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Disclosery

IBMP ISHARES TR

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ETF (fund)

172 managers (172 13F filers) reported a position in IBMP shares at 2025-09-30, 18,596,535 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
172
13F filers
172
New
16
Added
78
Reduced
36
Sold out
8
Shares held by filers
18,596,535

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/2,155,668$54.9M<0.01%+53,61413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,065,409$27.1M0.01%+92,13513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV954,866$24.3M0.04%+43,80113F-HRTimeline
Clearstead Advisors, LLC923,175$23.5M0.34%+24,77513F-HRTimeline
HighTower Advisors, LLC916,065$23.3M0.03%-34,14513F-HRTimeline
Heartwood Wealth Advisors LLC771,347$19.7M1.83%+17,50813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\732,990$18.7M0.02%-19,16513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY486,984$12.4M<0.01%-161,34313F-HR/ATimelineGroup
LBMC INVESTMENT ADVISORS, LLC471,757$12M0.77%+47,54213F-HRTimeline
NewEdge Advisors, LLC454,126$11.6M0.05%+39,35513F-HRTimeline
LPL Financial LLC442,647$11.3M<0.01%+17,27613F-HRTimeline
Kathmere Capital Management, LLC411,576$10.5M0.75%+9,81513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC403,927$10.3M0.88%+7,31513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co399,613$10.2M0.6%+56613F-HRTimelineGroup
UBS Group AGin group UBS Group AG380,190$9.69M<0.01%-13,32713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC364,802$9.29M0.04%+48,62413F-HRTimelineGroup
Covington Investment Advisors Inc.336,815$8.58M1.12%+7,70013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…259,461$6.61M<0.01%+5,76613F-HRTimelineGroup
Praetorian Wealth Management, Inc.239,846$6.11M1.25%-4,60313F-HRTimeline
Vishria Bird Financial Group, LLC232,359$5.92M1.16%+216,45513F-HRTimeline
Integrated Wealth Concepts LLC201,455$5.13M0.05%+40613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC195,710$4.99M0.19%+9,76513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC193,961$4.94M0.08%-8,06513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,896$4.86M<0.01%-75,55813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.189,591$4.83M0.2%+11,44813F-HRTimeline
Quantum Financial Advisors, LLC187,639$4.78M0.58%+45,21613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,304$4.21M0.01%+8,42113F-HRTimeline
Paradiem, LLC160,410$4.09M0.95%013F-HRTimeline
CENTRAL TRUST Co155,250$3.96M0.08%-24713F-HRTimeline
Sound View Wealth Advisors Group, LLC145,721$3.71M0.26%-9,14313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC142,928$3.64M<0.01%-723,43013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,360$3.42M<0.01%+2,99613F-HRTimelineGroup
Beacon Pointe Advisors, LLC126,182$3.21M0.03%+95,77213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…121,401$3.09M0.02%+11,67513F-HRTimelineGroup
Cyndeo Wealth Partners, LLC116,695$2.97M0.17%-70713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,227$2.93M<0.01%-5,38313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA105,513$2.69M<0.01%+2,38713F-HRTimelineGroup
NorthCoast Asset Management LLC105,078$2.68M0.01%+35,21913F-HRTimeline
SONATA CAPITAL GROUP INC99,878$2.54M0.94%+7,27513F-HRTimeline
POSTROCK PARTNERS LLC96,609$2.46M1.09%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC96,604$2.46M0.03%+10,12113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management92,625$2.36M0.08%-1,73013F-HRTimelineGroup
Glenview Trust Co83,324$2.12M0.03%013F-HRTimeline
Atwater Malick LLC82,104$2.09M0.61%+2,01613F-HRTimeline
Summit Financial, LLC72,938$1.86M0.03%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.65,953$1.68M0.36%-3,04613F-HRTimeline
Sanctuary Advisors, LLC65,609$1.67M0.01%+2,15413F-HR/ATimeline
Valmark Advisers, Inc.65,400$1.67M0.02%+83713F-HRTimeline
SPINNAKER TRUST65,286$1.66M0.09%+6,58613F-HRTimeline
Capital Investment Advisors, LLC64,248$1.64M0.03%+2,17413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth62,168$1.58M<0.01%013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC60,136$1.53M0.1%-17,45413F-HRTimeline
Granite Harbor Advisors, Inc.58,779$1.5M0.63%+13,59213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC58,533$1.49M0.24%+43513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,799$1.45M0.1%013F-HRTimeline
RIA Advisory Group LLC56,387$1.44M0.37%+4,20913F-HRTimeline
Orion Porfolio Solutions, LLC55,100$1.4M0.01%+14,54013F-HRTimeline
Signature Wealth Management Group52,345$1.33M0.52%+43313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC51,092$1.3M0.01%+9,04113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50,995$1.3M0.02%013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP49,985$1.27M0.01%-1,23813F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\49,050$1.25M<0.01%013F-HRTimelineGroup
Evergreen Private Wealth LLC45,421$1.16M0.47%+69913F-HRTimeline
Prism Advisors, Inc.44,715$1.14M0.31%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC44,307$1.13M0.49%-79013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43,602$1.11M<0.01%+22,63713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,533$1.11M0.01%+5,30113F-HRTimelineGroup
Steward Partners Investment Advisory, L…42,648$1.09M0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC42,050$1.07M<0.01%-4,77813F-HRTimelineGroup
Modern Wealth Management, LLC41,436$1.06M0.02%+55313F-HRTimeline
Financial Engines Advisors L.L.C.40,583$1.03M<0.01%+9,34713F-HRTimeline
Crews Bank & Trust37,038$944K0.14%+6,30013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC36,318$925K0.01%-3,49913F-HRTimeline
GC Wealth Management RIA, LLC35,819$912K0.03%+4,46513F-HRTimeline
Lantz Financial LLC35,176$896K0.2%+4,40713F-HRTimeline
Aspen Wealth Management LLC35,126$895K0.2%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,000$892K<0.01%+25,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,683$858K<0.01%-58,51013F-HRTimelineGroup
IFP Advisors, Inc32,614$831K0.02%-2,27613F-HR/ATimeline
Godshalk Welsh Capital Management, Inc.32,300$823K0.47%+4,55013F-HRTimeline
Roof Eidam Maycock Peralta, LLC32,224$821K0.2%+5013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,531$803K0.01%+12,62213F-HRTimelineGroup
Cetera Investment Advisers31,458$801K<0.01%+29713F-HRTimeline
Snowden Capital Advisors LLC31,000$790K0.02%013F-HRTimeline
WJ Wealth Management, LLC30,158$765K0.34%-22,67513F-HR/ATimeline
Cambridge Investment Research Advisors,…30,006$764K<0.01%+1,94013F-HRTimeline
Parallel Advisors, LLC29,496$751K0.01%-58013F-HRTimeline
Financial Advisory Corp28,282$720K0.11%+1,02813F-HRTimeline
Foundry Financial Group, Inc.27,285$695K0.37%-1,49213F-HRTimeline
Strid Group, LLC25,530$650K0.08%new13F-HRTimeline
CFS Investment Advisory Services, LLC24,864$631K0.05%+47113F-HRTimeline
Envision Financial Planning, LLC23,448$597K0.25%-40,88613F-HRTimeline
MEMBERS WEALTH LLC22,588$574K0.36%13F-HRTimeline
Mariner, LLCin group Mariner, LLC22,392$570K<0.01%+7,79313F-HRTimelineGroup
10Elms LLP21,994$560K0.5%+65013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,910$558K0.1%+1,17013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,764$554K<0.01%+2,58313F-HRTimeline
Curbstone Financial Management Corp21,660$552K0.11%new13F-HRTimeline
Creative Planningin group Creative Planning19,645$500K<0.01%new13F-HRTimelineGroup
COMERICA BANK18,531$472K<0.01%+20013F-HRTimeline
SMITH, MOORE & CO.18,508$471K0.04%+4,49713F-HRTimeline
First Affirmative Financial Network18,286$466K0.22%+313F-HRTimeline
Klingman & Associates, LLC17,613$449K0.02%+12313F-HRTimeline
Wick Capital Partners, LLC16,341$416K0.1%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC16,208$413K0.01%+1,32713F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC16,094$410K0.23%+10013F-HRTimeline
Atria Investments, Inc15,252$389K<0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC15,089$384K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,897$380K<0.01%-9,75013F-HRTimelineGroup
Janney Montgomery Scott LLC14,816$377K<0.01%+89013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,714$375K0.04%013F-HRTimeline
WealthBridge Capital Management, LLC14,399$367K0.09%+25613F-HRTimeline
Resonant Capital Advisors, LLC13,914$354K0.02%013F-HRTimeline
Trust Co13,788$351K0.04%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,454$343K0.1%-81213F-HRTimeline
Private Advisor Group, LLC13,221$337K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC13,047$332K<0.01%-52913F-HRTimeline
Avantax Planning Partners, Inc.13,043$332K0.01%013F-HRTimeline
Archford Capital Strategies, LLC12,042$307K0.04%013F-HRTimeline
PRIVATE TRUST CO NA11,983$305K0.03%-1,40913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,713$298K<0.01%+1,08213F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,590$295K0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,553$294K<0.01%+2,52213F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC11,000$280K0.12%-1,00013F-HRTimeline
MONECO ADVISORS, LLC10,943$279K0.02%013F-HRTimeline
Commonwealth Financial Services, LLC10,158$259K0.04%-9313F-HRTimeline
Sightline Wealth Advisors, LLC10,149$259K0.12%+6313F-HRTimeline
Peloton Wealth Strategists10,000$255K0.1%013F-HRTimeline
Advisory Services Network, LLC10,000$255K<0.01%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,960$254K0.08%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,871$251K<0.01%-211,27613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,849$251K<0.01%013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp9,517$242K0.02%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC9,481$242K0.01%+82513F-HRTimeline
Legacy Private Trust Co.9,395$239K0.01%013F-HRTimeline
TPG Advisors LLC9,116$232K0.15%-2,93813F-HRTimeline
Cornell Pochily Investment Advisors, In…8,825$225K0.07%+78513F-HRTimeline
First National Trust Co8,824$225K0.01%+50513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…8,814$225K0.14%-2413F-HRTimeline
Strategic Blueprint, LLC8,633$220K0.01%013F-HRTimeline
HORAN Wealth, LLC8,544$218K0.03%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,477$216K<0.01%-44,83713F-HRTimelineGroup
Accretive Wealth Partners, LLC8,357$213K0.06%+10513F-HRTimeline
SIGNATUREFD, LLC8,134$207K<0.01%013F-HRTimeline
Penobscot Investment Management Company…8,000$204K0.02%013F-HRTimeline
Wealthspire Advisors, LLC7,812$199K<0.01%new13F-HRTimeline
CNB Bank7,594$193K0.08%new13F-HRTimeline
Hughes Financial Services, LLC7,550$191K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,966$177K0.03%+4313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,553$167K0.01%+413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,000$127K<0.01%013F-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$101K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC2,725$69.4K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,691$68.6K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,366$60.3K<0.01%+913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,258$57.5K<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC2,231$56.8K0.03%013F-HRTimeline
Rossmore Private Capital1,981$50.5K0.01%new13F-HRTimeline
Bullock Wealth Management Group1,978$50.3K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,115$28.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,068$27.2K<0.01%+41913F-HRTimelineGroup
Rialto Wealth Management, LLC962$24.5K0.01%013F-HRTimeline
Addison Advisors LLC910$23.2K0.01%013F-HRTimeline
Asset Dedication, LLC837$21.3K<0.01%-1,17813F-HRTimeline
Allworth Financial LP812$20.7K<0.01%013F-HRTimeline
Stephens Consulting, LLC314$8K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC173$4.41K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150$3.82K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC103$2.62K<0.01%013F-HRTimeline
Caldwell Trust Co44$1.12K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$968<0.01%new13F-HR/ATimeline