Skip to content
Disclosery

IBMR ISHARES TR

Follow

ETF (fund)

108 managers (108 13F filers) reported a position in IBMR shares at 2025-06-30, 8,591,776 shares in all. 20 filers opened a position and 5 filers sold out during the quarter.

Managers
108
13F filers
108
New
20
Added
50
Reduced
17
Sold out
5
Shares held by filers
8,591,776

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
Clearstead Advisors, LLC882,394$22.3M0.31%+29,76113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC782,044$19.7M0.01%+19,41313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV764,582$19.3M0.04%+58,79713F-HRTimeline
HighTower Advisors, LLC731,392$18.5M0.02%-8,75513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/514,704$13M<0.01%+124,99513F-HRTimelineGroup
UBS Group AGin group UBS Group AG316,111$7.98M<0.01%-23,20413F-HRTimelineGroup
Kathmere Capital Management, LLC277,247$6.99M0.54%-116,78013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\252,548$6.37M0.01%+100,30913F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC224,821$5.67M0.4%+112,40813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC222,706$5.62M<0.01%-59,77713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN207,646$5.24M<0.01%+25,45513F-HRTimelineGroup
Praetorian Wealth Management, Inc.173,871$4.69M1.08%+6,00613F-HRTimeline
LPL Financial LLC163,219$4.12M<0.01%+28,88613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC125,777$3.17M0.05%+41,95813F-HRTimeline
CENTRAL TRUST Co124,261$3.14M0.07%+8,44513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP122,180$3.08M<0.01%+94,69213F-HRTimelineGroup
Cypress Point Wealth Management, LLC119,718$3.02M0.74%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC99,782$2.52M0.04%+1,22613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…98,702$2.49M0.02%+1,69113F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC91,404$2.31M0.15%+15,34813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC86,746$2.19M0.09%-11,90813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC83,173$2.1M0.01%+10,78813F-HRTimelineGroup
NewEdge Advisors, LLC82,917$2.09M0.01%-1,43613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC79,369$2M0.03%+67,04713F-HRTimeline
Quantum Financial Advisors, LLC77,636$1.96M0.27%+3,43113F-HRTimeline
Sound View Wealth Advisors Group, LLC77,309$1.95M0.14%+2,63813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY74,735$1.89M<0.01%+11,21713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC71,680$1.81M<0.01%-5,96013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,050$1.72M<0.01%+25,42113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC56,738$1.43M<0.01%+17,26513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp56,112$1.42M0.03%new13F-HRTimelineGroup
Envision Financial Planning, LLC54,406$1.37M0.64%+83813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC52,850$1.33M0.02%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,614$1.3M0.01%+27,12213F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC50,089$1.26M0.21%+32013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth47,374$1.2M<0.01%-10,93113F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co44,380$1.12M0.07%+38,39913F-HRTimelineGroup
Capital Investment Advisors, LLC43,419$1.1M0.02%+8,45113F-HR/ATimeline
Integrated Wealth Concepts LLC39,503$997K0.01%+313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.34,330$866K0.1%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,918$856K<0.01%-12,75013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,693$850K<0.01%+1,33413F-HR/ATimelineGroup
Roof Eidam Maycock Peralta, LLC33,100$835K0.21%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,792$802K0.06%+9,94313F-HRTimeline
Signature Wealth Management Group31,576$797K0.31%+2,02513F-HRTimeline
GC Wealth Management RIA, LLC31,374$792K0.06%-65513F-HRTimeline
Snowden Capital Advisors LLC31,000$782K0.02%013F-HRTimeline
FF Advisors,LLC30,996$782K0.41%+39713F-HRTimeline
Granite Harbor Advisors, Inc.30,649$773K0.36%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC29,296$739K0.35%-91313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.28,863$728K0.03%+15,04513F-HRTimeline
Cetera Investment Advisers28,204$712K<0.01%+5,19313F-HRTimeline
Curbstone Financial Management Corp27,970$706K0.14%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27,338$690K<0.01%+17,67113F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,870$678K<0.01%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC26,421$667K0.01%+9,56413F-HRTimelineGroup
Valmark Advisers, Inc.24,977$630K0.01%+2,97313F-HRTimeline
CFS Investment Advisory Services, LLC24,895$628K0.05%-14713F-HRTimeline
PFG Private Wealth Management, LLC23,445$592K0.3%013F-HRTimeline
Klingman & Associates, LLC22,173$559K0.03%-20013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC21,536$539K0.61%013F-HRTimeline
FLOW TRADERS U.S. LLC21,128$533K0.02%new13F-HRTimeline
IFP Advisors, Inc21,037$531K0.02%+3,54513F-HRTimeline
Prime Capital Investment Advisors, LLC21,037$531K0.01%-26513F-HRTimeline
Parallel Advisors, LLC20,880$527K0.01%+1,17913F-HRTimeline
10Elms LLP19,700$497K0.47%+35013F-HRTimeline
Crews Bank & Trust17,710$447K0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC16,833$425K<0.01%+9113F-HRTimeline
SPINNAKER TRUST16,450$415K0.02%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.16,414$414K0.1%new13F-HRTimeline
Vishria Bird Financial Group, LLC16,096$406K0.13%new13F-HRTimeline
Exchange Capital Management, Inc.15,629$394K0.06%-1,24013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…14,675$370K0.24%+5,22913F-HRTimeline
Mariner, LLCin group Mariner, LLC14,658$370K<0.01%013F-HRTimelineGroup
SMITH, MOORE & CO.14,291$361K0.03%new13F-HRTimeline
WRAPMANAGER INC14,145$357K0.09%-64913F-HRTimeline
Trust Co13,815$349K0.04%013F-HRTimeline
Leo Wealth, LLC13,099$330K0.03%+8313F-HRTimeline
Archford Capital Strategies, LLC12,871$325K0.04%+60013F-HRTimeline
MassMutual Private Wealth & Trust, FSB12,545$317K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,341$286K<0.01%+2,11513F-HRTimelineGroup
Precision Wealth Strategies, LLC10,213$258K0.08%new13F-HRTimeline
EP Wealth Advisors, LLC10,020$253K<0.01%new13F-HRTimeline
Segment Wealth Management, LLC9,720$245K0.02%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,500$240K0.15%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV9,284$234K0.07%+1,12013F-HRTimeline
Private Advisor Group, LLC9,124$230K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC8,910$225K0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,789$221K0.02%-54013F-HRTimelineGroup
Glenview Trust Co8,613$217K<0.01%013F-HRTimeline
Rossmore Private Capital8,571$216K0.03%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…8,120$205K0.07%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,996$202K0.01%013F-HRTimelineGroup
Avantax Planning Partners, Inc.7,977$201K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,615$167K<0.01%+7913F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,048$76.9K<0.01%+2,95213F-HRTimeline
Glen Eagle Advisors, LLC2,250$56.8K0.01%013F-HRTimeline
American Capital Advisory, LLC2,219$56K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC2,000$50K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.1,810$45.7K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,597$40.3K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,100$27.8K0.01%013F-HRTimeline
Addison Advisors LLC1,005$25.4K0.01%+82513F-HRTimeline
Allworth Financial LP829$20.9K<0.01%013F-HRTimeline
Stephens Consulting, LLC316$7.97K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.151$3.81K<0.01%+313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$505<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.