Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q1 2025 (March 31)365holders +15
33new positions
15sold out
2famous investors
$24.18avg. 13F price*
At the end of Q1 2025, 365 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 15 from Q4 2024. 33 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($194.3M), Capital Advisors Inc. ($97.1M) and Morgan Stanley ($91.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $76.6M |
| Exits | 15 | $21.2M |
All 13F filers, Q4 2024 → Q1 2025: 10,296,832 shares bought and 5,529,397 shares sold, net +4,767,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Bank of America Corp. | 0.02% | Add +3.3% | 8,036,060 | $194.3M |
| Capital Advisors Inc. | 1.93% | Add +7.8% | 4,014,148 | $97.1M |
| Morgan Stanley | 0.01% | Add +4.7% | 3,771,198 | $91.2M |
| HM Payson & Co. | 1.36% | Add +15.9% | 3,203,508 | $77.5M |
| UBS Group AG | 0.02% | Add +6.3% | 2,857,492 | $69.1M |
| Raymond James Financial Inc. | 0.03% | Add +5.6% | 2,809,312 | $67.9M |
| Mercer Global Advisors Inc. | 0.14% | Add +17.9% | 2,508,278 | $60.7M |
| Aptus Capital Advisors, LLC | 0.66% | Add +12.5% | 2,425,277 | $58.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.0% | 2,307,322 | $55.8M |
| LPL Financial LLC | 0.02% | Add +12.3% | 2,110,416 | $51.0M |
| Capital Investment Advisors, LLC | 0.99% | Add +2.8% | 2,083,268 | $50.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 1,846,241 | $44.6M |
| Royal Bank of Canada | 0.01% | Add +18.9% | 1,478,352 | $35.7M |
| Woodmont Investment Counsel LLC | 2.50% | Add +5.6% | 1,432,132 | $34.6M |
| HighTower Advisors, LLC | 0.05% | New | 1,400,628 | $33.9M |
| Gratus Wealth Advisors, LLC | 5.09% | Add +3.0% | 1,281,919 | $31.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.5% | 1,265,736 | $30.6M |
| Sound View Wealth Advisors Group, LLC | 2.30% | Add +11.2% | 1,159,837 | $28.0M |
| Truist Financial Corp. | 0.04% | Add +2.5% | 1,151,811 | $27.9M |
| Sigma Investment Counselors Inc. | 1.67% | Add +2.8% | 1,129,965 | $27.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +12.0% | 1,094,509 | $26.5M |
| Kathmere Capital Management, LLC | 2.23% | Add +9.5% | 1,083,382 | $26.2M |
| TABR Capital Management, LLC | 26.01% | Add +1.9% | 1,032,442 | $25.0M |
| Howland Capital Management LLC | 1.08% | Add +4.0% | 1,005,030 | $24.3M |
| Klingman & Associates, LLC | 1.47% | New | 990,859 | $24.0M |
| RVW Wealth, LLC | 2.20% | Add +1.2% | 967,922 | $23.4M |
| Venture Visionary Partners LLC | 0.93% | Add +7.5% | 920,054 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +8.7% | 759,758 | $18.4M |
| Seven Springs Wealth Group, LLC | 6.45% | Add +10.8% | 732,460 | $17.7M |
| Captrust Financial Advisors | 0.04% | Add +19.7% | 705,786 | $17.1M |
| Hengehold Capital Management LLC | 1.56% | Add +15.3% | 677,287 | $16.4M |
| Summit Asset Management, LLC | 2.81% | Add +2.1% | 672,494 | $16.3M |
| MV Capital Management, Inc. | 1.72% | Add +11.6% | 664,201 | $16.1M |
| NewEdge Advisors, LLC | 0.09% | Add +0.6% | 643,959 | $15.6M |
| US Bancorp \de | 0.02% | Add +12.6% | 607,996 | $14.7M |
| Glenview Trust Co | 0.28% | Add +4.5% | 598,941 | $14.5M |
| Benjamin Edwards Inc. | 0.20% | Add +13.6% | 592,281 | $14.3M |
| Arrow Financial Corp | 1.56% | Reduce -0.2% | 578,531 | $14.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +6.9% | 565,964 | $13.7M |
| Cwm, LLC | 0.05% | Add +16.8% | 518,918 | $12.5M |
| WJ Wealth Management, LLC | 4.33% | Add +1.5% | 506,813 | $12.3M |
| Windsor Capital Management, LLC | 3.71% | Add +1.1% | 499,581 | $12.1M |
| Spinnaker Trust | 0.72% | Add +21.8% | 455,474 | $11.0M |
| Rebalance, LLC | 0.80% | Add +24.5% | 446,501 | $10.8M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +15.9% | 438,174 | $10.6M |
| CENTRAL TRUST Co | 0.26% | Add +5.7% | 437,701 | $10.6M |
| Renaissance Technologies | 0.02% | Add +228.0% | 412,900 | $10.0M |
| Lyell Wealth Management, LP | 0.88% | Add +7.0% | 389,449 | $9.4M |
| Commonwealth Financial Services, LLC | 1.92% | Reduce -0.2% | 386,537 | $9.3M |
| Wick Capital Partners, LLC | 2.78% | Add +325.7% | 384,466 | $9.3M |
| Sanctuary Advisors, LLC | 0.06% | Add +1.9% | 374,137 | $9.0M |
| Creative Planning | 0.01% | Add +1.9% | 354,969 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +7.3% | 352,459 | $8.5M |
| Strid Group, LLC | 1.28% | Add +71.5% | 341,479 | $8.3M |
| Peloton Wealth Strategists | 3.51% | Add +9.5% | 339,470 | $8.2M |
| InvesTrust | 2.14% | Add +3.3% | 322,879 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.5% | 315,687 | $7.6M |
| Arcadia Investment Advisors LLC | 4.24% | Add +3.4% | 313,675 | $7.6M |
| Wolfstich Capital, LLC | 6.85% | No change | 324,373 | $7.6M |
| Novem Group | 1.06% | Add +118.6% | 309,131 | $7.5M |
| PFG Private Wealth Management, LLC | 4.01% | Reduce -51.3% | 306,953 | $7.4M |
| IFP Advisors, Inc | 0.21% | Add +13.5% | 287,224 | $6.9M |
| Probity Advisors, Inc. | 1.30% | Reduce -15.8% | 280,964 | $6.8M |
| MCF Advisors LLC | 0.47% | Add +18.1% | 271,551 | $6.6M |
| Keeler Thomas Management LLC | 3.15% | Reduce -22.5% | 265,961 | $6.4M |
| Hamel Associates, Inc. | 2.17% | Reduce -22.1% | 264,018 | $6.4M |
| First National Trust Co | 0.26% | Add +19.5% | 262,062 | $6.3M |
| Signature Wealth Management Group | 2.42% | Add +0.3% | 256,628 | $6.2M |
| Summit Investment Advisors, Inc. | 5.41% | Add +4.0% | 252,469 | $6.1M |
| Sandy Spring Bank | 0.25% | Add +4.4% | 249,431 | $6.0M |
| Eight 31 Financial, LLC | 3.85% | New | 247,804 | $6.0M |
| Allworth Financial LP | 0.03% | Reduce -1.0% | 234,543 | $5.7M |
| Sax Wealth Advisors, LLC | 0.40% | Add +14.6% | 232,536 | $5.6M |
| Praetorian Wealth Management, Inc. | 1.37% | Add +7.9% | 231,955 | $5.6M |
| Atria Investments, Inc | 0.07% | Add +4.2% | 221,213 | $5.3M |
| Parallel Advisors, LLC | 0.12% | Reduce -10.7% | 219,918 | $5.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.6% | 219,853 | $5.3M |
| Houlihan Financial Resource Group, Ltd. | 2.38% | Reduce -2.1% | 219,121 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +31.1% | 214,316 | $5.2M |
| 4Thought Financial Group Inc. | 3.19% | Add +12.8% | 213,453 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.5% | 212,873 | $5.1M |
| Kesler, Norman & Wride, LLC | 0.95% | Add +7.0% | 206,695 | $5.0M |
| Sonata Capital Group Inc. | 2.17% | Add +0.6% | 205,888 | $5.0M |
| Leo Wealth, LLC | 0.67% | Add +9.2% | 192,907 | $4.7M |
| Leavell Investment Management, Inc. | 0.23% | Add +16.2% | 190,243 | $4.6M |
| Droms Strauss Advisors Inc. /Mo/ | 1.58% | Add +7.3% | 190,148 | $4.6M |
| GAMMA Investing LLC | 0.34% | Add +25.9% | 189,899 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.7% | 185,957 | $4.5M |
| Centricity Wealth Management, LLC | 3.99% | Add +10.3% | 181,654 | $4.4M |
| TLWM | 0.87% | Reduce -1.4% | 180,496 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +44.1% | 179,958 | $4.4M |
| Resonant Capital Advisors, LLC | 0.30% | Add +3.6% | 178,103 | $4.3M |
| Virginia Wealth Management Group, Inc. | 2.61% | Add +13.1% | 174,705 | $4.2M |
| Crews Bank & Trust | 0.72% | Add +5.2% | 173,845 | $4.2M |
| Cherry Tree Wealth Management, LLC | 0.99% | Add +5.4% | 170,290 | $4.1M |
| Safeguard Financial, LLC | 0.90% | Add +29.9% | 169,125 | $4.1M |
| Sowell Financial Services LLC | 0.18% | Add +6.1% | 166,924 | $4.0M |
| Buffington Mohr McNeal | 0.79% | Add +108.1% | 164,698 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Reduce -1.3% | 163,383 | $4.0M |
| CGN Advisors LLC | 0.39% | Add +4.8% | 163,203 | $3.9M |
| Sabal Trust CO | 0.21% | Add +14.3% | 159,259 | $3.9M |
| Fulton Breakefield Broenniman LLC | 0.28% | Add +8.3% | 159,083 | $3.8M |
| Krilogy Financial LLC | 0.25% | Add +3.0% | 156,976 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +44.3% | 155,606 | $3.8M |
| Laurel Wealth Advisors LLC | 0.57% | Add +3.4% | 150,657 | $3.6M |
| Wrapmanager Inc. | 0.89% | Add +2.3% | 139,930 | $3.4M |
| STAR Financial Bank | 2.44% | Add +4.5% | 137,975 | $3.3M |
| Sightline Wealth Advisors, LLC | 1.74% | Add +4.4% | 136,770 | $3.3M |
| Quantum Financial Advisors, LLC | 0.48% | Add +14.7% | 132,436 | $3.2M |
| Moneco Advisors, LLC | 0.33% | Add +14.3% | 131,404 | $3.2M |
| Evergreen Private Wealth LLC | 1.46% | Add +1.7% | 129,404 | $3.1M |
| Matthew Goff Investment Advisor, LLC | 0.57% | Reduce -4.5% | 127,966 | $3.1M |
| Foundation Wealth Management, LLC | 2.36% | Add +1.4% | 124,738 | $3.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 124,482 | $3.0M |
| Modern Wealth Management, LLC | 0.10% | Add +41.4% | 123,725 | $3.0M |
| LBMC Investment Advisors, LLC | 0.23% | Add +77.2% | 122,953 | $3.0M |
| Robbins Farley | 1.55% | Reduce -0.5% | 120,601 | $2.9M |
| Stonebrook Private Inc. | 0.75% | Add +3.7% | 119,640 | $2.9M |
| Fortis Capital Management LLC | 0.56% | Reduce -7.0% | 119,590 | $2.9M |
| Mariner, LLC | 0.00% | Add +28.6% | 118,764 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +10.5% | 117,825 | $2.8M |
| Precedent Wealth Partners, LLC | 0.76% | Reduce -10.0% | 112,768 | $2.7M |
| Ironwood Financial, llc | 0.57% | Add +17.3% | 110,620 | $2.7M |
| FF Advisors,LLC | 1.53% | Add +3.8% | 110,795 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 109,220 | $2.6M |
| LifePlan Financial, LLC | 2.27% | Add +3.2% | 107,861 | $2.6M |
| Madden Advisory Services, Inc. | 1.20% | Add +9.6% | 106,182 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +12.2% | 103,760 | $2.5M |
| Marathon Mission, Inc. | 1.73% | Reduce -27.6% | 102,430 | $2.5M |
| Foundry Financial Group, Inc. | 1.51% | Add +9.3% | 101,589 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +76.0% | 100,035 | $2.4M |
| Associated Banc-Corp | 0.07% | Add +3.0% | 99,326 | $2.4M |
| Heartland Bank & Trust Co | 1.23% | Add +23.7% | 99,119 | $2.4M |
| Clearstead Advisors, LLC | 0.03% | Reduce -8.8% | 92,705 | $2.2M |
| Smith, Moore & Co. | 0.20% | Reduce -2.5% | 90,960 | $2.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.76% | Add +47.8% | 88,869 | $2.1M |
| Drive Wealth Management, LLC | 0.48% | New | 83,931 | $2.0M |
| Covington Investment Advisors Inc. | 0.31% | Add +3.2% | 83,500 | $2.0M |
| Camelot Portfolios, LLC | 1.23% | Add +35.5% | 81,811 | $2.0M |
| Round Rock Advisors LLC | 0.35% | Add +5.9% | 79,010 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +16.4% | 78,793 | $1.9M |
| New England Private Wealth Advisors LLC | 0.28% | Add +49.5% | 74,126 | $1.8M |
| Godshalk Welsh Capital Management, Inc. | 1.15% | Add +23.9% | 72,700 | $1.8M |
| Valley Wealth Managers, Inc. | 0.13% | Reduce -2.4% | 71,637 | $1.7M |
| First Fiduciary Investment Counsel, Inc. | 0.37% | Add +1.9% | 71,408 | $1.7M |
| Chesley Taft & Associates LLC | 0.08% | Add +7.2% | 70,874 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.13% | Reduce -1.0% | 69,587 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Reduce -1.4% | 68,325 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +27.5% | 67,014 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +5.3% | 66,346 | $1.6M |
| Great Diamond Partners, LLC | 0.43% | Add +3.1% | 65,277 | $1.6M |
| Cannon Financial Strategists, Inc. | 0.27% | Add +0.7% | 64,437 | $1.6M |
| James Investment Research, Inc. | 0.20% | Add +38.1% | 63,911 | $1.5M |
| Weaver Consulting Group | 0.46% | Reduce -1.1% | 63,818 | $1.5M |
| WealthTrust Axiom LLC | 0.47% | No change | 63,700 | $1.5M |
| AlTi Global, Inc. | 0.04% | No change | 63,500 | $1.5M |
| Arcataur Capital Management LLC | 0.51% | Add +8.0% | 61,495 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +39.1% | 60,371 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.7% | 59,614 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | Add +69.0% | 59,425 | $1.4M |
| Segment Wealth Management, LLC | 0.10% | Add +0.3% | 59,387 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.8% | 57,633 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +23.8% | 57,633 | $1.4M |
| Conrad Siegel Investment Advisors, Inc. | 0.36% | Add +9.1% | 57,515 | $1.4M |
| Cabot Wealth Management Inc. | 0.18% | Add +5.4% | 57,321 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | New | 56,082 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -4.0% | 55,383 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +69.9% | 54,205 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -75.2% | 54,023 | $1.3M |
| Gould Asset Management LLC | 0.26% | Reduce -0.1% | 52,840 | $1.3M |
| Archford Capital Strategies, LLC | 0.18% | Reduce -1.7% | 51,759 | $1.3M |
| Barrett & Company, Inc. | 0.54% | Add +1.4% | 51,698 | $1.3M |
| Granite Harbor Advisors, Inc. | 0.66% | Reduce -17.7% | 51,316 | $1.2M |
| Montecito Bank & Trust | 0.22% | Add +4.9% | 50,993 | $1.2M |
| Reliant Wealth Planning | 0.55% | Add +0.3% | 50,242 | $1.2M |
| Element Wealth, LLC | 0.65% | Reduce -2.7% | 50,222 | $1.2M |
| Beacon Financial Group | 0.13% | Add +2.9% | 50,071 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +20.6% | 49,309 | $1.2M |
| Cary Street Partners Financial LLC | 0.04% | Add +2.3% | 49,164 | $1.2M |
| Austin Private Wealth, LLC | 0.10% | Add +6.4% | 47,877 | $1.2M |
| One Plus One Wealth Management, LLC | 0.63% | Add +99.2% | 47,798 | $1.2M |
| Sigma Planning Corp | 0.04% | New | 47,468 | $1.1M |
| Comerica Bank | 0.00% | Reduce -0.1% | 46,973 | $1.1M |
| Riverchase Wealth Management, LLC | 0.79% | Add +49.3% | 46,723 | $1.1M |
| Princeton Global Asset Management LLC | 0.22% | Add +26.3% | 46,462 | $1.1M |
| Redwood Financial Network Corp | 0.85% | Add +1.5% | 46,416 | $1.1M |
| Balentine LLC | 0.05% | Add +14.0% | 45,255 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +108.6% | 45,099 | $1.1M |
| 4J Wealth Management LLC | 0.85% | Reduce -9.3% | 44,536 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +343.9% | 44,083 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Add +13.7% | 43,830 | $1.1M |
| Harbor Investment Advisory, LLC | 0.10% | Add +8.0% | 43,808 | $1.1M |
| Meitav Investment House Ltd. | 0.02% | Reduce -12.1% | 43,514 | $1.1M |
| Farmers National Bank | 0.30% | Add +0.5% | 43,358 | $1.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.18% | Add +7.0% | 42,443 | $1.0M |
| Blue Square Asset Management, LLC | 0.55% | Add +0.3% | 42,057 | $1.0M |
| Horan Securities, Inc. | 0.37% | Reduce -0.9% | 40,149 | $971K |
| Rossmore Private Capital | 0.12% | New | 39,483 | $955K |
| Shufro Rose & Co. LLC | 0.07% | Reduce -98.9% | 36,950 | $893K |
| Adirondack Trust Co. | 0.35% | Add +7.7% | 36,630 | $886K |
| Brookstone Capital Management | 0.01% | Add +4.9% | 35,346 | $855K |
| First Interstate Bank | 0.05% | Reduce -1.6% | 35,211 | $851K |
| Harbor Advisory Corp. | 0.28% | No change | 35,033 | $847K |
| Timber Creek Capital Management LLC | 0.22% | Add +0.2% | 34,554 | $836K |
| Provenance Wealth Advisors, LLC | 0.12% | Reduce -12.9% | 34,452 | $833K |
| First National Bank & Trust Co. of Newtown | 0.17% | New | 34,010 | $822K |
| Bank of New York Mellon Corp | 0.00% | Add +9.5% | 33,953 | $821K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.7% | 33,881 | $819K |
| Stokes Family Office, LLC | 0.09% | Add +23.9% | 33,369 | $807K |
| 10Elms LLP | 0.94% | Add +25.9% | 32,820 | $794K |
| Alterna Wealth Management, Inc. | 0.60% | Add +57.3% | 32,498 | $786K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +90.1% | 32,048 | $775K |
| RFP Financial Group LLC | 0.31% | New | 32,025 | $774K |
| Phillips Financial Management, LLC | 0.06% | No change | 31,980 | $773K |
| BridgePort Financial Solutions, LLC | 0.35% | No change | 31,933 | $772K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +16.4% | 31,900 | $771K |
| Diversify Advisory Services, LLC | 0.05% | Add +0.8% | 31,621 | $766K |
| Jacobi Capital Management LLC | 0.06% | Add +16.3% | 31,541 | $763K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3257.0% | 31,388 | $759K |
| Bank of New Hampshire | 0.20% | Reduce -2.6% | 31,210 | $755K |
| Members Wealth LLC | 0.56% | Add +0.5% | 30,946 | $748K |
| Johnson Bixby & Associates, LLC | 0.11% | Add +17.0% | 29,689 | $718K |
| Black Swift Group, LLC | 0.16% | Add +20.6% | 29,600 | $716K |
| Advisory Services Network, LLC | 0.01% | Add +15.7% | 27,353 | $661K |
| Autumn Glory Partners, LLC | 0.32% | Add +8.1% | 26,810 | $648K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $629K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 25,956 | $628K |
| Robinson Smith Wealth Advisors LLC | 0.52% | No change | 25,586 | $619K |
| Wealthspire Advisors, LLC | 0.00% | No change | 25,491 | $616K |
| Northwest Bancshares, Inc. | 0.11% | New | 25,024 | $605K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 24,883 | $602K |
| Ritholtz Wealth Management | 0.02% | Reduce -5.4% | 24,561 | $594K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +7.0% | 24,181 | $585K |
| Susquehanna International Group, LLP | 0.00% | New | 24,008 | $581K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +5.9% | 23,704 | $573K |
| Mgo One Seven LLC | 0.02% | New | 22,711 | $549K |
| Dearborn Partners LLC | 0.03% | Reduce -1.1% | 22,474 | $543K |
| Mattern Capital Management, LLC | 0.07% | No change | 22,412 | $542K |
| Montis Financial, LLC | 0.16% | Reduce -3.9% | 21,821 | $528K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +4.0% | 21,542 | $521K |
| Spectrum Wealth Counsel, LLC | 0.06% | Reduce -9.9% | 21,522 | $520K |
| MTM Investment Management, LLC | 0.20% | New | 21,545 | $519K |
| 1900 Wealth Management LLC | 0.04% | Add +0.7% | 21,466 | $519K |
| Wealth Advisory Solutions, LLC | 0.13% | New | 20,976 | $507K |
| TD Waterhouse Canada Inc. | 0.00% | Add +547.6% | 20,801 | $502K |
| Neuberger Berman Group LLC | 0.00% | No change | 20,532 | $496K |
| BCS Wealth Management | 0.12% | No change | 19,655 | $475K |
| Lee Financial Co | 0.07% | New | 19,430 | $470K |
| Bank of Montreal | 0.00% | Add +10.8% | 19,349 | $468K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 18,771 | $454K |
| Straight Path Wealth Management | 0.18% | Reduce -12.9% | 18,194 | $440K |
| Kintra Wealth, LLC | 0.29% | Add +38.6% | 17,958 | $434K |
| Farther Finance Advisors, LLC | 0.01% | Add +217.8% | 17,856 | $431K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -1.2% | 17,467 | $422K |
| Avantax Advisory Services, Inc. | 0.00% | Add +95.1% | 17,438 | $422K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Add +10.7% | 17,383 | $420K |
| DecisionMap Wealth Management, LLC | 0.32% | Add +39.6% | 17,307 | $418K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.2% | 16,659 | $403K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -68.3% | 16,400 | $394K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 16,239 | $393K |
| Empirical Asset Management, LLC | 0.13% | No change | 16,110 | $390K |
| Tableaux LLC | 0.28% | New | 16,056 | $388K |
| StoneX Group Inc. | 0.02% | Add +50.6% | 15,963 | $386K |
| Roble, Belko & Company, Inc | 0.06% | No change | 15,865 | $384K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.6% | 15,768 | $381K |
| KOM Wealth Management Group, LLC | 0.33% | Add +17.9% | 15,693 | $379K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +71.6% | 15,011 | $363K |
| Cypress Point Wealth Management, LLC | 0.12% | No change | 15,000 | $363K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +77.0% | 14,947 | $361K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 14,050 | $340K |
| Maryland Capital Advisors Inc. | 0.15% | Add +129.2% | 14,004 | $339K |
| Atwater Malick LLC | 0.11% | Add +27.1% | 13,923 | $337K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 13,569 | $328K |
| Hurley Capital, LLC | 0.25% | Add +0.0% | 13,484 | $326K |
| Fullcircle Wealth LLC | 0.13% | Add +20.4% | 13,382 | $324K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Reduce -14.2% | 13,324 | $322K |
| Dakota Wealth Management | 0.01% | No change | 13,150 | $318K |
| Gradient Capital Advisors, LLC | 0.10% | Add +13.9% | 13,082 | $316K |
| Eagle Strategies LLC | 0.05% | Add +49.4% | 12,982 | $314K |
| Private Trust Co. NA | 0.03% | Add +152.1% | 12,755 | $308K |
| International Assets Investment Management, LLC | 0.03% | Reduce -13.2% | 12,363 | $299K |
| Principal Securities, Inc. | 0.01% | No change | 12,061 | $289K |
| Meredith Wealth Planning | 0.13% | Reduce -0.3% | 11,937 | $289K |
| United Community Bank | 0.11% | New | 11,840 | $286K |
| Klaas Financial Asset Advisors, LLC | 0.05% | No change | 11,379 | $275K |
| Harbour Investments, Inc. | 0.01% | Reduce -38.9% | 11,060 | $267K |
| Calton & Associates, Inc. | 0.06% | New | 10,796 | $261K |
| Financial Advisory Corp | 0.04% | New | 10,780 | $261K |
| Cornerstone Financial Group, LLC | 0.23% | Add +1.5% | 10,809 | $260K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 10,729 | $259K |
| Pine Haven Investment Counsel, Inc | 0.22% | Add +15.1% | 10,700 | $259K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,606 | $256K |
| Belpointe Asset Management LLC | 0.01% | Add +1.2% | 10,467 | $253K |
| Avantax Planning Partners, Inc. | 0.01% | Add +9.7% | 10,447 | $253K |
| Horizons Wealth Management | 0.19% | Add +18.4% | 10,230 | $247K |
| Scotia Capital Inc. | 0.00% | No change | 10,100 | $244K |
| MKT Advisors LLC | 0.11% | Reduce -6.0% | 10,166 | $244K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 9,500 | $230K |
| Trust Co of Kansas | 0.12% | New | 9,330 | $226K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 9,301 | $225K |
| M3 Advisory Group, LLC | 0.17% | No change | 9,150 | $221K |
| Greenfield Savings Bank | 0.11% | Reduce -1.6% | 9,071 | $219K |
| Addison Advisors LLC | 0.06% | Add +0.9% | 8,985 | $217K |
| Cypress Wealth Services, LLC | 0.04% | No change | 8,867 | $214K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 8,866 | $214K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 8,633 | $209K |
| Exchange Capital Management, Inc. | 0.03% | No change | 8,444 | $204K |
| First Horizon Advisors, Inc. | 0.01% | No change | 8,392 | $203K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,350 | $202K |
| Trust Co | 0.02% | Add +14.3% | 8,309 | $201K |
| Banque Cantonale Vaudoise | 0.01% | — | 8,280 | $200K |
| CVA Family Office, LLC | 0.03% | No change | 7,295 | $176K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +26.1% | 6,713 | $162K |
| National Bank of Canada | 0.00% | Add +10.9% | 6,686 | $162K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,600 | $160K |
| Bogart Wealth, LLC | 0.01% | Reduce -12.8% | 5,604 | $136K |
| Trust Co. of Vermont | 0.01% | New | 5,492 | $133K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,160 | $125K |
| Fifth Third Bancorp | 0.00% | Reduce -8.4% | 4,639 | $112K |
| PSI Advisors, LLC | 0.03% | No change | 4,400 | $106K |
| Geneos Wealth Management Inc. | 0.00% | Add +24.1% | 4,220 | $102K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,750 | $91K |
| Sunbelt Securities, Inc. | 0.01% | Add +31.5% | 3,735 | $90K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $88K |
| Ballast Advisors LLC | 0.03% | Add +183.2% | 3,526 | $85K |
| Asset Dedication, LLC | 0.01% | Reduce -75.1% | 3,247 | $79K |
| Wells Financial Advisors INC | 0.11% | Reduce -54.0% | 3,200 | $77K |
| 2UniFi Bank | 0.05% | Add +73.3% | 3,051 | $74K |
| Barclays PLC | 0.00% | No change | 2,733 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 2,446 | $59K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 2,170 | $52K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,135 | $52K |
| First United Bank & Trust | 0.02% | No change | 2,004 | $48K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $48K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -20.0% | 2,000 | $48K |
| AlphaCore Capital LLC | 0.00% | New | 1,990 | $48K |
| Coastline Trust Co | 0.01% | No change | 1,893 | $46K |
| Signaturefd, LLC | 0.00% | New | 1,661 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,552 | $38K |
| Stephens Consulting, LLC | 0.01% | Add +0.7% | 1,495 | $36K |
| FMR LLC | 0.00% | Add +126.3% | 1,487 | $36K |
| Hemington Wealth Management | 0.01% | No change | 1,329 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,243 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 1,200 | $29K |
| Sarver Vrooman Wealth Advisors | 0.02% | — | 1,147 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,082 | $26K |
| Spire Wealth Management | 0.00% | New | 1,042 | $25K |
| Eastern Bank | 0.00% | No change | 1,015 | $25K |
| Motco | 0.00% | No change | 989 | $24K |
| Assetmark, Inc. | 0.00% | No change | 874 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $20K |
| Legacy Bridge, LLC | 0.01% | Add +359.9% | 837 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 779 | $19K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 752 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 730 | $18K |
| Creekmur Asset Management LLC | 0.00% | New | 705 | $17K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 628 | $15K |
| AE Wealth Management LLC | 0.00% | No change | 420 | $10K |
| Y.D. More Investments Ltd | 0.00% | New | 380 | $9K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Peoples Bank | 0.00% | No change | 200 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 80 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 32 | $774 |
| BNP Paribas Financial Markets | 0.00% | New | 13 | $314 |
"% 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.