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Disclosery

IBMQ ISHARES TR

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ETF (fund)

162 managers (164 13F filers) reported a position in IBMQ shares at 2025-09-30, 16,743,682 shares in all. 19 filers opened a position and 9 filers sold out during the quarter.

Managers
162
13F filers
164
New
19
Added
79
Reduced
33
Sold out
9
Shares held by filers
16,743,682

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/2,115,244$54.2M<0.01%+44,73713F-HR/ATimelineGroup
Vishria Bird Financial Group, LLC1,144,685$29.3M5.76%+1,128,75613F-HRTimeline
Clearstead Advisors, LLC913,028$23.4M0.34%+21,30913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV900,305$23.1M0.04%+43,41713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\752,846$19.3M0.02%+18,20013F-HRTimelineGroup
HighTower Advisors, LLC663,349$17M0.02%+9,77313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN533,968$13.7M<0.01%+79,64913F-HRTimelineGroup
NewEdge Advisors, LLC452,997$11.6M0.05%+18,00113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC438,507$11.2M0.72%+62,75513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC393,232$10.1M0.86%+6,61713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co384,643$9.86M0.58%+2,46313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY371,681$9.53M<0.01%+178,77613F-HR/ATimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC360,520$9.24M0.35%+21,84513F-HRTimeline
UBS Group AGin group UBS Group AG347,341$8.91M<0.01%+12,24613F-HRTimelineGroup
Covington Investment Advisors Inc.312,670$8.02M1.05%+4,30513F-HRTimeline
Kathmere Capital Management, LLC309,280$7.93M0.56%+8,19213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…289,818$7.43M<0.01%+104,56613F-HRTimelineGroup
LPL Financial LLC277,002$7.1M<0.01%+11,76013F-HRTimeline
Heartwood Wealth Advisors LLC258,906$6.64M0.62%+6,02313F-HRTimeline
Praetorian Wealth Management, Inc.241,939$6.2M1.27%-32213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC229,069$5.87M0.09%+47,95913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC204,122$5.23M0.02%+18,58013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding200,887$5.15M+74,764Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP199,583$5.12M<0.01%+5,72213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC167,668$4.3M<0.01%-72,06213F-HRTimelineGroup
CENTRAL TRUST Co151,385$3.88M0.08%+25513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,015$3.41M<0.01%-708,01713F-HRTimelineGroup
Quantum Financial Advisors, LLC129,646$3.32M0.41%+42,44213F-HRTimeline
Beacon Pointe Advisors, LLC124,435$3.19M0.03%+100,97113F-HRTimeline
Integrated Wealth Concepts LLC120,555$3.09M0.03%+5,52713F-HRTimeline
Cypress Point Wealth Management, LLC119,536$3.06M0.62%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…119,179$3.06M0.02%+11,97713F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC102,895$2.64M0.18%-9,49513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.99,849$2.56M0.11%+49,41013F-HRTimeline
Cyndeo Wealth Partners, LLC96,764$2.48M0.14%-52013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC96,079$2.46M0.03%+12,12113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,469$2.45M<0.01%-17,66313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,956$2.38M<0.01%+22313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC90,909$2.33M0.03%-7,99913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC89,452$2.29M0.03%+7,62213F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC85,231$2.19M0.14%-10,69813F-HRTimeline
Legacy Private Trust Co.82,149$2.11M0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,631$1.76M<0.01%+5,99513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth62,843$1.61M<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp62,586$1.6M0.03%-60013F-HRTimelineGroup
Valmark Advisers, Inc.62,492$1.6M0.02%+2,85013F-HRTimeline
SPINNAKER TRUST59,614$1.53M0.08%+5,59413F-HRTimeline
Capital Investment Advisors, LLC59,431$1.52M0.03%+87613F-HRTimeline
Granite Harbor Advisors, Inc.54,599$1.4M0.59%+13,54013F-HRTimeline
RIA Advisory Group LLC54,028$1.39M0.36%+4,45913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC51,533$1.32M0.21%+31213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49,154$1.26M0.08%+1,13413F-HRTimeline
Orion Porfolio Solutions, LLC48,854$1.25M0.01%+21,85413F-HRTimeline
Newman Dignan & Sheerar, Inc.48,256$1.24M0.27%013F-HRTimeline
Signature Wealth Management Group46,985$1.2M0.47%-53513F-HRTimeline
Summit Financial, LLC46,487$1.19M0.02%new13F-HRTimeline
Evergreen Private Wealth LLC45,095$1.16M0.47%+1,28513F-HRTimeline
Envision Financial Planning, LLC43,652$1.12M0.47%-40,83013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41,605$1.07M<0.01%+21,15713F-HRTimelineGroup
Quantinno Capital Management LP40,048$1.03M<0.01%new13F-HRTimeline
Crews Bank & Trust37,782$969K0.14%+6,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,664$940K<0.01%+5513F-HRTimelineGroup
Glenview Trust Co36,400$933K0.01%013F-HRTimeline
GC Wealth Management RIA, LLC35,638$914K0.03%+4,42113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,224$903K<0.01%+25,22413F-HRTimelineGroup
Aspen Wealth Management LLC34,929$896K0.2%new13F-HRTimeline
CWM, LLCin group CWM, LLC34,609$887K<0.01%-4,75313F-HRTimelineGroup
Cetera Investment Advisers34,339$880K<0.01%+23913F-HRTimeline
Roof Eidam Maycock Peralta, LLC31,833$816K0.2%+4413F-HRTimeline
Snowden Capital Advisors LLC31,000$795K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…30,232$775K<0.01%-3313F-HRTimeline
Godshalk Welsh Capital Management, Inc.29,300$751K0.43%+3,55013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC28,386$728K0.32%-79013F-HRTimeline
WJ Wealth Management, LLC28,107$718K0.32%-11,09313F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP26,536$680K<0.01%-55313F-HR/ATimelineGroup
Financial Advisory Corp26,085$669K0.1%-1,17013F-HRTimeline
IFP Advisors, Inc25,069$643K0.02%-5,49013F-HR/ATimeline
Gryphon Financial Partners LLC24,940$639K0.07%013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,252$622K<0.01%+9,71613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management23,854$612K0.01%+12,56213F-HRTimelineGroup
CFS Investment Advisory Services, LLC23,654$605K0.04%-65413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…22,554$578K0.37%-35213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,318$572K<0.01%new13F-HRTimelineGroup
FF Advisors,LLC20,875$535K0.26%-43413F-HRTimeline
10Elms LLP20,360$522K0.47%+1,20013F-HRTimeline
Parallel Advisors, LLC20,199$518K0.01%+3,92013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC19,920$511K0.17%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,186$492K<0.01%+1,03213F-HRTimelineGroup
Curbstone Financial Management Corp18,750$481K0.09%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,661$478K-8,451Timeline
CAPTRUST FINANCIAL ADVISORS18,118$465K<0.01%-1,72613F-HRTimeline
SMITH, MOORE & CO.18,117$465K0.04%+3,95413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,069$463K0.01%+713F-HRTimelineGroup
Private Advisor Group, LLC17,962$461K<0.01%+9,23613F-HRTimeline
Rossmore Private Capital17,887$459K0.05%+4,00013F-HRTimeline
Creative Planningin group Creative Planning17,635$452K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB17,077$438K0.01%-2,58313F-HRTimeline
POSTROCK PARTNERS LLC16,841$432K0.19%013F-HRTimeline
First National Trust Co16,655$427K0.01%+2,22213F-HRTimeline
Klingman & Associates, LLC16,404$421K0.02%-1,68413F-HRTimeline
SONATA CAPITAL GROUP INC16,025$411K0.15%new13F-HRTimeline
Meridian Wealth Management, LLC14,801$379K0.01%+1,84713F-HRTimeline
Janney Montgomery Scott LLC14,709$377K<0.01%-10013F-HRTimeline
SAX WEALTH ADVISORS, LLC14,693$377K0.02%+1,45213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,559$373K0.01%new13F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV14,202$364K0.11%-1,24113F-HRTimeline
Financial Engines Advisors L.L.C.13,967$358K<0.01%new13F-HRTimeline
Passive Capital Management, LLC.13,803$354K0.12%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,800$354K0.04%013F-HRTimeline
Trust Co13,728$352K0.04%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC13,695$351K0.2%+8313F-HRTimeline
Sanctuary Advisors, LLC13,393$343K<0.01%+1,55413F-HR/ATimeline
First Affirmative Financial Network13,086$336K0.16%+513F-HRTimeline
Archford Capital Strategies, LLC13,065$335K0.04%013F-HRTimeline
TPG Advisors LLC13,049$335K0.22%+3,90613F-HRTimeline
Peloton Wealth Strategists13,000$333K0.13%013F-HRTimeline
WealthBridge Capital Management, LLC12,942$332K0.08%+21013F-HRTimeline
Avantax Planning Partners, Inc.12,459$319K0.01%013F-HRTimeline
Atwater Malick LLC11,899$305K0.09%+97813F-HRTimeline
Steward Partners Investment Advisory, L…11,666$299K<0.01%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,495$295K0.01%new13F-HRTimelineGroup
MONECO ADVISORS, LLC10,933$280K0.02%013F-HRTimeline
Wick Capital Partners, LLC10,524$270K0.06%new13F-HRTimeline
Commonwealth Financial Services, LLC10,274$263K0.05%-9313F-HRTimeline
NESTEGG ADVISORS, INC.10,030$257K0.23%-3,19513F-HRTimeline
Leo Wealth, LLC9,915$254K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,819$252K<0.01%+4313F-HRTimelineGroup
Penobscot Investment Management Company…9,750$250K0.02%+1,75013F-HRTimeline
Segment Wealth Management, LLC9,500$244K0.01%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,448$242K0.02%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,193$236K<0.01%-2,19213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,086$233K0.01%+1,13013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…8,820$226K0.07%+77513F-HRTimeline
PRIVATE TRUST CO NA8,809$226K0.02%-7413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,562$220K0.04%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,456$217K<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,393$215K0.01%-1,27513F-HRTimeline
Accretive Wealth Partners, LLC8,379$215K0.07%+10513F-HRTimeline
Beaumont Asset Management, L.L.C.8,030$206K0.1%new13F-HRTimeline
Wealthspire Advisors, LLC7,819$200K<0.01%new13F-HRTimeline
CNB Bank7,637$196K0.08%new13F-HRTimeline
COMERICA BANK6,735$173K<0.01%+84613F-HRTimeline
Hughes Financial Services, LLC5,930$151K0.02%013F-HRTimeline
Bank of New Hampshire4,770$122K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,967$101K0.02%+2413F-HRTimeline
FMR LLCin group FMR LLC2,805$71.9K<0.01%+76213F-HRTimelineGroup
Glen Eagle Advisors, LLC2,725$69.9K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,688$68.9K<0.01%new13F-HRTimeline
American Capital Advisory, LLC2,217$56.8K0.03%013F-HRTimeline
Bullock Wealth Management Group1,971$50.4K0.03%new13F-HRTimeline
BARRETT & COMPANY, INC.1,794$46K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,301$33.4K<0.01%+1,00713F-HRTimeline
Addison Advisors LLC995$25.5K0.01%013F-HRTimeline
Rialto Wealth Management, LLC828$21.2K0.01%013F-HRTimeline
Allworth Financial LP813$20.8K<0.01%013F-HRTimeline
Asset Dedication, LLC803$20.6K<0.01%-1,20113F-HRTimeline
Stephens Consulting, LLC313$8.03K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…258$6.62K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.150$3.85K<0.01%013F-HRTimelineGroup
Caldwell Trust Co40$1.03K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$974<0.01%new13F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$513<0.01%013F-HRTimelineGroup