Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q2 2026 (June 30)416holders −13
31new positions
39sold out
1famous investor
$24.22avg. 13F price*
At the end of Q2 2026, 416 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, down 13 from Q1 2026. 31 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($234.7M), Mercer Global Advisors Inc. ($134.8M) and Morgan Stanley ($110.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $52.9M |
| Exits | 39 | $109.0M |
All 13F filers, Q1 2026 → Q2 2026: 8,512,795 shares bought and 8,966,435 shares sold, net −453,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Bank of America Corp. | 0.02% | Add +4.6% | 9,690,105 | $234.7M |
| Mercer Global Advisors Inc. | 0.17% | Add +7.0% | 5,566,800 | $134.8M |
| Morgan Stanley | 0.01% | Add +3.9% | 4,571,915 | $110.7M |
| UBS Group AG | 0.02% | Reduce -1.0% | 4,219,212 | $102.2M |
| HM Payson & Co. | 1.33% | Add +0.5% | 4,152,438 | $100.6M |
| Raymond James Financial Inc. | 0.02% | Add +11.3% | 3,756,955 | $91.0M |
| LPL Financial LLC | 0.02% | Add +6.3% | 3,652,706 | $88.5M |
| Sound View Wealth Advisors Group, LLC | 3.23% | Add +5.0% | 2,150,618 | $52.1M |
| Capital Investment Advisors, LLC | 0.61% | Add +8.9% | 1,918,973 | $46.5M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 1,906,529 | $46.2M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 1,654,457 | $40.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.5% | 1,520,764 | $36.8M |
| Captrust Financial Advisors | 0.06% | Add +3.9% | 1,512,130 | $36.6M |
| Gratus Wealth Advisors, LLC | 4.63% | Add +2.5% | 1,501,436 | $36.4M |
| Kathmere Capital Management, LLC | 1.89% | Add +6.8% | 1,464,682 | $35.5M |
| Wells Fargo & Company | 0.01% | Reduce -10.5% | 1,457,509 | $35.3M |
| Howland Capital Management LLC | 1.17% | Add +5.3% | 1,336,886 | $32.4M |
| Sigma Investment Counselors Inc. | 1.57% | Add +2.8% | 1,331,503 | $32.2M |
| RVW Wealth, LLC | 2.03% | Add +4.5% | 1,272,324 | $30.8M |
| Truist Financial Corp. | 0.03% | Add +2.5% | 1,179,587 | $28.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +15.9% | 1,163,553 | $28.2M |
| Woodmont Investment Counsel LLC | 1.41% | Reduce -21.9% | 1,062,966 | $25.7M |
| Stifel Financial Corp. | 0.02% | Add +3.4% | 1,051,623 | $25.5M |
| Wick Capital Partners, LLC | 3.73% | Add +14.3% | 1,021,785 | $24.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.3% | 973,907 | $23.6M |
| Klingman & Associates, LLC | 0.99% | New | 959,571 | $23.2M |
| Focus Partners Wealth | 0.02% | Add +23.1% | 931,010 | $22.5M |
| MV Capital Management, Inc. | 1.87% | Add +1.8% | 872,805 | $21.1M |
| Meiji Yasuda Life Insurance Co | 0.70% | Add +14.7% | 866,000 | $21.0M |
| NewEdge Advisors, LLC | 0.06% | Add +9.4% | 827,982 | $20.1M |
| Benjamin Edwards Inc. | 0.18% | Add +3.9% | 818,429 | $19.8M |
| Summit Asset Management, LLC | 2.44% | Add +2.0% | 787,752 | $19.1M |
| US Bancorp \de | 0.02% | Add +10.6% | 775,764 | $18.8M |
| Glenview Trust Co | 0.25% | Add +2.1% | 754,877 | $18.3M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +0.4% | 742,094 | $18.0M |
| Spinnaker Trust | 0.86% | Add +7.5% | 732,003 | $17.7M |
| Rebalance, LLC | 0.91% | Reduce -5.9% | 714,290 | $17.3M |
| BlackRock, Inc. | 0.00% | Add +18.8% | 702,212 | $17.0M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.8% | 671,274 | $16.3M |
| CENTRAL TRUST Co | 0.28% | Add +3.2% | 632,851 | $15.3M |
| EP Wealth Advisors, LLC | 0.06% | Add +22.2% | 624,892 | $15.1M |
| Strid Group, LLC | 1.64% | Reduce -0.5% | 610,929 | $14.8M |
| Lyell Wealth Management, LP | 0.88% | Add +6.5% | 592,813 | $14.4M |
| Novem Group | 1.44% | Add +13.0% | 588,288 | $14.2M |
| First National Trust Co | 0.48% | Add +0.7% | 583,708 | $14.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.2% | 499,403 | $12.1M |
| Venture Visionary Partners LLC | 0.31% | Reduce -20.3% | 456,702 | $11.1M |
| Beese Fulmer Investment Management, Inc. | 0.63% | Add +0.2% | 452,252 | $11.0M |
| Allworth Financial LP | 0.05% | Add +10.4% | 439,872 | $10.7M |
| McGuire Investment Group, LLC | 0.88% | Add +4216.3% | 416,994 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.9% | 407,419 | $9.9M |
| Cornerstone Planning, LLC | 2.28% | Add +2.1% | 406,654 | $9.8M |
| Arcadia Investment Advisors LLC | 4.02% | Add +4.8% | 393,504 | $9.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +71.6% | 381,845 | $9.2M |
| Merit Financial Group, LLC | 0.06% | Add +7.6% | 381,291 | $9.2M |
| Global Retirement Partners, LLC | 0.14% | — | 376,949 | $9.1M |
| Atria Investments, Inc | 0.09% | Add +11.9% | 374,157 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +27.2% | 373,549 | $9.0M |
| IFP Advisors, Inc | 0.16% | Reduce -1.3% | 370,829 | $9.0M |
| United Capital Financial Advisors, LLC | 0.05% | Add +30.8% | 365,074 | $8.8M |
| Windsor Capital Management, LLC | 2.29% | New | 363,900 | $8.8M |
| Peloton Wealth Strategists | 3.34% | Add +2.4% | 360,320 | $8.7M |
| InvesTrust | 3.30% | Add +1.7% | 353,843 | $8.6M |
| Composition Wealth, LLC | 0.10% | Add +6.2% | 351,582 | $8.5M |
| Parallel Advisors, LLC | 0.13% | Add +23.8% | 351,126 | $8.5M |
| Ironwood Financial, llc | 1.32% | Add +24.7% | 350,537 | $8.5M |
| Leavell Investment Management, Inc. | 0.31% | Add +10.5% | 346,518 | $8.4M |
| Eight 31 Financial, LLC | 4.85% | Add +2.3% | 336,581 | $8.2M |
| Concurrent Investment Advisors, LLC | 0.07% | New | 334,825 | $8.1M |
| Great Diamond Partners, LLC | 1.35% | Add +90.3% | 323,681 | $7.8M |
| PFG Private Wealth Management, LLC | 3.25% | Reduce -8.5% | 309,328 | $7.5M |
| Kesler, Norman & Wride, LLC | 1.14% | Reduce -3.0% | 298,243 | $7.2M |
| Creative Planning | 0.00% | Reduce -6.2% | 294,645 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +21.3% | 293,807 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +18.8% | 292,591 | $7.1M |
| Praetorian Wealth Management, Inc. | 1.19% | Add +0.5% | 284,709 | $6.9M |
| Madden Advisory Services, Inc. | 2.42% | Reduce -0.8% | 278,182 | $6.7M |
| Quantum Financial Advisors, LLC | 0.65% | Add +8.6% | 271,735 | $6.6M |
| Hamel Associates, Inc. | 1.78% | Reduce -2.5% | 265,974 | $6.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +30.3% | 262,033 | $6.3M |
| 4Thought Financial Group Inc. | 2.97% | Add +20.5% | 261,333 | $6.3M |
| Sax Wealth Advisors, LLC | 0.26% | Add +0.8% | 260,060 | $6.3M |
| MCF Advisors LLC | 0.22% | Add +1.3% | 254,899 | $6.2M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -4.6% | 252,959 | $6.1M |
| Winthrop Partners - WNY, LLC | 2.95% | Add +0.5% | 246,226 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.1% | 244,563 | $5.9M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -11.0% | 242,492 | $5.9M |
| Houlihan Financial Resource Group, Ltd. | 2.06% | Add +2.4% | 238,729 | $5.8M |
| Sonata Capital Group Inc. | 1.85% | Add +0.1% | 237,110 | $5.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.29% | Add +6.2% | 233,904 | $5.7M |
| Resonant Capital Advisors, LLC | 0.27% | No change | 233,352 | $5.7M |
| Crews Bank & Trust | 0.72% | Add +1.7% | 226,390 | $5.5M |
| Heartland Bank & Trust Co | 1.13% | Add +8.8% | 226,152 | $5.5M |
| Penobscot Investment Management Company, Inc. | 0.37% | Add +9.9% | 223,130 | $5.4M |
| Krilogy Financial LLC | 0.16% | Reduce -2.1% | 218,269 | $5.3M |
| ES4, LLC | 2.77% | Add +1.1% | 217,898 | $5.3M |
| Arrow Financial Corp | 0.45% | Reduce -51.8% | 209,525 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +18.3% | 201,638 | $4.9M |
| Fulton Breakefield Broenniman LLC | 0.28% | Add +3.5% | 196,600 | $4.8M |
| Hancock Whitney Corp. | 0.08% | Add +0.0% | 192,732 | $4.7M |
| Sowell Financial Services LLC | 0.15% | Reduce -0.0% | 186,041 | $4.5M |
| Robbins Farley | 1.72% | Add +6.9% | 184,636 | $4.5M |
| 10Elms LLP | 2.00% | Add +87.6% | 183,989 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +26.6% | 182,351 | $4.4M |
| Sightline Wealth Advisors, LLC | 1.61% | Add +29.0% | 181,395 | $4.4M |
| Laurel Wealth Advisors LLC | 0.41% | Add +5.0% | 176,080 | $4.3M |
| Regions Financial Corp. | 0.03% | Add +2.0% | 174,589 | $4.2M |
| Cherry Tree Wealth Management, LLC | 0.78% | Reduce -0.6% | 170,097 | $4.1M |
| Precedent Wealth Partners, LLC | 0.68% | Add +16.3% | 169,417 | $4.1M |
| Commonwealth Financial Services, LLC | 0.54% | Reduce -64.7% | 164,714 | $4.0M |
| TLWM | 0.64% | Reduce -1.4% | 163,533 | $4.0M |
| Covington Investment Advisors Inc. | 0.51% | Add +55.4% | 163,371 | $4.0M |
| Evergreen Private Wealth LLC | 1.40% | Add +5.8% | 156,823 | $3.8M |
| Moneco Advisors, LLC | 0.23% | Reduce -2.0% | 155,938 | $3.8M |
| Members Wealth LLC | 2.03% | Add +10.7% | 152,799 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +46.6% | 145,523 | $3.5M |
| Stonebrook Private Inc. | 0.61% | Add +1.9% | 137,983 | $3.3M |
| Mariner, LLC | 0.00% | Add +12.1% | 132,755 | $3.2M |
| Fortis Capital Management LLC | 0.36% | Add +16.6% | 131,637 | $3.2M |
| Integrated Advisors Network LLC | 0.15% | Add +7.6% | 130,439 | $3.2M |
| Harbor Investment Advisory, LLC | 0.22% | Add +6.0% | 129,122 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.8% | 127,834 | $3.1M |
| Godshalk Welsh Capital Management, Inc. | 1.65% | Add +1.0% | 126,585 | $3.1M |
| First Manhattan Co. Llc. | 0.01% | Add +4.1% | 121,832 | $3.0M |
| High Note Wealth, LLC | 0.50% | Add +99.9% | 121,071 | $2.9M |
| LifePlan Financial, LLC | 2.04% | Add +2.5% | 120,053 | $2.9M |
| Roble, Belko & Company, Inc | 0.31% | Add +42.1% | 118,468 | $2.9M |
| Cary Street Partners Financial LLC | 0.06% | Add +9.2% | 118,224 | $2.9M |
| TFR Capital, LLC. | 0.81% | Reduce -0.9% | 118,086 | $2.9M |
| Associated Banc-Corp | 0.07% | Add +6.2% | 115,119 | $2.8M |
| Breachway Investments LLC | 4.19% | Reduce -22.0% | 114,761 | $2.8M |
| McGlone Suttner Wealth Management, Inc. | 0.33% | Add +9.8% | 114,542 | $2.8M |
| WJ Wealth Management, LLC | 1.09% | Reduce -20.5% | 113,756 | $2.8M |
| Riverchase Wealth Management, LLC | 1.26% | Add +1.2% | 112,074 | $2.7M |
| Rossmore Private Capital | 0.22% | Add +1.4% | 111,591 | $2.7M |
| MTM Investment Management, LLC | 0.77% | Reduce -3.0% | 111,385 | $2.7M |
| Marathon Mission, Inc. | 1.33% | Reduce -0.5% | 109,984 | $2.7M |
| Centennial Advisors, LLC | 3.03% | Add +11.6% | 104,961 | $2.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.68% | Reduce -44.0% | 104,825 | $2.5M |
| Foundry Financial Group, Inc. | 1.09% | Add +0.5% | 104,158 | $2.5M |
| Hills Bank & Trust Co | 0.11% | Add +100.2% | 102,978 | $2.5M |
| Modern Wealth Management, LLC | 0.03% | Reduce -60.4% | 102,219 | $2.5M |
| Harbor Advisory Corp. | 0.65% | Add +20.9% | 100,833 | $2.4M |
| Kintra Wealth, LLC | 0.13% | Reduce -12.0% | 100,127 | $2.4M |
| Smith, Moore & Co. | 0.15% | Reduce -5.3% | 95,525 | $2.3M |
| Cabot Wealth Management Inc. | 0.23% | Add +22.9% | 92,429 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.22% | Add +4.4% | 92,166 | $2.2M |
| Chesley Taft & Associates LLC | 0.09% | Add +1.9% | 91,112 | $2.2M |
| Keeler Thomas Management LLC | 0.77% | Reduce -10.9% | 89,401 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | No change | 88,511 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 88,225 | $2.1M |
| Wealthstar Advisors, LLC | 1.06% | Reduce -0.3% | 87,831 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -66.1% | 87,155 | $2.1M |
| IFG Advisory, LLC | 0.07% | New | 86,968 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +4.4% | 86,828 | $2.1M |
| FourThought Financial Partners, LLC | 0.16% | Add +19.0% | 86,208 | $2.1M |
| Round Rock Advisors LLC | 0.27% | Reduce -1.1% | 85,857 | $2.1M |
| Probity Advisors, Inc. | 0.29% | Reduce -43.4% | 84,095 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +129.8% | 79,804 | $1.9M |
| Klaas Financial Asset Advisors, LLC | 0.24% | Add +1.7% | 78,274 | $1.9M |
| Phillips Financial Management, LLC | 0.14% | No change | 77,378 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.35% | Add +0.3% | 76,091 | $1.8M |
| New England Private Wealth Advisors LLC | 0.18% | Add +1.0% | 75,872 | $1.8M |
| Old Mission Capital LLC | 0.05% | New | 75,182 | $1.8M |
| Barrett & Company, Inc. | 0.50% | Add +17.8% | 74,335 | $1.8M |
| Wrapmanager Inc. | 0.55% | Reduce -9.5% | 73,153 | $1.8M |
| Montecito Bank & Trust | 0.26% | Add +0.4% | 72,984 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Reduce -2.3% | 70,553 | $1.7M |
| Segment Wealth Management, LLC | 0.09% | Add +13.6% | 69,830 | $1.7M |
| Valley Wealth Managers, Inc. | 0.10% | Reduce -3.6% | 68,915 | $1.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.27% | Add +0.8% | 68,519 | $1.7M |
| WealthTrust Axiom LLC | 0.37% | No change | 68,500 | $1.7M |
| Signaturefd, LLC | 0.02% | Add +25.9% | 67,323 | $1.6M |
| Bullock Wealth Management Group | 0.68% | Add +23.9% | 65,207 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -12.6% | 64,550 | $1.6M |
| Beacon Financial Group | 0.14% | Reduce -17.1% | 63,729 | $1.5M |
| AlTi Global, Inc. | 0.03% | No change | 63,500 | $1.5M |
| Arcataur Capital Management LLC | 0.37% | Reduce -0.3% | 62,420 | $1.5M |
| Princeton Global Asset Management LLC | 0.21% | Reduce -0.0% | 61,529 | $1.5M |
| Cove Private Wealth, LLC | 0.29% | Add +90.6% | 61,000 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +24.9% | 60,583 | $1.5M |
| Citadel Advisors | 0.00% | New | 59,523 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.16% | Add +0.7% | 58,868 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 58,065 | $1.4M |
| Gould Asset Management LLC | 0.22% | Add +1.8% | 57,970 | $1.4M |
| Reliant Wealth Planning | 0.38% | Add +1.1% | 57,204 | $1.4M |
| One Plus One Wealth Management, LLC | 0.60% | Reduce -1.1% | 56,813 | $1.4M |
| Jacobi Capital Management LLC | 0.07% | Add +21.5% | 56,668 | $1.4M |
| James Investment Research, Inc. | 0.14% | Reduce -3.6% | 56,334 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 56,301 | $1.4M |
| Addison Advisors LLC | 0.63% | Reduce -46.2% | 55,314 | $1.3M |
| Diversify Advisory Services, LLC | 0.02% | New | 54,815 | $1.3M |
| Diversify Wealth Management, LLC | 0.02% | Add +14.4% | 54,815 | $1.3M |
| MidFirst Bank | 0.09% | Reduce -1.6% | 54,655 | $1.3M |
| Element Wealth, LLC | 0.47% | Reduce -1.2% | 52,061 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -12.1% | 51,900 | $1.3M |
| Woodley Farra Manion Portfolio Management Inc. | 0.06% | Add +10.2% | 49,706 | $1.2M |
| Blue Square Asset Management, LLC | 0.48% | Reduce -1.1% | 48,882 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -2.4% | 48,386 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | No change | 48,074 | $1.2M |
| Farmers National Bank | 0.24% | Add +1.1% | 47,715 | $1.2M |
| Balentine LLC | 0.04% | Add +0.9% | 47,466 | $1.1M |
| Archford Capital Strategies, LLC | 0.12% | Reduce -5.8% | 47,299 | $1.1M |
| Adirondack Trust Co. | 0.34% | Add +0.0% | 46,837 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.0% | 46,471 | $1.1M |
| Jefferson Bridge Capital, LLC | 0.96% | Reduce -23.7% | 45,897 | $1.1M |
| Aspen Wealth Management LLC | 0.19% | Add +396.5% | 45,194 | $1.1M |
| Paradigm, Strategies in Wealth Management, LLC | 0.66% | Reduce -19.4% | 44,524 | $1.1M |
| Summitry LLC | 0.03% | Add +109.5% | 43,476 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +27.0% | 43,392 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.5% | 42,400 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.09% | No change | 42,347 | $1.0M |
| CGN Advisors LLC | 0.07% | Reduce -3.4% | 41,853 | $1.0M |
| Timber Creek Capital Management LLC | 0.20% | Add +4.3% | 40,601 | $983K |
| Private Advisor Group, LLC | 0.00% | Reduce -60.6% | 40,403 | $979K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.39% | Add +31.3% | 38,921 | $943K |
| Gilbert Capital Group, Inc. | 0.66% | Reduce -1.4% | 38,841 | $941K |
| Weaver Consulting Group | 0.19% | Add +1.1% | 38,535 | $933K |
| Physician Wealth Advisors, Inc. | 0.11% | Add +461.6% | 38,330 | $928K |
| KOM Wealth Management Group, LLC | 0.55% | Add +12.0% | 37,506 | $908K |
| Stokes Family Office, LLC | 0.10% | Add +15.9% | 35,784 | $867K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -3.4% | 35,316 | $855K |
| First Interstate Bank | 0.04% | No change | 35,211 | $853K |
| Johnson Bixby & Associates, LLC | 0.10% | Add +0.8% | 35,119 | $851K |
| Accretive Wealth Partners, LLC | 0.20% | Add +0.4% | 34,282 | $830K |
| River's Edge Wealth Management, LLC | 0.72% | Reduce -0.4% | 33,896 | $819K |
| Wealthspire Advisors, LLC | 0.00% | No change | 33,745 | $817K |
| Baird Financial Group, Inc. | 0.00% | Add +10.4% | 33,493 | $811K |
| Duncker Streett & Co. Inc. | 0.14% | Add +1.1% | 33,478 | $811K |
| Brookstone Capital Management | 0.01% | Add +2.0% | 32,932 | $798K |
| Black Swift Group, LLC | 0.12% | Add +96.0% | 32,825 | $795K |
| DecisionMap Wealth Management, LLC | 0.44% | Add +9.0% | 32,496 | $787K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +13.2% | 32,504 | $787K |
| Beacon Financial Planning, Inc. | 0.27% | Add +103.8% | 32,494 | $787K |
| HORAN Wealth, LLC | 0.10% | Reduce -5.5% | 32,276 | $782K |
| StoneX Group Inc. | 0.03% | Add +21.1% | 32,226 | $781K |
| Alterna Wealth Management, Inc. | 0.45% | Reduce -12.3% | 32,145 | $779K |
| Focused Alpha, LLC | 0.20% | Reduce -5.8% | 32,137 | $778K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -16.3% | 32,040 | $776K |
| Schuylkill Financial LLC | 0.72% | — | 32,032 | $776K |
| Wealth Advisory Solutions, LLC | 0.16% | Add +31.4% | 31,805 | $770K |
| Neuberger Berman Group LLC | 0.00% | Add +10.8% | 31,421 | $761K |
| Summit Wealth Group, LLC | 0.15% | Add +11.3% | 30,918 | $749K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.3% | 30,206 | $732K |
| Autumn Glory Partners, LLC | 0.21% | Add +9.2% | 30,127 | $730K |
| Advisory Services Network, LLC | 0.01% | Add +1.9% | 30,099 | $729K |
| Fiduciary Financial Advisors | 0.07% | New | 29,635 | $718K |
| ADG Wealth Management Group, LLC | 0.45% | Reduce -0.5% | 29,190 | $707K |
| Seneca House Advisors | 0.25% | Add +5.7% | 28,686 | $695K |
| Dearborn Partners LLC | 0.04% | Add +10.1% | 28,431 | $689K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -11.5% | 27,975 | $678K |
| Straight Path Wealth Management | 0.16% | Add +27.5% | 27,912 | $676K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -11.6% | 27,735 | $672K |
| Tableaux LLC | 0.28% | Reduce -10.1% | 27,256 | $660K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.8% | 26,595 | $641K |
| Atwater Malick LLC | 0.14% | No change | 26,265 | $636K |
| Susquehanna International Group, LLP | 0.00% | New | 26,249 | $636K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +10.1% | 26,203 | $635K |
| Koshinski Asset Management, Inc. | 0.03% | Add +4.8% | 25,769 | $624K |
| Trust Point Inc. | 0.05% | Add +157.4% | 24,639 | $597K |
| Bank of New Hampshire | 0.12% | Reduce -23.9% | 24,555 | $595K |
| Hurley Capital, LLC | 0.31% | Add +3.1% | 24,492 | $593K |
| Walleye Partners, LLC | 0.67% | Reduce -38.9% | 24,355 | $590K |
| Summit Wealth Partners, LLC | 0.08% | No change | 24,186 | $586K |
| First National Bank & Trust Co. of Newtown | 0.12% | Reduce -30.3% | 23,710 | $574K |
| HRT Financial LP | 0.00% | New | 23,624 | $572K |
| Gilbert & Cook, Inc. | 0.07% | No change | 23,486 | $569K |
| Spire Wealth Management | 0.02% | Add +2.2% | 23,269 | $564K |
| American Trust | 0.04% | No change | 22,553 | $546K |
| Robinson Smith Wealth Advisors LLC | 0.33% | Reduce -6.9% | 22,476 | $544K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 22,027 | $533K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -15.4% | 22,000 | $533K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.3% | 21,511 | $521K |
| MML Investors Services, LLC | 0.00% | Add +13.0% | 21,325 | $517K |
| Indivisible Partners | 0.03% | New | 20,552 | $498K |
| Waverly Advisors, LLC | 0.00% | Add +27.3% | 20,344 | $493K |
| Spartan Wealth Advisory Services LLC | 0.04% | Reduce -7.8% | 20,029 | $485K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -60.6% | 19,694 | $477K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 19,602 | $475K |
| Lee Financial Co | 0.06% | No change | 19,430 | $471K |
| S.E.E.D. Planning Group LLC | 0.12% | New | 18,676 | $452K |
| Wiregrass Investment Management LLC | 0.31% | No change | 18,500 | $448K |
| Curbstone Financial Management Corp | 0.08% | No change | 18,490 | $448K |
| Clearstead Trust, LLC | 0.06% | No change | 18,143 | $439K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +33.7% | 17,828 | $432K |
| FF Advisors,LLC | 0.16% | Reduce -79.8% | 17,826 | $432K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -2.4% | 17,730 | $429K |
| American Money Management, LLC | 0.06% | Reduce -0.4% | 17,728 | $429K |
| Kingsview Wealth Management, LLC | 0.01% | New | 17,674 | $428K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +8.9% | 17,632 | $427K |
| CVA Family Office, LLC | 0.04% | No change | 17,570 | $426K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 17,380 | $421K |
| Rothschild Wealth LLC | 0.03% | Reduce -7.8% | 17,236 | $417K |
| Simon Quick Advisors, LLC | 0.02% | No change | 17,061 | $413K |
| Kastel Capital Advisors, LLC | 0.26% | Add +0.4% | 17,000 | $412K |
| Crusonia Wealth Advisors LLC | 0.07% | Add +13.2% | 16,852 | $408K |
| Mattern Capital Management, LLC | 0.05% | No change | 16,645 | $403K |
| Moors & Cabot, Inc. | 0.02% | Add +8.1% | 16,626 | $403K |
| Livet Wealth, LLC | 0.23% | Reduce -11.3% | 16,541 | $401K |
| Summit Trail Advisors, LLC | 0.01% | Add +27.7% | 16,350 | $396K |
| Lifeworks Advisors, LLC | 0.04% | New | 16,325 | $395K |
| Financial Advisory Corp | 0.05% | Add +6.5% | 16,166 | $392K |
| Advisor OS, LLC | 0.03% | Add +37.3% | 15,952 | $386K |
| Mutual Advisors, LLC | 0.01% | Add +0.9% | 15,778 | $382K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Reduce -3.3% | 15,769 | $382K |
| Midland Wealth Advisors, LLC | 0.02% | Add +71.4% | 15,524 | $376K |
| Pine Haven Investment Counsel, Inc | 0.25% | No change | 15,200 | $368K |
| 1900 Wealth Management LLC | 0.02% | No change | 14,522 | $352K |
| Principal Securities, Inc. | 0.00% | Add +5.0% | 14,348 | $348K |
| KPP Advisory Services LLC | 0.04% | Reduce -0.3% | 14,320 | $347K |
| Scott Capital Advisors, LLC | 0.05% | New | 14,264 | $345K |
| Betterment LLC | 0.00% | Add +14.1% | 14,214 | $344K |
| Eagle Strategies LLC | 0.03% | Reduce -4.1% | 14,052 | $340K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | No change | 13,765 | $333K |
| Meitav Investment House Ltd. | 0.00% | Reduce -16.1% | 13,752 | $333K |
| Hengehold Capital Management LLC | 0.03% | Reduce -3.8% | 13,737 | $333K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -72.3% | 13,666 | $331K |
| Ledyard National Bank | 0.03% | No change | 13,640 | $330K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.4% | 13,561 | $328K |
| Ferguson Johnson Wealth Management Inc | 0.24% | No change | 13,452 | $325K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 13,020 | $315K |
| Capital Advisors Inc. | 0.00% | Reduce -99.3% | 12,652 | $306K |
| Yoder Wealth Management, Inc. | 0.12% | Add +2.5% | 12,500 | $303K |
| Next Level Wealth Planning, LLC | 0.13% | Add +9.0% | 12,390 | $300K |
| United Community Bank | 0.09% | Reduce -2.7% | 12,245 | $297K |
| Fortune Financial Group, Inc. | 0.23% | Reduce -8.9% | 12,216 | $296K |
| Berkshire Money Management, Inc. | 0.03% | New | 12,213 | $296K |
| Cyr Financial Inc. | 0.15% | New | 12,156 | $294K |
| Sarver Vrooman Wealth Advisors | 0.18% | Reduce -0.1% | 12,174 | $294K |
| Meredith Wealth Planning | 0.07% | Add +1.1% | 12,124 | $294K |
| GAMMA Investing LLC | 0.01% | Add +148.9% | 11,928 | $289K |
| CIBC Bancorp USA Inc. | 0.00% | New | 11,893 | $288K |
| SageView Advisory Group, LLC | 0.01% | New | 11,659 | $282K |
| International Assets Investment Management, LLC | 0.02% | Reduce -7.9% | 11,686 | $282K |
| Csenge Advisory Group | 0.01% | Add +0.0% | 11,387 | $276K |
| Cornerstone Financial Group, LLC | 0.17% | Add +0.7% | 11,325 | $274K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -6.0% | 11,161 | $270K |
| BridgePort Financial Solutions, LLC | 0.07% | Reduce -14.4% | 10,961 | $265K |
| Seeds Investor LLC | 0.03% | Add +8.6% | 10,942 | $265K |
| Hanover Advisors Inc. | 0.10% | Add +4.2% | 10,940 | $265K |
| Cooper/Haims Advisors, LLC | 0.11% | No change | 10,729 | $260K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 10,652 | $257K |
| Highland Financial Advisors, LLC | 0.06% | No change | 10,606 | $257K |
| Maryland Capital Advisors Inc. | 0.08% | — | 10,504 | $254K |
| Naples Global Advisors, LLC | 0.02% | Reduce -0.4% | 10,490 | $254K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 10,447 | $253K |
| Greenspring Advisors, LLC | 0.01% | No change | 10,316 | $250K |
| PSI Advisors, LLC | 0.06% | No change | 10,150 | $246K |
| Briggs Wealth Management, Inc | 0.22% | No change | 9,937 | $241K |
| FMR LLC | 0.00% | Reduce -18.0% | 9,782 | $237K |
| Geneos Wealth Management Inc. | 0.00% | No change | 9,620 | $233K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 9,600 | $233K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -69.8% | 9,554 | $231K |
| Aptus Capital Advisors, LLC | 0.00% | Add +60.8% | 9,261 | $224K |
| Daybright Advisory Services, Inc. | 0.05% | Add +1.4% | 9,129 | $221K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.1% | 9,066 | $220K |
| Riverstone Advisors, LLC | 0.09% | Reduce -4.0% | 8,973 | $217K |
| Cypress Wealth Services, LLC | 0.03% | No change | 8,867 | $215K |
| Talisman Wealth Advisors LLC | 0.16% | New | 8,836 | $214K |
| Private Trust Co. NA | 0.02% | Reduce -23.7% | 8,725 | $211K |
| MinichMacGregor Wealth Management, LLC | 0.03% | No change | 8,633 | $209K |
| Empirical Asset Management, LLC | 0.05% | No change | 8,632 | $209K |
| Davis R M Inc. | 0.00% | New | 8,570 | $208K |
| Ballast Advisors LLC | 0.05% | Add +38.9% | 8,570 | $208K |
| Sentinel Pension Advisors, LLC | 0.03% | Add +1.4% | 8,560 | $207K |
| Scotia Capital Inc. | 0.00% | No change | 8,500 | $206K |
| Keybank National Association | 0.00% | No change | 8,500 | $206K |
| AE Wealth Management LLC | 0.00% | Add +104.8% | 8,488 | $206K |
| STAR Financial Bank | 0.08% | Reduce -11.4% | 8,483 | $205K |
| Choreo, LLC | 0.00% | Reduce -6.0% | 8,376 | $203K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | No change | 8,350 | $202K |
| Bogart Wealth, LLC | 0.01% | Reduce -2.8% | 8,050 | $195K |
| Front Row Advisors LLC | 0.05% | Add +34.2% | 7,850 | $190K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +13.0% | 6,955 | $168K |
| Anchor Bay Capital, Inc. | 0.09% | — | 6,626 | $160K |
| Trust Co | 0.01% | Reduce -6.0% | 6,523 | $158K |
| Hyposwiss Advisors SA | 0.15% | No change | 6,345 | $154K |
| Community Financial Services Group, LLC | 0.02% | New | 6,114 | $147K |
| Black Cypress Capital Management, LLC | 0.09% | No change | 5,800 | $140K |
| National Bank of Canada | 0.00% | No change | 4,553 | $110K |
| Coastline Trust Co | 0.01% | No change | 4,375 | $106K |
| Align Financial, LLC | 0.05% | No change | 4,282 | $104K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | New | 4,250 | $103K |
| CNB Bank | 0.04% | Add +4.3% | 3,864 | $94K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,750 | $91K |
| NBH Bank | 0.04% | — | 3,525 | $85K |
| Truvestments Capital LLC | 0.01% | Reduce -37.3% | 3,335 | $81K |
| Orion Capital Management LLC | 0.02% | No change | 3,300 | $80K |
| Asset Dedication, LLC | 0.01% | No change | 3,248 | $79K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,175 | $77K |
| Napier Financial, LLC | 0.01% | Add +1.1% | 2,869 | $69K |
| Barclays PLC | 0.00% | No change | 2,733 | $66K |
| Burkett Financial Services, LLC | 0.02% | Reduce -11.3% | 2,129 | $52K |
| Birchwood Financial Partners, Inc. | 0.04% | Add +1.1% | 2,111 | $51K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 2,075 | $50K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $48K |
| Blue Trust, Inc. | 0.00% | Add +134.1% | 1,840 | $45K |
| Miller Global Investments, LLC | 0.03% | No change | 1,620 | $39K |
| Legacy Bridge, LLC | 0.01% | Reduce -3.5% | 1,368 | $33K |
| JDM Financial Group LLC | 0.01% | New | 1,362 | $33K |
| Assetmark, Inc. | 0.00% | Add +2.4% | 1,345 | $33K |
| Fairway Wealth LLC | 0.01% | New | 1,155 | $28K |
| Eastern Bank | 0.00% | Add +12.8% | 1,145 | $28K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 1,022 | $25K |
| Motco | 0.00% | No change | 989 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | New | 922 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 822 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| Vanguard Advisers Inc. | 0.00% | No change | 715 | $17K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 628 | $15K |
| Bank of Montreal | 0.00% | Reduce -85.8% | 620 | $15K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Evolution Wealth Management Inc. | 0.00% | New | 137 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -87.7% | 103 | $3K |
| Hoey Investments, Inc. | 0.00% | New | 90 | $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.