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Disclosery

IGBH ISHARES U S ETF TR

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INT RT HD LONG (warrant or right)

39 managers (39 13F filers) reported a position in IGBH shares at 2025-06-30, 1,744,565 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
39
13F filers
39
New
7
Added
16
Reduced
8
Sold out
6
Shares held by filers
1,744,565

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY453,586$10.9M<0.01%-13,98113F-HRTimelineGroup
Yeomans Consulting Group, Inc.266,246$6.44M2.66%-128,89313F-HRTimeline
Sound Income Strategies, LLC242,008$5.83M0.33%-2,37413F-HRTimeline
INTEGRITY ALLIANCE, LLC.140,111$3.38M0.18%+3,01613F-HRTimeline
LPL Financial LLC132,985$3.21M<0.01%+11,03913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,778$2.55M<0.01%-82213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,990$2.19M<0.01%+78,96413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…35,051$845K0.04%-4,35313F-HRTimelineGroup
Destination Wealth Management30,691$740K0.02%+13613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,397$709K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,593$617K<0.01%-22513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,614$569K0.01%+7,97013F-HRTimelineGroup
Cetera Investment Advisers18,980$458K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…16,963$409K<0.01%+1,43213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,996$386K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC13,970$337K<0.01%+1,00613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,751$308K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,125$292K<0.01%+2,33613F-HR/ATimelineGroup
Trilogy Capital Inc.11,710$282K0.01%-3,58913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,698$282K<0.01%+19013F-HRTimelineGroup
Vista Cima Wealth Management LLC10,732$259K0.24%+31613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,077$243K<0.01%new13F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,978$168K<0.01%-4,83413F-HRTimelineGroup
AMERIFLEX GROUP, INC.6,525$156K0.08%+1,13513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,568$135K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.4,450$107K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,555$85.7K<0.01%+2,08213F-HRTimelineGroup
Goodman Advisory Group, LLC2,675$64.5K0.02%+2,22813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,109$50.8K<0.01%+4913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management363$8.74K<0.01%+413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/294$7.09K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG263$6.34K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/240$5.78K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN186$4.48K<0.01%+18513F-HRTimelineGroup
Allworth Financial LP146$3.51K<0.01%new13F-HRTimeline
Blue Trust, Inc.61$1.47K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC47$1.13K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC53$1K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.