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Disclosery

IBMP ISHARES TR

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ETF (fund)

154 managers (154 13F filers) reported a position in IBMP shares at 2025-03-31, 17,788,818 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
154
13F filers
154
New
13
Added
66
Reduced
41
Sold out
5
Shares held by filers
17,788,818

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/1,954,075$49.4M<0.01%+164,95113F-HRTimelineGroup
HighTower Advisors, LLC1,012,488$25.6M0.03%+42,86113F-HRTimeline
Clearstead Advisors, LLC871,056$22M0.34%-9,06113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC859,302$21.7M0.01%-41,02413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV833,894$21.1M0.05%+10,97113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN754,967$19.1M<0.01%-168,70713F-HRTimelineGroup
Heartwood Wealth Advisors LLC753,435$19M2.17%+44,37513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\699,282$17.7M0.02%-12,79113F-HRTimelineGroup
Kathmere Capital Management, LLC554,924$14M1.19%-73,41713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY486,461$12.3M<0.01%-48,13213F-HRTimelineGroup
UBS Group AGin group UBS Group AG411,113$10.4M<0.01%-36913F-HRTimelineGroup
LPL Financial LLC407,925$10.3M<0.01%+183,13513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC389,071$9.84M<0.01%-27,48813F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC384,340$9.72M0.92%-30,22013F-HRTimeline
NewEdge Advisors, LLC379,415$9.59M0.06%+10,87013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC372,141$9.41M0.74%+74,85113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co339,113$8.57M0.6%+1,85713F-HRTimelineGroup
Covington Investment Advisors Inc.324,665$8.21M1.28%+19,20013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC278,829$7.05M0.04%+136,75313F-HRTimelineGroup
Praetorian Wealth Management, Inc.246,667$6.24M1.52%+2,02213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…218,329$5.52M<0.01%+14,80113F-HRTimelineGroup
Integrated Wealth Concepts LLC192,237$4.86M0.06%+18,02213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC176,600$4.46M0.2%+11,73613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.174,637$4.41M0.22%+8,97513F-HRTimeline
Paradiem, LLC160,410$4.06M1.12%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC158,745$4.01M0.07%+25,63313F-HRTimeline
CENTRAL TRUST Co153,666$3.88M0.1%-1,88013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC147,802$3.73M<0.01%-168,91413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC142,174$3.59M0.01%+21,60913F-HRTimeline
Quantum Financial Advisors, LLC137,853$3.48M0.52%+6,48113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management130,545$3.3M0.11%+2,05413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,365$3.25M<0.01%+9,78213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC128,097$3.24M0.21%-11,98613F-HRTimeline
Sound View Wealth Advisors Group, LLC121,869$3.08M0.25%+13,64513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.110,737$2.8M0.01%-14,43213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…109,992$2.78M0.02%+17,21113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,406$2.61M<0.01%+1,89113F-HR/ATimelineGroup
POSTROCK PARTNERS LLC92,881$2.35M1.16%+3,80013F-HRTimeline
SONATA CAPITAL GROUP INC92,603$2.34M1.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC86,483$2.19M0.05%+9,20013F-HRTimeline
Glenview Trust Co83,324$2.11M0.04%013F-HR/ATimeline
Atwater Malick LLC76,925$1.94M0.66%+20,53613F-HRTimeline
Envision Financial Planning, LLC71,398$1.8M0.92%-1,79913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC71,315$1.8M0.13%013F-HRTimeline
Newman Dignan & Sheerar, Inc.70,995$1.79M0.49%013F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth60,180$1.52M<0.01%+1,92113F-HR/ATimelineGroup
Valmark Advisers, Inc.59,528$1.5M0.02%-2,54213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,757$1.46M<0.01%-320,75513F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC57,675$1.46M0.27%+6,93413F-HRTimeline
SPINNAKER TRUST56,050$1.42M0.09%+9,56013F-HRTimeline
Capital Investment Advisors, LLC55,096$1.39M0.03%+2,60913F-HRTimeline
Signature Wealth Management Group51,506$1.3M0.51%+99513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP49,669$1.26M0.01%+3,00113F-HRTimelineGroup
Granite Harbor Advisors, Inc.49,477$1.25M0.66%+2,60613F-HRTimeline
RIA Advisory Group LLC48,379$1.22M0.4%+5,15413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,157$1.22M0.02%+5613F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC46,980$1.19M0.09%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,528$1.18M<0.01%+14,14013F-HR/ATimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC45,999$1.16M0.63%-94613F-HRTimeline
Sandy Spring Bank45,616$1.15M0.05%+1,13113F-HRTimeline
Evergreen Private Wealth LLC45,567$1.15M0.54%+1,22413F-HRTimeline
Steward Partners Investment Advisory, L…45,174$1.14M0.01%-15,96013F-HRTimeline
Prism Advisors, Inc.44,715$1.13M0.35%013F-HRTimeline
NorthCoast Asset Management LLC43,591$1.1M0.01%new13F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC43,507$1.1M0.02%+2,99313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC40,553$1.03M0.01%-26813F-HRTimeline
CWM, LLCin group CWM, LLC39,157$990K<0.01%+3,15513F-HRTimelineGroup
WJ Wealth Management, LLC38,833$982K0.35%-16,60013F-HRTimeline
Beacon Pointe Advisors, LLC33,935$858K0.01%+2,21113F-HRTimeline
Modern Wealth Management, LLC33,855$856K0.03%-1,82913F-HR/ATimeline
Orion Porfolio Solutions, LLC32,288$816K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC32,288$816K0.01%new13F-HR/ATimeline
Roof Eidam Maycock Peralta, LLC32,125$812K0.22%+3313F-HRTimeline
GC Wealth Management RIA, LLC32,008$809K0.15%+1,13313F-HRTimeline
IFP Advisors, Inc31,016$784K0.02%-2,44913F-HRTimeline
Snowden Capital Advisors LLC31,000$784K0.03%013F-HRTimeline
Crews Bank & Trust30,738$777K0.13%+1,58513F-HRTimeline
Lantz Financial LLC30,650$775K0.21%+3,44313F-HRTimeline
Foundry Financial Group, Inc.29,094$735K0.45%-1,76013F-HRTimeline
Parallel Advisors, LLC28,920$731K0.02%-18213F-HRTimeline
Sanctuary Advisors, LLC25,789$652K<0.01%+6213F-HRTimeline
Cetera Investment Advisers25,695$650K<0.01%+6,60113F-HRTimeline
CFS Investment Advisory Services, LLC24,546$621K0.06%-4,45513F-HRTimeline
Financial Engines Advisors L.L.C.23,683$599K<0.01%-12,87613F-HRTimeline
Crumly & Associates Inc.21,854$552K0.15%-31,43213F-HRTimeline
MEMBERS WEALTH LLC21,804$551K0.42%013F-HRTimeline
10Elms LLP21,144$535K0.54%+4,95013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,839$527K<0.01%-3,44413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,008$506K<0.01%+6,65713F-HRTimelineGroup
Klingman & Associates, LLC19,835$501K0.03%-2,95913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\19,770$500K<0.01%new13F-HRTimelineGroup
COMERICA BANK18,491$467K<0.01%+1,46413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/17,965$454K0.09%013F-HRTimeline
First Affirmative Financial Network16,862$426K0.26%+68313F-HRTimeline
Janney Montgomery Scott LLC16,155$408K<0.01%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC15,898$402K0.31%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,280$386K+15,132Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC15,099$382K0.01%+2,11513F-HRTimelineGroup
Exchange Capital Management, Inc.14,986$379K0.06%-1,06513F-HRTimeline
Prime Capital Investment Advisors, LLC14,787$374K<0.01%+2,31213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,714$372K0.05%013F-HRTimeline
WRAPMANAGER INC14,638$370K0.1%-46313F-HRTimeline
Mariner, LLCin group Mariner, LLC14,599$369K<0.01%-9,44513F-HRTimelineGroup
Resonant Capital Advisors, LLC13,914$352K0.02%+3,96313F-HRTimeline
Trust Co13,789$349K0.04%+3,95513F-HRTimeline
WealthBridge Capital Management, LLC13,365$338K0.1%+30313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,306$336K0.12%+3,46213F-HRTimeline
Godshalk Welsh Capital Management, Inc.13,250$335K0.22%new13F-HRTimeline
Avantax Planning Partners, Inc.13,146$332K0.01%-10213F-HRTimeline
TPG Advisors LLC12,054$305K0.24%013F-HRTimeline
PFG Private Wealth Management, LLC12,012$304K0.16%-8,67813F-HRTimeline
CORA CAPITAL ADVISORS LLC12,000$303K0.15%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,604$293K0.33%-9,95413F-HRTimeline
Archford Capital Strategies, LLC11,455$290K0.04%-58913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,429$289K<0.01%-43013F-HR/ATimelineGroup
PRIVATE TRUST CO NA11,200$283K0.03%+2,96013F-HRTimeline
MONECO ADVISORS, LLC10,943$277K0.03%013F-HR/ATimeline
Garden State Investment Advisory Servic…10,751$272K0.09%-6,01113F-HRTimeline
Commonwealth Financial Services, LLC10,691$270K0.06%-95713F-HRTimeline
Rehmann Capital Advisory Group10,277$260K0.02%013F-HRTimeline
Sightline Wealth Advisors, LLC10,025$253K0.13%+4113F-HRTimeline
Peloton Wealth Strategists10,000$253K0.11%013F-HRTimeline
Advisory Services Network, LLC10,000$253K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$253K<0.01%013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC9,960$252K0.1%013F-HRTimeline
NOVEM GROUP9,937$251K0.04%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,517$241K0.03%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9,511$240K<0.01%+7,61313F-HRTimelineGroup
Legacy Private Trust Co.9,395$238K0.02%-14,45013F-HRTimeline
Cambridge Investment Research Advisors,…9,349$236K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,157$231K<0.01%+90113F-HRTimelineGroup
ArborFi Advisors, LLC8,554$216K0.21%new13F-HRTimeline
Horan Securities, Inc.8,544$216K0.08%013F-HRTimeline
FMR LLCin group FMR LLC8,251$209K<0.01%+7,77313F-HRTimelineGroup
SMITH, MOORE & CO.8,150$206K0.02%+3413F-HRTimeline
SIGNATUREFD, LLC8,134$206K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7,141$180K0.04%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,000$177K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,546$165K0.01%-24313F-HRTimelineGroup
Coastline Trust Co4,716$119K0.01%+3,87313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Princeton Global Asset Management LLC3,950$99.9K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC2,725$68.9K0.01%013F-HRTimeline
PSI Advisors, LLC2,700$68.3K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,524$63.8K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,458$61.8K<0.01%+13813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,258$57K<0.01%+26013F-HR/ATimelineGroup
American Capital Advisory, LLC2,231$56.4K0.03%013F-HRTimeline
Asset Dedication, LLC2,015$50.9K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC962$24.3K0.01%013F-HRTimeline
Allworth Financial LP812$20.4K<0.01%013F-HRTimeline
Stephens Consulting, LLC314$7.94K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.149$3.77K<0.01%013F-HRTimelineGroup
Caldwell Trust Co44$1.11K<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.