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Disclosery

IBMR ISHARES TR

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ETF (fund)

120 managers (120 13F filers) reported a position in IBMR shares at 2025-12-31, 12,440,038 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
120
13F filers
120
New
15
Added
63
Reduced
13
Sold out
11
Shares held by filers
12,440,038

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 /ADV2,092,664$53.2M0.08%+1,271,04213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,348,304$34.3M<0.01%+776,43013F-HRTimelineGroup
Clearstead Advisors, LLC952,366$24.2M0.31%+50,31113F-HRTimeline
HighTower Advisors, LLC745,806$19M0.02%+33,75413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC419,412$10.7M0.66%+158,74613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN391,318$9.95M<0.01%+65,60013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\384,855$9.79M0.01%+49,49513F-HRTimelineGroup
UBS Group AGin group UBS Group AG298,545$7.59M<0.01%-15,21613F-HRTimelineGroup
Kathmere Capital Management, LLC279,534$7.11M0.48%-34813F-HRTimeline
Covington Investment Advisors Inc.238,975$6.08M0.83%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC238,000$6.05M<0.01%+27,81913F-HRTimelineGroup
Praetorian Wealth Management, Inc.205,521$5.23M1.04%+30,12013F-HRTimeline
LPL Financial LLC194,635$4.95M<0.01%+16,88913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC167,451$4.26M0.16%+44,35013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,597$4.16M<0.01%+32,51713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC153,627$3.91M0.06%+20,23913F-HRTimeline
Summit Financial, LLC153,538$3.9M0.06%+1,89813F-HRTimeline
CENTRAL TRUST Co144,285$3.67M0.07%+14,92113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY136,578$3.47M<0.01%+54,65013F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…130,319$3.31M0.02%+17,06013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC126,526$3.22M0.04%+14,71813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC130,223$3.05M0.19%new13F-HRTimeline
Cypress Point Wealth Management, LLC119,718$3.04M0.66%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC107,081$2.73M0.01%+17,69413F-HRTimelineGroup
Integrated Wealth Concepts LLC104,056$2.65M0.03%+62,99413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC101,176$2.57M0.16%-5,89213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…101,044$2.57M<0.01%+18,80613F-HR/ATimelineGroup
Parkway Wealth Management Group, LLC91,917$2.34M0.31%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.87,574$2.23M0.09%+48,54113F-HRTimeline
NewEdge Advisors, LLC85,690$2.18M0.01%+1,66713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC81,442$2.07M0.03%+7,50713F-HRTimeline
Sound View Wealth Advisors Group, LLC74,015$1.88M0.13%+6,27513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC73,432$1.87M0.02%+19,72813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,014$1.86M<0.01%+61,88413F-HRTimelineGroup
Ellis Investment Partners, LLC70,043$1.78M0.31%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp67,081$1.71M0.03%+9,99413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,733$1.7M0.01%+15,43813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC66,339$1.69M<0.01%+20,74913F-HRTimelineGroup
Valmark Advisers, Inc.65,722$1.67M0.02%+38,25213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,124$1.63M<0.01%new13F-HRTimelineGroup
Granite Harbor Advisors, Inc.61,038$1.55M0.66%+19,23313F-HRTimeline
Curbstone Financial Management Corp60,270$1.53M0.29%+28,00013F-HRTimeline
FF Advisors,LLC56,057$1.43M0.64%+24,84313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,087$1.35M<0.01%-3,77413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co52,032$1.32M0.08%-73,11713F-HRTimelineGroup
RIA Advisory Group LLC51,479$1.31M0.32%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC50,847$1.29M0.2%+43113F-HRTimeline
PSI Advisors, LLC50,800$1.29M0.32%new13F-HRTimeline
Envision Financial Planning, LLC46,156$1.17M0.44%-31513F-HRTimeline
SPINNAKER TRUST45,271$1.15M0.06%+18,95113F-HRTimeline
Capital Investment Advisors, LLC44,461$1.13M0.02%+58713F-HRTimeline
Aspen Wealth Management LLC43,233$1.1M0.23%+8,07013F-HRTimeline
GC Wealth Management RIA, LLC42,988$1.09M0.04%+7,14513F-HRTimeline
Cyndeo Wealth Partners, LLC42,049$1.07M0.06%new13F-HRTimeline
Rossmore Private Capital38,716$985K0.09%+28,76913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,489$979K<0.01%+4,45513F-HRTimelineGroup
TRUE Private Wealth Advisors36,436$927K0.09%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.33,371$849K0.09%-84113F-HRTimeline
Roof Eidam Maycock Peralta, LLC33,100$842K0.19%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,922$837K0.01%+8,92613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,205$819K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers32,017$814K<0.01%+3,62513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,792$808K0.05%013F-HRTimeline
OneDigital Investment Advisors LLC31,758$808K0.01%new13F-HRTimeline
Signature Wealth Management Group31,758$808K0.33%+23313F-HRTimeline
Godshalk Welsh Capital Management, Inc.31,300$796K0.45%+7,50013F-HRTimeline
Snowden Capital Advisors LLC31,000$788K0.02%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC30,512$776K0.34%+1,90513F-HRTimeline
Financial Advisory Corp30,453$774K0.11%new13F-HRTimeline
Elequin Capital, LP30,406$773K0.1%+79913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,679$755K<0.01%-4,17813F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC29,009$738K0.01%-1,83213F-HRTimeline
CFS Investment Advisory Services, LLC28,920$735K0.05%+4,78013F-HRTimeline
Cambridge Investment Research Advisors,…26,848$683K<0.01%+713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC24,971$635K0.01%-49813F-HRTimelineGroup
IFP Advisors, Inc24,900$633K0.01%+3,79113F-HRTimeline
CWM, LLCin group CWM, LLC23,251$591K<0.01%+21,25113F-HRTimelineGroup
Parallel Advisors, LLC23,161$589K0.01%+2,91113F-HRTimeline
Newman Dignan & Sheerar, Inc.22,342$568K0.12%013F-HRTimeline
PFG Private Wealth Management, LLC20,633$525K0.23%new13F-HRTimeline
Prime Capital Investment Advisors, LLC20,497$521K0.01%+85313F-HRTimeline
10Elms LLP20,400$519K0.48%013F-HRTimeline
Creative Planningin group Creative Planning19,743$502K<0.01%013F-HRTimelineGroup
SMITH, MOORE & CO.18,538$471K0.04%+26613F-HRTimeline
MEMBERS WEALTH LLC18,240$467K0.29%013F-HRTimeline
Crews Bank & Trust18,125$461K0.07%+41513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…17,548$446K0.29%+1,89013F-HRTimeline
Leo Wealth, LLC15,524$395K0.03%+11213F-HRTimeline
Klingman & Associates, LLC15,170$386K0.02%-6,21013F-HRTimeline
Financial Engines Advisors L.L.C.15,059$383K<0.01%+1,01113F-HRTimeline
Trust Co13,816$351K0.03%+113F-HRTimeline
Archford Capital Strategies, LLC12,790$325K0.04%-97013F-HRTimeline
Atwater Malick LLC12,787$325K0.09%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,736$324K<0.01%new13F-HR/ATimelineGroup
Private Advisor Group, LLC12,532$319K<0.01%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,700$298K0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,516$293K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC10,020$255K<0.01%13F-HRTimeline
Segment Wealth Management, LLC9,720$247K0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,895$226K0.07%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,686$221K0.01%013F-HRTimelineGroup
Daviman Financial, LLC8,639$220K0.13%13F-HRTimeline
Glenview Trust Co8,613$219K<0.01%013F-HRTimeline
Penobscot Investment Management Company…8,300$211K0.02%013F-HRTimeline
Avantax Planning Partners, Inc.7,977$203K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,146$156K<0.01%-1,57813F-HRTimeline
Steward Partners Investment Advisory, L…3,048$77.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,643$67.2K<0.01%+2213F-HRTimeline
Glen Eagle Advisors, LLC2,250$57.2K0.01%013F-HRTimeline
American Capital Advisory, LLC2,219$56.4K0.02%013F-HRTimeline
Bullock Wealth Management Group2,004$51K0.02%+1713F-HRTimeline
Noble Wealth Management PBC2,000$50.9K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.1,810$46K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,596$40.6K<0.01%+1,54913F-HRTimelineGroup
Princeton Global Asset Management LLC1,200$30.5K<0.01%+10013F-HRTimeline
Addison Advisors LLC1,005$25.6K0.01%013F-HRTimeline
Stephens Consulting, LLC316$8.04K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.151$3.84K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC44$1.13K<0.01%new13F-HRTimeline
AE Wealth Management LLC38$966<0.01%new13F-HRTimeline