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Disclosery

IBMQ ISHARES TR

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ETF (fund)

142 managers (143 13F filers) reported a position in IBMQ shares at 2025-03-31, 14,438,698 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
142
13F filers
143
New
17
Added
60
Reduced
33
Sold out
5
Shares held by filers
14,438,698

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/1,926,881$48.7M<0.01%+171,82013F-HRTimelineGroup
Clearstead Advisors, LLC862,458$21.8M0.34%-15,80713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC804,339$20.3M0.01%-31,84813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV752,659$19M0.04%+62,84013F-HRTimeline
HighTower Advisors, LLC700,645$17.7M0.02%+37,42013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\684,065$17.3M0.02%-19,73813F-HRTimelineGroup
Kathmere Capital Management, LLC554,311$14M1.19%-72,43713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN433,430$11M<0.01%-182,79613F-HRTimelineGroup
NewEdge Advisors, LLC425,352$10.8M0.06%+55,20813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC374,477$9.47M0.9%-22,67213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC374,105$9.46M<0.01%-14,00513F-HRTimelineGroup
UBS Group AGin group UBS Group AG364,344$9.21M<0.01%+7,49113F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC332,915$8.42M0.38%+33,50013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co330,765$8.37M0.59%+1,98213F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC320,704$8.11M0.63%+85,64413F-HRTimeline
Covington Investment Advisors Inc.282,115$7.13M1.11%+42,19013F-HRTimeline
LPL Financial LLC258,931$6.55M<0.01%+42,99213F-HRTimeline
Heartwood Wealth Advisors LLC252,745$6.39M0.73%+17,65713F-HRTimeline
Praetorian Wealth Management, Inc.239,142$6.05M1.47%+63113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY182,277$4.61M<0.01%-174,69413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC172,701$4.37M0.08%+9,66213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC168,660$4.27M0.03%+119,05113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…164,348$4.16M<0.01%+30913F-HRTimelineGroup
CENTRAL TRUST Co149,983$3.79M0.09%+2,85013F-HRTimeline
Cypress Point Wealth Management, LLC119,536$3.02M0.96%013F-HRTimeline
Integrated Wealth Concepts LLC111,429$2.82M0.03%+47,83613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC109,291$2.76M<0.01%+2,57513F-HRTimelineGroup
Cyndeo Wealth Partners, LLC107,767$2.73M0.18%+19,39713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP107,335$2.71M<0.01%+9,50913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…107,136$2.71M0.02%+16,99713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,927$2.38M<0.01%+10,29013F-HR/ATimelineGroup
Envision Financial Planning, LLC89,897$2.27M1.16%-4,30513F-HRTimeline
Sound View Wealth Advisors Group, LLC88,754$2.24M0.18%+7,83513F-HRTimeline
Quantum Financial Advisors, LLC82,960$2.1M0.31%+5,10713F-HRTimeline
Legacy Private Trust Co.82,149$2.08M0.14%+24,12613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC81,985$2.07M0.04%+8,18013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC81,909$2.07M0.15%+4,00013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding75,367$1.91M+41,134Timeline
Sandy Spring Bank61,833$1.56M0.07%+8,13113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,358$1.55M<0.01%new13F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth60,857$1.54M<0.01%+1,92213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC60,659$1.53M<0.01%+30,53613F-HRTimeline
Valmark Advisers, Inc.53,513$1.35M0.02%-48513F-HRTimeline
Capital Investment Advisors, LLC51,750$1.31M0.03%+2,62113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC50,910$1.29M0.24%+21113F-HRTimeline
Newman Dignan & Sheerar, Inc.48,256$1.22M0.33%+8,89013F-HR/ATimeline
SPINNAKER TRUST47,605$1.2M0.08%+4,36013F-HRTimeline
Signature Wealth Management Group46,606$1.18M0.46%-66813F-HRTimeline
RIA Advisory Group LLC45,464$1.15M0.37%new13F-HRTimeline
Granite Harbor Advisors, Inc.45,314$1.15M0.61%+2,60413F-HRTimeline
Evergreen Private Wealth LLC43,237$1.09M0.51%+2,44313F-HRTimeline
Glenview Trust Co36,400$921K0.02%013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,149$864K<0.01%-266,67013F-HRTimelineGroup
CWM, LLCin group CWM, LLC33,096$837K<0.01%+3,64113F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC32,937$833K0.01%-31813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,659$826K0.01%+2,27913F-HRTimelineGroup
GC Wealth Management RIA, LLC31,870$806K0.15%+1,13613F-HRTimeline
Roof Eidam Maycock Peralta, LLC31,745$803K0.21%+3013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,530$797K<0.01%-1,89913F-HRTimelineGroup
Crews Bank & Trust31,482$796K0.14%+1,58513F-HRTimeline
Snowden Capital Advisors LLC31,000$784K0.03%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC30,076$761K0.41%-94713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…27,414$693K0.47%-34513F-HRTimeline
IFP Advisors, Inc26,721$676K0.02%-2,54913F-HRTimeline
Crumly & Associates Inc.26,246$664K0.18%-28,41513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,111$660K0.03%013F-HRTimeline
CFS Investment Advisory Services, LLC24,386$617K0.05%-4,54913F-HRTimeline
Cetera Investment Advisers23,988$607K<0.01%+7,38913F-HRTimeline
Beacon Pointe Advisors, LLC23,389$592K0.01%+5,03013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC23,280$589K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,219$562K<0.01%new13F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,815$552K<0.01%+1,09913F-HRTimelineGroup
NESTEGG ADVISORS, INC.21,801$551K0.59%-25,41713F-HRTimeline
Orion Porfolio Solutions, LLC21,107$534K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC21,107$534K0.01%new13F-HR/ATimeline
Klingman & Associates, LLC20,432$517K0.03%-1,83713F-HRTimeline
FF Advisors,LLC20,557$517K0.3%+4,22313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,360$515K<0.01%+6,94613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC19,920$504K0.2%013F-HRTimeline
10Elms LLP19,160$485K0.49%+4,00013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,056$457K0.02%-24113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,722$423K<0.01%+4,02113F-HRTimelineGroup
Janney Montgomery Scott LLC16,041$406K<0.01%013F-HRTimeline
Exchange Capital Management, Inc.15,519$392K0.06%-1,06513F-HRTimeline
Parallel Advisors, LLC15,119$382K0.01%-18113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,800$374K0.05%013F-HRTimeline
WRAPMANAGER INC14,549$368K0.1%-46013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,536$368K<0.01%013F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,941$353K0.12%+2,78913F-HRTimeline
First National Trust Co13,840$350K0.01%013F-HRTimeline
Passive Capital Management, LLC.13,803$349K0.11%new13F-HRTimeline
Trust Co13,728$347K0.04%+3,95013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC13,529$342K0.27%new13F-HRTimeline
POSTROCK PARTNERS LLC13,291$336K0.17%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding13,085$331K-10,021Timeline
Peloton Wealth Strategists13,000$329K0.14%013F-HRTimeline
Archford Capital Strategies, LLC12,474$315K0.05%013F-HRTimeline
Avantax Planning Partners, Inc.12,460$315K0.01%new13F-HRTimeline
WealthBridge Capital Management, LLC12,052$305K0.09%+25013F-HRTimeline
Sanctuary Advisors, LLC11,796$298K<0.01%+1213F-HRTimeline
PFG Private Wealth Management, LLC11,649$295K0.16%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,593$293K0.33%-9,91613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,459$290K<0.01%-37713F-HR/ATimelineGroup
Godshalk Welsh Capital Management, Inc.11,250$285K0.19%new13F-HRTimeline
Rehmann Capital Advisory Group11,065$280K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC10,933$276K0.03%013F-HR/ATimeline
Garden State Investment Advisory Servic…10,683$270K0.09%013F-HRTimeline
Commonwealth Financial Services, LLC10,626$269K0.06%-95013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$253K<0.01%013F-HRTimelineGroup
STAR Financial Bank9,937$251K0.18%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,788$248K0.02%+39113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9,728$246K<0.01%+7,45713F-HRTimelineGroup
Segment Wealth Management, LLC9,500$240K0.02%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,448$239K0.03%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management9,260$234K<0.01%+89713F-HRTimelineGroup
PRIVATE TRUST CO NA9,187$232K0.02%+1,23913F-HRTimeline
TPG Advisors LLC9,143$231K0.18%013F-HRTimeline
Steward Partners Investment Advisory, L…8,738$221K<0.01%-1,15513F-HRTimeline
ArborFi Advisors, LLC8,536$216K0.21%new13F-HRTimeline
FMR LLCin group FMR LLC8,188$207K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,057$204K<0.01%new13F-HRTimeline
Penobscot Investment Management Company…8,000$202K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,993$202K<0.01%+1,27413F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,956$201K0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC5,930$150K0.03%new13F-HRTimeline
COMERICA BANK5,889$149K<0.01%-3,30913F-HRTimeline
Bank of New Hampshire4,770$121K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC2,725$68.9K0.01%013F-HRTimeline
American Capital Advisory, LLC2,217$56.1K0.03%013F-HRTimeline
Asset Dedication, LLC2,004$50.7K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC828$20.9K0.01%-12713F-HRTimeline
Allworth Financial LP813$20.4K<0.01%013F-HRTimeline
YANKCOM Partnership775$19.6K0.01%new13F-HRTimeline
Collier Financial402$10.2K0.01%+213F-HRTimeline
Stephens Consulting, LLC313$7.92K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.294$7.43K<0.01%-1,85813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.149$3.77K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC148$3.73K<0.01%+12813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB135$3.41K<0.01%013F-HRTimeline
Addison Advisors LLC95$2.4K<0.01%013F-HRTimeline
Caldwell Trust Co40$1.01K<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.