Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q2 2025 (June 30)372holders +7
27new positions
16sold out
2famous investors
$24.37avg. 13F price*
At the end of Q2 2025, 372 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 7 from Q1 2025. 27 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($196.9M), Capital Advisors Inc. ($102.2M) and Morgan Stanley ($96.6M). 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 (Q2 2025)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $37.2M |
| Exits | 16 | $79.2M |
All 13F filers, Q1 2025 → Q2 2025: 6,723,863 shares bought and 5,526,349 shares sold, net +1,197,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 372 holders
| Bank of America Corp. | 0.02% | Add +0.9% | 8,112,244 | $196.9M |
| Capital Advisors Inc. | 1.83% | Add +4.9% | 4,212,231 | $102.2M |
| Morgan Stanley | 0.01% | Add +5.5% | 3,979,182 | $96.6M |
| HM Payson & Co. | 1.25% | Add +1.5% | 3,252,877 | $78.9M |
| Raymond James Financial Inc. | 0.03% | Add +9.5% | 3,075,615 | $74.6M |
| Mercer Global Advisors Inc. | 0.15% | Add +12.2% | 2,814,444 | $68.3M |
| Aptus Capital Advisors, LLC | 0.62% | Add +6.5% | 2,581,593 | $62.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.4% | 2,454,384 | $59.6M |
| LPL Financial LLC | 0.02% | Reduce -0.1% | 2,108,441 | $51.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.5% | 1,818,717 | $44.1M |
| Royal Bank of Canada | 0.01% | Add +2.2% | 1,511,525 | $36.7M |
| Ameriprise Financial Inc. | 0.01% | Add +18.7% | 1,501,886 | $36.4M |
| Woodmont Investment Counsel LLC | 2.36% | Add +2.9% | 1,474,249 | $35.8M |
| HighTower Advisors, LLC | 0.04% | Add +2.5% | 1,435,397 | $34.8M |
| Capital Investment Advisors, LLC | 0.59% | Reduce -36.6% | 1,319,977 | $33.4M |
| Sound View Wealth Advisors Group, LLC | 2.37% | Add +13.8% | 1,319,610 | $32.0M |
| Gratus Wealth Advisors, LLC | 4.81% | Add +2.0% | 1,307,775 | $31.7M |
| Sigma Investment Counselors Inc. | 1.57% | Add +3.8% | 1,173,113 | $28.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.6% | 1,144,457 | $27.8M |
| Truist Financial Corp. | 0.04% | Reduce -1.3% | 1,136,637 | $27.6M |
| Kathmere Capital Management, LLC | 2.10% | Add +3.5% | 1,121,733 | $27.2M |
| Howland Capital Management LLC | 1.04% | Add +5.1% | 1,056,059 | $25.6M |
| TABR Capital Management, LLC | 21.84% | Add +1.6% | 1,049,451 | $25.5M |
| RVW Wealth, LLC | 2.11% | Add +5.7% | 1,022,940 | $24.8M |
| Klingman & Associates, LLC | 1.33% | Add +0.1% | 991,308 | $24.1M |
| Venture Visionary Partners LLC | 0.90% | Add +6.8% | 982,970 | $23.9M |
| Stifel Financial Corp. | 0.02% | Add +20.1% | 912,441 | $22.1M |
| Hengehold Capital Management LLC | 1.91% | Add +27.5% | 863,608 | $21.0M |
| Seven Springs Wealth Group, LLC | 4.94% | Add +10.3% | 808,173 | $19.6M |
| Captrust Financial Advisors | 0.04% | Add +8.7% | 767,151 | $18.6M |
| Novem Group | 2.13% | Add +123.8% | 691,805 | $16.8M |
| Summit Asset Management, LLC | 2.71% | Add +1.9% | 685,568 | $16.6M |
| MV Capital Management, Inc. | 1.69% | Add +1.8% | 675,836 | $16.4M |
| Benjamin Edwards Inc. | 0.21% | Add +13.7% | 673,159 | $16.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +16.2% | 657,531 | $16.0M |
| Glenview Trust Co | 0.27% | Add +7.5% | 643,728 | $15.6M |
| US Bancorp \de | 0.02% | Add +2.1% | 620,753 | $15.1M |
| NewEdge Advisors, LLC | 0.08% | Reduce -4.7% | 613,506 | $14.9M |
| Arrow Financial Corp | 1.46% | Reduce -1.3% | 571,307 | $13.9M |
| Cwm, LLC | 0.04% | Reduce -0.3% | 517,077 | $12.5M |
| Global Retirement Partners, LLC | 0.30% | — | 494,190 | $12.0M |
| Spinnaker Trust | 0.69% | Add +3.4% | 471,129 | $11.4M |
| Wick Capital Partners, LLC | 2.91% | Reduce -99.1% | 3,402 | $11.2M |
| Windsor Capital Management, LLC | 3.26% | Reduce -7.9% | 459,995 | $11.2M |
| Rebalance, LLC | 0.75% | Add +1.4% | 452,728 | $11.0M |
| CENTRAL TRUST Co | 0.25% | Add +3.1% | 451,082 | $10.9M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +1.2% | 443,466 | $10.8M |
| Strid Group, LLC | 1.48% | Add +27.4% | 434,884 | $10.6M |
| First International Bank of Israel Ltd. | 6.05% | — | 423,549 | $10.3M |
| Lyell Wealth Management, LP | 0.78% | Add +5.1% | 409,350 | $9.9M |
| Commonwealth Financial Services, LLC | 1.84% | Add +1.6% | 392,771 | $9.5M |
| EP Wealth Advisors, LLC | 0.06% | Add +214.5% | 391,528 | $9.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.8% | 378,169 | $9.2M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -2.3% | 365,693 | $8.9M |
| Renaissance Technologies | 0.01% | Reduce -11.6% | 364,854 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +2.4% | 360,844 | $8.8M |
| Creative Planning | 0.01% | Reduce -0.3% | 353,783 | $8.6M |
| Peloton Wealth Strategists | 3.38% | Reduce -0.0% | 339,370 | $8.2M |
| InvesTrust | 3.02% | Reduce 0.0% | 322,869 | $7.8M |
| Arcadia Investment Advisors LLC | 3.95% | Add +0.2% | 314,361 | $7.6M |
| PFG Private Wealth Management, LLC | 3.91% | Add +2.0% | 312,974 | $7.6M |
| IFP Advisors, Inc | 0.21% | Add +5.7% | 303,559 | $7.4M |
| First National Trust Co | 0.26% | Add +10.8% | 290,329 | $7.0M |
| MCF Advisors LLC | 0.43% | Reduce -0.5% | 270,269 | $6.6M |
| Summit Investment Advisors, Inc. | 5.24% | Add +3.9% | 262,378 | $6.4M |
| Signature Wealth Management Group | 2.50% | Add +1.7% | 260,900 | $6.3M |
| Hamel Associates, Inc. | 2.11% | Reduce -2.6% | 257,028 | $6.2M |
| Eight 31 Financial, LLC | 4.08% | Add +2.6% | 254,325 | $6.2M |
| Atlantic Union Bankshares Corp | 0.14% | New | 254,312 | $6.2M |
| Parallel Advisors, LLC | 0.12% | Add +9.2% | 240,100 | $5.8M |
| Praetorian Wealth Management, Inc. | 1.34% | Add +3.2% | 239,310 | $5.8M |
| WJ Wealth Management, LLC | 1.81% | Reduce -53.3% | 236,575 | $5.7M |
| Allworth Financial LP | 0.03% | Add +0.5% | 235,615 | $5.7M |
| Probity Advisors, Inc. | 0.99% | Reduce -17.5% | 231,701 | $5.6M |
| Keeler Thomas Management LLC | 2.35% | Reduce -15.2% | 225,459 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +4.6% | 224,270 | $5.4M |
| Sax Wealth Advisors, LLC | 0.33% | Reduce -3.7% | 223,860 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.9% | 223,333 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 219,002 | $5.3M |
| Houlihan Financial Resource Group, Ltd. | 2.19% | Reduce -0.6% | 217,744 | $5.3M |
| Sonata Capital Group Inc. | 2.09% | Add +4.6% | 215,293 | $5.2M |
| Leavell Investment Management, Inc. | 0.23% | Add +10.4% | 210,028 | $5.1M |
| Kesler, Norman & Wride, LLC | 0.88% | Reduce -0.7% | 205,338 | $5.0M |
| Centricity Wealth Management, LLC | 3.94% | Add +11.8% | 203,151 | $4.9M |
| Atria Investments, Inc | 0.06% | Reduce -9.3% | 200,543 | $4.9M |
| Leo Wealth, LLC | 0.38% | Add +3.7% | 199,970 | $4.9M |
| 4Thought Financial Group Inc. | 2.55% | Reduce -7.5% | 197,511 | $4.8M |
| LBMC Investment Advisors, LLC | 0.34% | Add +58.8% | 195,185 | $4.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +7.9% | 194,237 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +3.7% | 192,817 | $4.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.42% | Add +0.4% | 190,901 | $4.6M |
| Krilogy Financial LLC | 0.26% | Add +20.1% | 188,608 | $4.6M |
| Merit Financial Group, LLC | 0.05% | New | 185,813 | $4.5M |
| Resonant Capital Advisors, LLC | 0.29% | Add +4.2% | 185,555 | $4.5M |
| Sightline Wealth Advisors, LLC | 2.17% | Add +35.5% | 185,356 | $4.5M |
| Crews Bank & Trust | 0.70% | Add +5.3% | 183,085 | $4.4M |
| Virginia Wealth Management Group, Inc. | 2.64% | Add +2.6% | 179,185 | $4.3M |
| Focus Partners Wealth | 0.01% | New | 176,746 | $4.3M |
| TLWM | 0.81% | Reduce -2.4% | 176,191 | $4.3M |
| Hancock Whitney Corp. | 0.08% | New | 174,933 | $4.2M |
| Cherry Tree Wealth Management, LLC | 0.98% | Add +1.8% | 173,383 | $4.2M |
| Meiji Yasuda Life Insurance Co | 0.12% | New | 173,000 | $4.2M |
| Modern Wealth Management, LLC | 0.10% | Add +34.1% | 165,900 | $4.0M |
| Sowell Financial Services LLC | 0.16% | Reduce -0.9% | 165,435 | $4.0M |
| Fulton Breakefield Broenniman LLC | 0.27% | Add +2.9% | 163,728 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Reduce -0.4% | 162,767 | $4.0M |
| Quantum Financial Advisors, LLC | 0.52% | Add +19.1% | 157,723 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.5% | 156,452 | $3.8M |
| Laurel Wealth Advisors LLC | 0.55% | Add +1.2% | 152,515 | $3.7M |
| Heartland Bank & Trust Co | 1.71% | Add +51.9% | 150,594 | $3.7M |
| Madden Advisory Services, Inc. | 1.53% | Add +39.4% | 147,994 | $3.6M |
| STAR Financial Bank | 2.25% | Add +6.2% | 146,505 | $3.6M |
| Wrapmanager Inc. | 0.84% | Add +1.9% | 142,591 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +29.1% | 140,976 | $3.4M |
| Moneco Advisors, LLC | 0.32% | Add +6.5% | 139,881 | $3.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +16.7% | 137,467 | $3.3M |
| Beese Fulmer Investment Management, Inc. | 0.25% | New | 137,261 | $3.3M |
| Evergreen Private Wealth LLC | 1.39% | Add +5.6% | 136,680 | $3.3M |
| Robbins Farley | 1.45% | Add +6.5% | 128,425 | $3.1M |
| Precedent Wealth Partners, LLC | 0.75% | Add +11.4% | 125,616 | $3.0M |
| Matthew Goff Investment Advisor, LLC | 0.56% | Reduce -3.2% | 123,875 | $3.0M |
| Foundation Wealth Management, LLC | 2.08% | Reduce -1.3% | 123,149 | $3.0M |
| Stonebrook Private Inc. | 0.69% | Add +1.6% | 121,561 | $3.0M |
| Mariner, LLC | 0.00% | Reduce -2.9% | 115,320 | $2.8M |
| FF Advisors,LLC | 1.44% | Add +3.5% | 114,694 | $2.8M |
| Fortis Capital Management LLC | 0.42% | Reduce -6.9% | 111,356 | $2.7M |
| Ironwood Financial, llc | 0.57% | No change | 110,620 | $2.7M |
| LifePlan Financial, LLC | 2.15% | Reduce -1.1% | 106,728 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +1.3% | 105,096 | $2.6M |
| Cornell Pochily Investment Advisors, Inc. | 0.83% | Add +17.5% | 104,396 | $2.5M |
| Marathon Mission, Inc. | 1.61% | Add +1.7% | 104,203 | $2.5M |
| Associated Banc-Corp | 0.07% | Add +4.8% | 104,064 | $2.5M |
| Corient Private Wealth LP | 0.00% | New | 99,514 | $2.4M |
| Foundry Financial Group, Inc. | 1.33% | Reduce -5.0% | 96,535 | $2.3M |
| Clearstead Advisors, LLC | 0.03% | Reduce -3.4% | 89,545 | $2.2M |
| Smith, Moore & Co. | 0.18% | Reduce -3.2% | 88,069 | $2.1M |
| Covington Investment Advisors Inc. | 0.30% | Add +2.6% | 85,689 | $2.1M |
| Godshalk Welsh Capital Management, Inc. | 1.28% | Add +17.6% | 85,500 | $2.1M |
| Chesley Taft & Associates LLC | 0.09% | Add +19.5% | 84,674 | $2.1M |
| Drive Wealth Management, LLC | 0.44% | Reduce -2.1% | 82,151 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.30% | Add +18.3% | 80,847 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +19.9% | 80,382 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 80,005 | $1.9M |
| Granite Harbor Advisors, Inc. | 0.90% | Add +54.4% | 79,218 | $1.9M |
| Round Rock Advisors LLC | 0.32% | Reduce -2.4% | 77,113 | $1.9M |
| Harbor Investment Advisory, LLC | 0.17% | Add +75.3% | 76,784 | $1.9M |
| Camelot Portfolios, LLC | 1.12% | Reduce -6.3% | 76,646 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +38.3% | 74,942 | $1.8M |
| CGN Advisors LLC | 0.16% | Reduce -54.3% | 74,542 | $1.8M |
| New England Private Wealth Advisors LLC | 0.26% | Add +0.3% | 74,358 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +10.2% | 73,138 | $1.8M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -7.3% | 73,027 | $1.8M |
| First Fiduciary Investment Counsel, Inc. | 0.35% | Add +0.8% | 71,998 | $1.7M |
| Valley Wealth Managers, Inc. | 0.13% | Add +0.0% | 71,659 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.08% | Reduce -2.2% | 68,074 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.1% | 66,830 | $1.6M |
| Rossmore Private Capital | 0.18% | Add +64.5% | 64,941 | $1.6M |
| Arcataur Capital Management LLC | 0.49% | Add +4.5% | 64,290 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +42.0% | 64,031 | $1.6M |
| WealthTrust Axiom LLC | 0.45% | No change | 63,700 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | Add +6.4% | 63,225 | $1.5M |
| AlTi Global, Inc. | 0.04% | No change | 63,500 | $1.5M |
| Great Diamond Partners, LLC | 0.32% | Reduce -3.5% | 63,006 | $1.5M |
| James Investment Research, Inc. | 0.18% | Reduce -1.7% | 62,843 | $1.5M |
| Segment Wealth Management, LLC | 0.09% | Add +3.3% | 61,317 | $1.5M |
| Cabot Wealth Management Inc. | 0.17% | Add +4.6% | 59,942 | $1.5M |
| Riverchase Wealth Management, LLC | 0.92% | Add +28.1% | 59,842 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +35.7% | 59,818 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.3% | 59,534 | $1.4M |
| Weaver Consulting Group | 0.40% | Reduce -7.5% | 59,033 | $1.4M |
| Beacon Financial Group | 0.15% | Add +15.4% | 57,802 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -42.9% | 57,111 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.22% | Reduce -11.9% | 56,760 | $1.4M |
| Citadel Advisors | 0.00% | Add +4.4% | 56,409 | $1.4M |
| Austin Private Wealth, LLC | 0.11% | Add +17.3% | 56,142 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | No change | 56,082 | $1.4M |
| Gould Asset Management LLC | 0.27% | Add +5.5% | 55,735 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +0.5% | 55,633 | $1.4M |
| Reliant Wealth Planning | 0.53% | Add +10.7% | 55,604 | $1.3M |
| Barrett & Company, Inc. | 0.47% | Add +0.1% | 51,766 | $1.3M |
| One Plus One Wealth Management, LLC | 0.67% | Add +6.7% | 50,981 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +5.8% | 50,210 | $1.2M |
| Element Wealth, LLC | 0.56% | Reduce -0.1% | 50,170 | $1.2M |
| GAMMA Investing LLC | 0.08% | Reduce -73.9% | 49,509 | $1.2M |
| Archford Capital Strategies, LLC | 0.15% | Reduce -4.7% | 49,315 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 49,270 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -2.1% | 48,146 | $1.2M |
| MTM Investment Management, LLC | 0.39% | Add +120.9% | 47,600 | $1.2M |
| Consolidated Portfolio Review Corp | 0.16% | Add +8.4% | 47,517 | $1.2M |
| 4J Wealth Management LLC | 0.78% | Add +6.3% | 47,330 | $1.1M |
| Redwood Financial Network Corp | 0.77% | Add +1.4% | 47,069 | $1.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.18% | Add +9.2% | 46,336 | $1.1M |
| Balentine LLC | 0.04% | Add +1.0% | 45,695 | $1.1M |
| Princeton Global Asset Management LLC | 0.20% | Reduce -1.7% | 45,653 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 44,898 | $1.1M |
| Farmers National Bank | 0.28% | Add +2.0% | 44,207 | $1.1M |
| Gilbert Capital Group, Inc. | 0.87% | — | 43,367 | $1.1M |
| Penobscot Investment Management Company, Inc. | 0.09% | Add +35.6% | 43,250 | $1.0M |
| Addison Advisors LLC | 0.26% | Add +376.2% | 42,786 | $1.0M |
| Blue Square Asset Management, LLC | 0.48% | Add +0.3% | 42,180 | $1.0M |
| Horan Securities, Inc. | 0.34% | Reduce 0.0% | 40,147 | $974K |
| Comerica Bank | 0.00% | Reduce -15.1% | 39,898 | $968K |
| Adirondack Trust Co. | 0.35% | Add +8.2% | 39,624 | $962K |
| Thrivent Financial for Lutherans | 0.00% | Add +136.8% | 38,831 | $942K |
| Regions Financial Corp. | 0.01% | Reduce -22.4% | 38,254 | $928K |
| Timber Creek Capital Management LLC | 0.23% | Add +6.9% | 36,931 | $894K |
| Alterna Wealth Management, Inc. | 0.71% | Add +12.6% | 36,580 | $888K |
| First Interstate Bank | 0.05% | No change | 35,211 | $855K |
| Harbor Advisory Corp. | 0.27% | No change | 35,033 | $850K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +9.3% | 35,026 | $850K |
| Cypress Point Wealth Management, LLC | 0.21% | Add +133.3% | 35,000 | $849K |
| 10Elms LLP | 0.94% | Add +6.1% | 34,825 | $845K |
| Brookstone Capital Management | 0.01% | Reduce -1.6% | 34,795 | $844K |
| Provenance Wealth Advisors, LLC | 0.12% | Reduce -1.2% | 34,050 | $826K |
| First National Bank & Trust Co. of Newtown | 0.17% | No change | 34,010 | $825K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.4% | 33,760 | $819K |
| Diversify Advisory Services, LLC | 0.03% | Add +6.2% | 33,572 | $814K |
| Jacobi Capital Management LLC | 0.05% | Add +4.0% | 32,818 | $796K |
| Advisory Services Network, LLC | 0.01% | Add +18.6% | 32,439 | $785K |
| BridgePort Financial Solutions, LLC | 0.26% | Add +0.5% | 32,089 | $779K |
| Phillips Financial Management, LLC | 0.06% | No change | 31,980 | $776K |
| Johnson Bixby & Associates, LLC | 0.11% | Add +7.5% | 31,924 | $775K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.3% | 31,486 | $764K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 31,394 | $762K |
| Bank of New Hampshire | 0.19% | Add +0.5% | 31,375 | $761K |
| Stokes Family Office, LLC | 0.08% | Reduce -7.5% | 30,869 | $749K |
| MML Investors Services, LLC | 0.00% | Reduce -49.9% | 30,231 | $734K |
| Conrad Siegel Investment Advisors, Inc. | 0.16% | Reduce -48.0% | 29,878 | $725K |
| Old Mission Capital LLC | 0.02% | New | 28,321 | $687K |
| Mosaic Family Wealth Partners, LLC | 0.09% | Add +16.8% | 28,241 | $685K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -24.4% | 27,927 | $675K |
| Northwest Bancshares, Inc. | 0.11% | Add +6.6% | 26,686 | $648K |
| Autumn Glory Partners, LLC | 0.30% | Reduce -1.0% | 26,550 | $644K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $631K |
| Robinson Smith Wealth Advisors LLC | 0.50% | No change | 25,586 | $621K |
| Wealthspire Advisors, LLC | 0.00% | No change | 25,491 | $619K |
| Bank of Montreal | 0.00% | Add +28.9% | 24,947 | $605K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.0% | 24,909 | $605K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 24,883 | $604K |
| Mgo One Seven LLC | 0.02% | Add +6.2% | 24,117 | $585K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +1.8% | 24,124 | $585K |
| Meitav Investment House Ltd. | 0.01% | Reduce -44.6% | 24,106 | $585K |
| Dearborn Partners LLC | 0.03% | Add +6.5% | 23,937 | $581K |
| DecisionMap Wealth Management, LLC | 0.39% | Add +35.1% | 23,389 | $568K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.3% | 23,259 | $564K |
| TD Waterhouse Canada Inc. | 0.00% | Add +12.3% | 23,354 | $564K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +4.8% | 22,577 | $548K |
| Mattern Capital Management, LLC | 0.07% | Add +0.6% | 22,540 | $547K |
| Neuberger Berman Group LLC | 0.00% | Add +8.8% | 22,332 | $542K |
| Woodley Farra Manion Portfolio Management Inc. | 0.03% | Add +47.7% | 22,170 | $538K |
| 1900 Wealth Management LLC | 0.04% | Add +1.1% | 21,703 | $527K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +2.8% | 21,558 | $523K |
| KOM Wealth Management Group, LLC | 0.40% | Add +31.7% | 20,663 | $501K |
| Tableaux LLC | 0.29% | Add +28.2% | 20,579 | $499K |
| Lee Financial Co | 0.07% | No change | 19,430 | $472K |
| Montis Financial, LLC | 0.13% | Reduce -11.0% | 19,419 | $471K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.5% | 19,157 | $465K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.8% | 18,967 | $460K |
| Koshinski Asset Management, Inc. | 0.03% | Add +38.8% | 18,829 | $457K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 18,774 | $456K |
| Straight Path Wealth Management | 0.15% | Add +0.1% | 18,211 | $442K |
| Belpointe Asset Management LLC | 0.02% | Add +73.7% | 18,179 | $441K |
| Summit Wealth Partners, LLC | 0.08% | No change | 17,467 | $424K |
| Hurley Capital, LLC | 0.29% | Add +26.0% | 16,988 | $412K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Reduce -6.3% | 16,297 | $396K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 16,239 | $394K |
| Empirical Asset Management, LLC | 0.12% | No change | 16,110 | $391K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +6.7% | 15,947 | $387K |
| TFR Capital, LLC. | 0.14% | New | 15,907 | $386K |
| Roble, Belko & Company, Inc | 0.06% | No change | 15,865 | $385K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.6% | 15,898 | $385K |
| Atwater Malick LLC | 0.12% | Add +13.4% | 15,786 | $383K |
| Trust Co of Kansas | 0.18% | Add +68.0% | 15,671 | $380K |
| Kintra Wealth, LLC | 0.23% | Reduce -13.7% | 15,498 | $376K |
| Dudley Capital Management, LLC | 0.19% | New | 15,425 | $374K |
| RFP Financial Group LLC | 0.15% | Reduce -52.3% | 15,266 | $371K |
| Simon Quick Advisors, LLC | 0.02% | New | 14,937 | $363K |
| StoneX Group Inc. | 0.02% | Reduce -6.5% | 14,925 | $362K |
| HRT Financial LP | 0.00% | New | 14,555 | $353K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 14,050 | $341K |
| Maryland Capital Advisors Inc. | 0.13% | No change | 14,004 | $340K |
| American Money Management, LLC | 0.06% | New | 13,862 | $336K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 13,471 | $327K |
| Fullcircle Wealth LLC | 0.12% | No change | 13,382 | $324K |
| Gradient Capital Advisors, LLC | 0.09% | Add +0.1% | 13,097 | $318K |
| Eagle Strategies LLC | 0.05% | Add +0.8% | 13,079 | $317K |
| United Community Bank | 0.10% | Add +6.7% | 12,630 | $307K |
| Dakota Wealth Management | 0.01% | Reduce -4.6% | 12,550 | $305K |
| International Assets Investment Management, LLC | 0.02% | No change | 12,363 | $300K |
| Summitry LLC | 0.01% | New | 12,202 | $296K |
| Principal Securities, Inc. | 0.01% | No change | 12,061 | $293K |
| Meredith Wealth Planning | 0.10% | Reduce -2.4% | 11,653 | $283K |
| Pine Haven Investment Counsel, Inc | 0.22% | Add +8.9% | 11,650 | $283K |
| Cowa, LLC | 0.11% | New | 11,632 | $282K |
| Klaas Financial Asset Advisors, LLC | 0.04% | No change | 11,379 | $276K |
| Harbour Investments, Inc. | 0.01% | Add +0.9% | 11,158 | $271K |
| Flow Traders U.S. LLC | 0.01% | New | 10,951 | $266K |
| Financial Advisory Corp | 0.04% | Add +1.5% | 10,945 | $266K |
| Cornerstone Financial Group, LLC | 0.22% | Add +0.4% | 10,849 | $263K |
| Cooper/Haims Advisors, LLC | 0.13% | No change | 10,729 | $260K |
| Highland Financial Advisors, LLC | 0.08% | No change | 10,606 | $257K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 10,447 | $254K |
| Horizons Wealth Management | 0.18% | No change | 10,230 | $248K |
| MKT Advisors LLC | 0.10% | Add +0.0% | 10,169 | $246K |
| Private Trust Co. NA | 0.02% | Reduce -23.1% | 9,803 | $238K |
| Sarver Vrooman Wealth Advisors | 0.16% | Add +748.1% | 9,728 | $236K |
| Geneos Wealth Management Inc. | 0.01% | Add +128.0% | 9,620 | $233K |
| Calton & Associates, Inc. | 0.04% | Reduce -11.6% | 9,546 | $232K |
| Yoder Wealth Management, Inc. | 0.12% | No change | 9,500 | $231K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -47.8% | 9,322 | $226K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 9,301 | $226K |
| M3 Advisory Group, LLC | 0.15% | No change | 9,150 | $222K |
| Greenfield Savings Bank | 0.10% | Add +0.3% | 9,099 | $221K |
| FourThought Financial Partners, LLC | 0.02% | New | 8,871 | $215K |
| Cypress Wealth Services, LLC | 0.04% | No change | 8,867 | $215K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 8,633 | $210K |
| Scotia Capital Inc. | 0.00% | Reduce -15.8% | 8,500 | $206K |
| Exchange Capital Management, Inc. | 0.03% | No change | 8,444 | $205K |
| First Horizon Advisors, Inc. | 0.01% | No change | 8,392 | $204K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,350 | $203K |
| Trust Co | 0.02% | Reduce -0.0% | 8,308 | $202K |
| Banque Cantonale Vaudoise | 0.01% | No change | 8,280 | $201K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +533.6% | 7,876 | $191K |
| CVA Family Office, LLC | 0.02% | No change | 7,295 | $177K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +4.8% | 7,037 | $171K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,600 | $160K |
| National Bank of Canada | 0.00% | Reduce -3.8% | 6,430 | $156K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 5,606 | $136K |
| Valeo Financial Advisors, LLC | 0.00% | New | 127,040 | $127K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 5,160 | $125K |
| Fifth Third Bancorp | 0.00% | No change | 4,639 | $113K |
| Coastline Trust Co | 0.01% | Add +121.8% | 4,199 | $102K |
| 2UniFi Bank | 0.06% | Add +31.9% | 4,023 | $98K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,750 | $91K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $89K |
| Asset Dedication, LLC | 0.01% | Reduce -0.9% | 3,216 | $78K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +48.7% | 3,175 | $77K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -24.0% | 2,840 | $68K |
| Barclays PLC | 0.00% | No change | 2,733 | $66K |
| McIlrath & Eck, LLC | 0.01% | New | 2,507 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 2,449 | $59K |
| FMR LLC | 0.00% | Add +54.1% | 2,292 | $56K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,170 | $53K |
| Bokf, NA | 0.00% | New | 2,093 | $51K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $49K |
| Signaturefd, LLC | 0.00% | No change | 1,661 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,552 | $38K |
| Stephens Consulting, LLC | 0.01% | Add +1.1% | 1,512 | $37K |
| Hemington Wealth Management | 0.00% | No change | 1,329 | $32K |
| Front Row Advisors LLC | 0.01% | No change | 1,200 | $29K |
| AlphaCore Capital LLC | 0.00% | Reduce -42.0% | 1,155 | $28K |
| Hollencrest Capital Management | 0.00% | New | 1,095 | $27K |
| Assetmark, Inc. | 0.00% | Add +22.4% | 1,070 | $26K |
| Spire Wealth Management | 0.00% | No change | 1,042 | $25K |
| Creekmur Asset Management LLC | 0.00% | Add +47.0% | 1,036 | $25K |
| Eastern Bank | 0.00% | No change | 1,015 | $25K |
| Motco | 0.00% | No change | 989 | $24K |
| Legacy Bridge, LLC | 0.01% | Add +7.3% | 898 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.0% | 787 | $19K |
| Blue Trust, Inc. | 0.00% | Add +1.2% | 761 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 730 | $18K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 628 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 590 | $14K |
| AE Wealth Management LLC | 0.00% | No change | 420 | $10K |
| Creative Capital Management Investments LLC | 0.00% | New | 397 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 370 | $9K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 144 | $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.