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Disclosery

IGBH ISHARES U S ETF TR

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INT RT HD LONG (warrant or right)

37 managers (37 13F filers) reported a position in IGBH shares at 2024-12-31, 1,764,234 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
2
Added
12
Reduced
11
Sold out
4
Shares held by filers
1,764,234

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
Yeomans Consulting Group, Inc.389,993$9.48M3.55%-82,62713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY280,188$6.81M<0.01%-164,08813F-HR/ATimelineGroup
Sound Income Strategies, LLC249,772$6.07M0.38%+8,93413F-HRTimeline
Cambridge Investment Research Advisors,…196,103$4.77M0.02%+184,29713F-HRTimeline
INTEGRITY ALLIANCE, LLC.137,321$3.34M0.36%13F-HRTimeline
LPL Financial LLC86,911$2.11M<0.01%-1,62913F-HRTimeline
MML INVESTORS SERVICES, LLC62,077$1.51M0.01%+15,08513F-HRTimeline
OneDigital Investment Advisors LLC58,822$1.43M0.02%+29,11113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,154$1.15M<0.01%+36,85013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…33,529$815K0.03%+7,79113F-HRTimelineGroup
Destination Wealth Management30,460$741K0.02%+16813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,891$678K<0.01%13F-HR/ATimelineGroup
Trilogy Capital Inc.24,193$588K0.03%-50513F-HRTimeline
Cetera Investment Advisers18,730$456K<0.01%-2,40013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,595$331K<0.01%+43713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.12,413$302K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,812$287K0.01%-57413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,490$279K<0.01%-17013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,376$277K<0.01%+23313F-HRTimelineGroup
Janney Montgomery Scott LLC10,890$265K<0.01%new13F-HRTimeline
Vista Cima Wealth Management LLC9,383$228K0.24%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,260$225K<0.01%+65413F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,472$206K<0.01%-83,79413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,036$195K<0.01%-50813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,568$136K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,450$108K<0.01%+2,40013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,060$50.1K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,096$26.7K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC318$7.73K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/294$7.15K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/240$5.84K<0.01%-7413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management119$2.89K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc109$2.64K<0.01%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.61$1.48K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC47$1.14K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$17<0.01%-2,48313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.