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Disclosery

IGIB ISHARES TR

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ISHS 5-10YR INVT (fund)

622 managers (632 13F filers) reported a position in IGIB shares at 2024-12-31, 228,333,021 shares in all. 51 filers opened a position and 37 filers sold out during the quarter.

Managers
622
13F filers
632
New
51
Added
270
Reduced
165
Sold out
37
Shares held by filers
228,333,021

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
Lido Advisors, LLCin group Lido Advisors, LLC63,363$3.26M0.02%+12,06613F-HRTimelineGroup
DMC Group, LLC62,891$3.24M2.63%+3,15813F-HRTimeline
Cambridge Investment Research Advisors,…62,338$3.21M0.01%+13,17413F-HRTimeline
Chesley Taft & Associates LLC62,270$3.21M0.15%-1,41413F-HRTimeline
Per Stirling Capital Management, LLC.61,669$3.18M0.45%+31,14113F-HRTimeline
SWS Partners61,464$3.17M0.96%+15,29113F-HRTimeline
Betterment LLC61,244$3.15M0.01%-9,64513F-HRTimeline
Mattson Financial Services, LLC58,517$3.14M1%-13,79913F-HRTimeline
Center For Asset Management LLC59,520$3.07M1.98%-9,23913F-HRTimeline
Blue Trust, Inc.58,936$3.04M0.04%+3,84413F-HR/ATimeline
AMG National Trust Bank57,943$2.99M0.08%+37513F-HRTimeline
ADVISORY RESEARCH INC57,761$2.98M0.49%013F-HRTimeline
Independent Advisor Alliance57,536$2.96M0.04%new13F-HRTimeline
Paladin Wealth, LLC57,027$2.94M2.54%-12,00413F-HRTimeline
DAVIS R M INC56,453$2.91M0.06%-4,83813F-HRTimeline
Essential Planning, LLC.54,156$2.85M0.02%new13F-HRTimeline
Wealthspire Retirement, LLC54,045$2.78M0.22%013F-HRTimeline
Israel Discount Bank of New York54,007$2.78M2.02%-4,40713F-HRTimeline
Wilmington Savings Fund Society, FSB51,195$2.64M0.05%+2,67013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC50,877$2.62M0.13%+19,91413F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC50,033$2.58M0.2%-1,25413F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors49,521$2.55M1.38%13F-HRTimelineGroup
Strive Asset Management, LLC49,220$2.54M1.9%13F-HRTimeline
Bridgewater Advisors Inc.49,799$2.53M0.26%new13F-HRTimeline
Revisor Wealth Management LLC48,974$2.52M2.33%-22,21313F-HRTimeline
Busey Bank48,777$2.51M0.08%-429,08813F-HRTimeline
Great Diamond Partners, LLC48,378$2.49M0.64%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC47,766$2.46M1.36%+28713F-HRTimeline
Smartleaf Asset Management LLC47,165$2.43M0.25%-2,22313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…46,319$2.39M0.01%+12,82213F-HR/ATimeline
Forza Wealth Management, LLC46,145$2.38M1.08%-1,32013F-HRTimeline
Courage Miller Partners, LLC45,704$2.35M0.81%-213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments44,351$2.29M0.14%+113F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.44,092$2.27M1.19%+43913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.42,590$2.19M2.03%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…42,006$2.16M0.36%013F-HRTimeline
Sanctuary Advisors, LLC41,592$2.16M0.01%+47413F-HRTimeline
Ballentine Partners, LLC40,251$2.07M0.04%+1,26913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding37,831$1.95M+5,361Timeline
Park Place Capital Corp37,298$1.92M0.54%-13,48513F-HRTimeline
IHT Wealth Management, LLC37,026$1.91M0.06%-2,03113F-HRTimeline
Composition Wealth, LLC36,989$1.91M0.04%new13F-HRTimeline
Montecito Bank & Trust36,877$1.9M0.33%-29013F-HRTimeline
Strategic Investment Advisors / MI36,739$1.89M0.2%+3,99713F-HRTimeline
Retireful, LLC36,274$1.87M1.05%new13F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC35,877$1.85M0.2%+13,09313F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC35,891$1.85M0.08%-97513F-HRTimeline
TAGStone Capital, Inc.35,235$1.81M0.89%-3413F-HRTimeline
Dynamic Advisor Solutions LLC34,852$1.8M0.08%+4,13613F-HRTimeline
CRUX WEALTH ADVISORS34,806$1.79M1%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,400$1.77M<0.01%-29,10513F-HRTimelineGroup
Grey Ledge Advisors, LLC34,149$1.76M0.45%+6713F-HRTimeline
Bigelow Investment Advisors, LLC33,840$1.74M0.82%+3,16613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,709$1.74M0.05%+3,62213F-HRTimelineGroup
RENASANT BANK33,625$1.73M1.12%-11,94013F-HRTimeline
WHITTIER TRUST CO33,515$1.73M0.02%013F-HRTimeline
Pinnacle Family Advisors, LLC33,268$1.71M0.83%+1,15913F-HRTimeline
Burns Matteson Capital Management, LLC31,845$1.64M0.92%+16,49513F-HRTimeline
TFB Advisors LLC31,668$1.63M0.47%+51413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding31,572$1.63M+12,300Timeline
Capital Analysts, LLCin group Capital Analysts, LLC30,773$1.58M0.06%+1,05913F-HRTimelineGroup
Endurance Services Ltd30,492$1.57M0.26%013F-HRTimeline
Archvest Wealth Advisors, Inc.30,313$1.56M1.13%+27813F-HRTimeline
Pilgrim Partners Asia Pte Ltd30,170$1.55M1.35%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,889$1.54M0.12%+20,98613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,588$1.52M0.02%+9,29513F-HRTimelineGroup
Diversified Portfolios, Inc.28,895$1.49M0.16%+5,69613F-HRTimeline
Holistic Financial Partners28,783$1.48M0.74%-50813F-HRTimeline
Private Wealth Management Group, LLC28,615$1.47M0.56%+2,26113F-HRTimeline
Capital Investment Counsel, LLC27,462$1.41M0.24%+3,35213F-HRTimeline
ETF Portfolio Partners, Inc.27,458$1.41M0.42%-44,68013F-HRTimeline
Advisory Services Network, LLC27,255$1.4M0.03%-4,49713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.27,000$1.39M0.02%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …26,450$1.36M0.02%-9,07013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,985$1.34M0.03%+99013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC25,869$1.33M0.09%-54113F-HRTimeline
Atria Investments, Inc25,377$1.31M0.02%-2,35413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC24,691$1.27M<0.01%-1,85313F-HR/ATimelineGroup
Stelac Advisory Services LLC23,897$1.23M0.48%013F-HRTimeline
Prospera Financial Services Inc23,824$1.23M0.03%-12313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,780$1.23M0.01%-3,42713F-HRTimelineGroup
Allworth Financial LP23,697$1.22M0.01%+90913F-HRTimeline
Sage Advisory Services, Ltd.Co.23,503$1.21M0.72%-8,07313F-HRTimeline
BNP PARIBASin group BNP PARIBAS23,504$1.21M0.01%013F-HRTimelineGroup
Boltwood Capital Management23,467$1.21M0.37%+18513F-HRTimeline
CHOREO, LLC23,321$1.2M0.02%+1,42513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,329$1.2M0.01%-2,99013F-HRTimelineGroup
Northwest Capital Management Inc23,188$1.19M0.51%013F-HRTimeline
Meridian Wealth Management, LLC23,141$1.19M0.06%+2,44913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI22,902$1.18M0.06%-67713F-HRTimeline
Hudson Portfolio Management LLC22,590$1.16M1.14%+10,96013F-HRTimeline
Optivise Advisory Services LLC22,301$1.15M0.62%-32813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,913$1.13M0.07%+1,14213F-HRTimelineGroup
Hexagon Capital Partners LLC21,522$1.11M0.2%+1,69813F-HRTimeline
Columbus Macro, LLC21,466$1.11M0.15%+5,29513F-HRTimeline
PKS Advisory Services, LLC21,401$1.1M0.28%13F-HRTimeline
F/m Investments LLC21,381$1.1M0.04%new13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC21,125$1.09M0.26%-9013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…20,919$1.08M0.04%-813F-HRTimelineGroup
Texas Bank & Trust Co20,911$1.08M0.44%13F-HRTimeline
Wambolt & Associates, LLC20,860$1.07M0.34%-59613F-HRTimeline
Valtrion Capital Management, LLC20,802$1.07M1.41%13F-HRTimeline
HUB Investment Partners, LLC20,578$1.06M0.04%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC20,360$1.05M0.47%-7,05113F-HRTimeline
Herold Advisors, Inc.20,086$1.03M0.23%+3,87313F-HRTimeline
Squire Investment Management Company, L…19,635$1.01M0.45%+3,30013F-HRTimeline
Anchor Pointe Wealth Management, LLC19,570$1.01M1.31%13F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE19,597$1.01M0.07%-5,00013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC19,556$1.01M<0.01%-11,47113F-HRTimelineGroup
Trivium Point Advisory, LLC18,983$978K0.12%+1,38013F-HRTimeline
4J Wealth Management LLC18,930$975K0.79%+81513F-HRTimeline
Hobbs Group Advisors, LLC18,147$935K0.35%+25413F-HRTimeline
EP Wealth Advisors, LLC17,682$911K0.01%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,649$909K<0.01%+5,77113F-HRTimelineGroup
Wescott Financial Advisory Group, LLC17,617$907K0.09%+3713F-HRTimeline
SWP FINANCIAL LLC17,506$902K0.54%-33513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17,428$898K0.17%+17,29513F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,610$897K0.05%-203,63613F-HRTimelineGroup
United Advisor Group, LLC17,285$890K0.18%new13F-HRTimeline
Farther Finance Advisors, LLC17,275$890K0.03%-2,43213F-HRTimeline
BAILARD, INC.17,261$889K0.02%-1,10513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC17,079$880K0.08%+1,40013F-HRTimeline
Horizon Investment Services, LLC16,954$873K0.37%+8413F-HRTimeline
Beacon Bridge Wealth Partners, LLC16,846$868K0.37%-3313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.16,682$859K0.59%+92913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,612$856K0.05%-88,56813F-HR/ATimelineGroup
Panoramic Capital Partners, LLC16,525$851K0.75%13F-HRTimeline
Bangor Savings Bank16,351$842K0.08%-1,24813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,344$842K0.01%-82813F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …16,123$830K0.01%013F-HRTimelineGroup
HM PAYSON & CO16,000$824K0.01%013F-HRTimeline
SYNOVUS FINANCIAL CORP15,706$809K0.01%+14113F-HRTimeline
My Legacy Advisors, LLC15,238$782K0.3%+1,20113F-HRTimeline
COURIER CAPITAL LLC15,035$774K0.05%+10,00013F-HRTimeline
Regal Investment Advisors LLC14,914$768K0.06%-19,48013F-HRTimeline
Adams Wealth Management14,853$765K0.15%-2,77313F-HRTimeline
CacheTech Inc.14,853$765K0.14%-2,77313F-HRTimeline
Transform Wealth, LLC14,717$758K0.04%+3,36913F-HRTimeline
RiverFront Investment Group, LLC14,390$741K0.02%013F-HRTimeline
Legacy Capital Group California, Inc.14,371$740K0.23%-53713F-HRTimeline
Equita Financial Network, Inc.14,265$735K0.27%+2,73313F-HRTimeline
Brucke Financial, Inc.14,115$732K0.63%13F-HRTimeline
MITCHELL SINKLER & STARR/PA14,021$722K0.19%013F-HRTimeline
YHB Investment Advisors, Inc.13,812$711K0.06%+2,01213F-HRTimeline
GTS SECURITIES LLC13,472$694K0.03%+3,33213F-HRTimeline
VICUS CAPITAL13,388$690K0.06%+68313F-HRTimeline
J.W. COLE ADVISORS, INC.13,334$687K0.03%new13F-HRTimeline
Royal Fund Management, LLC12,972$669K0.07%-19,15513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,862$663K0.17%+31213F-HRTimelineGroup
Integrated Wealth Concepts LLC12,660$652K0.01%+3,19913F-HRTimeline
DUNCKER STREETT & CO INC12,547$646K0.12%-2,39113F-HRTimeline
Keel Point, LLC12,538$646K0.05%-1,58713F-HRTimeline
Hoxton Planning & Management, LLC12,495$644K0.25%+44413F-HRTimeline
New Century Financial Group, LLC12,284$632K0.27%-82013F-HRTimeline
NTV Asset Management LLC12,197$628K0.08%-2,99013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC12,146$626K0.3%+3,20613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,124$625K0.02%13F-HRTimeline
Vantage Financial Partners, LLC12,098$623K0.16%-1,46413F-HRTimeline
GFI Investment Counsel Ltd.11,984$617K0.07%013F-HR/ATimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,952$616K0.05%new13F-HRTimelineGroup
AdvisorNet Financial, Inc11,934$615K0.05%-5,81913F-HRTimeline
Prossimo Advisors, LLC11,886$612K0.44%+76113F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…11,855$611K0.01%013F-HRTimeline
&PARTNERS11,406$587K0.01%+1,69913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,378$586K0.09%-19713F-HRTimeline
First Horizon Advisors, Inc.11,353$585K0.02%-1,04413F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd11,300$582K0.04%+2,16513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…11,279$582K0.03%-1,57313F-HRTimeline
Fortis Capital Management LLC11,224$578K0.11%+16613F-HRTimeline
Full Sail Capital, LLC10,974$565K0.04%+1913F-HRTimeline
Lineweaver Wealth Advisors, LLC10,852$559K0.1%-4,21113F-HRTimeline
Simmons Bankin group Simmons Bank10,711$552K0.04%013F-HRTimelineGroup
Meridian Financial Advisors, LLC10,686$550K0.38%+87013F-HRTimeline
FOCUS Wealth Advisors, LLC10,434$537K0.29%013F-HRTimeline
Hilltop Partners LLC10,418$537K0.18%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC10,401$536K0.57%13F-HRTimeline
Avantra Family Wealth, Inc.10,246$528K0.49%13F-HRTimeline
OLD MISSION CAPITAL LLC10,164$524K0.01%new13F-HRTimeline
JPL Wealth Management, LLC9,893$510K0.15%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,864$508K0.01%-80113F-HRTimelineGroup
Sandy Spring Bank9,492$489K0.02%+5,10013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,453$487K+8,953Timeline
Global Retirement Partners, LLC9,418$485K0.01%-2,14813F-HRTimeline
Wealth Advisory Solutions, LLC9,269$477K0.13%-69013F-HRTimeline
Verdence Capital Advisors LLC9,111$469K0.04%+91613F-HRTimeline
Stokes Family Office, LLC8,996$463K0.05%+46113F-HRTimeline
KPP Advisory Services LLC8,962$462K0.11%+81113F-HRTimeline
OneDigital Investment Advisors LLC8,866$457K0.01%-2,07813F-HRTimeline
CHANNEL WEALTH LLC8,834$455K0.15%+7313F-HRTimeline
PRIVATE TRUST CO NA8,807$454K0.05%+1,48513F-HRTimeline
Transcendent Capital Group LLC8,753$451K0.23%+1413F-HRTimeline
WEDBUSH SECURITIES INC8,708$449K0.02%+1,82213F-HRTimeline
COUNTRY CLUB BANK8,689$448K0.03%-7013F-HRTimeline
Quotient Wealth Partners, LLC8,592$443K0.01%-13513F-HRTimeline
Seed Wealth Management, Inc.8,580$442K0.36%013F-HRTimeline
Omega Financial Group, LLC8,571$441K0.17%+12813F-HRTimeline
Argent Trust Co8,555$441K0.02%013F-HRTimeline
Arkadios Wealth Advisors8,545$440K0.02%-96613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC8,479$437K0.05%013F-HRTimeline
INVESTMENT PARTNERS, LTD.8,365$431K0.18%+3513F-HRTimeline