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Disclosery

IGBH ISHARES U S ETF TR

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INT RT HD LONG (warrant or right)

48 managers (48 13F filers) reported a position in IGBH shares at 2025-12-31, 2,215,647 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
48
13F filers
48
New
8
Added
18
Reduced
9
Sold out
5
Shares held by filers
2,215,647

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY554,908$13.7M<0.01%+82,11013F-HR/ATimelineGroup
Sound Income Strategies, LLC240,263$5.98M0.28%-1,50513F-HRTimeline
LPL Financial LLC224,126$5.52M<0.01%+88,73713F-HRTimeline
Comprehensive Wealth Management, LLC217,354$5.35M3.16%new13F-HRTimeline
Yeomans Consulting Group, Inc.168,508$4.15M1.22%-203,05613F-HRTimeline
INTEGRITY ALLIANCE, LLC.143,823$3.54M0.13%+3,42313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/107,697$2.65M<0.01%+3,13513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,427$2.62M<0.01%+83,41313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,521$1.39M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…54,923$1.36M<0.01%+31,83913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,836$907K0.01%+5,63813F-HRTimelineGroup
Destination Wealth Management30,994$763K0.02%+16913F-HRTimeline
Cambridge Investment Research Advisors,…30,635$755K<0.01%+14,19513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…28,192$694K0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,572$507K<0.01%new13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,991$468K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,278$450K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers18,027$444K<0.01%+2,06813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,937$343K0.01%+13,08313F-HRTimelineGroup
Janney Montgomery Scott LLC13,920$343K<0.01%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,120$299K<0.01%-11,89213F-HRTimelineGroup
Trilogy Capital Inc.11,710$288K0.01%013F-HRTimeline
Vista Cima Wealth Management LLC11,352$280K0.23%+5313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,077$248K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,043$247K<0.01%-99113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,581$236K<0.01%+1,06113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,929$222K0.01%-36513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,436$208K<0.01%+1,11713F-HRTimelineGroup
Goodman Advisory Group, LLC6,376$157K0.04%-2,26913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,568$137K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,522$111K<0.01%+1,05913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,372$108K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,060$50.7K<0.01%013F-HR/ATimelineGroup
Signature Equity Partners, LLC1,769$43.6K0.02%13F-HRTimeline
Farther Finance Advisors, LLC1,501$37K<0.01%+15013F-HRTimeline
Triumph Capital Management770$19K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management371$9.15K<0.01%+413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/294$7.24K<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC266$6.55K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.151$3.72K<0.01%013F-HRTimeline
Allworth Financial LP134$3.29K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/110$2.71K<0.01%-9713F-HRTimelineGroup
FMR LLCin group FMR LLC109$2.69K<0.01%+6213F-HRTimelineGroup
Blue Trust, Inc.61$1.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC28$690<0.01%013F-HRTimelineGroup
Key Capital Management, INC4$99<0.01%13F-HRTimeline
AE Wealth Management LLC1$20<0.01%-10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$11<0.01%-18613F-HRTimelineGroupAmount filed as zero, left out of ratios.