Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q4 2024 (December 31)350holders +38
44new positions
21sold out
2famous investors
$23.96avg. 13F price*
At the end of Q4 2024, 350 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 38 from Q3 2024. 44 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($186.4M), Capital Advisors Inc. ($89.2M) and Morgan Stanley ($86.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q4 2024)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $71.8M |
| Exits | 21 | $33.4M |
All 13F filers, Q3 2024 → Q4 2024: 13,511,114 shares bought and 5,516,575 shares sold, net +7,994,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| Bank of America Corp. | 0.02% | Add +6.7% | 7,780,831 | $186.4M |
| Capital Advisors Inc. | 1.78% | Add +6.4% | 3,724,293 | $89.2M |
| Morgan Stanley | 0.01% | Add +9.4% | 3,601,417 | $86.3M |
| Shufro Rose & Co. LLC | 6.42% | Reduce -37.0% | 3,432,629 | $82.2M |
| HM Payson & Co. | 1.12% | Add +654.6% | 2,763,710 | $66.2M |
| UBS Group AG | 0.01% | Add +19.5% | 2,689,433 | $64.4M |
| Raymond James Financial Inc. | 0.02% | — | 2,659,447 | $63.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.3% | 2,198,534 | $52.7M |
| Aptus Capital Advisors, LLC | 0.61% | Reduce -31.0% | 2,156,096 | $51.7M |
| Mercer Global Advisors Inc. | 0.12% | Add +5.1% | 2,126,666 | $51.0M |
| Capital Investment Advisors, LLC | 0.99% | Add +4.5% | 2,026,747 | $48.6M |
| LPL Financial LLC | 0.02% | Add +19.8% | 1,879,150 | $45.0M |
| Wells Fargo & Company | 0.01% | Add +9.4% | 1,856,462 | $44.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.8% | 1,553,216 | $37.2M |
| Woodmont Investment Counsel LLC | 2.40% | Add +5.4% | 1,356,596 | $32.5M |
| Gratus Wealth Advisors, LLC | 4.77% | Add +2.9% | 1,245,220 | $29.8M |
| Royal Bank of Canada | 0.01% | Reduce -35.6% | 1,243,708 | $29.8M |
| Truist Financial Corp. | 0.04% | Reduce -1.5% | 1,124,005 | $26.9M |
| Sigma Investment Counselors Inc. | 1.55% | Add +4.7% | 1,099,093 | $26.3M |
| Sound View Wealth Advisors Group, LLC | 2.01% | Add +8.5% | 1,043,419 | $25.0M |
| TABR Capital Management, LLC | 21.26% | — | 1,012,696 | $24.3M |
| Kathmere Capital Management, LLC | 2.13% | Add +2.1% | 989,505 | $23.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +21.4% | 977,493 | $23.4M |
| Howland Capital Management LLC | 1.01% | Add +19.5% | 966,180 | $23.1M |
| RVW Wealth, LLC | 2.14% | Add +9.2% | 956,044 | $22.9M |
| Venture Visionary Partners LLC | 0.87% | New | 855,741 | $20.5M |
| Corient Private Wealth LP | 0.03% | New | 717,638 | $17.2M |
| Stifel Financial Corp. | 0.02% | Add +6.0% | 698,714 | $16.7M |
| Seven Springs Wealth Group, LLC | 6.04% | Add +9.0% | 661,035 | $15.8M |
| Summit Asset Management, LLC | 2.77% | Add +5668.6% | 658,487 | $15.8M |
| NewEdge Advisors, LLC | 0.09% | Add +284.6% | 640,145 | $15.3M |
| PFG Private Wealth Management, LLC | 8.60% | Add +105.1% | 630,677 | $15.1M |
| MV Capital Management, Inc. | 1.52% | Add +8.5% | 595,317 | $14.3M |
| Captrust Financial Advisors | 0.04% | Add +42.3% | 589,568 | $14.1M |
| Hengehold Capital Management LLC | 1.32% | Add +5.5% | 587,175 | $14.1M |
| Arrow Financial Corp | 1.32% | Add +4.0% | 579,725 | $13.9M |
| Glenview Trust Co | 0.26% | Add +18.1% | 573,363 | $13.7M |
| US Bancorp \de | 0.02% | Add +7.7% | 540,126 | $12.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +21.5% | 529,573 | $12.7M |
| Benjamin Edwards Inc. | 0.18% | Add +17.2% | 521,283 | $12.5M |
| Global Retirement Partners, LLC | 0.35% | Add +4.5% | 516,185 | $12.4M |
| WJ Wealth Management, LLC | 4.12% | Reduce -1.4% | 499,345 | $12.0M |
| Windsor Capital Management, LLC | 3.51% | Add +0.7% | 493,980 | $11.8M |
| Cwm, LLC | 0.04% | Reduce -2.3% | 444,124 | $10.6M |
| CENTRAL TRUST Co | 0.24% | Add +12.6% | 414,183 | $9.9M |
| Commonwealth Financial Services, LLC | 1.82% | Add +1.3% | 387,272 | $9.3M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Add +220.4% | 378,041 | $9.1M |
| Spinnaker Trust | 0.56% | Add +53.0% | 373,877 | $9.0M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -10.3% | 367,317 | $8.8M |
| Lyell Wealth Management, LP | 0.78% | Add +5.0% | 363,921 | $8.7M |
| Rebalance, LLC | 0.64% | New | 358,509 | $8.6M |
| Creative Planning | 0.01% | Add +20.8% | 348,307 | $8.3M |
| Keeler Thomas Management LLC | 2.93% | Reduce -7.1% | 343,051 | $8.2M |
| Hamel Associates, Inc. | 2.61% | Add +5.5% | 338,955 | $8.1M |
| Probity Advisors, Inc. | 1.54% | Add +17.2% | 333,480 | $8.0M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +11.6% | 328,567 | $7.9M |
| Wolfstich Capital, LLC | 6.89% | — | 324,373 | $7.8M |
| InvesTrust | 2.08% | — | 312,429 | $7.5M |
| Peloton Wealth Strategists | 3.06% | Add +6.2% | 310,130 | $7.4M |
| Arcadia Investment Advisors LLC | 3.96% | Add +17.6% | 303,464 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.1% | 264,195 | $6.3M |
| Signature Wealth Management Group | 2.46% | Reduce -1.0% | 255,722 | $6.1M |
| IFP Advisors, Inc | 0.20% | Add +3.6% | 252,995 | $6.1M |
| Parallel Advisors, LLC | 0.13% | Add +25.3% | 246,215 | $5.9M |
| Summit Investment Advisors, Inc. | 5.18% | — | 242,737 | $5.8M |
| Sandy Spring Bank | 0.23% | Add +0.7% | 238,974 | $5.7M |
| Allworth Financial LP | 0.03% | Add +73.0% | 236,999 | $5.7M |
| MCF Advisors LLC | 0.39% | Add +3.0% | 230,021 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 2.29% | Add +7.5% | 223,886 | $5.4M |
| First National Trust Co | 0.20% | Add +61.8% | 219,313 | $5.3M |
| Citadel Advisors | 0.00% | New | 217,646 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +12.9% | 215,559 | $5.2M |
| Praetorian Wealth Management, Inc. | 1.25% | Add +5.0% | 214,903 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.6% | 214,233 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +76.0% | 212,370 | $5.1M |
| Sonata Capital Group Inc. | 2.03% | Add +197.4% | 204,751 | $4.9M |
| Sax Wealth Advisors, LLC | 0.38% | Add +31.6% | 202,849 | $4.9M |
| Strid Group, LLC | 0.74% | Add +45.8% | 199,101 | $4.8M |
| Kesler, Norman & Wride, LLC | 1.00% | Add +18.9% | 193,213 | $4.6M |
| 4Thought Financial Group Inc. | 2.81% | Add +2.2% | 189,246 | $4.5M |
| TLWM | 0.86% | Add +1.1% | 183,048 | $4.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.39% | Add +5.0% | 177,156 | $4.2M |
| Leo Wealth, LLC | 0.38% | Add +60.5% | 176,613 | $4.2M |
| Resonant Capital Advisors, LLC | 0.30% | Add +53.4% | 171,848 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.8% | 166,974 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Add +0.8% | 165,459 | $4.0M |
| Crews Bank & Trust | 0.67% | — | 165,270 | $4.0M |
| Centricity Wealth Management, LLC | 3.68% | — | 164,744 | $3.9M |
| Leavell Investment Management, Inc. | 0.19% | Add +34.2% | 163,717 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +52.4% | 163,536 | $3.9M |
| Cherry Tree Wealth Management, LLC | 0.96% | Add +6.6% | 161,568 | $3.9M |
| Executive Wealth Management, LLC | 0.30% | Add +35.5% | 157,585 | $3.8M |
| Sowell Financial Services LLC | 0.20% | Add +34.8% | 157,352 | $3.8M |
| CGN Advisors LLC | 0.36% | Add +8.9% | 155,756 | $3.7M |
| Virginia Wealth Management Group, Inc. | 2.29% | Add +14.3% | 154,505 | $3.7M |
| Krilogy Financial LLC | 0.24% | Add +10.4% | 152,356 | $3.7M |
| GAMMA Investing LLC | 0.31% | Add +33.0% | 150,847 | $3.6M |
| Fulton Breakefield Broenniman LLC | 0.25% | Add +4.7% | 146,964 | $3.5M |
| Laurel Wealth Advisors LLC | 0.55% | Add +15.6% | 145,779 | $3.5M |
| Marathon Mission, Inc. | 2.31% | Reduce -0.2% | 141,532 | $3.4M |
| Novem Group | 0.50% | — | 141,403 | $3.4M |
| Sabal Trust CO | 0.19% | Add +29.3% | 139,287 | $3.3M |
| Wrapmanager Inc. | 0.84% | Add +3.7% | 136,809 | $3.3M |
| Matthew Goff Investment Advisor, LLC | 0.60% | Add +6.0% | 133,972 | $3.2M |
| STAR Financial Bank | 2.28% | Add +2.2% | 132,086 | $3.2M |
| Sightline Wealth Advisors, LLC | 1.69% | Reduce -3.0% | 130,959 | $3.1M |
| Safeguard Financial, LLC | 0.68% | Add +40.0% | 130,190 | $3.1M |
| Fortis Capital Management LLC | 0.57% | Reduce -0.8% | 128,542 | $3.1M |
| Evergreen Private Wealth LLC | 1.43% | Add +2.2% | 127,280 | $3.0M |
| Renaissance Technologies | 0.00% | Add +79.1% | 125,900 | $3.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +19.3% | 125,786 | $3.0M |
| Precedent Wealth Partners, LLC | 0.98% | Reduce -9.8% | 125,236 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -1.2% | 124,898 | $3.0M |
| Foundation Wealth Management, LLC | 2.29% | Add +1.7% | 122,986 | $2.9M |
| Robbins Farley | 1.42% | Reduce -32.9% | 121,258 | $2.9M |
| Quantum Financial Advisors, LLC | 0.42% | Add +9.0% | 115,475 | $2.8M |
| Stonebrook Private Inc. | 0.72% | Add +10.3% | 115,367 | $2.8M |
| Moneco Advisors, LLC | 0.29% | Add +17.3% | 114,996 | $2.8M |
| Cornerstone Planning, LLC | 1.02% | — | 111,553 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +152.8% | 107,813 | $2.6M |
| FF Advisors,LLC | 1.76% | Reduce -6.4% | 106,707 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +72.3% | 106,654 | $2.6M |
| LifePlan Financial, LLC | 2.21% | Add +1.7% | 104,481 | $2.5M |
| Clearstead Advisors, LLC | 0.04% | Add +13.7% | 101,636 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +12.0% | 99,439 | $2.4M |
| Madden Advisory Services, Inc. | 1.08% | Add +23.5% | 96,878 | $2.3M |
| Associated Banc-Corp | 0.07% | Add +4.5% | 96,457 | $2.3M |
| Ironwood Financial, llc | 0.47% | Add +18.5% | 94,287 | $2.3M |
| Smith, Moore & Co. | 0.20% | Add +26.5% | 93,258 | $2.2M |
| Foundry Financial Group, Inc. | 1.38% | Add +0.5% | 92,988 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Add +20.3% | 92,489 | $2.2M |
| Mariner, LLC | 0.00% | Add +46.9% | 92,331 | $2.2M |
| Wick Capital Partners, LLC | 0.64% | Add +672.2% | 90,306 | $2.2M |
| Modern Wealth Management, LLC | 0.08% | New | 87,504 | $2.1M |
| Covington Investment Advisors Inc. | 0.29% | Add +0.6% | 80,930 | $1.9M |
| Heartland Bank & Trust Co | 1.04% | Add +73.7% | 80,119 | $1.9M |
| Buffington Mohr McNeal | 0.31% | Add +33.9% | 79,160 | $1.9M |
| Round Rock Advisors LLC | 0.37% | Add +0.2% | 74,599 | $1.8M |
| Valley Wealth Managers, Inc. | 0.13% | Reduce -1.0% | 73,407 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.11% | New | 70,302 | $1.7M |
| First Fiduciary Investment Counsel, Inc. | 0.34% | Add +24.3% | 70,053 | $1.7M |
| LBMC Investment Advisors, LLC | 0.13% | Add +496.6% | 69,381 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +55.7% | 69,260 | $1.7M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -6.9% | 67,669 | $1.6M |
| Chesley Taft & Associates LLC | 0.07% | Add +70.7% | 66,104 | $1.6M |
| Weaver Consulting Group | 0.48% | Add +3.3% | 64,516 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.26% | Add +1.5% | 63,967 | $1.5M |
| WealthTrust Axiom LLC | 0.45% | Add +3.9% | 63,700 | $1.5M |
| AlTi Global, Inc. | 0.04% | No change | 63,500 | $1.5M |
| Great Diamond Partners, LLC | 0.39% | Add +1.2% | 63,301 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +17.5% | 62,979 | $1.5M |
| Granite Harbor Advisors, Inc. | 0.83% | New | 62,371 | $1.5M |
| Camelot Portfolios, LLC | 1.56% | Reduce -0.8% | 60,398 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.50% | Add +1.9% | 60,144 | $1.4M |
| Segment Wealth Management, LLC | 0.10% | Add +4.1% | 59,207 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.91% | Add +62.4% | 58,700 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +144.7% | 57,685 | $1.4M |
| Arcataur Capital Management LLC | 0.46% | Add +10.8% | 56,950 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +5.8% | 56,836 | $1.4M |
| Cabot Wealth Management Inc. | 0.17% | Add +2.4% | 54,367 | $1.3M |
| Gould Asset Management LLC | 0.27% | New | 52,920 | $1.3M |
| Conrad Siegel Investment Advisors, Inc. | 0.34% | Add +21.5% | 52,722 | $1.3M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -3.0% | 52,649 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | New | 52,571 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +6.6% | 51,725 | $1.2M |
| Element Wealth, LLC | 0.65% | Add +2.9% | 51,613 | $1.2M |
| Barrett & Company, Inc. | 0.52% | Add +32.1% | 50,974 | $1.2M |
| Reliant Wealth Planning | 0.56% | Add +58.4% | 50,089 | $1.2M |
| New England Private Wealth Advisors LLC | 0.19% | New | 49,566 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | No change | 49,517 | $1.2M |
| 4J Wealth Management LLC | 0.95% | Add +14.3% | 49,087 | $1.2M |
| Beacon Financial Group | 0.13% | Add +39.1% | 48,646 | $1.2M |
| Montecito Bank & Trust | 0.20% | Add +11.7% | 48,628 | $1.2M |
| Cary Street Partners Financial LLC | 0.04% | — | 48,059 | $1.2M |
| Comerica Bank | 0.00% | Add +23.7% | 47,010 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 46,542 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 46,542 | $1.1M |
| James Investment Research, Inc. | 0.13% | Reduce -0.2% | 46,268 | $1.1M |
| Redwood Financial Network Corp | 0.82% | Add +13.1% | 45,726 | $1.1M |
| Austin Private Wealth, LLC | 0.10% | New | 45,013 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +9.3% | 43,400 | $1.0M |
| Farmers National Bank | 0.30% | — | 43,151 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -22.4% | 42,892 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -22.9% | 42,664 | $1.0M |
| Blue Square Asset Management, LLC | 0.50% | Reduce -0.5% | 41,923 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +5.8% | 40,902 | $980K |
| Harbor Investment Advisory, LLC | 0.09% | Add +2.7% | 40,550 | $972K |
| Horan Securities, Inc. | 0.37% | Reduce -7.1% | 40,501 | $970K |
| Balentine LLC | 0.04% | New | 39,703 | $951K |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | Add +6.8% | 39,672 | $951K |
| Provenance Wealth Advisors, LLC | 0.12% | Add +113.3% | 39,546 | $948K |
| Consolidated Portfolio Review Corp | 0.15% | Add +17.4% | 38,567 | $924K |
| Princeton Global Asset Management LLC | 0.16% | Add +42.1% | 36,799 | $882K |
| First Interstate Bank | 0.05% | Add +10.3% | 35,780 | $857K |
| First Manhattan Co. Llc. | 0.00% | Add +319.9% | 35,165 | $843K |
| Harbor Advisory Corp. | 0.28% | Add +18.6% | 35,033 | $839K |
| Timber Creek Capital Management LLC | 0.24% | Reduce -13.0% | 34,492 | $826K |
| Hilltop Holdings Inc. | 0.05% | Reduce -5.7% | 34,268 | $821K |
| Adirondack Trust Co. | 0.31% | Add +29.8% | 33,997 | $814K |
| Brookstone Capital Management | 0.01% | Add +18.7% | 33,708 | $808K |
| BridgePort Financial Solutions, LLC | 0.35% | — | 31,933 | $770K |
| Bank of New Hampshire | 0.20% | Reduce -1.4% | 32,060 | $768K |
| Phillips Financial Management, LLC | 0.06% | Add +45.5% | 31,980 | $766K |
| BlackRock, Inc. | 0.00% | Add +22056.3% | 31,905 | $764K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.5% | 31,470 | $754K |
| Diversify Advisory Services, LLC | 0.04% | New | 31,360 | $750K |
| Riverchase Wealth Management, LLC | 0.56% | — | 31,302 | $750K |
| Bank of New York Mellon Corp | 0.00% | Add +19.1% | 31,017 | $743K |
| Members Wealth LLC | 0.55% | — | 30,807 | $738K |
| Independent Advisor Alliance | 0.01% | New | 29,873 | $716K |
| Mendota Financial Group, LLC | 0.45% | Reduce -43.1% | 29,178 | $699K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +64.1% | 27,400 | $657K |
| Jacobi Capital Management LLC | 0.05% | Add +38.6% | 27,115 | $650K |
| Stokes Family Office, LLC | 0.07% | No change | 26,935 | $645K |
| Baird Financial Group, Inc. | 0.00% | Add +10.9% | 26,122 | $626K |
| 10Elms LLP | 0.78% | — | 26,070 | $625K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $623K |
| Ritholtz Wealth Management | 0.02% | Reduce -2.5% | 25,974 | $622K |
| Robinson Smith Wealth Advisors LLC | 0.52% | No change | 25,586 | $613K |
| Wealthspire Advisors, LLC | 0.01% | New | 25,491 | $611K |
| Johnson Bixby & Associates, LLC | 0.09% | Add +32.1% | 25,380 | $608K |
| Duncker Streett & Co. Inc. | 0.11% | Add +49.0% | 24,883 | $596K |
| Autumn Glory Partners, LLC | 0.29% | Reduce -6.0% | 24,810 | $594K |
| Black Swift Group, LLC | 0.12% | Reduce -21.3% | 24,550 | $588K |
| One Plus One Wealth Management, LLC | 0.34% | New | 24,000 | $575K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +0.5% | 23,899 | $573K |
| Advisory Services Network, LLC | 0.01% | Add +102.1% | 23,636 | $566K |
| Dearborn Partners LLC | 0.02% | Add +0.0% | 22,723 | $544K |
| Montis Financial, LLC | 0.17% | New | 22,713 | $544K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +143.4% | 22,601 | $542K |
| Mattern Capital Management, LLC | 0.07% | Add +2.3% | 22,412 | $537K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +2.2% | 22,390 | $536K |
| Jones Financial Companies LLLP | 0.00% | Add +147.5% | 21,618 | $518K |
| 1900 Wealth Management LLC | 0.04% | Add +1.5% | 21,310 | $511K |
| Straight Path Wealth Management | 0.20% | Add +4.3% | 20,900 | $501K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +88.2% | 20,707 | $496K |
| Alterna Wealth Management, Inc. | 0.42% | Add +6.1% | 20,663 | $495K |
| Neuberger Berman Group LLC | 0.00% | No change | 20,532 | $492K |
| BCS Wealth Management | 0.12% | No change | 19,655 | $471K |
| Ancora Advisors LLC | 0.01% | Add +15.9% | 18,769 | $450K |
| Harbour Investments, Inc. | 0.01% | Add +9.4% | 18,095 | $434K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -1.6% | 17,678 | $424K |
| Kades & Cheifetz LLC | 0.22% | New | 17,582 | $421K |
| Bank of Montreal | 0.00% | Add +20.8% | 17,469 | $419K |
| Mutual Advisors, LLC | 0.01% | Reduce -16.2% | 16,867 | $405K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +68.4% | 16,855 | $404K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 16,239 | $389K |
| Empirical Asset Management, LLC | 0.13% | No change | 16,110 | $386K |
| Roble, Belko & Company, Inc | 0.06% | Add +10.2% | 15,865 | $380K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Add +0.0% | 15,705 | $376K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.5% | 15,532 | $372K |
| Cypress Point Wealth Management, LLC | 0.11% | New | 15,000 | $359K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1151.2% | 14,514 | $348K |
| International Assets Investment Management, LLC | 0.03% | New | 14,238 | $341K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 14,050 | $337K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.2% | 13,569 | $325K |
| Hurley Capital, LLC | 0.26% | — | 13,482 | $323K |
| KOM Wealth Management Group, LLC | 0.24% | New | 13,308 | $319K |
| Dakota Wealth Management | 0.01% | New | 13,150 | $315K |
| Asset Dedication, LLC | 0.02% | Reduce -86.9% | 13,030 | $312K |
| Kintra Wealth, LLC | 0.22% | Add +12.8% | 12,958 | $310K |
| Nestegg Advisors, Inc. | 0.31% | — | 12,589 | $303K |
| DecisionMap Wealth Management, LLC | 0.24% | — | 12,393 | $297K |
| Principal Securities, Inc. | 0.01% | Add +0.3% | 12,061 | $289K |
| Meredith Wealth Planning | 0.13% | Add +1.5% | 11,974 | $287K |
| Gradient Capital Advisors, LLC | 0.09% | Add +1.8% | 11,486 | $275K |
| Klaas Financial Asset Advisors, LLC | 0.05% | New | 11,379 | $273K |
| Fullcircle Wealth LLC | 0.11% | Reduce -3.9% | 11,115 | $267K |
| Atwater Malick LLC | 0.09% | No change | 10,950 | $262K |
| MKT Advisors LLC | 0.11% | Reduce -13.9% | 10,810 | $259K |
| Cooper/Haims Advisors, LLC | 0.15% | No change | 10,729 | $257K |
| Cornerstone Financial Group, LLC | 0.25% | — | 10,652 | $255K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,606 | $254K |
| StoneX Group Inc. | 0.01% | New | 10,596 | $254K |
| Belpointe Asset Management LLC | 0.02% | New | 10,342 | $250K |
| Scotia Capital Inc. | 0.00% | No change | 10,100 | $242K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +8.8% | 9,931 | $238K |
| Avantax Planning Partners, Inc. | 0.01% | Add +4.6% | 9,528 | $228K |
| Yoder Wealth Management, Inc. | 0.13% | Reduce -49.5% | 9,500 | $228K |
| Pine Haven Investment Counsel, Inc | 0.18% | New | 9,300 | $223K |
| Greenfield Savings Bank | 0.11% | Add +12.0% | 9,222 | $221K |
| M3 Advisory Group, LLC | 0.16% | No change | 9,150 | $219K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 8,940 | $214K |
| Addison Advisors LLC | 0.06% | Reduce -0.7% | 8,905 | $213K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -21.6% | 8,867 | $212K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 8,748 | $210K |
| Talisman Wealth Advisors LLC | 0.22% | Reduce -23.7% | 8,725 | $209K |
| Eagle Strategies LLC | 0.04% | New | 8,689 | $208K |
| Horizons Wealth Management | 0.16% | Add +12.2% | 8,641 | $207K |
| Private Portfolio Partners LLC | 0.04% | No change | 8,500 | $204K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 8,447 | $202K |
| Exchange Capital Management, Inc. | 0.03% | Reduce -69.8% | 8,444 | $202K |
| First Horizon Advisors, Inc. | 0.01% | Add +173.5% | 8,392 | $201K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 8,350 | $200K |
| CVA Family Office, LLC | 0.03% | No change | 7,295 | $175K |
| Trust Co | 0.02% | Add +246.7% | 7,266 | $174K |
| Wells Financial Advisors INC | 0.23% | No change | 6,950 | $167K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,600 | $158K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 6,428 | $154K |
| Maryland Capital Advisors Inc. | 0.07% | Add +61.9% | 6,111 | $146K |
| National Bank of Canada | 0.00% | Add +11.0% | 6,030 | $144K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.8% | 5,619 | $135K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,322 | $128K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,160 | $124K |
| Fifth Third Bancorp | 0.00% | Add +29.8% | 5,062 | $121K |
| Private Trust Co. NA | 0.01% | No change | 5,060 | $121K |
| PSI Advisors, LLC | 0.03% | No change | 4,400 | $105K |
| HHM Wealth Advisors, LLC | 0.01% | New | 3,750 | $90K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +1.5% | 3,736 | $89K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,400 | $81K |
| TD Waterhouse Canada Inc. | 0.00% | Add +28.8% | 3,212 | $77K |
| Sunbelt Securities, Inc. | 0.01% | Add +239.3% | 2,840 | $68K |
| Barclays PLC | 0.00% | No change | 2,733 | $65K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 2,500 | $60K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,500 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 2,441 | $58K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,135 | $51K |
| First United Bank & Trust | 0.02% | New | 2,004 | $48K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $48K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,971 | $47K |
| Coastline Trust Co | 0.01% | No change | 1,893 | $45K |
| 2UniFi Bank | 0.03% | — | 1,761 | $42K |
| Bokf, NA | 0.00% | No change | 1,750 | $42K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 1,552 | $37K |
| Stephens Consulting, LLC | 0.01% | Add +1.4% | 1,484 | $36K |
| Hemington Wealth Management | 0.01% | Add +34.8% | 1,329 | $31K |
| Ballast Advisors LLC | 0.01% | New | 1,245 | $30K |
| Front Row Advisors LLC | 0.01% | New | 1,200 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,082 | $26K |
| Eastern Bank | 0.00% | No change | 1,015 | $24K |
| Motco | 0.00% | No change | 989 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 935 | $22K |
| Assetmark, Inc. | 0.00% | New | 874 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.4% | 773 | $19K |
| Blue Trust, Inc. | 0.00% | New | 747 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 730 | $17K |
| Missouri Trust & Investment Co | 0.01% | New | 718 | $17K |
| FMR LLC | 0.00% | Add +664.0% | 657 | $16K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | — | 628 | $15K |
| Whittier Trust Co. | 0.00% | New | 549 | $13K |
| AE Wealth Management LLC | 0.00% | New | 420 | $10K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Peoples Bank | 0.00% | No change | 200 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 182 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 162 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 114 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 80 | $2K |
"% of holder's portfolio" is IBDS's weight in each manager's 13F, not the share of Ishrs Ibnds Dec 27 Corp. ETF the manager owns.