Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q3 2025 (September 30)379holders +7
33new positions
21sold out
2famous investors
$24.34avg. 13F price*
At the end of Q3 2025, 379 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 7 from Q2 2025. 33 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($205.8M), Capital Advisors Inc. ($107.3M) and Morgan Stanley ($94.5M). 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 (Q3 2025)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $109.6M |
| Exits | 21 | $46.7M |
All 13F filers, Q2 2025 → Q3 2025: 12,810,822 shares bought and 5,629,514 shares sold, net +7,181,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 379 holders
| Bank of America Corp. | 0.02% | Add +4.2% | 8,453,370 | $205.8M |
| Capital Advisors Inc. | 1.79% | Add +4.7% | 4,409,133 | $107.3M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 3,883,199 | $94.5M |
| Mercer Global Advisors Inc. | 0.16% | Add +37.0% | 3,856,587 | $93.9M |
| HM Payson & Co. | 1.26% | Add +10.3% | 3,586,205 | $87.3M |
| UBS Group AG | 0.02% | New | 3,238,610 | $78.8M |
| Raymond James Financial Inc. | 0.02% | Add +0.0% | 3,076,624 | $74.9M |
| LPL Financial LLC | 0.02% | Add +35.9% | 2,865,212 | $69.7M |
| Aptus Capital Advisors, LLC | 0.62% | Add +8.4% | 2,798,193 | $68.1M |
| Wells Fargo & Company | 0.01% | Add +5.7% | 1,922,856 | $46.8M |
| Ameriprise Financial Inc. | 0.01% | Add +7.0% | 1,606,673 | $39.1M |
| Royal Bank of Canada | 0.01% | Add +5.1% | 1,587,979 | $38.7M |
| HighTower Advisors, LLC | 0.04% | Add +9.6% | 1,573,208 | $38.3M |
| Sound View Wealth Advisors Group, LLC | 2.44% | Add +10.7% | 1,460,296 | $35.5M |
| Capital Investment Advisors, LLC | 0.57% | Add +8.5% | 1,431,645 | $34.8M |
| Woodmont Investment Counsel LLC | 2.22% | Reduce -6.5% | 1,377,966 | $33.5M |
| Gratus Wealth Advisors, LLC | 4.61% | Add +2.9% | 1,345,475 | $32.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +14.2% | 1,307,228 | $31.8M |
| Kathmere Capital Management, LLC | 2.19% | Add +13.1% | 1,268,483 | $30.9M |
| Sigma Investment Counselors Inc. | 1.55% | Add +4.8% | 1,229,199 | $29.9M |
| Howland Capital Management LLC | 1.09% | Add +11.1% | 1,172,950 | $28.5M |
| Venture Visionary Partners LLC | 0.96% | Add +16.9% | 1,149,605 | $28.0M |
| Truist Financial Corp. | 0.04% | Reduce -1.7% | 1,117,102 | $27.2M |
| TABR Capital Management, LLC | 17.65% | Add +0.9% | 1,058,518 | $25.8M |
| RVW Wealth, LLC | 1.97% | Add +1.4% | 1,037,195 | $25.2M |
| Stifel Financial Corp. | 0.02% | Add +11.4% | 1,016,800 | $24.7M |
| Klingman & Associates, LLC | 1.21% | Reduce -0.3% | 988,062 | $24.0M |
| Captrust Financial Advisors | 0.04% | Add +17.5% | 901,136 | $21.9M |
| Hengehold Capital Management LLC | 1.86% | Add +3.5% | 894,019 | $21.8M |
| MV Capital Management, Inc. | 1.69% | Add +6.7% | 721,350 | $17.6M |
| Summit Asset Management, LLC | 2.68% | Add +4.4% | 715,754 | $17.4M |
| Glenview Trust Co | 0.27% | Add +10.1% | 708,656 | $17.2M |
| Benjamin Edwards Inc. | 0.19% | Add +4.5% | 703,584 | $17.1M |
| Rebalance, LLC | 1.03% | Add +54.9% | 701,255 | $17.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +3.6% | 681,207 | $16.6M |
| NewEdge Advisors, LLC | 0.07% | Add +3.4% | 634,339 | $15.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +65.0% | 623,959 | $15.2M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 616,393 | $15.0M |
| Wick Capital Partners, LLC | 3.27% | Add +16490.3% | 564,403 | $13.7M |
| Arrow Financial Corp | 1.39% | Reduce -2.5% | 556,933 | $13.6M |
| Cwm, LLC | 0.04% | Add +2.0% | 527,398 | $12.8M |
| Global Retirement Partners, LLC | 0.29% | Add +6.3% | 525,477 | $12.8M |
| Spinnaker Trust | 0.71% | Add +11.1% | 523,315 | $12.7M |
| CENTRAL TRUST Co | 0.25% | Add +10.8% | 499,689 | $12.2M |
| Mesirow Financial Investment Management, Inc. | 0.20% | Add +2.2% | 453,116 | $11.0M |
| Windsor Capital Management, LLC | 2.99% | Reduce -3.3% | 444,891 | $10.8M |
| Lyell Wealth Management, LP | 0.80% | Add +8.5% | 444,280 | $10.8M |
| Strid Group, LLC | 1.35% | Add +0.1% | 435,485 | $10.6M |
| First International Bank of Israel Ltd. | 5.85% | No change | 423,549 | $10.3M |
| Commonwealth Financial Services, LLC | 1.74% | Add +6.2% | 417,298 | $10.2M |
| Confluence Investment Management LLC | 0.14% | Add +155.7% | 416,135 | $10.1M |
| Vishria Bird Financial Group, LLC | 1.95% | New | 408,784 | $9.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +8.5% | 396,938 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +8.4% | 391,244 | $9.5M |
| Novem Group | 1.12% | Reduce -44.2% | 386,090 | $9.4M |
| First National Trust Co | 0.31% | Add +26.3% | 366,642 | $8.9M |
| Meiji Yasuda Life Insurance Co | 0.26% | Add +111.0% | 365,000 | $8.9M |
| Creative Planning | 0.01% | Add +2.4% | 362,167 | $8.8M |
| InvesTrust | 3.12% | Add +8.6% | 350,520 | $8.5M |
| Peloton Wealth Strategists | 3.33% | Reduce -0.1% | 339,070 | $8.3M |
| Arcadia Investment Advisors LLC | 3.76% | Add +1.1% | 317,698 | $7.7M |
| Eight 31 Financial, LLC | 4.31% | Add +23.6% | 314,213 | $7.6M |
| Focus Partners Wealth | 0.01% | Add +74.4% | 308,219 | $7.5M |
| IFP Advisors, Inc | 0.19% | Reduce -3.4% | 293,256 | $7.1M |
| MCF Advisors LLC | 0.41% | Add +1.8% | 275,042 | $6.7M |
| Cetera Investment Advisers | 0.01% | Add +19.2% | 267,382 | $6.5M |
| Allworth Financial LP | 0.03% | Add +11.6% | 262,825 | $6.4M |
| Signature Wealth Management Group | 2.47% | Add +0.1% | 261,072 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.5% | 257,372 | $6.3M |
| Hamel Associates, Inc. | 1.89% | Reduce -1.7% | 252,648 | $6.1M |
| Parallel Advisors, LLC | 0.11% | Add +5.0% | 252,035 | $6.1M |
| Sax Wealth Advisors, LLC | 0.33% | Add +11.1% | 248,625 | $6.1M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -3.1% | 246,419 | $6.0M |
| Praetorian Wealth Management, Inc. | 1.22% | Add +2.5% | 245,243 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.7% | 240,414 | $5.9M |
| Merit Financial Group, LLC | 0.05% | Add +23.1% | 228,809 | $5.6M |
| LBMC Investment Advisors, LLC | 0.35% | Add +15.9% | 226,281 | $5.5M |
| Resonant Capital Advisors, LLC | 0.31% | Add +19.2% | 221,111 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +13.2% | 219,945 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.0% | 218,964 | $5.3M |
| Leavell Investment Management, Inc. | 0.22% | Add +3.5% | 217,321 | $5.3M |
| Probity Advisors, Inc. | 0.85% | Reduce -7.1% | 215,258 | $5.2M |
| Sonata Capital Group Inc. | 1.93% | Reduce -0.3% | 214,676 | $5.2M |
| Krilogy Financial LLC | 0.19% | Add +13.4% | 213,905 | $5.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.49% | Add +10.6% | 211,161 | $5.1M |
| Sightline Wealth Advisors, LLC | 2.30% | Add +13.1% | 209,602 | $5.1M |
| Composition Wealth, LLC | 0.08% | New | 206,059 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +2.0% | 204,585 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +6.1% | 204,539 | $5.0M |
| 4Thought Financial Group Inc. | 2.51% | Add +3.4% | 204,224 | $5.0M |
| Renaissance Technologies | 0.01% | Reduce -44.8% | 201,516 | $4.9M |
| Ironwood Financial, llc | 0.86% | Add +80.8% | 199,967 | $4.9M |
| Leo Wealth, LLC | 0.63% | Reduce -0.9% | 198,247 | $4.8M |
| Crews Bank & Trust | 0.70% | Add +7.7% | 197,190 | $4.8M |
| Virginia Wealth Management Group, Inc. | 2.72% | Add +8.5% | 194,345 | $4.7M |
| Kesler, Norman & Wride, LLC | 0.91% | Reduce -5.9% | 193,213 | $4.6M |
| Heartland Bank & Trust Co | 1.87% | Add +23.8% | 186,375 | $4.5M |
| Quantum Financial Advisors, LLC | 0.55% | Add +17.2% | 184,919 | $4.5M |
| Hancock Whitney Corp. | 0.08% | Add +4.8% | 183,386 | $4.5M |
| Modern Wealth Management, LLC | 0.09% | Add +10.4% | 183,243 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +26.3% | 178,097 | $4.3M |
| Fulton Breakefield Broenniman LLC | 0.28% | Add +8.3% | 177,277 | $4.3M |
| Sowell Financial Services LLC | 0.16% | Add +6.6% | 176,362 | $4.3M |
| TLWM | 0.77% | Reduce -0.4% | 175,430 | $4.3M |
| Cherry Tree Wealth Management, LLC | 0.92% | Reduce -0.9% | 171,895 | $4.2M |
| Prospera Financial Services Inc | 0.07% | New | 165,285 | $4.0M |
| Laurel Wealth Advisors LLC | 0.54% | Add +4.9% | 160,018 | $3.9M |
| Matthew Goff Investment Advisor, LLC | 0.64% | Add +24.1% | 153,758 | $3.7M |
| Robbins Farley | 1.51% | Add +16.2% | 149,241 | $3.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +5.9% | 145,525 | $3.5M |
| Moneco Advisors, LLC | 0.29% | Add +2.7% | 143,652 | $3.5M |
| Beese Fulmer Investment Management, Inc. | 0.24% | Add +3.8% | 142,470 | $3.5M |
| Evergreen Private Wealth LLC | 1.34% | Reduce -0.7% | 135,677 | $3.3M |
| Members Wealth LLC | 2.05% | — | 133,058 | $3.2M |
| Precedent Wealth Partners, LLC | 0.70% | Add +4.2% | 130,883 | $3.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.94% | Add +23.6% | 129,043 | $3.1M |
| WJ Wealth Management, LLC | 1.37% | Reduce -46.0% | 127,797 | $3.1M |
| Stonebrook Private Inc. | 0.66% | Add +3.5% | 125,851 | $3.1M |
| Jacobi Capital Management LLC | 0.19% | Add +281.4% | 125,156 | $3.0M |
| FF Advisors,LLC | 1.44% | Add +7.6% | 123,416 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.5% | 122,872 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +16.6% | 122,501 | $3.0M |
| Fortis Capital Management LLC | 0.40% | Add +3.8% | 115,543 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +75.3% | 112,239 | $2.7M |
| Associated Banc-Corp | 0.07% | Add +7.5% | 111,897 | $2.7M |
| LifePlan Financial, LLC | 2.10% | Add +2.0% | 108,855 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -6.8% | 107,494 | $2.6M |
| Foundry Financial Group, Inc. | 1.37% | Add +11.1% | 107,253 | $2.6M |
| Marathon Mission, Inc. | 1.54% | Add +1.5% | 105,780 | $2.6M |
| Great Diamond Partners, LLC | 0.49% | Add +64.8% | 103,812 | $2.5M |
| Godshalk Welsh Capital Management, Inc. | 1.42% | Add +19.0% | 101,750 | $2.5M |
| Smith, Moore & Co. | 0.19% | Add +13.8% | 100,214 | $2.4M |
| Houlihan Financial Resource Group, Ltd. | 2.11% | Reduce -54.8% | 98,480 | $2.4M |
| Wrapmanager Inc. | 0.72% | Reduce -32.8% | 95,880 | $2.3M |
| Citadel Advisors | 0.00% | Add +62.3% | 91,527 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.1% | 89,422 | $2.2M |
| Harbor Investment Advisory, LLC | 0.18% | Add +16.0% | 89,093 | $2.2M |
| Penobscot Investment Management Company, Inc. | 0.17% | Add +105.0% | 88,670 | $2.2M |
| Covington Investment Advisors Inc. | 0.28% | Add +3.4% | 88,559 | $2.2M |
| Granite Harbor Advisors, Inc. | 0.87% | Add +7.8% | 85,387 | $2.1M |
| Wealthstar Advisors, LLC | 0.82% | New | 84,942 | $2.1M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -0.8% | 83,974 | $2.0M |
| Rossmore Private Capital | 0.22% | Add +29.2% | 83,889 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +2.8% | 83,130 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -16.8% | 82,832 | $2.0M |
| Drive Wealth Management, LLC | 0.42% | Reduce -0.5% | 81,716 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 80,005 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +5.5% | 79,080 | $1.9M |
| Round Rock Advisors LLC | 0.30% | Add +0.1% | 77,203 | $1.9M |
| Riverchase Wealth Management, LLC | 1.04% | Add +25.9% | 75,364 | $1.8M |
| Camelot Portfolios, LLC | 1.08% | Reduce -2.3% | 74,894 | $1.8M |
| New England Private Wealth Advisors LLC | 0.24% | Add +0.0% | 74,391 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +1.6% | 74,337 | $1.8M |
| STAR Financial Bank | 1.07% | Reduce -49.4% | 74,137 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | Add +1.1% | 73,810 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -9.2% | 72,990 | $1.8M |
| Addison Advisors LLC | 0.41% | Add +69.5% | 72,516 | $1.8M |
| Beacon Financial Group | 0.17% | Add +23.4% | 71,301 | $1.7M |
| First Fiduciary Investment Counsel, Inc. | 0.33% | Reduce -2.3% | 70,310 | $1.7M |
| Valley Wealth Managers, Inc. | 0.11% | Reduce -2.2% | 70,051 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.05% | Reduce -0.7% | 67,607 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +12.9% | 67,543 | $1.6M |
| MTM Investment Management, LLC | 0.52% | Add +41.5% | 67,371 | $1.6M |
| First Manhattan Co. Llc. | 0.00% | Add +1.1% | 63,950 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +63.9% | 63,652 | $1.5M |
| AlTi Global, Inc. | 0.04% | No change | 63,500 | $1.5M |
| Cabot Wealth Management Inc. | 0.17% | Add +5.7% | 63,376 | $1.5M |
| Arcataur Capital Management LLC | 0.45% | Reduce -1.6% | 63,238 | $1.5M |
| IFG Advisory, LLC | 0.07% | New | 62,388 | $1.5M |
| WealthTrust Axiom LLC | 0.40% | Reduce -3.1% | 61,700 | $1.5M |
| Segment Wealth Management, LLC | 0.09% | Add +0.4% | 61,556 | $1.5M |
| James Investment Research, Inc. | 0.16% | Reduce -4.2% | 60,187 | $1.5M |
| Austin Private Wealth, LLC | 0.11% | Add +6.4% | 59,735 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +4.0% | 59,388 | $1.4M |
| Montecito Bank & Trust | 0.22% | — | 59,250 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +3.7% | 58,149 | $1.4M |
| Reliant Wealth Planning | 0.45% | Add +3.3% | 57,461 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.20% | Add +1.0% | 57,331 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +2.4% | 56,979 | $1.4M |
| Gould Asset Management LLC | 0.26% | Add +2.2% | 56,960 | $1.4M |
| CGN Advisors LLC | 0.11% | Reduce -23.7% | 56,858 | $1.4M |
| One Plus One Wealth Management, LLC | 0.63% | Add +5.2% | 53,631 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +10.7% | 53,283 | $1.3M |
| Barrett & Company, Inc. | 0.43% | Add +0.1% | 51,834 | $1.3M |
| Weaver Consulting Group | 0.32% | Reduce -12.4% | 51,681 | $1.3M |
| Element Wealth, LLC | 0.54% | Add +2.2% | 51,258 | $1.2M |
| Archford Capital Strategies, LLC | 0.15% | Add +2.8% | 50,674 | $1.2M |
| Consolidated Portfolio Review Corp | 0.15% | Add +6.3% | 50,520 | $1.2M |
| Redwood Financial Network Corp | 0.76% | Add +4.9% | 49,396 | $1.2M |
| Princeton Global Asset Management LLC | 0.20% | Add +7.7% | 49,183 | $1.2M |
| Phillips Financial Management, LLC | 0.08% | Add +48.1% | 47,378 | $1.2M |
| Farmers National Bank | 0.27% | Add +5.0% | 46,434 | $1.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.17% | Add +0.1% | 46,386 | $1.1M |
| Balentine LLC | 0.04% | Add +1.0% | 46,134 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | New | 45,851 | $1.1M |
| 4J Wealth Management LLC | 0.65% | Reduce -3.8% | 45,519 | $1.1M |
| Gilbert Capital Group, Inc. | 0.84% | Add +3.4% | 44,849 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.24% | New | 42,758 | $1.0M |
| Blue Square Asset Management, LLC | 0.44% | Reduce -1.9% | 41,388 | $1.0M |
| Adirondack Trust Co. | 0.34% | Add +4.4% | 41,354 | $1.0M |
| Comerica Bank | 0.00% | Add +3.4% | 41,251 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +6.3% | 40,666 | $990K |
| HORAN Wealth, LLC | 0.15% | New | 40,153 | $977K |
| Harbor Advisory Corp. | 0.27% | Add +7.1% | 37,533 | $914K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.5% | 36,885 | $898K |
| Alterna Wealth Management, Inc. | 0.74% | Add +0.4% | 36,730 | $894K |
| 10Elms LLP | 0.92% | Add +5.3% | 36,675 | $893K |
| Timber Creek Capital Management LLC | 0.22% | Reduce -1.0% | 36,566 | $890K |
| Bank of New York Mellon Corp | 0.00% | Add +14.6% | 36,069 | $878K |
| Diversify Advisory Services, LLC | 0.03% | Add +5.8% | 35,534 | $861K |
| First Interstate Bank | 0.05% | No change | 35,211 | $857K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +0.1% | 35,068 | $854K |
| Cypress Point Wealth Management, LLC | 0.17% | No change | 35,000 | $852K |
| Advisory Services Network, LLC | 0.01% | Add +6.5% | 34,548 | $841K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.1% | 34,474 | $839K |
| Johnson Bixby & Associates, LLC | 0.11% | Add +6.9% | 34,128 | $831K |
| FourThought Financial Partners, LLC | 0.07% | Add +284.6% | 34,118 | $830K |
| First National Bank & Trust Co. of Newtown | 0.16% | No change | 34,010 | $828K |
| Wealthspire Advisors, LLC | 0.00% | Add +32.4% | 33,745 | $821K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -49.5% | 33,719 | $821K |
| Brookstone Capital Management | 0.01% | Reduce -4.2% | 33,325 | $811K |
| Provenance Wealth Advisors, LLC | 0.10% | Reduce -3.2% | 32,961 | $802K |
| BridgePort Financial Solutions, LLC | 0.21% | Add +0.5% | 32,244 | $785K |
| Northwest Bancshares, Inc. | 0.13% | Add +19.6% | 31,906 | $777K |
| Bank of New Hampshire | 0.18% | Add +0.6% | 31,575 | $769K |
| Stokes Family Office, LLC | 0.07% | No change | 30,869 | $751K |
| Conrad Siegel Investment Advisors, Inc. | 0.15% | Add +1.0% | 30,181 | $735K |
| TFR Capital, LLC. | 0.24% | Add +83.0% | 29,115 | $709K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +25.6% | 28,357 | $690K |
| Autumn Glory Partners, LLC | 0.27% | Add +3.6% | 27,504 | $669K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $633K |
| Woodley Farra Manion Portfolio Management Inc. | 0.03% | Add +17.0% | 25,944 | $631K |
| Dearborn Partners LLC | 0.03% | Add +5.9% | 25,350 | $617K |
| DecisionMap Wealth Management, LLC | 0.39% | Add +7.9% | 25,234 | $614K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.2% | 24,356 | $593K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +0.3% | 24,191 | $588K |
| Robinson Smith Wealth Advisors LLC | 0.42% | Reduce -5.7% | 24,136 | $587K |
| Bank of Montreal | 0.00% | Reduce -4.9% | 23,726 | $577K |
| Hurley Capital, LLC | 0.32% | Add +38.5% | 23,524 | $573K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -15.4% | 23,623 | $571K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.8% | 23,444 | $571K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.6% | 23,208 | $564K |
| Mattern Capital Management, LLC | 0.07% | Add +1.2% | 22,810 | $555K |
| MML Investors Services, LLC | 0.00% | Reduce -25.9% | 22,400 | $545K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +3.8% | 22,370 | $544K |
| Neuberger Berman Group LLC | 0.00% | No change | 22,332 | $544K |
| Smith Salley Wealth Management | 0.03% | New | 22,278 | $542K |
| American Trust | 0.05% | New | 21,953 | $534K |
| 1900 Wealth Management LLC | 0.04% | Add +1.1% | 21,939 | $534K |
| Meitav Investment House Ltd. | 0.01% | Reduce -9.3% | 21,867 | $532K |
| Tableaux LLC | 0.21% | Add +5.4% | 21,682 | $528K |
| Belpointe Asset Management LLC | 0.02% | Add +18.4% | 21,520 | $524K |
| KOM Wealth Management Group, LLC | 0.38% | Add +1.1% | 20,882 | $508K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.4% | 20,569 | $501K |
| Atwater Malick LLC | 0.14% | Add +23.6% | 19,503 | $475K |
| Lee Financial Co | 0.06% | No change | 19,430 | $473K |
| Dudley Capital Management, LLC | 0.21% | Add +25.3% | 19,325 | $470K |
| Koshinski Asset Management, Inc. | 0.03% | Add +2.6% | 19,321 | $470K |
| Black Swift Group, LLC | 0.08% | New | 19,300 | $470K |
| Straight Path Wealth Management | 0.13% | Add +3.0% | 18,764 | $457K |
| Romano Brothers and Company | 0.05% | New | 17,777 | $433K |
| Summit Wealth Partners, LLC | 0.08% | No change | 17,467 | $425K |
| StoneX Group Inc. | 0.02% | Add +14.6% | 17,106 | $416K |
| Ancora Advisors LLC | 0.01% | Reduce -9.9% | 16,922 | $412K |
| Roble, Belko & Company, Inc | 0.06% | Add +6.5% | 16,891 | $411K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +3.2% | 16,760 | $408K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Add +0.0% | 16,300 | $397K |
| Empirical Asset Management, LLC | 0.11% | No change | 16,110 | $392K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 15,947 | $388K |
| Farther Finance Advisors, LLC | 0.01% | Add +70.3% | 15,880 | $387K |
| Trust Co of Kansas | 0.18% | No change | 15,671 | $381K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.5% | 15,498 | $378K |
| Kintra Wealth, LLC | 0.21% | No change | 15,498 | $377K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -46.4% | 15,127 | $368K |
| Simon Quick Advisors, LLC | 0.02% | No change | 14,937 | $364K |
| Financial Advisory Corp | 0.05% | Add +35.7% | 14,855 | $362K |
| Eagle Strategies LLC | 0.05% | Add +10.3% | 14,424 | $351K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 14,050 | $342K |
| Ledyard National Bank | 0.03% | New | 13,734 | $334K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 13,618 | $331K |
| Fullcircle Wealth LLC | 0.11% | No change | 13,382 | $325K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 13,097 | $319K |
| HRT Financial LP | 0.00% | Reduce -11.8% | 12,843 | $312K |
| United Community Bank | 0.10% | No change | 12,630 | $307K |
| Maryland Capital Advisors Inc. | 0.11% | Reduce -10.0% | 12,608 | $307K |
| Harbour Investments, Inc. | 0.01% | Add +12.1% | 12,503 | $304K |
| Ritholtz Wealth Management | 0.01% | Reduce -46.5% | 12,449 | $303K |
| International Assets Investment Management, LLC | 0.02% | No change | 12,363 | $299K |
| Yoder Wealth Management, Inc. | 0.14% | Add +27.4% | 12,100 | $295K |
| Principal Securities, Inc. | 0.00% | No change | 12,061 | $294K |
| Pine Haven Investment Counsel, Inc | 0.21% | Add +2.6% | 11,950 | $291K |
| Meredith Wealth Planning | 0.09% | Add +1.1% | 11,780 | $287K |
| Signaturefd, LLC | 0.00% | Add +606.5% | 11,735 | $286K |
| American Money Management, LLC | 0.05% | Reduce -16.1% | 11,628 | $283K |
| Private Trust Co. NA | 0.02% | Add +18.1% | 11,577 | $282K |
| Klaas Financial Asset Advisors, LLC | 0.04% | No change | 11,379 | $277K |
| Next Level Wealth Planning, LLC | 0.16% | New | 11,367 | $277K |
| Summitry LLC | 0.01% | Reduce -8.2% | 11,203 | $273K |
| FMR LLC | 0.00% | Add +381.9% | 11,044 | $269K |
| Cornerstone Financial Group, LLC | 0.21% | Add +1.1% | 10,967 | $267K |
| Cooper/Haims Advisors, LLC | 0.12% | No change | 10,729 | $261K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,606 | $258K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 10,447 | $254K |
| Chicago Partners Investment Group LLC | 0.01% | New | 10,316 | $251K |
| Horizons Wealth Management | 0.17% | No change | 10,230 | $249K |
| Calton & Associates, Inc. | 0.04% | Add +6.9% | 10,205 | $248K |
| Sarver Vrooman Wealth Advisors | 0.15% | Reduce -0.2% | 9,708 | $236K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,620 | $234K |
| Cyr Financial Inc. | 0.16% | New | 9,575 | $233K |
| Montis Financial, LLC | 0.05% | Reduce -51.1% | 9,497 | $231K |
| Greenfield Savings Bank | 0.10% | Add +4.0% | 9,464 | $230K |
| Strategic Blueprint, LLC | 0.01% | New | 9,401 | $229K |
| Riverstone Advisors, LLC | 0.11% | New | 9,270 | $226K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -1.1% | 9,203 | $224K |
| M3 Advisory Group, LLC | 0.14% | No change | 9,150 | $223K |
| Dakota Wealth Management | 0.00% | Reduce -28.7% | 8,950 | $218K |
| Cypress Wealth Services, LLC | 0.04% | No change | 8,867 | $216K |
| MKT Advisors LLC | 0.08% | Reduce -14.3% | 8,720 | $212K |
| Midland Wealth Advisors, LLC | 0.01% | New | 8,648 | $210K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 8,633 | $210K |
| Scotia Capital Inc. | 0.00% | No change | 8,500 | $207K |
| PSI Advisors, LLC | 0.05% | New | 8,500 | $207K |
| Betterment LLC | 0.00% | New | 8,446 | $206K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 8,446 | $206K |
| Sentinel Pension Advisors, LLC | 0.03% | New | 8,435 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,350 | $203K |
| Trust Co | 0.02% | No change | 8,308 | $202K |
| Banque Cantonale Vaudoise | 0.01% | No change | 8,280 | $202K |
| CNB Bank | 0.08% | New | 8,126 | $198K |
| CVA Family Office, LLC | 0.02% | No change | 7,295 | $178K |
| Cordgrass Capital Advisors, LLC | 0.04% | Reduce -2.6% | 6,853 | $167K |
| Ballast Advisors LLC | 0.04% | New | 5,774 | $141K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,609 | $137K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 5,160 | $126K |
| Fifth Third Bancorp | 0.00% | No change | 4,639 | $113K |
| GAMMA Investing LLC | 0.01% | Reduce -90.7% | 4,594 | $112K |
| Coastline Trust Co | 0.01% | Add +4.2% | 4,375 | $106K |
| Front Row Advisors LLC | 0.03% | Add +250.0% | 4,200 | $102K |
| National Bank of Canada | 0.00% | Reduce -38.7% | 3,943 | $96K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,750 | $91K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $89K |
| 2UniFi Bank | 0.04% | Reduce -12.4% | 3,525 | $86K |
| Asset Dedication, LLC | 0.01% | Add +1.0% | 3,248 | $79K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,175 | $77K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -54.5% | 3,000 | $73K |
| Barclays PLC | 0.00% | No change | 2,733 | $67K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -4.9% | 2,700 | $66K |
| McIlrath & Eck, LLC | 0.01% | Add +1.1% | 2,535 | $62K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 2,454 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.2% | 2,191 | $53K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,170 | $53K |
| Black Cypress Capital Management, LLC | 0.04% | New | 2,000 | $49K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $49K |
| Legacy Bridge, LLC | 0.02% | Add +88.5% | 1,693 | $41K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,552 | $38K |
| Stephens Consulting, LLC | 0.01% | Add +1.1% | 1,528 | $37K |
| Hemington Wealth Management | 0.00% | No change | 1,329 | $32K |
| High Note Wealth, LLC | 0.01% | New | 1,176 | $29K |
| Spire Wealth Management | 0.00% | No change | 1,042 | $25K |
| Creekmur Asset Management LLC | 0.00% | No change | 1,036 | $25K |
| Eastern Bank | 0.00% | No change | 1,015 | $25K |
| Assetmark, Inc. | 0.00% | Reduce -5.6% | 1,010 | $25K |
| Motco | 0.00% | No change | 989 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 819 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 796 | $19K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 769 | $19K |
| NBT Bank, N.A. | 0.00% | New | 750 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 730 | $18K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 628 | $15K |
| CX Institutional | 0.00% | New | 563 | $14K |
| Kozak & Associates, Inc. | 0.00% | New | 563 | $14K |
| AE Wealth Management LLC | 0.00% | No change | 420 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -33.6% | 392 | $10K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Founders Financial Alliance, LLC | 0.00% | New | 233 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 144 | $4K |
"% 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.