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Disclosery

IBMP ISHARES TR

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ETF (fund)

166 managers (166 13F filers) reported a position in IBMP shares at 2025-06-30, 18,894,751 shares in all. 20 filers opened a position and 5 filers sold out during the quarter.

Managers
166
13F filers
166
New
20
Added
72
Reduced
40
Sold out
5
Shares held by filers
18,894,751

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/2,102,054$53.3M<0.01%+147,97913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN973,274$24.7M0.01%+218,30713F-HRTimelineGroup
HighTower Advisors, LLC950,210$24.1M0.03%-62,27813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV911,065$23.1M0.05%+77,17113F-HRTimeline
Clearstead Advisors, LLC898,400$22.8M0.32%+27,34413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC866,358$22M0.01%+7,05613F-HRTimelineGroup
Heartwood Wealth Advisors LLC753,839$19.1M2%+40413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\752,155$19.1M0.02%+52,87313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY648,327$16.4M<0.01%+161,86613F-HRTimelineGroup
LPL Financial LLC425,371$10.8M<0.01%+17,44613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC424,215$10.8M0.77%+52,07413F-HRTimeline
NewEdge Advisors, LLC414,771$10.5M0.05%+35,35613F-HRTimeline
Kathmere Capital Management, LLC401,761$10.2M0.78%-153,16313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co399,047$10.1M0.64%+59,93413F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC396,612$10.1M0.92%+12,27213F-HRTimeline
UBS Group AGin group UBS Group AG393,517$9.98M<0.01%-17,59613F-HRTimelineGroup
Covington Investment Advisors Inc.329,115$8.34M1.19%+4,45013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC316,178$8.02M0.04%+37,34913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC266,454$6.75M<0.01%-122,61713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…253,695$6.43M<0.01%+35,36613F-HRTimelineGroup
Praetorian Wealth Management, Inc.244,449$6.2M1.43%-2,21813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC221,147$5.61M0.01%+174,61913F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC202,026$5.12M0.09%+43,28113F-HRTimeline
Integrated Wealth Concepts LLC201,049$5.1M0.05%+8,81213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC185,945$4.71M0.19%+9,34513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.178,143$4.52M0.2%+3,50613F-HRTimeline
Paradiem, LLC160,410$4.07M1.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC156,883$3.98M0.01%+14,70913F-HRTimeline
CENTRAL TRUST Co155,497$3.94M0.09%+1,83113F-HRTimeline
Sound View Wealth Advisors Group, LLC154,864$3.93M0.29%+32,99513F-HRTimeline
Quantum Financial Advisors, LLC142,423$3.61M0.49%+4,57013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,364$3.33M<0.01%+2,99913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,610$3.06M0.01%+9,87313F-HR/ATimelineGroup
Cyndeo Wealth Partners, LLC117,402$2.98M0.18%-10,69513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…109,726$2.78M0.02%-26613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,126$2.61M<0.01%-28013F-HR/ATimelineGroup
POSTROCK PARTNERS LLC96,609$2.45M1.17%+3,72813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management94,355$2.39M0.09%-36,19013F-HRTimelineGroup
SONATA CAPITAL GROUP INC92,603$2.35M0.94%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC92,193$2.34M<0.01%-55,60913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC86,483$2.19M0.04%013F-HRTimeline
Glenview Trust Co83,324$2.11M0.04%013F-HRTimeline
Atwater Malick LLC80,088$2.03M0.64%+3,16313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC77,590$1.97M0.13%+6,27513F-HRTimeline
NorthCoast Asset Management LLC69,859$1.77M0.01%+26,26813F-HRTimeline
Newman Dignan & Sheerar, Inc.68,999$1.75M0.4%-1,99613F-HRTimeline
Valmark Advisers, Inc.64,563$1.64M0.02%+5,03513F-HRTimeline
Envision Financial Planning, LLC64,334$1.63M0.76%-7,06413F-HRTimeline
Sanctuary Advisors, LLC63,455$1.61M0.01%+37,66613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth62,168$1.58M<0.01%+1,98813F-HRTimelineGroup
Capital Investment Advisors, LLC62,074$1.57M0.03%+6,97813F-HR/ATimeline
SPINNAKER TRUST58,700$1.49M0.09%+2,65013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC58,098$1.47M0.25%+42313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,799$1.44M0.1%+9,81913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,314$1.35M<0.01%+41,88513F-HRTimelineGroup
WJ Wealth Management, LLC52,833$1.34M0.42%+14,00013F-HRTimeline
RIA Advisory Group LLC52,178$1.32M0.39%+3,79913F-HRTimeline
Signature Wealth Management Group51,912$1.32M0.52%+40613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP51,223$1.3M0.01%+1,55413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50,995$1.29M0.03%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\49,050$1.24M<0.01%+29,28013F-HRTimelineGroup
CWM, LLCin group CWM, LLC46,828$1.19M<0.01%+7,67113F-HRTimelineGroup
Granite Harbor Advisors, Inc.45,187$1.15M0.54%-4,29013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC45,097$1.14M0.54%-90213F-HRTimeline
Evergreen Private Wealth LLC44,722$1.13M0.47%-84513F-HRTimeline
Prism Advisors, Inc.44,715$1.13M0.32%013F-HRTimeline
Steward Partners Investment Advisory, L…42,647$1.08M0.01%-2,52713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC42,051$1.07M0.01%-1,45613F-HRTimelineGroup
Modern Wealth Management, LLC40,883$1.04M0.03%+7,02813F-HR/ATimeline
Orion Porfolio Solutions, LLC40,560$1.03M0.01%+8,27213F-HR/ATimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC39,817$1.01M0.01%-73613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.38,232$969K0.01%-9,92513F-HRTimelineGroup
IFP Advisors, Inc34,890$884K0.03%+3,87413F-HRTimeline
Roof Eidam Maycock Peralta, LLC32,174$816K0.2%+4913F-HRTimeline
GC Wealth Management RIA, LLC31,354$795K0.06%-65413F-HRTimeline
Financial Engines Advisors L.L.C.31,236$792K<0.01%+7,55313F-HRTimeline
Cetera Investment Advisers31,161$790K<0.01%+5,46613F-HRTimeline
Snowden Capital Advisors LLC31,000$786K0.02%013F-HRTimeline
Lantz Financial LLC30,769$780K0.19%+11913F-HRTimeline
Crews Bank & Trust30,738$779K0.12%013F-HRTimeline
Beacon Pointe Advisors, LLC30,410$771K0.01%-3,52513F-HRTimeline
Parallel Advisors, LLC30,076$762K0.02%+1,15613F-HRTimeline
Foundry Financial Group, Inc.28,777$729K0.42%-31713F-HRTimeline
Cambridge Investment Research Advisors,…28,066$711K<0.01%+18,71713F-HRTimeline
Godshalk Welsh Capital Management, Inc.27,750$703K0.43%+14,50013F-HRTimeline
Financial Advisory Corp27,254$691K0.11%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,392$669K<0.01%+6,38413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP24,647$625K<0.01%-33,11013F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC24,393$618K0.05%-15313F-HRTimeline
10Elms LLP21,344$541K0.52%+20013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,965$531K<0.01%+11,45413F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/20,740$526K0.1%+2,77513F-HRTimeline
MassMutual Private Wealth & Trust, FSB19,539$495K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,181$486K<0.01%-1,65813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,909$479K0.01%+9,75213F-HRTimelineGroup
COMERICA BANK18,331$465K<0.01%-16013F-HRTimeline
First Affirmative Financial Network18,283$463K0.24%+1,42113F-HRTimeline
Klingman & Associates, LLC17,490$443K0.02%-2,34513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC15,994$405K0.28%+9613F-HRTimeline
Vishria Bird Financial Group, LLC15,904$403K0.13%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC15,089$383K0.02%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC14,881$377K0.01%-21813F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.14,714$373K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,599$370K<0.01%013F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV14,266$362K0.11%+96013F-HRTimeline
WealthBridge Capital Management, LLC14,143$359K0.09%+77813F-HRTimeline
SMITH, MOORE & CO.14,011$355K0.03%+5,86113F-HRTimeline
WRAPMANAGER INC14,004$355K0.09%-63413F-HRTimeline
Exchange Capital Management, Inc.13,951$354K0.05%-1,03513F-HRTimeline
Janney Montgomery Scott LLC13,926$353K<0.01%-2,22913F-HRTimeline
Resonant Capital Advisors, LLC13,914$353K0.02%013F-HRTimeline
Trust Co13,788$350K0.04%-113F-HRTimeline
Prime Capital Investment Advisors, LLC13,576$344K<0.01%-1,21113F-HRTimeline
PRIVATE TRUST CO NA13,392$339K0.03%+2,19213F-HRTimeline
Private Advisor Group, LLC13,221$335K<0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.13,043$331K0.01%-10313F-HRTimeline
TPG Advisors LLC12,054$306K0.22%013F-HRTimeline
Archford Capital Strategies, LLC12,042$305K0.04%+58713F-HRTimeline
CORA CAPITAL ADVISORS LLC12,000$304K0.14%013F-HRTimeline
PFG Private Wealth Management, LLC11,643$295K0.15%-36913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,604$293K0.33%013F-HRTimeline
MONECO ADVISORS, LLC10,943$277K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,631$270K<0.01%new13F-HR/ATimelineGroup
Precision Wealth Strategies, LLC10,417$264K0.09%new13F-HRTimeline
Rehmann Capital Advisory Group10,277$261K0.02%013F-HRTimeline
Commonwealth Financial Services, LLC10,251$260K0.05%-44013F-HRTimeline
Sightline Wealth Advisors, LLC10,086$256K0.12%+6113F-HRTimeline
Advisory Services Network, LLC10,000$254K<0.01%013F-HRTimeline
Peloton Wealth Strategists10,000$254K0.1%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$254K<0.01%013F-HRTimelineGroup
NOVEM GROUP9,997$253K0.03%+6013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,960$252K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,849$250K<0.01%new13F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp9,517$241K0.03%013F-HRTimelineGroup
Legacy Private Trust Co.9,395$238K0.02%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,031$229K-6,249Timeline
Paradigm, Strategies in Wealth Manageme…8,838$224K0.15%new13F-HRTimeline
Avidian Wealth Enterprises, LLC8,656$219K0.01%new13F-HRTimeline
Strategic Blueprint, LLC8,633$219K0.01%new13F-HRTimeline
Horan Securities, Inc.8,544$217K0.08%013F-HRTimeline
First National Trust Co8,319$211K0.01%new13F-HRTimeline
Accretive Wealth Partners, LLC8,252$209K0.07%new13F-HRTimeline
SIGNATUREFD, LLC8,134$206K<0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,040$204K0.07%new13F-HRTimeline
Penobscot Investment Management Company…8,000$203K0.02%new13F-HRTimeline
Hughes Financial Services, LLC7,550$192K0.03%+40913F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,923$175K0.03%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,549$166K0.01%+313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,000$127K<0.01%-2,00013F-HRTimelineGroup
Coastline Trust Co4,716$120K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Princeton Global Asset Management LLC3,950$100K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC2,725$69.1K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,357$59.8K<0.01%-10113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,258$57.2K<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC2,231$56.6K0.03%013F-HRTimeline
Asset Dedication, LLC2,015$51.1K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,115$28.3K<0.01%-1,40913F-HRTimeline
Rialto Wealth Management, LLC962$24.4K0.01%013F-HRTimeline
Addison Advisors LLC910$23.1K0.01%new13F-HRTimeline
Allworth Financial LP812$20.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC649$16.5K<0.01%-7,60213F-HRTimelineGroup
Stephens Consulting, LLC314$7.96K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150$3.8K<0.01%+113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC103$2.61K<0.01%new13F-HRTimeline
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.