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Disclosery

IBMR ISHARES TR

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ETF (fund)

114 managers (114 13F filers) reported a position in IBMR shares at 2025-09-30, 9,424,185 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
114
13F filers
114
New
14
Added
59
Reduced
19
Sold out
7
Shares held by filers
9,424,185

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
Clearstead Advisors, LLC902,055$23M0.34%+19,66113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV821,622$21M0.04%+57,04013F-HRTimeline
HighTower Advisors, LLC712,052$18.2M0.02%-19,34013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/571,874$14.6M<0.01%+57,17013F-HR/ATimelineGroup
Vishria Bird Financial Group, LLC382,903$9.78M1.92%+366,80713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\335,360$8.56M0.01%+82,81213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN325,718$8.32M<0.01%+118,07213F-HRTimelineGroup
UBS Group AGin group UBS Group AG313,761$8.01M<0.01%-2,35013F-HRTimelineGroup
Kathmere Capital Management, LLC279,882$7.15M0.51%+2,63513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC260,666$6.65M0.42%+35,84513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.260,831$6.12M2.44%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,181$5.37M<0.01%-12,52513F-HRTimelineGroup
LPL Financial LLC177,746$4.54M<0.01%+14,52713F-HRTimeline
Praetorian Wealth Management, Inc.175,401$4.48M0.92%+1,53013F-HRTimeline
Summit Financial, LLC151,640$3.87M0.06%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC133,388$3.41M0.05%+7,61113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,080$3.35M<0.01%+8,90013F-HRTimelineGroup
CENTRAL TRUST Co129,364$3.3M0.07%+5,10313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co125,149$3.2M0.19%+80,76913F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC123,101$3.14M0.12%+36,35513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC122,427$3.13M<0.01%-659,61713F-HRTimelineGroup
Quantum Financial Advisors, LLC120,758$3.08M0.38%+43,12213F-HRTimeline
Cypress Point Wealth Management, LLC119,718$3.06M0.62%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…113,259$2.89M0.02%+14,55713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC111,808$2.85M0.04%+12,02613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC107,068$2.73M0.18%+15,66413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC89,387$2.28M0.01%+6,21413F-HRTimelineGroup
NewEdge Advisors, LLC84,023$2.15M0.01%+1,10613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…82,238$2.1M<0.01%+14,18813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY81,928$2.09M<0.01%+7,19313F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC73,935$1.89M0.03%-5,43413F-HRTimeline
Sound View Wealth Advisors Group, LLC67,740$1.73M0.12%-9,56913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp57,087$1.46M0.03%+97513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC56,861$1.45M<0.01%+12313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC53,704$1.37M0.02%+85413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,295$1.31M0.01%-31913F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC50,416$1.29M0.21%+32713F-HRTimeline
Envision Financial Planning, LLC46,471$1.19M0.5%-7,93513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45,590$1.16M<0.01%+18,25213F-HRTimelineGroup
Capital Investment Advisors, LLC43,874$1.12M0.02%+45513F-HRTimeline
Orion Porfolio Solutions, LLC42,985$1.1M0.01%new13F-HRTimeline
Granite Harbor Advisors, Inc.41,805$1.07M0.45%+11,15613F-HRTimeline
Integrated Wealth Concepts LLC41,062$1.05M0.01%+1,55913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.39,033$997K0.04%+10,17013F-HRTimeline
GC Wealth Management RIA, LLC35,843$915K0.03%+4,46913F-HRTimeline
Aspen Wealth Management LLC35,163$898K0.2%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.34,212$873K0.1%-11813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,034$868K<0.01%+11613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,857$864K<0.01%+16413F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC33,100$845K0.21%013F-HRTimeline
Curbstone Financial Management Corp32,270$824K0.16%+4,30013F-HRTimeline
Mariner, LLCin group Mariner, LLC32,205$822K<0.01%+17,54713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC31,792$812K0.05%013F-HRTimeline
Signature Wealth Management Group31,525$805K0.31%-5113F-HRTimeline
FF Advisors,LLC31,214$797K0.38%+21813F-HRTimeline
Snowden Capital Advisors LLC31,000$791K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC30,841$787K0.01%+14,00813F-HRTimeline
Elequin Capital, LP29,607$756K0.06%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC28,607$730K0.32%-68913F-HRTimeline
Cetera Investment Advisers28,392$725K<0.01%+18813F-HRTimeline
Valmark Advisers, Inc.27,470$701K0.01%+2,49313F-HRTimeline
Cambridge Investment Research Advisors,…26,841$685K<0.01%-2913F-HRTimeline
SPINNAKER TRUST26,320$672K0.04%+9,87013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC25,469$650K0.01%-95213F-HRTimelineGroup
CFS Investment Advisory Services, LLC24,140$614K0.05%-75513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,996$613K0.01%+12,65513F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.23,800$608K0.35%+14,30013F-HRTimeline
FLOW TRADERS U.S. LLC23,116$590K0.02%+1,98813F-HRTimeline
Newman Dignan & Sheerar, Inc.22,342$570K0.12%+5,92813F-HRTimeline
Klingman & Associates, LLC21,380$546K0.03%-79313F-HRTimeline
IFP Advisors, Inc21,109$539K0.01%+7213F-HR/ATimeline
10Elms LLP20,400$521K0.47%+70013F-HRTimeline
Parallel Advisors, LLC20,250$517K0.01%-63013F-HRTimeline
Creative Planningin group Creative Planning19,743$504K<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC19,644$502K0.01%-1,39313F-HRTimeline
SMITH, MOORE & CO.18,272$466K0.04%+3,98113F-HRTimeline
MEMBERS WEALTH LLC18,240$465K0.29%13F-HRTimeline
Crews Bank & Trust17,710$452K0.07%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…15,658$400K0.26%+98313F-HRTimeline
Leo Wealth, LLC15,412$393K0.05%+2,31313F-HRTimeline
Financial Engines Advisors L.L.C.14,048$359K<0.01%new13F-HRTimeline
Trust Co13,815$353K0.04%013F-HRTimeline
Archford Capital Strategies, LLC13,760$351K0.04%+88913F-HRTimeline
Private Advisor Group, LLC12,532$320K<0.01%+3,40813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,700$299K0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,516$294K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,130$285K<0.01%+4,51513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,918$279K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC10,312$263K0.01%+1,40213F-HRTimeline
Rossmore Private Capital9,947$254K0.03%+1,37613F-HRTimeline
Segment Wealth Management, LLC9,720$248K0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,895$227K0.07%+77513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,686$222K0.01%+69013F-HRTimelineGroup
Glenview Trust Co8,613$220K<0.01%013F-HRTimeline
Penobscot Investment Management Company…8,300$212K0.02%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV8,245$210K0.06%-1,03913F-HRTimeline
Avantax Planning Partners, Inc.7,977$204K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,724$197K0.01%-4,82113F-HRTimeline
Steward Partners Investment Advisory, L…3,048$77.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,621$66.9K<0.01%+1,02413F-HRTimeline
Glen Eagle Advisors, LLC2,250$57.4K0.01%013F-HRTimeline
American Capital Advisory, LLC2,219$56.7K0.03%013F-HRTimeline
Noble Wealth Management PBC2,000$51.1K0.03%13F-HRTimeline
CWM, LLCin group CWM, LLC2,000$51K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group1,987$50.6K0.03%new13F-HRTimeline
BARRETT & COMPANY, INC.1,810$46.2K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,724$44K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,100$28.1K<0.01%013F-HRTimeline
Addison Advisors LLC1,005$25.7K0.01%013F-HRTimeline
Allworth Financial LP829$21.2K<0.01%013F-HRTimeline
Stephens Consulting, LLC316$8.07K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.151$3.85K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47$1.2K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$511<0.01%013F-HRTimelineGroup