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Disclosery

IGBH ISHARES U S ETF TR

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INT RT HD LONG (warrant or right)

42 managers (42 13F filers) reported a position in IGBH shares at 2025-09-30, 1,767,320 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
13
Reduced
14
Sold out
3
Shares held by filers
1,767,320

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY472,798$11.6M<0.01%+19,21213F-HR/ATimelineGroup
Yeomans Consulting Group, Inc.371,564$9.15M3.16%+105,31813F-HRTimeline
Sound Income Strategies, LLC241,768$5.94M0.32%-24013F-HRTimeline
INTEGRITY ALLIANCE, LLC.140,400$3.46M0.16%+28913F-HRTimeline
LPL Financial LLC135,389$3.33M<0.01%+2,40413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/104,562$2.57M<0.01%-1,21613F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC31,198$768K0.01%+7,58413F-HRTimelineGroup
Destination Wealth Management30,825$759K0.02%+13413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth24,012$587K0.01%+12,31413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,084$568K<0.01%+10,33313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,014$567K<0.01%-2,57913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,823$488K<0.01%-9,57413F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,440$405K<0.01%-52313F-HRTimeline
Cetera Investment Advisers15,959$393K<0.01%-3,02113F-HRTimeline
Janney Montgomery Scott LLC13,920$343K<0.01%-5013F-HRTimeline
Trilogy Capital Inc.11,710$288K0.01%013F-HRTimeline
Vista Cima Wealth Management LLC11,299$278K0.23%+56713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,034$270K<0.01%-1,09113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,077$248K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,294$228K0.01%new13F-HRTimelineGroup
Goodman Advisory Group, LLC8,645$213K0.05%+5,97013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,520$210K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,319$180K<0.01%+34113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,568$137K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC4,692$116K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,001$98.5K<0.01%-44913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,463$85.3K<0.01%-9213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,060$50.7K<0.01%-4913F-HRTimelineGroup
Farther Finance Advisors, LLC1,351$33.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,048$25.8K<0.01%+78513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…854$21K<0.01%-34,19713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management367$9.03K<0.01%+413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/294$7.24K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/207$5.09K<0.01%-3313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN186$4.57K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.151$3.72K<0.01%new13F-HRTimeline
Allworth Financial LP134$3.29K<0.01%-1213F-HRTimeline
AE Wealth Management LLC101$2.49K<0.01%new13F-HRTimeline
Blue Trust, Inc.61$1.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC47$1.16K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC53$1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC28$689<0.01%new13F-HRTimelineGroup