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Disclosery

IGHG PROSHARES TR

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INVT INT RT HG (warrant or right)

62 managers (62 13F filers) reported a position in IGHG shares at 2024-12-31, 1,831,995 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
62
13F filers
62
New
8
Added
18
Reduced
17
Sold out
8
Shares held by filers
1,831,995

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY475,548$37.2M<0.01%+1,94313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/178,664$14M<0.01%+16,13913F-HRTimelineGroup
LPL Financial LLC165,957$13M0.01%+7,83513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC124,553$9.74M0.03%-7,65413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN117,835$9.21M<0.01%+13,35813F-HRTimelineGroup
UBS Group AGin group UBS Group AG84,295$6.59M<0.01%-5,21613F-HRTimelineGroup
GeoWealth Management, LLC73,258$5.73M0.19%+73,24913F-HRTimeline
Elevation Capital Advisory, LLC73,258$5.73M2.45%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…63,732$4.98M0.07%+11,19713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,603$4.82M0.01%+1,77313F-HR/ATimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV58,875$4.6M3.13%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,982$2.66M<0.01%-40,39913F-HRTimelineGroup
Capital Advisors, Ltd. LLC28,573$2.23M0.28%+5,25713F-HRTimeline
Merit Financial Group, LLC24,318$1.9M0.03%new13F-HRTimeline
OneDigital Investment Advisors LLC22,920$1.79M0.02%+13,24513F-HRTimeline
Cetera Investment Advisers20,828$1.63M<0.01%-71713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,938$1.32M<0.01%+6,52113F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,149$1.26M<0.01%+40513F-HRTimeline
MML INVESTORS SERVICES, LLC13,078$1.02M<0.01%-92413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,598$985K<0.01%+1513F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP12,028$940K0.14%-4,72413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,201$876K<0.01%-1,43113F-HRTimelineGroup
Strategic Advocates LLC10,208$798K0.27%-1,41213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,718$760K<0.01%-92613F-HRTimeline
Duncan Williams Asset Management, LLC9,546$746K0.29%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC8,787$687K0.78%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,621$674K<0.01%+36613F-HRTimelineGroup
TrinityPoint Wealth, LLC8,533$667K0.09%-86413F-HRTimeline
KKM Financial LLC7,380$577K0.24%+61713F-HRTimeline
Empirical Asset Management, LLC7,261$568K0.19%+44213F-HRTimeline
Trademark Financial Management, LLC6,656$520K0.41%new13F-HRTimeline
Fortress Wealth Management, Inc.6,646$519K0.25%-45413F-HRTimeline
MAI Capital Management5,525$432K<0.01%new13F-HRTimeline
TBH Global Asset Management, LLC5,416$414K0.1%new13F-HRTimeline
Red Wave Investments LLC5,075$397K0.14%013F-HRTimeline
OPINICUS CAPITAL, INC.4,143$324K0.27%-10613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,093$320K<0.01%13F-HR/ATimelineGroup
Patton Albertson Miller Group, LLC3,775$295K0.04%-7513F-HRTimeline
J.W. COLE ADVISORS, INC.3,414$267K0.01%-34913F-HRTimeline
B. Riley Wealth Advisors, Inc.3,288$257K0.01%-88813F-HRTimeline
Snowden Capital Advisors LLC3,000$235K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,883$225K0.01%013F-HRTimeline
COMMONS CAPITAL, LLC2,864$224K0.2%+4413F-HRTimeline
Rockport Wealth LLC2,804$216K0.1%013F-HRTimeline
SFE Investment Counsel2,600$203K0.04%013F-HRTimeline
COMERICA BANK2,520$197K<0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC1,948$152K0.08%13F-HRTimeline
NewEdge Advisors, LLC1,669$130K<0.01%+10013F-HRTimeline
Aptus Capital Advisors, LLC1,358$106K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…428$33.5K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management361$28.2K<0.01%-1713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB325$25.4K<0.01%013F-HRTimeline
IFP Advisors, Inc237$18.5K<0.01%+413F-HRTimeline
TRUST CO OF VERMONT224$17.5K<0.01%-113F-HRTimeline
PRIVATE TRUST CO NA206$16.1K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC165$12.9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT65$5.08K<0.01%013F-HRTimeline
Robinswood Financial LLC28$2.19K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC23$1.8K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10$782<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$78<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.