Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q4 2025 (December 31)415holders +36
36new positions
25sold out
$24.28avg. 13F price*
At the end of Q4 2025, 415 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 36 from Q3 2025. 36 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($217.4M), Mercer Global Advisors Inc. ($125.6M) and HM Payson & Co. ($102.9M).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $68.2M |
| Exits | 25 | $37.4M |
All 13F filers, Q3 2025 → Q4 2025: 14,370,106 shares bought and 8,578,535 shares sold, net +5,791,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 415 holders
| Bank of America Corp. | 0.02% | Add +5.9% | 8,954,826 | $217.4M |
| Mercer Global Advisors Inc. | 0.19% | Add +34.2% | 5,175,746 | $125.6M |
| HM Payson & Co. | 1.45% | Add +18.2% | 4,238,514 | $102.9M |
| Morgan Stanley | 0.01% | Add +6.6% | 4,139,603 | $100.5M |
| UBS Group AG | 0.02% | Add +20.5% | 3,902,503 | $94.8M |
| Raymond James Financial Inc. | 0.03% | Add +8.8% | 3,347,383 | $81.3M |
| LPL Financial LLC | 0.02% | Add +13.4% | 3,248,280 | $78.9M |
| Sound View Wealth Advisors Group, LLC | 3.23% | Add +35.8% | 1,982,691 | $48.1M |
| Wells Fargo & Company | 0.01% | Add +2.2% | 1,965,867 | $47.7M |
| Capital Advisors Inc. | 0.72% | Reduce -58.2% | 1,841,812 | $44.7M |
| HighTower Advisors, LLC | 0.05% | Add +14.4% | 1,799,646 | $43.7M |
| Ameriprise Financial Inc. | 0.01% | Add +7.1% | 1,720,169 | $41.8M |
| Royal Bank of Canada | 0.01% | Add +3.1% | 1,637,026 | $39.7M |
| Capital Investment Advisors, LLC | 0.60% | Add +13.2% | 1,621,156 | $39.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +17.6% | 1,537,007 | $37.3M |
| Gratus Wealth Advisors, LLC | 4.72% | Add +4.2% | 1,401,987 | $34.0M |
| Woodmont Investment Counsel LLC | 2.07% | Reduce -1.1% | 1,362,891 | $33.1M |
| Captrust Financial Advisors | 0.06% | Add +51.0% | 1,360,874 | $33.0M |
| Sigma Investment Counselors Inc. | 1.58% | Add +3.9% | 1,277,191 | $31.0M |
| Kathmere Capital Management, LLC | 2.06% | Reduce -0.8% | 1,258,895 | $30.6M |
| Howland Capital Management LLC | 1.14% | Add +5.5% | 1,237,573 | $30.0M |
| RVW Wealth, LLC | 2.17% | Add +12.9% | 1,170,581 | $28.4M |
| Venture Visionary Partners LLC | 0.93% | Add +1.0% | 1,161,524 | $28.4M |
| Truist Financial Corp. | 0.04% | Add +1.4% | 1,133,191 | $27.5M |
| Stifel Financial Corp. | 0.02% | Add +9.5% | 1,113,008 | $27.0M |
| Klingman & Associates, LLC | 1.20% | Add +4.0% | 1,027,244 | $24.9M |
| TABR Capital Management, LLC | 15.54% | Reduce -9.4% | 959,461 | $23.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +48.2% | 924,830 | $22.5M |
| Threadgill Financial, LLC | 8.90% | New | 866,444 | $21.6M |
| Wick Capital Partners, LLC | 3.52% | Add +43.2% | 808,371 | $19.6M |
| MV Capital Management, Inc. | 1.87% | Add +11.4% | 803,482 | $19.5M |
| Kestra Advisory Services, LLC | 0.08% | Add +17.7% | 802,073 | $19.5M |
| Rebalance, LLC | 1.10% | Add +10.1% | 772,355 | $18.8M |
| Summit Asset Management, LLC | 2.62% | Add +6.6% | 762,818 | $18.5M |
| Glenview Trust Co | 0.28% | Add +4.7% | 741,655 | $18.0M |
| Focus Partners Wealth | 0.02% | Add +137.4% | 731,736 | $17.8M |
| Benjamin Edwards Inc. | 0.20% | Add +3.8% | 730,315 | $17.7M |
| NewEdge Advisors, LLC | 0.06% | Add +14.1% | 723,911 | $17.6M |
| US Bancorp \de | 0.02% | Add +8.6% | 669,230 | $16.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +60.5% | 637,204 | $15.5M |
| CENTRAL TRUST Co | 0.29% | Add +20.4% | 601,744 | $14.6M |
| Spinnaker Trust | 0.76% | Add +12.2% | 586,946 | $14.3M |
| Arrow Financial Corp | 1.40% | Add +3.5% | 576,590 | $14.0M |
| Meiji Yasuda Life Insurance Co | 0.40% | Add +55.6% | 568,000 | $13.8M |
| Global Retirement Partners, LLC | 0.24% | Add +7.4% | 564,254 | $13.7M |
| Strid Group, LLC | 1.60% | Add +21.3% | 528,023 | $12.8M |
| Lyell Wealth Management, LP | 0.92% | Add +17.5% | 521,963 | $12.7M |
| EP Wealth Advisors, LLC | 0.07% | — | 516,198 | $12.5M |
| Cwm, LLC | 0.03% | Reduce -5.2% | 499,775 | $12.1M |
| First National Trust Co | 0.35% | Add +19.5% | 438,090 | $10.6M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +11.8% | 437,357 | $10.6M |
| Commonwealth Financial Services, LLC | 1.74% | Add +4.2% | 434,627 | $10.6M |
| First International Bank of Israel Ltd. | 4.91% | No change | 423,549 | $10.3M |
| Novem Group | 1.16% | Add +6.4% | 410,904 | $10.0M |
| Confluence Investment Management LLC | 0.14% | Reduce -5.4% | 393,499 | $9.6M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Reduce -14.2% | 388,687 | $9.4M |
| Allworth Financial LP | 0.04% | Add +46.8% | 385,907 | $9.4M |
| BlackRock, Inc. | 0.00% | Add +368.6% | 370,596 | $9.0M |
| Cornerstone Planning, LLC | 2.02% | — | 358,586 | $8.7M |
| Arcadia Investment Advisors LLC | 3.99% | Add +11.2% | 353,318 | $8.6M |
| Peloton Wealth Strategists | 3.39% | Add +3.4% | 350,425 | $8.5M |
| Creative Planning | 0.01% | Reduce -4.1% | 347,422 | $8.4M |
| InvesTrust | 3.23% | Reduce -1.9% | 343,920 | $8.4M |
| Eight 31 Financial, LLC | 4.49% | Add +7.3% | 337,111 | $8.2M |
| PFG Private Wealth Management, LLC | 3.48% | New | 327,715 | $8.0M |
| Atria Investments, Inc | 0.09% | Add +57.6% | 322,395 | $7.8M |
| Merit Financial Group, LLC | 0.06% | Add +32.3% | 302,613 | $7.3M |
| Kesler, Norman & Wride, LLC | 1.26% | Add +56.1% | 301,658 | $7.3M |
| IFP Advisors, Inc | 0.16% | Add +0.2% | 293,946 | $7.1M |
| Spreng Capital Management, Inc. | 2.77% | New | 290,835 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +6.6% | 285,025 | $6.9M |
| OneDigital Investment Advisors LLC | 0.06% | New | 271,655 | $6.6M |
| Leavell Investment Management, Inc. | 0.27% | Add +23.2% | 267,835 | $6.5M |
| Praetorian Wealth Management, Inc. | 1.29% | Add +8.8% | 266,742 | $6.5M |
| Atlantic Union Bankshares Corp | 0.12% | Add +7.3% | 264,283 | $6.4M |
| Parallel Advisors, LLC | 0.12% | Add +3.6% | 261,023 | $6.4M |
| Ironwood Financial, llc | 1.08% | Add +30.7% | 261,413 | $6.3M |
| Signature Wealth Management Group | 2.58% | Reduce -0.3% | 260,324 | $6.3M |
| Hamel Associates, Inc. | 1.90% | Add +2.9% | 260,043 | $6.3M |
| Sax Wealth Advisors, LLC | 0.29% | Add +3.8% | 258,005 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.9% | 249,692 | $6.1M |
| Madden Advisory Services, Inc. | 2.37% | New | 242,827 | $5.9M |
| MCF Advisors LLC | 0.32% | Reduce -12.2% | 241,513 | $5.9M |
| Winthrop Partners - WNY, LLC | 3.14% | — | 239,890 | $5.8M |
| Sonata Capital Group Inc. | 2.07% | Add +9.9% | 235,861 | $5.7M |
| Probity Advisors, Inc. | 0.91% | Add +8.8% | 234,269 | $5.7M |
| Resonant Capital Advisors, LLC | 0.30% | Add +2.7% | 227,156 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 222,065 | $5.4M |
| Keeler Thomas Management LLC | 2.56% | New | 221,477 | $5.4M |
| Krilogy Financial LLC | 0.18% | Add +3.4% | 221,106 | $5.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.41% | Add +4.8% | 221,271 | $5.4M |
| Modern Wealth Management, LLC | 0.09% | Add +16.9% | 214,210 | $5.2M |
| ES4, LLC | 3.58% | — | 214,094 | $5.2M |
| 4Thought Financial Group Inc. | 2.57% | Add +4.7% | 213,833 | $5.2M |
| Crews Bank & Trust | 0.74% | Add +7.9% | 212,840 | $5.2M |
| Composition Wealth, LLC | 0.07% | Add +2.3% | 210,756 | $5.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -8.3% | 201,726 | $4.9M |
| Virginia Wealth Management Group, Inc. | 2.85% | Add +3.2% | 200,585 | $4.9M |
| Penobscot Investment Management Company, Inc. | 0.37% | Add +125.0% | 199,540 | $4.8M |
| Leo Wealth, LLC | 0.35% | Reduce -0.3% | 197,599 | $4.8M |
| Quantum Financial Advisors, LLC | 0.54% | Add +6.4% | 196,694 | $4.8M |
| Heartland Bank & Trust Co | 2.02% | Add +5.5% | 196,693 | $4.8M |
| Sightline Wealth Advisors, LLC | 1.99% | Reduce -8.1% | 192,554 | $4.7M |
| Sowell Financial Services LLC | 0.16% | Add +3.9% | 183,153 | $4.4M |
| Hancock Whitney Corp. | 0.08% | Reduce -1.4% | 180,902 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +59.5% | 179,044 | $4.3M |
| Fulton Breakefield Broenniman LLC | 0.27% | Add +0.4% | 177,946 | $4.3M |
| Cherry Tree Wealth Management, LLC | 0.89% | Add +1.3% | 174,049 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +171.6% | 172,871 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.6% | 172,582 | $4.2M |
| United Capital Financial Advisors, LLC | 0.02% | Add +38.7% | 169,866 | $4.1M |
| TLWM | 0.74% | Reduce -5.0% | 166,596 | $4.0M |
| Robbins Farley | 1.83% | Add +11.3% | 166,026 | $4.0M |
| Laurel Wealth Advisors LLC | 0.52% | Add +2.0% | 163,202 | $4.0M |
| Cornell Pochily Investment Advisors, Inc. | 1.10% | Add +21.4% | 156,625 | $3.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +5.8% | 153,888 | $3.7M |
| Great Diamond Partners, LLC | 0.71% | Add +46.7% | 152,269 | $3.7M |
| Moneco Advisors, LLC | 0.29% | Add +4.6% | 150,202 | $3.6M |
| Beese Fulmer Investment Management, Inc. | 0.24% | Add +5.2% | 149,806 | $3.6M |
| Evergreen Private Wealth LLC | 1.40% | Add +7.9% | 146,397 | $3.6M |
| Members Wealth LLC | 2.22% | Add +9.6% | 145,865 | $3.5M |
| FF Advisors,LLC | 1.58% | Add +18.0% | 145,656 | $3.5M |
| Breachway Investments LLC | 3.68% | — | 143,550 | $3.5M |
| Precedent Wealth Partners, LLC | 0.71% | Add +6.8% | 139,784 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.7% | 137,146 | $3.3M |
| WJ Wealth Management, LLC | 1.45% | Add +6.8% | 136,545 | $3.3M |
| Regions Financial Corp. | 0.02% | Add +228.8% | 133,702 | $3.2M |
| Stonebrook Private Inc. | 0.66% | Add +3.9% | 130,691 | $3.2M |
| Houlihan Financial Resource Group, Ltd. | 1.19% | Add +28.9% | 126,913 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.5% | 124,676 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.8% | 119,611 | $2.9M |
| Fortis Capital Management LLC | 0.37% | Reduce -0.9% | 114,484 | $2.8M |
| Mariner, LLC | 0.00% | Add +6.2% | 114,143 | $2.8M |
| Smith, Moore & Co. | 0.21% | Add +13.0% | 113,245 | $2.7M |
| Godshalk Welsh Capital Management, Inc. | 1.55% | Add +9.7% | 111,625 | $2.7M |
| LifePlan Financial, LLC | 2.05% | Add +1.0% | 109,919 | $2.7M |
| Riverchase Wealth Management, LLC | 1.44% | Add +44.7% | 109,081 | $2.6M |
| Cary Street Partners Financial LLC | 0.06% | Add +100.3% | 106,713 | $2.6M |
| Associated Banc-Corp | 0.07% | Reduce -4.7% | 106,615 | $2.6M |
| Foundry Financial Group, Inc. | 1.29% | Reduce -1.0% | 106,202 | $2.6M |
| Marathon Mission, Inc. | 1.49% | Add +0.3% | 106,093 | $2.6M |
| Integrated Advisors Network LLC | 0.11% | Add +85.5% | 105,693 | $2.6M |
| MTM Investment Management, LLC | 0.81% | Add +55.0% | 104,388 | $2.5M |
| Harbor Investment Advisory, LLC | 0.19% | Add +16.1% | 103,426 | $2.5M |
| Centennial Advisors, LLC | 3.25% | — | 102,943 | $2.5M |
| Covington Investment Advisors Inc. | 0.34% | Add +16.1% | 102,783 | $2.5M |
| Rossmore Private Capital | 0.22% | Add +22.4% | 102,712 | $2.5M |
| McGlone Suttner Wealth Management, Inc. | 0.32% | Add +16.6% | 96,924 | $2.4M |
| Addison Advisors LLC | 0.50% | Add +26.7% | 91,858 | $2.2M |
| First Manhattan Co. Llc. | 0.01% | Add +42.9% | 91,369 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +21.3% | 88,511 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +28.7% | 86,927 | $2.1M |
| Round Rock Advisors LLC | 0.32% | Add +12.3% | 86,708 | $2.1M |
| Chesley Taft & Associates LLC | 0.08% | Add +3.1% | 86,549 | $2.1M |
| Wealthstar Advisors, LLC | 1.13% | Add +0.4% | 85,261 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Add +84.0% | 84,388 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +8.9% | 80,952 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 80,005 | $1.9M |
| Wrapmanager Inc. | 0.65% | Reduce -17.6% | 78,955 | $1.9M |
| Beacon Financial Group | 0.19% | Add +9.1% | 77,819 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.37% | Add +10.3% | 77,580 | $1.9M |
| Harbor Advisory Corp. | 0.56% | Add +103.1% | 76,233 | $1.9M |
| Clearstead Advisors, LLC | 0.02% | Reduce -15.2% | 75,838 | $1.8M |
| Klaas Financial Asset Advisors, LLC | 0.26% | Add +559.5% | 75,039 | $1.8M |
| New England Private Wealth Advisors LLC | 0.23% | Add +0.5% | 74,792 | $1.8M |
| TFR Capital, LLC. | 0.60% | Add +156.6% | 74,718 | $1.8M |
| Drive Wealth Management, LLC | 0.35% | Reduce -8.8% | 74,506 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | No change | 73,810 | $1.8M |
| STAR Financial Bank | 0.91% | Reduce -0.7% | 73,585 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +21.0% | 71,860 | $1.7M |
| Valley Wealth Managers, Inc. | 0.11% | Add +0.9% | 70,704 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.83% | New | 25,992 | $1.7M |
| Cabot Wealth Management Inc. | 0.19% | Add +9.3% | 69,255 | $1.7M |
| Montecito Bank & Trust | 0.26% | Add +13.0% | 66,974 | $1.6M |
| WealthTrust Axiom LLC | 0.41% | Add +5.7% | 65,200 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +3.9% | 64,815 | $1.6M |
| Camelot Portfolios, LLC | 0.97% | Reduce -13.9% | 64,448 | $1.6M |
| AlTi Global, Inc. | 0.03% | No change | 63,500 | $1.5M |
| Arcataur Capital Management LLC | 0.44% | Reduce -1.0% | 62,625 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.97% | Reduce -9.9% | 60,883 | $1.5M |
| Granite Harbor Advisors, Inc. | 0.62% | Reduce -29.0% | 60,646 | $1.5M |
| James Investment Research, Inc. | 0.16% | Add +0.4% | 60,428 | $1.5M |
| Segment Wealth Management, LLC | 0.08% | Reduce -2.1% | 60,237 | $1.5M |
| Austin Private Wealth, LLC | 0.11% | Add +0.5% | 60,053 | $1.5M |
| Jefferson Bridge Capital, LLC | 1.43% | — | 58,507 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +0.0% | 58,174 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.20% | Add +1.4% | 58,107 | $1.4M |
| Princeton Global Asset Management LLC | 0.23% | Add +17.5% | 57,807 | $1.4M |
| Phillips Financial Management, LLC | 0.09% | Add +21.1% | 57,378 | $1.4M |
| Gould Asset Management LLC | 0.24% | Reduce -0.0% | 56,940 | $1.4M |
| Reliant Wealth Planning | 0.43% | Reduce -2.4% | 56,112 | $1.4M |
| Barrett & Company, Inc. | 0.45% | Add +7.9% | 55,925 | $1.4M |
| CGN Advisors LLC | 0.11% | Reduce -2.5% | 55,458 | $1.3M |
| One Plus One Wealth Management, LLC | 0.61% | Add +1.5% | 54,454 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | New | 53,977 | $1.3M |
| MidFirst Bank | 0.10% | — | 53,815 | $1.3M |
| Element Wealth, LLC | 0.52% | Add +0.5% | 51,523 | $1.3M |
| Archford Capital Strategies, LLC | 0.14% | Add +0.6% | 50,992 | $1.2M |
| Blue Square Asset Management, LLC | 0.54% | Add +21.8% | 50,419 | $1.2M |
| Redwood Financial Network Corp | 0.78% | Add +1.9% | 50,353 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.7% | 48,785 | $1.2M |
| Comerica Bank | 0.00% | Add +17.0% | 48,253 | $1.2M |
| FourThought Financial Partners, LLC | 0.10% | Add +40.9% | 48,078 | $1.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.22% | Add +56.1% | 47,110 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 47,099 | $1.1M |
| Diversify Advisory Services, LLC | 0.04% | Add +32.4% | 47,042 | $1.1M |
| Farmers National Bank | 0.25% | Add +1.2% | 46,997 | $1.1M |
| Balentine LLC | 0.04% | Add +1.3% | 46,731 | $1.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | Add +0.3% | 46,539 | $1.1M |
| Weaver Consulting Group | 0.27% | Reduce -10.6% | 46,203 | $1.1M |
| Adirondack Trust Co. | 0.36% | Add +7.6% | 44,479 | $1.1M |
| Walleye Partners, LLC | 1.17% | — | 43,276 | $1.1M |
| Bullock Wealth Management Group | 0.51% | — | 42,521 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.12% | Add +165.6% | 42,347 | $1.0M |
| Gilbert Capital Group, Inc. | 0.77% | Reduce -5.9% | 42,214 | $1.0M |
| Jacobi Capital Management LLC | 0.06% | Reduce -66.7% | 41,661 | $1.0M |
| 4J Wealth Management LLC | 0.57% | Reduce -10.0% | 40,962 | $995K |
| Bank of Montreal | 0.00% | Add +68.7% | 40,023 | $972K |
| Bank of New York Mellon Corp | 0.00% | Add +9.7% | 39,561 | $961K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +12.0% | 39,273 | $954K |
| Twin Cities Retirement Group LLC | 0.91% | — | 38,953 | $946K |
| Timber Creek Capital Management LLC | 0.22% | Add +6.5% | 38,926 | $945K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.4% | 38,882 | $944K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +86.2% | 38,303 | $930K |
| HRT Financial LP | 0.00% | Add +198.2% | 38,296 | $929K |
| Dara Capital Us, Inc. | 0.80% | — | 37,063 | $900K |
| 10Elms LLP | 0.93% | Reduce -0.3% | 36,565 | $888K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +28.9% | 36,556 | $888K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.7% | 36,432 | $885K |
| Romano Brothers and Company | 0.10% | Add +104.5% | 36,352 | $883K |
| Alterna Wealth Management, Inc. | 0.72% | Reduce -3.1% | 35,573 | $864K |
| First Interstate Bank | 0.05% | No change | 35,211 | $855K |
| Cypress Point Wealth Management, LLC | 0.19% | No change | 35,000 | $850K |
| Advisory Services Network, LLC | 0.01% | Add +1.3% | 34,986 | $849K |
| Alliance Wealth Advisors, LLC | 0.18% | Reduce -18.9% | 34,672 | $842K |
| Johnson Bixby & Associates, LLC | 0.10% | Add +1.4% | 34,614 | $840K |
| Dudley Capital Management, LLC | 0.36% | Add +76.8% | 34,175 | $830K |
| HORAN Wealth, LLC | 0.13% | Reduce -14.9% | 34,156 | $829K |
| First National Bank & Trust Co. of Newtown | 0.15% | No change | 34,010 | $825K |
| Wealthspire Advisors, LLC | 0.01% | No change | 33,745 | $819K |
| Focused Alpha, LLC | 0.24% | — | 33,653 | $817K |
| Mgo One Seven LLC | 0.02% | New | 33,456 | $812K |
| River's Edge Wealth Management, LLC | 0.78% | — | 33,052 | $804K |
| Brookstone Capital Management | 0.01% | Reduce -2.1% | 32,627 | $792K |
| Northwest Bancshares, Inc. | 0.15% | Reduce -0.3% | 31,823 | $773K |
| Bank of New Hampshire | 0.17% | No change | 31,575 | $767K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Add +19.1% | 30,912 | $751K |
| Stokes Family Office, LLC | 0.07% | No change | 30,869 | $749K |
| BridgePort Financial Solutions, LLC | 0.20% | Reduce -4.7% | 30,733 | $746K |
| Farther Finance Advisors, LLC | 0.01% | Add +90.1% | 30,190 | $733K |
| DecisionMap Wealth Management, LLC | 0.44% | Add +15.4% | 29,116 | $707K |
| Neuberger Berman Group LLC | 0.00% | Add +27.0% | 28,357 | $689K |
| Flow Traders U.S. LLC | 0.02% | New | 28,232 | $685K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +15.3% | 27,882 | $676K |
| Summit Wealth Group, LLC | 0.16% | New | 27,779 | $674K |
| Autumn Glory Partners, LLC | 0.23% | Add +0.2% | 27,567 | $669K |
| KOM Wealth Management Group, LLC | 0.47% | Add +31.2% | 27,393 | $665K |
| Pure Financial Advisors, LLC | 0.01% | New | 27,132 | $659K |
| Gilbert & Cook, Inc. | 0.08% | New | 26,575 | $645K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $631K |
| Accretive Wealth Partners, LLC | 0.19% | New | 25,707 | $624K |
| TD Waterhouse Canada Inc. | 0.00% | Add +9.2% | 25,340 | $615K |
| Baird Financial Group, Inc. | 0.00% | Add +3.6% | 25,226 | $612K |
| Dearborn Partners LLC | 0.03% | Reduce -1.1% | 25,071 | $609K |
| Atwater Malick LLC | 0.17% | Add +27.7% | 24,902 | $605K |
| Summit Wealth Partners, LLC | 0.11% | Add +38.5% | 24,186 | $587K |
| Robinson Smith Wealth Advisors LLC | 0.40% | No change | 24,136 | $586K |
| Provenance Wealth Advisors, LLC | 0.06% | Reduce -26.9% | 24,087 | $585K |
| Meitav Investment House Ltd. | 0.01% | Add +9.6% | 23,967 | $581K |
| ADG Wealth Management Group, LLC | 0.44% | New | 23,722 | $576K |
| Hurley Capital, LLC | 0.32% | Add +0.7% | 23,697 | $575K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 23,444 | $569K |
| StoneX Group Inc. | 0.02% | Add +36.1% | 23,282 | $565K |
| Mattern Capital Management, LLC | 0.07% | No change | 22,810 | $554K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +1.4% | 22,674 | $551K |
| American Trust | 0.05% | Add +2.7% | 22,553 | $548K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +48.0% | 22,382 | $543K |
| Koshinski Asset Management, Inc. | 0.03% | Add +15.1% | 22,233 | $540K |
| MML Investors Services, LLC | 0.00% | Reduce -3.9% | 21,525 | $523K |
| Straight Path Wealth Management | 0.14% | Add +12.0% | 21,010 | $510K |
| Roble, Belko & Company, Inc | 0.07% | Add +24.3% | 21,001 | $510K |
| Black Swift Group, LLC | 0.08% | Add +7.5% | 20,750 | $504K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.8% | 20,477 | $497K |
| Tableaux LLC | 0.34% | Reduce -7.6% | 20,035 | $486K |
| Ancora Advisors LLC | 0.01% | Add +15.8% | 19,599 | $476K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -23.1% | 18,172 | $441K |
| Clearstead Trust, LLC | 0.07% | New | 17,810 | $432K |
| American Money Management, LLC | 0.07% | Add +53.0% | 17,795 | $432K |
| CVA Family Office, LLC | 0.05% | Add +140.8% | 17,570 | $427K |
| Advisor OS, LLC | 0.03% | New | 17,556 | $426K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +3.7% | 17,380 | $422K |
| High Note Wealth, LLC | 0.08% | Add +1373.7% | 17,331 | $421K |
| Simon Quick Advisors, LLC | 0.02% | Add +14.2% | 17,061 | $414K |
| Kastel Capital Advisors, LLC | 0.25% | — | 16,929 | $411K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +0.0% | 16,304 | $396K |
| Hengehold Capital Management LLC | 0.03% | Reduce -98.2% | 16,296 | $396K |
| Kintra Wealth, LLC | 0.05% | Add +2.7% | 15,919 | $387K |
| Crusonia Wealth Advisors LLC | 0.08% | — | 15,679 | $381K |
| Trust Co of Kansas | 0.17% | No change | 15,671 | $380K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 15,517 | $377K |
| Financial Advisory Corp | 0.05% | Add +1.5% | 15,073 | $366K |
| Wiregrass Investment Management LLC | 0.30% | — | 15,000 | $364K |
| Pine Haven Investment Counsel, Inc | 0.25% | Add +23.0% | 14,700 | $357K |
| Cowa, LLC | 0.11% | New | 14,687 | $357K |
| Eagle Strategies LLC | 0.05% | Add +1.0% | 14,573 | $354K |
| 1900 Wealth Management LLC | 0.02% | Reduce -33.8% | 14,522 | $353K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 14,050 | $341K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 13,765 | $334K |
| Ledyard National Bank | 0.03% | Reduce -0.7% | 13,640 | $331K |
| Rothschild Wealth LLC | 0.03% | New | 13,547 | $329K |
| Ferguson Johnson Wealth Management Inc | 0.27% | — | 13,452 | $326K |
| Evergreen Wealth Partners LLC | 0.27% | — | 13,168 | $320K |
| Gradient Capital Advisors, LLC | 0.08% | Reduce -0.6% | 13,020 | $316K |
| KPP Advisory Services LLC | 0.05% | New | 12,820 | $311K |
| International Assets Investment Management, LLC | 0.02% | Add +2.6% | 12,686 | $308K |
| Yoder Wealth Management, Inc. | 0.14% | Add +3.7% | 12,550 | $305K |
| Maryland Capital Advisors Inc. | 0.10% | Reduce -1.4% | 12,429 | $302K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.3% | 12,407 | $301K |
| Principal Securities, Inc. | 0.00% | Add +1.8% | 12,283 | $298K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.5% | 12,184 | $296K |
| Meredith Wealth Planning | 0.09% | Add +1.5% | 11,952 | $290K |
| Summitry LLC | 0.01% | Add +6.7% | 11,950 | $290K |
| Cfo Capital Management LLC | 0.22% | — | 11,892 | $289K |
| BCS Wealth Management | 0.03% | New | 11,590 | $281K |
| FMR LLC | 0.00% | Add +4.3% | 11,524 | $280K |
| Private Trust Co. NA | 0.02% | Reduce -1.1% | 11,456 | $278K |
| Next Level Wealth Planning, LLC | 0.15% | No change | 11,367 | $276K |
| Sarver Vrooman Wealth Advisors | 0.17% | Add +16.6% | 11,324 | $275K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +33.9% | 11,305 | $274K |
| Cornerstone Financial Group, LLC | 0.19% | Add +1.5% | 11,127 | $270K |
| Hanover Advisors Inc. | 0.10% | New | 11,069 | $269K |
| J.E. Simmons & Co., P.C. | 0.17% | — | 10,769 | $261K |
| Cooper/Haims Advisors, LLC | 0.12% | No change | 10,729 | $261K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,606 | $258K |
| Naples Global Advisors, LLC | 0.02% | New | 10,555 | $256K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 10,447 | $254K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 10,429 | $254K |
| Greenspring Advisors, LLC | 0.02% | New | 10,316 | $250K |
| Horizons Wealth Management | 0.17% | No change | 10,230 | $248K |
| Betterment LLC | 0.00% | Add +20.8% | 10,204 | $248K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,043 | $244K |
| Briggs Wealth Management, Inc | 0.26% | — | 9,937 | $241K |
| Seneca House Advisors | 0.09% | New | 9,705 | $236K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,620 | $234K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +220.0% | 9,600 | $233K |
| Calton & Associates, Inc. | 0.03% | Reduce -6.5% | 9,546 | $232K |
| Maridea Wealth Management LLC | 0.03% | New | 9,490 | $230K |
| Signaturefd, LLC | 0.00% | Reduce -19.2% | 9,481 | $230K |
| SageView Advisory Group, LLC | 0.01% | New | 9,416 | $229K |
| Riverstone Advisors, LLC | 0.11% | Add +0.5% | 9,313 | $226K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 9,203 | $223K |
| M3 Advisory Group, LLC | 0.14% | No change | 9,150 | $222K |
| Fifth Third Bancorp | 0.00% | Add +96.1% | 9,098 | $221K |
| World Investment Advisors | 0.00% | New | 9,092 | $221K |
| Level Four Advisory Services, LLC | 0.01% | New | 9,055 | $220K |
| McGuire Investment Group, LLC | 0.02% | New | 8,947 | $217K |
| Daybright Advisory Services, Inc. | 0.06% | — | 8,938 | $217K |
| MLP3, LLC | 0.24% | — | 8,875 | $215K |
| Cypress Wealth Services, LLC | 0.03% | No change | 8,867 | $215K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 8,648 | $210K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 8,633 | $210K |
| Empirical Asset Management, LLC | 0.06% | Reduce -46.4% | 8,632 | $210K |
| PSI Advisors, LLC | 0.05% | No change | 8,500 | $206K |
| Scotia Capital Inc. | 0.00% | No change | 8,500 | $206K |
| Sentinel Pension Advisors, LLC | 0.03% | Reduce -0.6% | 8,381 | $203K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,350 | $203K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -8.0% | 7,617 | $185K |
| Cordgrass Capital Advisors, LLC | 0.04% | Add +5.7% | 7,242 | $176K |
| Trust Co | 0.02% | Reduce -16.8% | 6,914 | $168K |
| Hyposwiss Advisors SA | 0.15% | — | 6,345 | $154K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -99.8% | 6,195 | $150K |
| Ballast Advisors LLC | 0.04% | Add +6.9% | 6,170 | $150K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,612 | $136K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,375 | $131K |
| Bokf, NA | 0.00% | New | 5,207 | $126K |
| GAMMA Investing LLC | 0.01% | Add +4.3% | 4,793 | $116K |
| Coastline Trust Co | 0.01% | No change | 4,375 | $106K |
| Align Financial, LLC | 0.06% | — | 103,597 | $104K |
| Front Row Advisors LLC | 0.03% | No change | 4,200 | $102K |
| AE Wealth Management LLC | 0.00% | Add +886.9% | 4,145 | $101K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,750 | $91K |
| CNB Bank | 0.04% | Reduce -54.0% | 3,742 | $91K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $89K |
| 2UniFi Bank | 0.04% | No change | 3,525 | $86K |
| Black Cypress Capital Management, LLC | 0.06% | Add +65.0% | 3,300 | $80K |
| Asset Dedication, LLC | 0.01% | No change | 3,248 | $79K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,175 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.7% | 2,791 | $68K |
| Barclays PLC | 0.00% | No change | 2,733 | $66K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,700 | $66K |
| McIlrath & Eck, LLC | 0.01% | Add +1.5% | 2,572 | $62K |
| National Bank of Canada | 0.00% | Reduce -36.0% | 2,523 | $61K |
| Burkett Financial Services, LLC | 0.02% | New | 2,500 | $61K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,170 | $53K |
| Birchwood Financial Partners, Inc. | 0.05% | — | 2,075 | $50K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $49K |
| Stephens Consulting, LLC | 0.01% | Add +1.5% | 1,551 | $38K |
| Legacy Bridge, LLC | 0.01% | Reduce -16.2% | 1,418 | $34K |
| Spire Wealth Management | 0.00% | Add +34.7% | 1,404 | $34K |
| Assetmark, Inc. | 0.00% | Add +30.1% | 1,314 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.6% | 1,060 | $26K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 1,022 | $25K |
| Eastern Bank | 0.00% | No change | 1,015 | $25K |
| Motco | 0.00% | No change | 989 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.3% | 830 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.5% | 808 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| Blue Trust, Inc. | 0.00% | Add +1.4% | 780 | $19K |
| 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% | Add +1.4% | 571 | $14K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| SHP Wealth Management | 0.00% | — | 152 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 110 | $3K |
"% 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.