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Disclosery

IBMR ISHARES TR

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ETF (fund)

97 managers (97 13F filers) reported a position in IBMR shares at 2025-03-31, 7,673,397 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
97
13F filers
97
New
18
Added
46
Reduced
11
Sold out
5
Shares held by filers
7,673,397

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
Clearstead Advisors, LLC852,633$21.3M0.33%-9,53013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC762,631$19.1M0.01%+33,83913F-HRTimelineGroup
HighTower Advisors, LLC740,147$18.5M0.03%+87,23813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV705,785$17.7M0.04%+46,10413F-HRTimeline
Kathmere Capital Management, LLC394,027$9.87M0.84%+237,04513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/389,709$9.76M<0.01%+205,45913F-HRTimelineGroup
UBS Group AGin group UBS Group AG339,315$8.5M<0.01%+84,11313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,483$7.07M<0.01%+106,75713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN182,191$4.56M<0.01%+18,00413F-HRTimelineGroup
Praetorian Wealth Management, Inc.167,865$4.2M1.02%+14,17713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\152,239$3.81M0.01%+98,06313F-HRTimelineGroup
LPL Financial LLC134,333$3.36M<0.01%+43,09813F-HRTimeline
Cypress Point Wealth Management, LLC119,718$3M0.95%013F-HRTimeline
CENTRAL TRUST Co115,816$2.9M0.07%+1,26113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC112,413$2.81M0.22%+45,08413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC98,654$2.47M0.11%+56,30013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC98,556$2.47M0.05%+10,81413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…97,011$2.43M0.02%+20,64813F-HRTimelineGroup
NewEdge Advisors, LLC84,353$2.11M0.01%-21,49913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC83,819$2.1M0.04%+12,80913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,640$1.94M<0.01%new13F-HR/ATimelineGroup
WOODMONT INVESTMENT COUNSEL LLC76,056$1.9M0.14%+10,65213F-HRTimeline
Sound View Wealth Advisors Group, LLC74,671$1.87M0.15%+5,99913F-HRTimeline
Quantum Financial Advisors, LLC74,205$1.86M0.28%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC72,385$1.81M0.01%+63,30513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY63,518$1.59M<0.01%+2,69413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth58,305$1.46M<0.01%+16,13413F-HR/ATimelineGroup
Sandy Spring Bank57,229$1.43M0.06%+8,92413F-HRTimeline
Envision Financial Planning, LLC53,568$1.34M0.68%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC49,769$1.25M0.23%+39,84213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,668$1.17M<0.01%-7,73513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,629$1.07M<0.01%+12,01413F-HRTimelineGroup
Integrated Wealth Concepts LLC39,500$989K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,473$988K<0.01%+26,14513F-HRTimeline
Capital Investment Advisors, LLC34,968$876K0.02%+2,79913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.34,330$860K0.11%-1,55013F-HRTimeline
Roof Eidam Maycock Peralta, LLC33,100$829K0.22%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,359$810K<0.01%+3,62613F-HRTimelineGroup
GC Wealth Management RIA, LLC32,029$802K0.15%+1,15613F-HRTimeline
Snowden Capital Advisors LLC31,000$776K0.02%013F-HRTimeline
Granite Harbor Advisors, Inc.30,649$767K0.41%new13F-HRTimeline
FF Advisors,LLC30,599$762K0.44%+3,78213F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC30,209$756K0.41%-3513F-HRTimeline
Signature Wealth Management Group29,551$740K0.29%+2,03513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,488$688K<0.01%+4,29613F-HRTimelineGroup
Crumly & Associates Inc.26,870$673K0.19%-26,87213F-HRTimeline
CFS Investment Advisory Services, LLC25,042$627K0.06%-2,65913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,492$613K+2,656Timeline
PFG Private Wealth Management, LLC23,445$587K0.32%new13F-HRTimeline
Cetera Investment Advisers23,011$576K<0.01%new13F-HRTimeline
Klingman & Associates, LLC22,373$560K0.03%+1,09613F-HRTimeline
Valmark Advisers, Inc.22,004$551K0.01%+36513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC21,849$547K0.04%+17,82913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC21,536$539K0.61%013F-HRTimeline
Prime Capital Investment Advisors, LLC21,302$533K0.01%new13F-HRTimeline
Parallel Advisors, LLC19,701$493K0.01%+2713F-HRTimeline
10Elms LLP19,350$485K0.49%+3,15013F-HRTimeline
Crews Bank & Trust17,710$443K0.08%013F-HRTimeline
IFP Advisors, Inc17,492$438K0.01%-1,25813F-HRTimeline
Exchange Capital Management, Inc.16,869$422K0.07%-1,07013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC16,857$422K0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC16,742$419K<0.01%+5,03913F-HRTimeline
WRAPMANAGER INC14,794$370K0.1%-46713F-HRTimeline
Mariner, LLCin group Mariner, LLC14,658$367K<0.01%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.13,818$346K0.02%+16513F-HRTimeline
Trust Co13,815$346K0.04%+3,99513F-HRTimeline
Summit Wealth Partners, LLC14,828$343K0.07%new13F-HRTimeline
Leo Wealth, LLC13,016$326K0.05%+5613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC12,322$309K<0.01%+18313F-HRTimeline
Archford Capital Strategies, LLC12,271$307K0.05%new13F-HRTimeline
STAR Financial Bank11,960$299K0.22%013F-HRTimeline
Buffington Mohr McNeal10,020$251K0.05%013F-HRTimeline
Segment Wealth Management, LLC9,720$243K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,667$242K<0.01%+7,75613F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…9,446$237K0.16%+59713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,329$234K0.02%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management9,226$231K<0.01%new13F-HRTimelineGroup
Glenview Trust Co8,613$216K<0.01%013F-HR/ATimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV8,164$204K0.07%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,996$200K0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,536$164K<0.01%+90513F-HR/ATimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co5,981$150K0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC2,250$56.3K0.01%013F-HRTimeline
American Capital Advisory, LLC2,219$55.6K0.03%013F-HRTimeline
Elequin Capital, LP2,004$50.2K0.01%new13F-HRTimeline
Noble Wealth Management PBC2,000$50.1K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC2,000$50K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,418$35.5K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC1,100$27.5K0.01%new13F-HRTimeline
Allworth Financial LP829$20.6K<0.01%013F-HRTimeline
Collier Financial396$9.92K0.01%013F-HRTimeline
Stephens Consulting, LLC316$7.91K<0.01%013F-HRTimeline
Addison Advisors LLC180$4.51K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.148$3.71K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…96$2.4K<0.01%-96113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$500<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.