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Disclosery

IBMQ ISHARES TR

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ETF (fund)

176 managers (178 13F filers) reported a position in IBMQ shares at 2025-12-31, 20,359,054 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
176
13F filers
178
New
17
Added
95
Reduced
25
Sold out
5
Shares held by filers
20,359,054

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
MERCER GLOBAL ADVISORS INC /ADV3,902,720$99.8M0.15%+3,002,41513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,274,358$58.2M<0.01%+159,11413F-HRTimelineGroup
Clearstead Advisors, LLC962,006$24.6M0.31%+48,97813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\772,016$19.7M0.02%+19,17013F-HRTimelineGroup
HighTower Advisors, LLC766,908$19.6M0.02%+103,55913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN533,318$13.6M<0.01%-65013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC518,402$13.3M0.82%+79,89513F-HRTimeline
NewEdge Advisors, LLC488,211$12.5M0.05%+35,21413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY438,509$11.2M<0.01%+66,82813F-HR/ATimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC409,820$10.5M0.4%+49,30013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC409,256$10.5M0.88%+16,02413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co391,299$10M0.58%+6,65613F-HRTimelineGroup
Covington Investment Advisors Inc.371,320$9.5M1.3%+58,65013F-HRTimeline
UBS Group AGin group UBS Group AG353,689$9.05M<0.01%+6,34813F-HRTimelineGroup
Kathmere Capital Management, LLC313,253$8.01M0.54%+3,97313F-HRTimeline
LPL Financial LLC294,479$7.53M<0.01%+17,47713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…292,818$7.49M<0.01%+3,00013F-HR/ATimelineGroup
Praetorian Wealth Management, Inc.267,346$6.84M1.36%+25,40713F-HRTimeline
Heartwood Wealth Advisors LLC259,759$6.64M0.61%+85313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC235,741$6.03M0.09%+6,67213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding235,659$6.03M+34,772Timeline
Lido Advisors, LLCin group Lido Advisors, LLC220,660$5.66M0.02%+16,53813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP213,654$5.46M<0.01%+14,07113F-HRTimelineGroup
CENTRAL TRUST Co167,289$4.28M0.08%+15,90413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,432$3.98M<0.01%+62,47613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC145,978$3.73M0.25%+43,08313F-HRTimeline
Integrated Wealth Concepts LLC132,578$3.39M0.04%+12,02313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…132,562$3.39M0.02%+13,38313F-HRTimelineGroup
Quantum Financial Advisors, LLC127,876$3.27M0.37%-1,77013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,430$3.23M<0.01%-41,23813F-HRTimelineGroup
Beacon Pointe Advisors, LLC125,925$3.22M0.02%+1,49013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.123,935$3.17M0.13%+24,08613F-HRTimeline
Cyndeo Wealth Partners, LLC121,517$3.11M0.17%+24,75313F-HRTimeline
Cypress Point Wealth Management, LLC119,536$3.06M0.67%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC115,031$2.94M0.04%+18,95213F-HRTimeline
PSI Advisors, LLC109,100$2.79M0.7%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC104,780$2.68M<0.01%+36,14913F-HRTimeline
SONATA CAPITAL GROUP INC99,360$2.54M0.92%+83,33513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC97,659$2.5M0.03%+8,20713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,772$2.45M<0.01%+30313F-HRTimelineGroup
Atwater Malick LLC95,171$2.43M0.67%+83,27213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC93,346$2.39M0.04%+2,43713F-HRTimeline
Parkway Wealth Management Group, LLC91,825$2.35M0.32%13F-HRTimeline
CWM, LLCin group CWM, LLC76,534$1.96M0.01%+41,92513F-HRTimelineGroup
Valmark Advisers, Inc.72,927$1.87M0.02%+10,43513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp71,632$1.83M0.03%+9,04613F-HRTimelineGroup
Sanctuary Advisors, LLC70,139$1.79M0.01%+56,74613F-HRTimeline
Ellis Investment Partners, LLC69,683$1.78M0.31%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC69,588$1.78M0.11%-15,64313F-HRTimeline
SPINNAKER TRUST65,502$1.68M0.09%+5,88813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth64,805$1.66M<0.01%+1,96213F-HRTimelineGroup
Granite Harbor Advisors, Inc.63,646$1.63M0.69%+9,04713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC63,522$1.62M<0.01%+21,91713F-HRTimelineGroup
Capital Investment Advisors, LLC59,981$1.53M0.02%+55013F-HRTimeline
RIA Advisory Group LLC55,217$1.41M0.34%+1,18913F-HRTimeline
Kastel Capital Advisors, LLC54,269$1.39M0.85%13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC51,954$1.33M0.2%+42113F-HRTimeline
Evergreen Private Wealth LLC49,183$1.26M0.5%+4,08813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49,154$1.26M0.08%013F-HRTimeline
Summit Financial, LLC47,539$1.22M0.02%+1,05213F-HRTimeline
OneDigital Investment Advisors LLC46,090$1.18M0.01%new13F-HRTimeline
Signature Wealth Management Group46,090$1.18M0.48%-89513F-HRTimeline
Mariner, LLCin group Mariner, LLC45,071$1.15M<0.01%+20,81913F-HRTimelineGroup
Financial Engines Advisors L.L.C.44,197$1.13M<0.01%+30,23013F-HRTimeline
Envision Financial Planning, LLC43,931$1.12M0.42%+27913F-HRTimeline
Lantz Financial LLC43,248$1.11M0.23%new13F-HRTimeline
Aspen Wealth Management LLC42,960$1.1M0.23%+8,03113F-HRTimeline
GC Wealth Management RIA, LLC42,753$1.09M0.04%+7,11513F-HRTimeline
Quantinno Capital Management LP41,352$1.06M<0.01%+1,30413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding39,652$1.01M+20,991Timeline
Legacy Private Trust Co.39,523$1.01M0.06%-42,62613F-HRTimeline
First National Trust Co38,507$985K0.03%+21,85213F-HRTimeline
Crews Bank & Trust37,755$966K0.14%-2713F-HRTimeline
Cetera Investment Advisers37,079$948K<0.01%+2,74013F-HRTimeline
Glenview Trust Co35,413$906K0.01%-98713F-HRTimeline
Godshalk Welsh Capital Management, Inc.35,300$903K0.52%+6,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,000$895K<0.01%-22413F-HRTimelineGroup
Curbstone Financial Management Corp34,950$894K0.17%+16,20013F-HRTimeline
Rossmore Private Capital33,829$865K0.08%+15,94213F-HRTimeline
HEFFERNAN ADVISORY, INC33,148$848K0.81%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,852$840K0.01%+8,99813F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC31,893$816K0.18%+6013F-HRTimeline
Snowden Capital Advisors LLC31,000$793K0.02%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC30,277$774K0.34%+1,89113F-HRTimeline
CFS Investment Advisory Services, LLC28,756$735K0.05%+5,10213F-HRTimeline
FF Advisors,LLC28,676$733K0.33%+7,80113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP28,219$722K<0.01%+1,68313F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,198$721K<0.01%-2,03413F-HRTimeline
WJ Wealth Management, LLC28,107$719K0.31%013F-HRTimeline
TRUE Private Wealth Advisors27,438$702K0.07%new13F-HRTimeline
IFP Advisors, Inc26,346$674K0.02%+1,27713F-HRTimeline
Gryphon Financial Partners LLC24,940$638K0.07%013F-HRTimeline
Financial Advisory Corp23,586$603K0.09%-2,49913F-HRTimeline
Parallel Advisors, LLC23,095$591K0.01%+2,89613F-HRTimeline
Newman Dignan & Sheerar, Inc.22,563$577K0.12%-25,69313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…22,554$577K0.38%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,375$547K0.1%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,182$542K<0.01%-15,48213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS20,880$534K<0.01%+2,76213F-HRTimeline
10Elms LLP20,360$521K0.48%013F-HRTimeline
Wick Capital Partners, LLC20,324$520K0.09%+9,80013F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC19,920$509K0.16%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,229$492K<0.01%+4313F-HR/ATimelineGroup
SMITH, MOORE & CO.18,382$470K0.04%+26513F-HRTimeline
Modern Wealth Management, LLC18,375$470K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,077$462K0.01%+813F-HRTimelineGroup
Creative Planningin group Creative Planning17,635$451K<0.01%013F-HRTimelineGroup
POSTROCK PARTNERS LLC16,841$431K0.19%013F-HRTimeline
Private Advisor Group, LLC15,612$399K<0.01%-2,35013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,009$384K<0.01%-7,30913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC14,702$376K0.02%+913F-HRTimeline
Janney Montgomery Scott LLC14,709$376K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,678$375K0.01%+11913F-HRTimelineGroup
Commonwealth Financial Services, LLC14,395$368K0.06%+4,12113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,375$368K0.04%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC13,806$353K0.18%+11113F-HRTimeline
Passive Capital Management, LLC.13,803$353K0.11%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,800$353K0.04%013F-HRTimeline
Trust Co13,729$351K0.03%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,615$348K0.01%-3,46213F-HRTimeline
WealthBridge Capital Management, LLC13,503$345K0.08%+56113F-HRTimeline
TPG Advisors LLC13,073$334K0.21%+2413F-HRTimeline
Peloton Wealth Strategists13,000$332K0.13%013F-HRTimeline
Penobscot Investment Management Company…12,750$326K0.02%+3,00013F-HRTimeline
Klingman & Associates, LLC12,693$325K0.02%-3,71113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV12,673$324K0.09%-1,52913F-HRTimeline
Avantax Planning Partners, Inc.12,459$319K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,370$316K<0.01%+2,55113F-HRTimelineGroup
Archford Capital Strategies, LLC12,095$309K0.04%-97013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,495$294K0.01%013F-HRTimelineGroup
MONECO ADVISORS, LLC10,933$280K0.02%013F-HRTimeline
Meridian Wealth Management, LLC10,158$260K0.01%-4,64313F-HRTimeline
Leo Wealth, LLC9,980$255K0.02%+6513F-HRTimeline
PFG Private Wealth Management, LLC9,852$252K0.11%new13F-HRTimeline
Segment Wealth Management, LLC9,500$243K0.01%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,448$242K0.02%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,086$232K0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC9,022$231K0.01%+62913F-HRTimeline
Cornell Pochily Investment Advisors, In…8,820$226K0.07%013F-HRTimeline
PRIVATE TRUST CO NA8,809$225K0.02%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,562$219K0.04%013F-HRTimeline
HORAN Wealth, LLC8,495$217K0.03%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,358$214K<0.01%-9813F-HR/ATimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC8,237$211K0.05%new13F-HRTimeline
NESTEGG ADVISORS, INC.8,180$209K0.18%-1,85013F-HRTimeline
Beaumont Asset Management, L.L.C.8,030$205K0.1%013F-HRTimeline
MEMBERS WEALTH LLC7,970$205K0.13%new13F-HRTimeline
ArborFi Advisors, LLC7,963$204K0.17%new13F-HRTimeline
Accretive Wealth Partners, LLC7,892$202K0.06%-48713F-HRTimeline
CNB Bank7,637$195K0.08%013F-HRTimeline
COMERICA BANK6,980$179K<0.01%+24513F-HRTimeline
Hughes Financial Services, LLC6,045$155K0.02%+11513F-HRTimeline
Steward Partners Investment Advisory, L…5,907$151K<0.01%-5,75913F-HRTimeline
Bank of New Hampshire4,770$122K0.03%013F-HRTimeline
Princeton Global Asset Management LLC4,705$120K0.02%new13F-HRTimeline
Global Retirement Partners, LLC4,261$109K<0.01%+1,57313F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,000$102K0.01%+3313F-HRTimeline
Glen Eagle Advisors, LLC2,725$69.7K0.01%013F-HRTimeline
American Capital Advisory, LLC2,217$56.7K0.02%013F-HRTimeline
Bullock Wealth Management Group1,987$50.8K0.02%+1613F-HRTimeline
FMR LLCin group FMR LLC1,964$50.2K<0.01%-84113F-HRTimelineGroup
BARRETT & COMPANY, INC.1,794$45.9K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,511$38.6K<0.01%+1,25313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,309$33.5K<0.01%+813F-HRTimeline
Addison Advisors LLC995$25.4K0.01%013F-HRTimeline
Rialto Wealth Management, LLC828$21.2K0.01%013F-HRTimeline
Allworth Financial LP813$20.8K<0.01%013F-HRTimeline
Asset Dedication, LLC803$20.5K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC649$16.6K<0.01%new13F-HRTimeline
NorthAvenue LLC387$9.9K0.01%13F-HRTimeline
Stephens Consulting, LLC313$8.01K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150$3.84K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC43$1.1K<0.01%new13F-HRTimeline
Caldwell Trust Co40$1.02K<0.01%013F-HRTimeline
AE Wealth Management LLC38$972<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$972<0.01%013F-HRTimeline