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Disclosery

IFGL ISHARES TR

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INTL DEV RE ETF (fund)

54 managers (54 13F filers) reported a position in IFGL shares at 2024-12-31, 2,258,964 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
54
13F filers
54
New
7
Added
14
Reduced
21
Sold out
8
Shares held by filers
2,258,964

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning306,756$5.92M0.01%+4713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/192,321$3.71M<0.01%+14,11713F-HRTimelineGroup
Heartland Bank & Trust Co170,045$3.28M1.78%new13F-HRTimeline
Old Port Advisors129,311$2.5M0.72%-7,37513F-HRTimeline
Running Point Capital Advisors, LLC126,203$2.44M0.83%-1,93213F-HRTimeline
COURIER CAPITAL LLC122,464$2.36M0.16%-33,61813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY112,800$2.18M<0.01%+2,81613F-HR/ATimelineGroup
Family Firm, Inc.148,414$2.13M0.47%+3,23713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN103,812$2M<0.01%-16,60813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,070$1.74M<0.01%+9,41513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC62,575$1.21M<0.01%-1,51913F-HRTimelineGroup
LPL Financial LLC62,242$1.2M<0.01%+22,56513F-HRTimeline
AWM CAPITAL, LLC60,075$1.16M0.14%-10,17713F-HRTimeline
AGILIS PARTNERS LLC58,015$1.12M0.34%+8,64913F-HRTimeline
Payne Capital Management, LLC54,237$1.05M0.45%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,866$789K<0.01%13F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC40,621$784K<0.01%-52813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,660$746K<0.01%-29113F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.34,655$669K0.31%-1,31913F-HRTimeline
Upper Left Wealth Management, LLC24,082$465K0.4%+7,00613F-HRTimeline
Beacon Pointe Advisors, LLC23,100$446K<0.01%-31513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.22,867$441K<0.01%-1,54013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,932$365K<0.01%-3,15713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,810$324K<0.01%-4,26213F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,399$317K<0.01%-2,05713F-HRTimelineGroup
Financial Alternatives, Inc15,988$309K0.22%-14513F-HRTimeline
Ariadne Wealth Management, LP14,720$293K0.13%+1,68013F-HRTimeline
Prosperity Planning, Inc.14,641$283K0.09%+98313F-HRTimeline
Savvy Advisors, Inc.14,536$281K0.03%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,925$269K<0.01%-4,48413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,757$266K<0.01%new13F-HRTimelineGroup
Visionary Horizons, LLC13,015$251K0.16%+28513F-HRTimeline
SBI Securities Co., Ltd.12,833$248K0.01%13F-HRTimeline
Moss Adams Wealth Advisors LLC12,657$244K0.03%013F-HRTimeline
Wealthfront Advisers LLC12,647$244K<0.01%new13F-HR/ATimeline
SIMPLEX TRADING, LLC7,601$146K<0.01%new13F-HRTimeline
AE Wealth Management LLC6,399$124K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC5,639$109K0.04%013F-HRTimeline
Parkside Financial Bank & Trust5,424$105K0.01%+1913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,798$92.6K<0.01%+10313F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,109$79.3K<0.01%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,019$39K<0.01%-1213F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,415$27.3K<0.01%-15,42313F-HRTimeline
FMR LLCin group FMR LLC1,288$24.9K<0.01%-11613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,223$23.6K<0.01%-10013F-HRTimeline
IFP Advisors, Inc1,009$19.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…883$17K<0.01%+86013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC547$10.6K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC523$10.1K<0.01%013F-HRTimeline
COMERICA BANK446$8.61K<0.01%-1,45213F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC300$5.79K<0.01%013F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…275$5.31K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC15$290<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.