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Disclosery

IBMQ ISHARES TR

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ETF (fund)

154 managers (156 13F filers) reported a position in IBMQ shares at 2025-06-30, 15,325,624 shares in all. 22 filers opened a position and 6 filers sold out during the quarter.

Managers
154
13F filers
156
New
22
Added
72
Reduced
28
Sold out
6
Shares held by filers
15,325,624

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/2,070,507$52.6M<0.01%+143,62613F-HRTimelineGroup
Clearstead Advisors, LLC891,719$22.7M0.32%+29,26113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV856,888$21.8M0.05%+104,22913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC841,032$21.4M0.01%+36,69313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\734,646$18.7M0.02%+50,58113F-HRTimelineGroup
HighTower Advisors, LLC653,576$16.6M0.02%-47,06913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN454,319$11.5M<0.01%+20,88913F-HRTimelineGroup
NewEdge Advisors, LLC434,996$11.1M0.06%+9,64413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC386,615$9.82M0.9%+12,13813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co382,180$9.71M0.61%+51,41513F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC375,752$9.55M0.68%+55,04813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC338,675$8.61M0.35%+5,76013F-HRTimeline
UBS Group AGin group UBS Group AG335,095$8.51M<0.01%-29,24913F-HRTimelineGroup
Covington Investment Advisors Inc.308,365$7.84M1.12%+26,25013F-HRTimeline
Kathmere Capital Management, LLC301,088$7.65M0.59%-253,22313F-HRTimeline
LPL Financial LLC265,242$6.74M<0.01%+6,31113F-HRTimeline
Heartwood Wealth Advisors LLC252,883$6.43M0.67%+13813F-HRTimeline
Praetorian Wealth Management, Inc.242,261$6.16M1.42%+3,11913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC239,730$6.09M<0.01%-134,37513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP193,861$4.93M<0.01%+86,52613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY192,905$4.9M<0.01%+10,62813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC185,542$4.71M0.02%+16,88213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…185,252$4.71M<0.01%+20,90413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC181,110$4.6M0.08%+8,40913F-HRTimeline
CENTRAL TRUST Co151,130$3.84M0.09%+1,14713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding126,123$3.2M+50,756Timeline
Cypress Point Wealth Management, LLC119,536$3.04M0.74%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC117,601$2.99M<0.01%+56,24313F-HRTimelineGroup
Integrated Wealth Concepts LLC115,028$2.92M0.03%+3,59913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC113,132$2.87M<0.01%+3,84113F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC112,390$2.86M0.21%+23,63613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…107,202$2.72M0.02%+6613F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC98,908$2.51M0.04%+65,97113F-HRTimeline
Cyndeo Wealth Partners, LLC97,284$2.47M0.15%-10,48313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC95,929$2.44M0.16%+14,02013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,733$2.36M<0.01%-1,19413F-HR/ATimelineGroup
Quantum Financial Advisors, LLC87,204$2.22M0.3%+4,24413F-HRTimeline
Envision Financial Planning, LLC84,482$2.15M1%-5,41513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC83,958$2.13M0.03%+1,97313F-HRTimeline
Legacy Private Trust Co.82,149$2.09M0.13%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO81,923$2.08M<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC81,830$2.08M0.03%+49,17113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp63,186$1.61M0.04%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth62,843$1.6M<0.01%+1,98613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC62,636$1.59M<0.01%+1,97713F-HRTimeline
Valmark Advisers, Inc.59,642$1.52M0.02%+6,12913F-HRTimeline
Capital Investment Advisors, LLC58,555$1.49M0.03%+6,80513F-HR/ATimeline
SPINNAKER TRUST54,020$1.37M0.08%+6,41513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC51,221$1.3M0.22%+31113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.50,439$1.28M0.06%+24,32813F-HRTimeline
RIA Advisory Group LLC49,569$1.26M0.37%+4,10513F-HRTimeline
Newman Dignan & Sheerar, Inc.48,256$1.23M0.28%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC48,020$1.22M0.09%+24,74013F-HRTimeline
Signature Wealth Management Group47,520$1.21M0.48%+91413F-HRTimeline
Evergreen Private Wealth LLC43,810$1.11M0.47%+57313F-HRTimeline
Granite Harbor Advisors, Inc.41,059$1.04M0.49%-4,25513F-HRTimeline
CWM, LLCin group CWM, LLC39,362$1M<0.01%+6,26613F-HRTimelineGroup
WJ Wealth Management, LLC39,200$996K0.31%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,609$930K<0.01%+5,07913F-HR/ATimelineGroup
Glenview Trust Co36,400$925K0.02%013F-HRTimeline
Cetera Investment Advisers34,100$866K<0.01%+10,11213F-HRTimeline
Roof Eidam Maycock Peralta, LLC31,789$808K0.2%+4413F-HRTimeline
Crews Bank & Trust31,482$800K0.13%013F-HRTimeline
GC Wealth Management RIA, LLC31,217$793K0.06%-65313F-HRTimeline
Snowden Capital Advisors LLC31,000$788K0.02%013F-HRTimeline
IFP Advisors, Inc30,559$776K0.02%+3,83813F-HRTimeline
Cambridge Investment Research Advisors,…30,265$769K<0.01%+22,20813F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC29,176$741K0.35%-90013F-HRTimeline
Financial Advisory Corp27,255$693K0.11%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,112$689K+14,027Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP27,089$688K<0.01%+5,27413F-HRTimelineGroup
Orion Porfolio Solutions, LLC27,000$686K0.01%+5,89313F-HR/ATimeline
Godshalk Welsh Capital Management, Inc.25,750$654K0.4%+14,50013F-HRTimeline
Gryphon Financial Partners LLC24,940$634K0.08%new13F-HRTimeline
CFS Investment Advisory Services, LLC24,308$618K0.05%-7813F-HRTimeline
Beacon Pointe Advisors, LLC23,464$596K0.01%+7513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…22,906$582K0.38%-4,50813F-HRTimeline
FF Advisors,LLC21,309$541K0.28%+75213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,448$520K<0.01%+10,72013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC19,920$506K0.18%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,844$504K<0.01%-51613F-HRTimeline
MassMutual Private Wealth & Trust, FSB19,660$500K0.01%+19,52513F-HRTimeline
10Elms LLP19,160$487K0.46%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,154$461K<0.01%+1,43213F-HR/ATimelineGroup
Klingman & Associates, LLC18,088$460K0.03%-2,34413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,062$459K0.01%+613F-HRTimelineGroup
POSTROCK PARTNERS LLC16,841$428K0.2%+3,55013F-HRTimeline
Parallel Advisors, LLC16,279$414K0.01%+1,16013F-HRTimeline
Vishria Bird Financial Group, LLC15,929$405K0.13%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV15,443$392K0.12%+1,50213F-HRTimeline
Janney Montgomery Scott LLC14,809$376K<0.01%-1,23213F-HRTimeline
Mariner, LLCin group Mariner, LLC14,536$369K<0.01%013F-HRTimelineGroup
Exchange Capital Management, Inc.14,484$368K0.05%-1,03513F-HRTimeline
First National Trust Co14,433$367K0.01%+59313F-HRTimeline
SMITH, MOORE & CO.14,163$360K0.03%new13F-HRTimeline
WRAPMANAGER INC13,905$353K0.09%-64413F-HRTimeline
Rossmore Private Capital13,887$353K0.04%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,800$351K0.04%-1,00013F-HRTimeline
Passive Capital Management, LLC.13,803$350K0.11%013F-HRTimeline
Trust Co13,728$349K0.04%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC13,612$346K0.24%+8313F-HRTimeline
SAX WEALTH ADVISORS, LLC13,241$336K0.02%new13F-HRTimeline
NESTEGG ADVISORS, INC.13,225$336K0.32%-8,57613F-HRTimeline
First Affirmative Financial Network13,081$332K0.17%new13F-HRTimeline
Archford Capital Strategies, LLC13,065$332K0.04%+59113F-HRTimeline
Peloton Wealth Strategists13,000$330K0.13%013F-HRTimeline
Meridian Wealth Management, LLC12,954$329K0.01%new13F-HRTimeline
WealthBridge Capital Management, LLC12,732$324K0.08%+68013F-HRTimeline
Avantax Planning Partners, Inc.12,459$317K0.01%-113F-HRTimeline
Sanctuary Advisors, LLC11,839$301K<0.01%+4313F-HRTimeline
Steward Partners Investment Advisory, L…11,666$296K<0.01%+2,92813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,657$296K<0.01%-22,49213F-HR/ATimelineGroup
PFG Private Wealth Management, LLC11,649$296K0.15%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,593$293K0.33%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC11,385$289K0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management11,292$287K<0.01%+2,03213F-HRTimelineGroup
Rehmann Capital Advisory Group11,065$281K0.02%013F-HRTimeline
MONECO ADVISORS, LLC10,933$278K0.03%013F-HRTimeline
Atwater Malick LLC10,921$278K0.09%new13F-HRTimeline
Precision Wealth Strategies, LLC10,392$264K0.09%new13F-HRTimeline
Commonwealth Financial Services, LLC10,367$263K0.05%-25913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,000$254K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,776$248K<0.01%+1,78313F-HRTimelineGroup
FLOW TRADERS U.S. LLC9,668$246K0.01%new13F-HRTimeline
Segment Wealth Management, LLC9,500$241K0.02%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,448$240K0.03%013F-HRTimelineGroup
TPG Advisors LLC9,143$232K0.17%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,066$230K0.02%-72213F-HRTimelineGroup
PRIVATE TRUST CO NA8,883$226K0.02%-30413F-HRTimeline
Private Advisor Group, LLC8,726$222K<0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,562$218K0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,456$215K<0.01%-3,00313F-HRTimelineGroup
Accretive Wealth Partners, LLC8,274$210K0.07%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…8,045$204K0.07%new13F-HRTimeline
Penobscot Investment Management Company…8,000$203K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,956$202K0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC5,930$152K0.03%013F-HRTimeline
COMERICA BANK5,889$150K<0.01%013F-HRTimeline
Bank of New Hampshire4,770$121K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,943$100K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC2,725$69.2K0.01%013F-HRTimeline
American Capital Advisory, LLC2,217$56.3K0.03%013F-HRTimeline
FMR LLCin group FMR LLC2,043$51.9K<0.01%-6,14513F-HRTimelineGroup
Asset Dedication, LLC2,004$50.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,794$45.6K0.02%new13F-HRTimeline
Addison Advisors LLC995$25.3K0.01%+90013F-HRTimeline
Rialto Wealth Management, LLC828$21K0.01%013F-HRTimeline
Allworth Financial LP813$20.7K<0.01%013F-HRTimeline
Stephens Consulting, LLC313$7.95K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.294$7.47K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150$3.81K<0.01%+113F-HRTimelineGroup
Caldwell Trust Co40$1.02K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$508<0.01%-12813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.