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Disclosery

IGBH ISHARES U S ETF TR

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INT RT HD LONG (warrant or right)

50 managers (51 13F filers) reported a position in IGBH shares at 2026-06-30, 4,260,069 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
50
13F filers
51
New
9
Added
22
Reduced
10
Sold out
8
Shares held by filers
4,260,069

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY1,189,923$29.2M<0.01%+272,38513F-HRTimelineGroup
LPL Financial LLC291,175$7.16M<0.01%-344,02813F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC281,200$6.91M3.53%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP262,403$6.45M0.01%+147,74213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/261,364$6.42M<0.01%+96,53813F-HRTimelineGroup
NorthCoast Asset Management LLC259,244$6.37M0.14%new13F-HRTimeline
Sound Income Strategies, LLC233,036$5.73M0.26%-3,69913F-HRTimeline
INTEGRITY ALLIANCE, LLC.190,387$4.68M0.15%+36,86813F-HRTimeline
Merit Financial Group, LLC175,271$4.31M0.03%+36,39913F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC159,501$3.92M<0.01%+3,25113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC157,880$3.88M<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.121,141$2.98M0.02%+37,65913F-HRTimelineGroup
Cetera Investment Advisers75,368$1.85M<0.01%+10,95413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,709$1.71M<0.01%+5013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,467$1.63M<0.01%+28,93513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC66,437$1.63M<0.01%+9,98313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC59,791$1.47M<0.01%+6,71113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,835$1.08M0.02%+30,81613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…38,042$937K0.06%+7,00313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,173$815K0.01%-8,12513F-HRTimelineGroup
Cambridge Investment Research Advisors,…32,883$808K<0.01%-1,27013F-HR/ATimeline
Destination Wealth Management31,185$767K0.02%+11613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,544$677K<0.01%-8,59713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding20,138$489K+11,243Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,251$449K<0.01%new13F-HRTimelineGroup
McNaughton Wealth Management, LLC13,500$332K0.12%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,820$315K<0.01%+2,12313F-HRTimelineGroup
Janney Montgomery Scott LLC11,020$271K<0.01%-1,50013F-HRTimeline
Cresset Asset Management, LLC10,229$251K<0.01%new13F-HRTimeline
Trilogy Capital Inc.9,207$226K0.01%013F-HRTimeline
Brand Asset Management Group, Inc.8,392$206K0.05%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,677$189K<0.01%-6,78513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,568$137K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,628$65K<0.01%+4213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,472$60.8K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC2,405$59.1K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,060$50.6K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC1,769$43.5K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,407$34.6K<0.01%-813F-HRTimeline
FMR LLCin group FMR LLC906$22.3K<0.01%+81113F-HRTimelineGroup
Triumph Capital Management770$18.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management377$9.27K<0.01%+313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN308$7.56K<0.01%+30813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/294$7.23K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.293$7.2K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC202$4.96K<0.01%-6413F-HRTimeline
Key Capital Management, INC165$4.06K<0.01%-43113F-HRTimeline
Allworth Financial LP134$3.28K<0.01%013F-HRTimeline
Blue Trust, Inc.61$1.5K<0.01%013F-HRTimeline
AE Wealth Management LLC57$1.39K<0.01%+113F-HRTimeline