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Disclosery

IBMR ISHARES TR

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ETF (fund)

84 managers (85 13F filers) reported a position in IBMR shares at 2024-12-31, 6,144,586 shares in all. 30 filers opened a position and 4 filers sold out during the quarter.

Managers
84
13F filers
85
New
30
Added
28
Reduced
8
Sold out
4
Shares held by filers
6,144,586

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
Clearstead Advisors, LLC862,163$21.5M0.33%+64,34013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC728,792$18.2M0.01%+54,22413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV659,681$16.5M0.04%new13F-HRTimeline
HighTower Advisors, LLC652,909$16.3M0.02%+149,91713F-HRTimeline
UBS Group AGin group UBS Group AG255,202$6.37M<0.01%+148,22913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/184,250$4.6M<0.01%-13,55313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,726$4.39M<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN164,187$4.1M<0.01%+140,18113F-HRTimelineGroup
Kathmere Capital Management, LLC156,982$3.92M0.35%-369,01913F-HRTimeline
Praetorian Wealth Management, Inc.153,688$3.84M0.93%+35,42013F-HRTimeline
Cypress Point Wealth Management, LLC119,718$2.99M0.93%+97013F-HRTimeline
CENTRAL TRUST Co114,555$2.86M0.07%+22,30113F-HRTimeline
NewEdge Advisors, LLC105,852$2.64M0.02%new13F-HRTimeline
LPL Financial LLC91,235$2.28M<0.01%+47,64813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC87,742$2.19M0.05%+56,68413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…76,363$1.91M0.02%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC71,010$1.77M0.03%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC68,672$1.72M0.14%+16613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC67,329$1.68M0.13%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC65,404$1.63M0.12%+45,02313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY60,824$1.52M<0.01%new13F-HR/ATimelineGroup
SAX WEALTH ADVISORS, LLC60,061$1.38M0.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,403$1.36M<0.01%+17,26013F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\54,176$1.35M<0.01%new13F-HRTimelineGroup
Crumly & Associates Inc.53,742$1.34M0.37%-2,09313F-HRTimeline
Envision Financial Planning, LLC53,568$1.34M0.69%new13F-HRTimeline
Sandy Spring Bank48,305$1.21M0.05%+11,05613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC42,354$1.06M0.05%+3,00013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth42,171$1.05M<0.01%new13F-HR/ATimelineGroup
Integrated Wealth Concepts LLC39,500$987K0.01%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.35,880$896K0.11%+2,25013F-HRTimeline
Roof Eidam Maycock Peralta, LLC33,100$827K0.21%013F-HRTimeline
Capital Investment Advisors, LLC32,169$804K0.02%+10,49113F-HRTimeline
Snowden Capital Advisors LLC31,000$774K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC30,873$771K0.14%+96813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,615$765K<0.01%+25,66913F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC30,244$755K0.38%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,733$718K<0.01%-1,83013F-HRTimelineGroup
CFS Investment Advisory Services, LLC27,701$692K0.06%new13F-HRTimeline
Signature Wealth Management Group27,516$687K0.28%+15,30113F-HRTimeline
FF Advisors,LLC26,817$674K0.46%+2,13613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,192$579K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding21,836$545K+11,364Timeline
Valmark Advisers, Inc.21,639$541K0.01%+4,03513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC21,536$538K0.61%13F-HRTimeline
Klingman & Associates, LLC21,277$532K0.03%-3,56613F-HRTimeline
Parallel Advisors, LLC19,674$491K0.01%+31013F-HRTimeline
IFP Advisors, Inc18,750$468K0.02%new13F-HRTimeline
Exchange Capital Management, Inc.17,939$448K0.07%-1,08513F-HRTimeline
Crews Bank & Trust17,710$442K0.07%13F-HRTimeline
10Elms LLP16,200$405K0.42%13F-HRTimeline
Kades & Cheifetz LLC15,356$384K0.2%new13F-HRTimeline
WRAPMANAGER INC15,261$381K0.1%-2413F-HRTimeline
Newman Dignan & Sheerar, Inc.15,001$375K0.1%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,658$366K<0.01%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.13,653$341K0.02%+5,25013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,328$333K<0.01%+4,00413F-HRTimeline
Leo Wealth, LLC12,960$324K0.03%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC12,139$303K<0.01%013F-HRTimeline
STAR Financial Bank11,960$299K0.22%013F-HRTimeline
Beacon Pointe Advisors, LLC11,703$292K<0.01%new13F-HRTimeline
Buffington Mohr McNeal10,020$250K0.04%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC9,927$248K0.05%new13F-HRTimeline
Trust Co9,820$245K0.03%new13F-HRTimeline
Segment Wealth Management, LLC9,720$243K0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,080$227K<0.01%new13F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…8,849$221K0.15%013F-HRTimeline
Glenview Trust Co8,613$215K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,549$214K<0.01%new13F-HRTimelineGroup
Foundry Financial Group, Inc.8,047$201K0.12%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,631$141K<0.01%+1,06813F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,020$100K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC2,250$56.2K0.01%013F-HRTimeline
American Capital Advisory, LLC2,219$55.4K0.03%013F-HRTimeline
Noble Wealth Management PBC2,000$50K0.03%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,911$47.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,057$26.4K<0.01%-48813F-HRTimeline
Allworth Financial LP829$20.7K<0.01%013F-HRTimeline
Collier Financial396$9.89K0.01%13F-HRTimeline
Stephens Consulting, LLC316$7.89K<0.01%new13F-HRTimeline
Addison Advisors LLC180$4.5K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.148$3.7K<0.01%+8613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$500<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.