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Disclosery

IGBH ISHARES U S ETF TR

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INT RT HD LONG (warrant or right)

49 managers (49 13F filers) reported a position in IGBH shares at 2026-03-31, 3,185,080 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
49
13F filers
49
New
9
Added
20
Reduced
10
Sold out
7
Shares held by filers
3,185,080

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY917,538$22.2M<0.01%+362,63013F-HRTimelineGroup
LPL Financial LLC635,203$15.4M<0.01%+411,07713F-HRTimeline
Sound Income Strategies, LLC236,735$5.74M0.28%-3,52813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/164,826$3.99M<0.01%+57,12913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC156,250$3.78M<0.01%+49,82313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.153,519$3.71M0.14%+9,69613F-HRTimeline
Merit Financial Group, LLC138,872$3.36M0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP114,661$2.77M<0.01%+58,14013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,482$2.06M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,659$1.68M<0.01%+60,07813F-HRTimelineGroup
Cetera Investment Advisers64,414$1.56M<0.01%+46,38713F-HRTimeline
MML INVESTORS SERVICES, LLC56,454$1.37M<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,080$1.28M<0.01%+34,08913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,298$999K0.01%+23,02013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,532$908K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,141$874K0.01%-69513F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,153$826K<0.01%+3,51813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,039$752K0.05%+26,66713F-HRTimeline
Destination Wealth Management31,069$751K0.02%+7513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,462$350K<0.01%+4,38513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,019$315K0.01%-91813F-HRTimelineGroup
Janney Montgomery Scott LLC12,520$303K<0.01%-1,40013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,507$302K<0.01%+4,07113F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,224$296K<0.01%+10413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,697$259K<0.01%+65413F-HRTimelineGroup
Trilogy Capital Inc.9,207$223K0.01%-2,50313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,895$217K-34Timeline
Vista Cima Wealth Management LLC8,359$202K0.2%-2,99313F-HRTimeline
Goodman Advisory Group, LLC6,031$146K0.04%-34513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,568$135K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,586$63K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC2,531$61.2K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,472$59.2K<0.01%-2,05013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,060$49.8K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC1,769$42.8K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,415$34.3K<0.01%-8613F-HRTimeline
Triumph Capital Management770$18.6K<0.01%013F-HRTimeline
Key Capital Management, INC596$14.4K0.01%+59213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management374$9.04K<0.01%+313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/294$7.11K<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC266$6.43K<0.01%013F-HRTimeline
Allworth Financial LP134$3.23K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/110$2.66K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC95$2.29K<0.01%-1413F-HRTimelineGroup
Decker Retirement Planning Inc.67$1.62K<0.01%new13F-HRTimeline
Blue Trust, Inc.61$1.48K<0.01%013F-HRTimeline
AE Wealth Management LLC56$1.35K<0.01%+5513F-HRTimeline
PMV Capital Advisers, LLC10$252<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.