem, LLC160,410$4.03M1.08%013F-HRTimeline
CENTRAL TRUST Co155,546$3.91M0.1%+23,31813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC142,076$3.57M0.02%+91,74313F-HRTimelineGroup
Cyndeo Wealth Partners, LLC140,083$3.52M0.24%+10,23013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC133,112$3.35M0.06%+31,24313F-HRTimeline
Quantum Financial Advisors, LLC131,372$3.3M0.5%+4,72613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management128,491$3.23M0.1%+2,61313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,169$3.15M0.01%+28,43213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC120,565$3.03M<0.01%+31,69813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,583$2.98M<0.01%-87613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC108,224$2.72M0.22%-47413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,515$2.55M<0.01%+3,90013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,781$2.33M0.02%+6,44213F-HRTimelineGroup
SONATA CAPITAL GROUP INC92,603$2.33M0.96%+84,72313F-HRTimeline
POSTROCK PARTNERS LLC89,081$2.24M1.09%13F-HRTimeline
Glenview Trust Co83,324$2.09M0.04%+9,40113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC77,283$1.94M0.04%+29,41013F-HRTimeline
Envision Financial Planning, LLC73,197$1.84M0.95%+1,41213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC71,315$1.79M0.13%+4,40813F-HRTimeline
Newman Dignan & Sheerar, Inc.70,995$1.78M0.46%013F-HRTimeline
Valmark Advisers, Inc.62,070$1.56M0.02%+17,00713F-HRTimeline
Steward Partners Investment Advisory, L…61,134$1.54M0.01%-13,89313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth58,259$1.46M<0.01%+4,23513F-HR/ATimelineGroup
Atwater Malick LLC56,389$1.42M0.47%-2,24513F-HRTimeline
WJ Wealth Management, LLC55,433$1.39M0.48%013F-HRTimeline
Crumly & Associates Inc.53,286$1.34M0.36%-1,80313F-HRTimeline
Capital Investment Advisors, LLC52,487$1.32M0.03%+9,86513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC50,741$1.28M0.24%+1,49313F-HRTimeline
Signature Wealth Management Group50,511$1.27M0.51%+2,28313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,101$1.21M0.02%+87813F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC46,980$1.18M0.09%+1,96813F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC46,945$1.18M0.59%-1,55713F-HRTimeline
Granite Harbor Advisors, Inc.46,871$1.18M0.65%+20,50413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP46,668$1.17M0.01%+3,27213F-HRTimelineGroup
SPINNAKER TRUST46,490$1.17M0.07%+16,38513F-HRTimeline
Prism Advisors, Inc.44,715$1.12M0.34%013F-HRTimeline
Sandy Spring Bank44,485$1.12M0.05%+1,85313F-HRTimeline
Evergreen Private Wealth LLC44,343$1.11M0.52%+7,26613F-HRTimeline
RIA Advisory Group LLC43,225$1.09M0.37%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC40,821$1.03M0.01%-43513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,514$1.02M0.01%+5,71113F-HRTimelineGroup
Financial Engines Advisors L.L.C.36,559$919K<0.01%+24,08713F-HRTimeline
CWM, LLCin group CWM, LLC36,002$905K<0.01%+23,78013F-HRTimelineGroup
Modern Wealth Management, LLC35,684$897K0.03%new13F-HR/ATimeline
IFP Advisors, Inc33,465$841K0.03%+1,33113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,388$814K<0.01%-35,49413F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC32,092$807K0.21%+6313F-HRTimeline
Beacon Pointe Advisors, LLC31,724$798K0.01%+1,48613F-HRTimeline
Snowden Capital Advisors LLC31,000$779K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC30,875$776K0.14%+97213F-HRTimeline
Foundry Financial Group, Inc.30,854$776K0.48%+1,29513F-HRTimeline
Crews Bank & Trust29,153$733K0.12%13F-HRTimeline
Kades & Cheifetz LLC29,128$732K0.37%+11,75513F-HRTimeline
Parallel Advisors, LLC29,102$732K0.02%+9,52113F-HRTimeline
CFS Investment Advisory Services, LLC29,001$729K0.07%-2,49013F-HRTimeline
Lantz Financial LLC27,207$684K0.18%new13F-HRTimeline
Sanctuary Advisors, LLC25,727$650K<0.01%-2,87213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,283$610K<0.01%-1,50813F-HRTimeline
Mariner, LLCin group Mariner, LLC24,044$604K<0.01%+9,44513F-HRTimelineGroup
Legacy Private Trust Co.23,845$599K0.04%+1,37013F-HRTimeline
Klingman & Associates, LLC22,794$573K0.04%-1,49213F-HRTimeline
MEMBERS WEALTH LLC21,804$549K0.41%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC21,558$542K0.62%13F-HRTimeline
PFG Private Wealth Management, LLC20,690$520K0.3%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,880$500K<0.01%+3,97813F-HR/ATimeline
Cetera Investment Advisers19,094$480K<0.01%+11,04013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/17,965$452K0.1%new13F-HRTimeline
COMERICA BANK17,027$428K<0.01%013F-HR/ATimeline
Garden State Investment Advisory Servic…16,762$421K0.13%-2,72013F-HRTimeline
10Elms LLP16,194$407K0.42%13F-HRTimeline
First Affirmative Financial Network16,179$407K0.23%-46513F-HRTimeline
Janney Montgomery Scott LLC16,155$406K<0.01%013F-HRTimeline
Exchange Capital Management, Inc.16,051$404K0.06%-15513F-HRTimeline
WRAPMANAGER INC15,101$380K0.1%-7213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,714$370K0.04%-10,82613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,351$336K<0.01%new13F-HRTimelineGroup
Avantax Planning Partners, Inc.13,248$333K0.01%-1,12813F-HRTimeline
WealthBridge Capital Management, LLC13,062$328K0.09%+1,47913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,984$326K0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC12,475$314K<0.01%013F-HRTimeline
TPG Advisors LLC12,054$303K0.24%-7,33213F-HRTimeline
Archford Capital Strategies, LLC12,044$303K0.05%013F-HRTimeline
CORA CAPITAL ADVISORS LLC12,000$302K0.15%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,859$298K<0.01%+65813F-HRTimelineGroup
Commonwealth Financial Services, LLC11,648$293K0.06%013F-HRTimeline
MONECO ADVISORS, LLC10,943$275K0.03%013F-HR/ATimeline
Rehmann Capital Advisory Group10,277$258K0.02%-1,26913F-HRTimeline
Advisory Services Network, LLC10,000$251K<0.01%-50013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$251K<0.01%013F-HRTimelineGroup
Peloton Wealth Strategists10,000$251K0.1%013F-HRTimeline
Sightline Wealth Advisors, LLC9,984$251K0.14%+7913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,960$250K0.1%013F-HRTimeline
Resonant Capital Advisors, LLC9,951$250K0.02%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV9,844$247K0.08%new13F-HRTimeline
Trust Co9,834$247K0.03%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,517$239K0.02%013F-HRTimelineGroup
Private Advisor Group, LLC9,085$228K<0.01%+59413F-HRTimeline
Horan Securities, Inc.8,544$215K0.08%+54913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,256$208K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA8,240$207K0.02%013F-HRTimeline
SIGNATUREFD, LLC8,134$204K<0.01%013F-HRTimeline
SMITH, MOORE & CO.8,116$204K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,000$176K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,789$171K0.01%-11113F-HRTimelineGroup
Glen Eagle Advisors, LLC2,725$68.5K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,524$63.5K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,320$58.3K<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC2,231$56.1K0.03%013F-HRTimeline
Asset Dedication, LLC2,015$50.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,998$50.2K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,898$47.7K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC962$24.2K0.01%13F-HRTimeline
Coastline Trust Co843$21.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP812$20.5K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV756$19K0.01%+613F-HRTimeline
FMR LLCin group FMR LLC478$12K<0.01%-7413F-HRTimelineGroup
Aspect Partners, LLC321$8.07K<0.01%013F-HRTimeline
Stephens Consulting, LLC314$7.89K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.149$3.75K<0.01%+213F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC148$3.72K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co44$1.11K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.