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Disclosery

IBMQ ISHARES TR

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ETF (fund)

132 managers (133 13F filers) reported a position in IBMQ shares at 2024-12-31, 14,117,674 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
132
13F filers
133
New
13
Added
57
Reduced
27
Sold out
9
Shares held by filers
14,117,674

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/1,755,061$44.2M<0.01%+636,00013F-HRTimelineGroup
Clearstead Advisors, LLC878,265$22.1M0.34%+59,89413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC836,187$21.1M0.01%-29,02413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\703,803$17.7M0.02%+67,27213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV689,819$17.4M0.04%-132,17013F-HRTimeline
HighTower Advisors, LLC663,225$16.7M0.02%-5,50713F-HRTimeline
Kathmere Capital Management, LLC626,748$15.8M1.42%-7,54213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN616,226$15.5M<0.01%-38,34013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC397,149$10M0.94%-2,17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC388,110$9.77M<0.01%13F-HR/ATimelineGroup
NewEdge Advisors, LLC370,144$9.32M0.06%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY356,971$8.99M<0.01%+201,05713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG356,853$8.99M<0.01%-14,44913F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co328,783$8.28M0.62%+32,29413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP300,819$7.57M0.01%-16,58513F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC299,415$7.54M0.33%+129,00013F-HRTimeline
Covington Investment Advisors Inc.239,925$6.04M0.91%new13F-HR/ATimeline
Praetorian Wealth Management, Inc.238,511$6.01M1.46%+8,11213F-HRTimeline
Heartwood Wealth Advisors LLC235,088$5.92M0.67%+1,83513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC235,060$5.92M0.47%+18,89513F-HRTimeline
LPL Financial LLC215,939$5.44M<0.01%-10,24113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…164,039$4.13M<0.01%+25,47813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC163,039$4.11M0.08%+35,77813F-HRTimeline
CENTRAL TRUST Co147,133$3.7M0.09%+21,10813F-HRTimeline
Cypress Point Wealth Management, LLC119,536$3.01M0.94%+93013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC106,716$2.69M<0.01%+6,79113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,826$2.46M<0.01%+3,12613F-HRTimelineGroup
Envision Financial Planning, LLC94,202$2.37M1.23%-40,71013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…90,139$2.27M0.02%+6,16713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC88,370$2.23M0.15%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,637$2.11M<0.01%+33,57413F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC80,919$2.04M0.16%-6213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC77,909$1.96M0.15%+4,29313F-HRTimeline
Quantum Financial Advisors, LLC77,853$1.96M0.3%+4,28113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,805$1.86M0.04%+30,07913F-HRTimeline
Integrated Wealth Concepts LLC63,593$1.6M0.02%+25,91513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth58,935$1.48M<0.01%+3,83613F-HR/ATimelineGroup
Legacy Private Trust Co.58,023$1.46M0.1%+9,36013F-HRTimeline
Crumly & Associates Inc.54,661$1.38M0.37%-2,39013F-HRTimeline
Valmark Advisers, Inc.53,998$1.36M0.02%+36,49213F-HRTimeline
Sandy Spring Bank53,702$1.35M0.05%+7,72613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC50,699$1.28M0.24%+1,38813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC49,609$1.25M0.01%+22,88413F-HRTimelineGroup
Capital Investment Advisors, LLC49,129$1.24M0.03%+10,26813F-HRTimeline
NESTEGG ADVISORS, INC.47,218$1.19M1.21%13F-HRTimeline
Signature Wealth Management Group47,274$1.19M0.48%+1,60213F-HRTimeline
SPINNAKER TRUST43,245$1.09M0.07%+24,09513F-HRTimeline
Granite Harbor Advisors, Inc.42,710$1.08M0.59%+29,51513F-HRTimeline
Evergreen Private Wealth LLC40,794$1.03M0.48%+4,15713F-HRTimeline
Newman Dignan & Sheerar, Inc.39,366$991K0.25%013F-HRTimeline
Glenview Trust Co36,400$917K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,233$862K0.01%+6,02813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,429$842K<0.01%-25,94113F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC33,255$837K0.01%-38113F-HRTimeline
Roof Eidam Maycock Peralta, LLC31,715$799K0.21%+5613F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC31,023$781K0.39%-1,56013F-HRTimeline
Snowden Capital Advisors LLC31,000$781K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC30,734$774K0.14%+96613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,380$765K0.01%+4,13113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,123$759K<0.01%+5,87213F-HRTimeline
Crews Bank & Trust29,897$753K0.13%13F-HRTimeline
CWM, LLCin group CWM, LLC29,455$742K<0.01%+14,22613F-HRTimelineGroup
IFP Advisors, Inc29,270$737K0.02%+2,15513F-HRTimeline
CFS Investment Advisory Services, LLC28,935$729K0.07%-2,36313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…27,759$699K0.46%+53113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,111$657K0.03%+5,45513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC23,280$586K0.05%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,106$582K+7,347Timeline
Klingman & Associates, LLC22,269$561K0.03%-1,99313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC21,509$542K0.62%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,716$522K<0.01%+8,74613F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC19,920$502K0.19%013F-HRTimeline
Beacon Pointe Advisors, LLC18,359$462K0.01%+1,05613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,297$461K0.01%-19213F-HRTimelineGroup
Private Portfolio Partners LLC18,200$458K0.08%+4,00013F-HRTimeline
Cetera Investment Advisers16,599$418K<0.01%new13F-HRTimeline
Exchange Capital Management, Inc.16,584$418K0.07%-15513F-HRTimeline
FF Advisors,LLC16,334$413K0.28%+1,93713F-HRTimeline
Janney Montgomery Scott LLC16,041$404K<0.01%013F-HRTimeline
Parallel Advisors, LLC15,300$385K0.01%+25513F-HRTimeline
10Elms LLP15,160$382K0.39%13F-HRTimeline
WRAPMANAGER INC15,009$378K0.1%-3213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,800$373K0.04%+3,80013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,536$366K<0.01%013F-HRTimelineGroup
First National Trust Co13,840$348K0.01%013F-HRTimeline
Kades & Cheifetz LLC13,743$346K0.18%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,414$338K<0.01%-1,08613F-HRTimeline
POSTROCK PARTNERS LLC13,291$335K0.16%13F-HRTimeline
Peloton Wealth Strategists13,000$327K0.13%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,701$320K<0.01%+4013F-HRTimelineGroup
Archford Capital Strategies, LLC12,474$314K0.05%013F-HRTimeline
Sanctuary Advisors, LLC11,784$298K<0.01%-2,91013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,836$298K<0.01%+69113F-HRTimelineGroup
WealthBridge Capital Management, LLC11,802$297K0.08%+1,19013F-HRTimeline
Commonwealth Financial Services, LLC11,576$291K0.06%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV11,152$281K0.09%new13F-HRTimeline
MONECO ADVISORS, LLC10,933$275K0.03%013F-HR/ATimeline
Garden State Investment Advisory Servic…10,683$269K0.08%-8,74413F-HRTimeline
KINTRA WEALTH, LLC10,411$262K0.18%-7,91713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC10,040$253K<0.01%+1,89513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$252K<0.01%013F-HRTimelineGroup
STAR Financial Bank9,937$250K0.18%013F-HRTimeline
Steward Partners Investment Advisory, L…9,893$249K<0.01%-27013F-HRTimeline
Trust Co9,778$246K0.03%new13F-HRTimeline
Segment Wealth Management, LLC9,500$239K0.02%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,448$238K0.02%013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …9,397$237K0.02%new13F-HRTimelineGroup
COMERICA BANK9,198$232K<0.01%013F-HR/ATimeline
TPG Advisors LLC9,143$230K0.18%-7,38813F-HRTimeline
Stonebridge Capital Advisors LLC8,750$220K0.02%-4,45013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,363$211K<0.01%new13F-HRTimelineGroup
Penobscot Investment Management Company…8,000$201K0.02%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,956$200K0Timeline
PRIVATE TRUST CO NA7,948$200K0.02%+7,61113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,719$169K<0.01%+2,76113F-HRTimelineGroup
Bank of New Hampshire4,770$120K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC2,725$68.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,271$57.2K<0.01%+1,89613F-HRTimelineGroup
American Capital Advisory, LLC2,217$55.8K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,152$54.2K<0.01%+1413F-HRTimeline
Asset Dedication, LLC2,004$50.5K<0.01%013F-HRTimeline
Creekmur Asset Management LLC1,987$50K0.01%013F-HRTimeline
Rialto Wealth Management, LLC955$24K0.01%13F-HRTimeline
Allworth Financial LP813$20.5K<0.01%013F-HRTimeline
Collier Financial400$10.1K0.01%13F-HRTimeline
Stephens Consulting, LLC313$7.88K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.149$3.75K<0.01%+213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB135$3.4K<0.01%013F-HRTimeline
Addison Advisors LLC95$2.39K<0.01%new13F-HRTimeline
Caldwell Trust Co40$1.01K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$504<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.