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Disclosery

IGBH ISHARES U S ETF TR

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INT RT HD LONG (warrant or right)

38 managers (38 13F filers) reported a position in IGBH shares at 2025-03-31, 1,989,205 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
4
Added
15
Reduced
7
Sold out
3
Shares held by filers
1,989,205

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY467,567$11.2M<0.01%+187,37913F-HRTimelineGroup
Yeomans Consulting Group, Inc.395,139$9.49M3.67%+5,14613F-HRTimeline
Sound Income Strategies, LLC244,382$5.87M0.35%-5,39013F-HRTimeline
MML INVESTORS SERVICES, LLC152,614$3.66M0.01%+90,53713F-HRTimeline
INTEGRITY ALLIANCE, LLC.137,095$3.29M0.13%-22613F-HRTimeline
LPL Financial LLC121,946$2.93M<0.01%+35,03513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/106,600$2.56M<0.01%+59,44613F-HRTimelineGroup
OneDigital Investment Advisors LLC69,737$1.67M0.02%+10,91513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…39,404$946K0.04%+5,87513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,144$796K<0.01%new13F-HRTimelineGroup
Destination Wealth Management30,555$734K0.02%+9513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,818$620K<0.01%-2,07313F-HRTimelineGroup
Cetera Investment Advisers18,980$456K<0.01%+25013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,644$376K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,531$373K<0.01%-180,57213F-HRTimeline
Trilogy Capital Inc.15,299$367K0.02%-8,89413F-HRTimeline
Janney Montgomery Scott LLC12,964$311K<0.01%+2,07413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,026$289K<0.01%+3,55413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,812$287K0.01%013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,508$276K<0.01%+13213F-HRTimelineGroup
Vista Cima Wealth Management LLC10,416$250K0.27%+1,03313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,789$235K<0.01%+52913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,640$231K<0.01%-1,85013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,568$134K<0.01%013F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.5,390$129K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,450$107K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,060$49.5K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,473$35.4K<0.01%-6,56313F-HRTimelineGroup
CoreCap Advisors, LLC1,096$26.3K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC447$10.7K<0.01%new13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management359$8.61K<0.01%+24013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/294$7.06K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/240$5.76K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc109$2.64K<0.01%013F-HRTimeline
Blue Trust, Inc.61$1.47K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC47$1.13K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$14<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.