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Disclosery

IBMP ISHARES TR

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ETF (fund)

179 managers (180 13F filers) reported a position in IBMP shares at 2025-12-31, 20,171,631 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
179
13F filers
180
New
15
Added
79
Reduced
33
Sold out
11
Shares held by filers
20,171,631

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/2,280,380$57.9M<0.01%+124,71213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,032,818$51.6M0.08%+1,077,95213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,081,434$27.5M0.01%+16,02513F-HRTimelineGroup
HighTower Advisors, LLC968,164$24.6M0.03%+52,09913F-HRTimeline
Clearstead Advisors, LLC956,583$24.3M0.31%+33,40813F-HRTimeline
Heartwood Wealth Advisors LLC767,948$19.5M1.8%-3,39913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\714,846$18.1M0.02%-18,14413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY584,924$14.9M<0.01%+97,94013F-HR/ATimelineGroup
LBMC INVESTMENT ADVISORS, LLC537,643$13.7M0.84%+65,88613F-HRTimeline
NewEdge Advisors, LLC485,182$12.3M0.04%+31,05613F-HRTimeline
LPL Financial LLC481,015$12.2M<0.01%+38,36813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co436,605$11.1M0.64%+36,99213F-HRTimelineGroup
Kathmere Capital Management, LLC411,966$10.5M0.71%+39013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC367,947$9.37M0.04%+3,14513F-HRTimelineGroup
Covington Investment Advisors Inc.366,990$9.32M1.27%+30,17513F-HRTimeline
UBS Group AGin group UBS Group AG352,860$8.96M<0.01%-27,33013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…270,571$6.87M<0.01%+11,11013F-HR/ATimelineGroup
Praetorian Wealth Management, Inc.260,139$6.6M1.31%+20,29313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC240,335$6.1M0.23%+44,62513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC209,257$5.31M0.08%+15,29613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.208,034$5.28M0.22%+18,44313F-HRTimeline
Integrated Wealth Concepts LLC203,890$5.18M0.06%+2,43513F-HRTimeline
Quantum Financial Advisors, LLC185,933$4.72M0.53%-1,70613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC183,316$4.65M0.01%+18,01213F-HRTimeline
Sound View Wealth Advisors Group, LLC183,054$4.65M0.31%+37,33313F-HRTimeline
CENTRAL TRUST Co170,966$4.34M0.09%+15,71613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC161,923$4.11M<0.01%-28,97313F-HRTimelineGroup
Paradiem, LLC160,410$4.07M0.97%013F-HRTimeline
Cyndeo Wealth Partners, LLC137,330$3.49M0.19%+20,63513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…132,981$3.38M0.02%+11,58013F-HRTimelineGroup
PSI Advisors, LLC131,846$3.35M0.84%new13F-HRTimeline
Beacon Pointe Advisors, LLC126,491$3.21M0.02%+30913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,943$3.2M<0.01%-8,41713F-HRTimelineGroup
Sanctuary Advisors, LLC123,517$3.14M0.02%+57,90813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,014$2.72M<0.01%+1,50113F-HRTimelineGroup
Wick Capital Partners, LLC106,413$2.7M0.48%+90,07213F-HR/ATimeline
NorthCoast Asset Management LLC105,520$2.68M0.06%+44213F-HRTimeline
SONATA CAPITAL GROUP INC104,223$2.65M0.96%+4,34513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC103,895$2.64M0.03%+7,29113F-HRTimeline
POSTROCK PARTNERS LLC96,609$2.45M1.07%013F-HRTimeline
Atwater Malick LLC93,331$2.37M0.65%+11,22713F-HRTimeline
Parkway Wealth Management Group, LLC92,229$2.34M0.31%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC91,054$2.31M<0.01%+81,18313F-HRTimelineGroup
Glenview Trust Co82,337$2.09M0.03%-98713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,923$2.05M<0.01%-34,30413F-HRTimelineGroup
Kastel Capital Advisors, LLC74,883$1.9M1.17%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth73,005$1.85M<0.01%+10,83713F-HRTimelineGroup
Valmark Advisers, Inc.71,401$1.81M0.02%+6,00113F-HRTimeline
CWM, LLCin group CWM, LLC71,149$1.81M<0.01%+29,09913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC70,951$1.8M<0.01%+27,34913F-HRTimelineGroup
SPINNAKER TRUST68,105$1.73M0.09%+2,81913F-HRTimeline
Granite Harbor Advisors, Inc.67,891$1.72M0.73%+9,11213F-HRTimeline
Capital Investment Advisors, LLC64,848$1.65M0.03%+60013F-HRTimeline
Summit Financial, LLC62,344$1.58M0.02%-10,59413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC59,009$1.5M0.23%+47613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,799$1.44M0.09%013F-HRTimeline
RIA Advisory Group LLC55,809$1.42M0.34%-57813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp54,501$1.38M0.03%+3,50613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP51,354$1.3M0.01%+1,36913F-HRTimelineGroup
OneDigital Investment Advisors LLC51,062$1.3M0.01%new13F-HRTimeline
Signature Wealth Management Group51,062$1.3M0.53%-1,28313F-HRTimeline
Evergreen Private Wealth LLC49,609$1.26M0.5%+4,18813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC49,119$1.25M0.08%-11,01713F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC46,209$1.17M0.52%+1,90213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.44,762$1.14M0.01%+1,22913F-HRTimelineGroup
Prism Advisors, Inc.44,715$1.14M0.3%013F-HRTimeline
Aspen Wealth Management LLC43,209$1.1M0.23%+8,08313F-HRTimeline
GC Wealth Management RIA, LLC42,992$1.09M0.04%+7,17313F-HRTimeline
Steward Partners Investment Advisory, L…42,651$1.08M0.01%+313F-HRTimeline
Financial Engines Advisors L.L.C.41,867$1.06M<0.01%+1,28413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management40,684$1.03M0.01%+9,15313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,139$1.02M0.01%-10,95313F-HRTimelineGroup
TRUE Private Wealth Advisors36,453$926K0.09%new13F-HRTimeline
Godshalk Welsh Capital Management, Inc.36,300$922K0.53%+4,00013F-HRTimeline
Newman Dignan & Sheerar, Inc.36,265$921K0.19%-29,68813F-HRTimeline
Crews Bank & Trust35,825$910K0.13%-1,21313F-HRTimeline
Lantz Financial LLC35,770$908K0.19%+59413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,422$899K<0.01%+1,73913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,000$889K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers34,308$871K<0.01%+2,85013F-HRTimeline
HEFFERNAN ADVISORY, INC33,092$840K0.8%13F-HRTimeline
IFP Advisors, Inc32,459$824K0.02%-15513F-HRTimeline
Roof Eidam Maycock Peralta, LLC32,293$820K0.19%+6913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC31,764$806K0.01%-4,55413F-HRTimeline
Snowden Capital Advisors LLC31,000$787K0.02%013F-HRTimeline
Parallel Advisors, LLC30,241$768K0.01%+74513F-HRTimeline
Curbstone Financial Management Corp30,060$763K0.15%+8,40013F-HRTimeline
CFS Investment Advisory Services, LLC29,687$754K0.06%+4,82313F-HRTimeline
WJ Wealth Management, LLC28,982$736K0.32%-1,17613F-HRTimeline
Cambridge Investment Research Advisors,…28,400$721K<0.01%-1,60613F-HRTimeline
Modern Wealth Management, LLC28,044$712K0.01%-13,39213F-HRTimeline
First National Trust Co26,797$680K0.02%+17,97313F-HRTimeline
Strid Group, LLC25,530$648K0.08%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,395$645K+13,842Timeline
Financial Advisory Corp25,046$636K0.09%-3,23613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,522$623K<0.01%+2,75813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,183$614K<0.01%-118,74513F-HRTimelineGroup
Envision Financial Planning, LLC23,448$595K0.23%013F-HRTimeline
10Elms LLP22,694$576K0.53%+70013F-HRTimeline
MEMBERS WEALTH LLC22,588$575K0.36%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,910$556K0.1%013F-HRTimeline
Foundry Financial Group, Inc.21,524$546K0.27%-5,76113F-HRTimeline
Mariner, LLCin group Mariner, LLC21,221$539K<0.01%-1,17113F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.20,676$525K0.06%+5,96213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,729$501K<0.01%+9,88013F-HRTimelineGroup
Creative Planningin group Creative Planning19,645$499K<0.01%013F-HRTimelineGroup
SMITH, MOORE & CO.18,973$482K0.04%+46513F-HRTimeline
COMERICA BANK18,531$471K<0.01%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,228$412K0.21%+13413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC16,059$408K0.03%-387,86813F-HRTimeline
Klingman & Associates, LLC15,584$396K0.02%-2,02913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC15,540$395K0.01%-66813F-HRTimelineGroup
WealthBridge Capital Management, LLC15,160$385K0.09%+76113F-HRTimeline
SAX WEALTH ADVISORS, LLC15,089$383K0.02%013F-HRTimeline
Janney Montgomery Scott LLC14,816$376K<0.01%013F-HRTimeline
Atria Investments, Inc14,658$372K<0.01%-59413F-HRTimeline
Commonwealth Financial Services, LLC14,526$369K0.06%+4,36813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,457$367K0.04%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV14,162$360K0.09%+70813F-HRTimeline
Resonant Capital Advisors, LLC13,914$353K0.02%013F-HRTimeline
Trust Co13,789$350K0.03%+113F-HRTimeline
Private Advisor Group, LLC13,221$336K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC13,178$335K<0.01%+13113F-HRTimeline
Avantax Planning Partners, Inc.13,043$331K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC13,019$331K0.01%+3,53813F-HRTimeline
Eldridge Investment Advisors, Inc.12,900$328K0.07%new13F-HRTimeline
FF Advisors,LLC12,438$316K0.14%new13F-HRTimeline
PRIVATE TRUST CO NA11,983$304K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,757$299K<0.01%+4413F-HR/ATimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,590$294K0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.11,087$281K0.01%new13F-HRTimeline
Archford Capital Strategies, LLC11,070$281K0.03%-97213F-HRTimeline
MONECO ADVISORS, LLC10,943$278K0.02%013F-HRTimeline
PFG Private Wealth Management, LLC10,559$268K0.12%new13F-HRTimeline
Juno Financial Group LLC10,144$258K0.1%13F-HRTimeline
Peloton Wealth Strategists10,000$254K0.1%013F-HRTimeline
Advisory Services Network, LLC10,000$254K<0.01%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,960$253K0.08%013F-HRTimeline
Rossmore Private Capital9,741$247K0.02%+7,76013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,517$242K0.02%013F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC9,500$241K0.09%-1,50013F-HRTimeline
Legacy Private Trust Co.9,395$239K0.01%013F-HRTimeline
TPG Advisors LLC9,116$231K0.14%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,825$224K0.06%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…8,814$224K0.15%013F-HRTimeline
Strategic Blueprint, LLC8,633$219K0.01%013F-HRTimeline
HORAN Wealth, LLC8,544$217K0.03%013F-HRTimeline
Princeton Global Asset Management LLC8,450$215K0.03%+4,50013F-HRTimeline
SIGNATUREFD, LLC8,134$207K<0.01%013F-HRTimeline
Penobscot Investment Management Company…8,000$203K0.02%013F-HRTimeline
ArborFi Advisors, LLC7,994$203K0.16%new13F-HRTimeline
CNB Bank7,594$193K0.08%013F-HRTimeline
Hughes Financial Services, LLC7,550$192K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,024$178K0.02%+5813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,057$154K<0.01%-49613F-HRTimelineGroup
Elequin Capital, LP6,044$153K0.02%new13F-HRTimeline
Coastline Trust Co4,716$120K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management4,394$112K<0.01%-88,23113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,729$69.3K<0.01%+47113F-HRTimelineGroup
Glen Eagle Advisors, LLC2,725$69.2K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,691$68.3K<0.01%013F-HRTimeline
American Capital Advisory, LLC2,231$56.6K0.02%013F-HRTimeline
Bullock Wealth Management Group1,995$50.6K0.02%+1713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,988$50.5K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,115$28.3K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC962$24.4K0.01%013F-HRTimeline
Addison Advisors LLC910$23.1K0.01%013F-HRTimeline
Asset Dedication, LLC837$21.3K<0.01%013F-HRTimeline
Allworth Financial LP812$20.6K<0.01%013F-HRTimeline
MidFirst Bank800$20.3K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC648$16.5K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC573$14.5K<0.01%-49513F-HRTimelineGroup
NorthAvenue LLC376$9.55K0.01%13F-HRTimeline
Stephens Consulting, LLC314$7.97K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150$3.81K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC44$1.12K<0.01%new13F-HRTimeline
Caldwell Trust Co44$1.12K<0.01%013F-HRTimeline
AE Wealth Management LLC38$965<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$965<0.01%013F-HRTimeline