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Disclosery

IGRO ISHARES TR

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SHS (fund)

220 managers (225 13F filers) reported a position in IGRO shares at 2026-06-30, 9,303,320 shares in all. 20 filers opened a position and 17 filers sold out during the quarter.

Managers
220
13F filers
225
New
20
Added
95
Reduced
61
Sold out
17
Shares held by filers
9,303,320

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 STANLEY835,440$73.5M<0.01%+51,74613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/774,943$68.1M<0.01%+18,09713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.627,160$55.1M0.06%-108,32813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC487,782$42.9M0.01%+28,71913F-HRTimelineGroup
LPL Financial LLC483,697$42.5M0.01%+3,20413F-HRTimeline
AJ Advisors, LLC462,543$40.7M12.64%+19,03713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC393,335$34.6M0.04%-7,05213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO227,356$20.1M<0.01%+36,59513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding215,044$18.9M-42,866Timeline
Janney Montgomery Scott LLC196,083$17.2M0.03%+96913F-HRTimeline
Baltimore-Washington Financial Advisors…195,039$17.1M0.64%+12,72013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding178,882$15.7M-2,127Timeline
Sanctuary Advisors, LLC172,637$15.2M0.07%+5,54813F-HRTimeline
UBS Group AGgroup of 2 filers holding166,532$14.6M-7,371Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding158,167$13.9M+2,077Timeline
Confluence Wealth Services, Inc.141,962$12.5M0.36%-1,31113F-HRTimeline
Beacon Pointe Advisors, LLC137,484$12.1M0.06%+4,63513F-HRTimeline
Rothschild Wealth LLC119,607$10.5M0.84%-4,97213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…116,883$10.3M0.02%-9713F-HRTimelineGroup
Cetera Investment Advisers107,530$9.46M0.01%+10613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC102,283$8.99M0.01%-42,51613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100,476$8.84M<0.01%+6,44813F-HRTimelineGroup
Lynx Investment Advisory99,813$8.78M2.88%+2,60013F-HRTimeline
MAI Capital Management99,079$8.71M0.03%+3,77013F-HRTimeline
Cambridge Investment Research Advisors,…94,273$8.29M0.02%+31813F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding89,174$8.09M+32,418Timeline
TrueWealth Advisors, LLC88,626$7.79M1.76%+32513F-HRTimeline
Atria Investments, Inc85,001$7.47M0.07%+5,27513F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC77,946$7.03M6.19%+3,40413F-HRTimeline
WealthPlan Investment Management, LLC77,215$6.79M0.34%-16,39613F-HRTimeline
BAILARD, INC.76,869$6.76M0.14%+1,53813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,587$6.29M0.01%-1,74313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS71,182$6.26M0.01%+3,81813F-HRTimeline
ADG Wealth Management Group, LLC63,668$5.6M3.55%+78513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,211$5.12M0.01%-17213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP55,874$4.9M<0.01%+5,81913F-HRTimelineGroup
GHP Investment Advisors, Inc.55,095$4.84M0.18%-1,12413F-HRTimeline
MML INVESTORS SERVICES, LLC51,509$4.53M0.01%+14,07813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,006$4.48M<0.01%+25,74913F-HRTimelineGroup
WealthPLAN Partners, LLC47,586$4.18M0.8%-19,39113F-HRTimeline
Prime Capital Investment Advisors, LLC44,963$3.95M0.04%+37513F-HRTimeline
Mariner, LLCin group Mariner, LLC44,933$3.95M<0.01%-1,02213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,460$3.91M<0.01%-21,45213F-HRTimelineGroup
Goepper Burkhardt LLC42,746$3.76M1.13%+6,06913F-HRTimeline
McKinley Carter Wealth Services, Inc.41,852$3.68M0.19%+3,27513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,041$3.61M0.47%013F-HRTimeline
Intrua Financial, LLC40,154$3.53M0.33%+1,28013F-HRTimeline
Good Harbor Advisors, Inc.39,342$3.46M3.38%+1,29713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA38,466$3.38M0.13%+80513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,445$3.29M0.01%+5,97713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,294$3.28M0.07%-6,13113F-HRTimelineGroup
Capital Investment Advisors, LLC36,425$3.2M0.04%-53913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,287$3.02M0.07%+2,43613F-HRTimelineGroup
Larson Financial Group LLC33,850$2.98M0.08%+1,54313F-HRTimeline
LifeGoal Investments, LLC28,861$2.54M1.16%+4,97313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors28,601$2.51M0.32%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\26,180$2.3M<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding25,527$2.24M-153Timeline
Aptus Capital Advisors, LLC25,242$2.22M0.02%-35413F-HRTimeline
Kraft, Davis & Associates, LLC23,557$2.09M0.44%-1,83013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD23,047$2.03M0.42%13F-HRTimeline
Heck Capital Advisors, LLC22,015$1.94M0.12%-2,55713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,009$1.94M<0.01%+10413F-HRTimelineGroup
Westfuller Advisors, LLC20,921$1.84M0.67%+27813F-HRTimeline
Integrated Wealth Concepts LLC19,590$1.72M0.01%+9,07113F-HRTimeline
Creative Planningin group Creative Planning19,312$1.7M<0.01%+19613F-HRTimelineGroup
Family Capital Management, Inc.17,944$1.58M0.61%+21813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC17,028$1.5M0.11%-25113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,601$1.46M<0.01%+1,75413F-HRTimelineGroup
HighTower Advisors, LLC16,181$1.42M<0.01%-26813F-HRTimeline
ZENITH SOLUTIONS, INC.15,620$1.37M1.24%13F-HRTimeline
Dynasty Wealth Management, LLC15,615$1.37M0.01%+4,85713F-HRTimeline
Arax Advisory Partners15,308$1.35M0.01%+7,72913F-HRTimeline
John W. Brooker & Co., CPAs14,231$1.25M1.51%+5,28013F-HRTimeline
Kingsview Wealth Management, LLC14,190$1.25M0.02%+7513F-HRTimeline
Detalus Advisors, LLC13,994$1.23M0.24%+1,84813F-HRTimeline
Kohmann Bosshard Financial Services, LLC13,853$1.22M0.1%+1,00713F-HRTimeline
Kovack Advisors, Inc.13,455$1.18M0.06%+8013F-HRTimeline
SWEENEY & MICHEL, LLC12,628$1.18M0.31%-3113F-HRTimeline
FMR LLCin group FMR LLC13,400$1.18M<0.01%-31613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,064$1.15M<0.01%+1,55613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,746$1.12M0.01%+2,47913F-HRTimeline
Pine Harbor Wealth Management, LLC12,589$1.11M0.3%013F-HRTimeline
Indivisible Partners12,506$1.1M0.06%+2,71613F-HRTimeline
Capital Advisors, Ltd. LLC12,464$1.1M0.11%+18513F-HRTimeline
Vestmark Advisory Solutions, Inc.12,388$1.09M0.01%013F-HRTimeline
Advisory Services Network, LLC10,924$961K0.01%+16713F-HRTimeline
Schorn Wealth LLC10,628$935K0.24%+2713F-HRTimeline
Roof Eidam Maycock Peralta, LLC10,000$879K0.17%013F-HRTimeline
Beacon Financial Advisory LLC9,963$876K0.17%-2113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,948$875K0.04%+45013F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC9,939$874K0.6%+2,47613F-HRTimeline
PFG Investments, LLC9,541$839K0.03%+2,13513F-HRTimeline
Icon Wealth Advisors, LLC9,358$823K0.05%+1,70613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,308$818K0.01%+2,01313F-HRTimeline
Bond & Devick Financial Network, Inc.9,206$809K0.2%+4413F-HRTimeline
OpenArc Corporate Advisory, LLC8,285$728K0.01%+3,64713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,259$726K<0.01%+1,20213F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,815$687K<0.01%-32113F-HRTimelineGroup
BOURGEON CAPITAL MANAGEMENT LLC7,634$671K0.1%-1,24413F-HRTimeline
NOVEM GROUP7,579$666K0.07%+1,24313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,391$650K<0.01%+7,39113F-HRTimelineGroup
Aspect Partners, LLC7,387$650K0.24%-30113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,121$626K<0.01%+1913F-HRTimelineGroup
Guardian Asset Advisors, LLC7,110$625K0.29%+19813F-HRTimeline
Human Investing LLC7,096$624K0.08%+5013F-HR/ATimeline
Arkadios Wealth Advisors7,085$623K0.01%-42913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,985$614K0.03%013F-HRTimeline
CFS Investment Advisory Services, LLC6,638$592K0.04%-9,67713F-HRTimeline
FIRST MANHATTAN CO. LLC.6,628$583K<0.01%+12813F-HRTimeline
ShoreHaven Wealth Partners, LLC6,555$576K0.18%+6213F-HRTimeline
SAX WEALTH ADVISORS, LLC6,764$567K0.02%-9613F-HRTimeline
Security Financial Services, INC.5,743$505K0.07%-15713F-HRTimeline
Financial Perspectives, Inc5,693$501K0.12%+8013F-HRTimeline
Private Advisor Group, LLC5,503$484K<0.01%-1,38113F-HRTimeline
COZAD ASSET MANAGEMENT INC5,475$481K0.03%+1,64013F-HRTimeline
D.A. DAVIDSON & CO.5,443$479K<0.01%+15613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,356$471K<0.01%-98513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC5,273$464K<0.01%+63213F-HRTimeline
Ackerman Capital Advisors, LLC5,257$462K0.09%013F-HRTimeline
Outlook Wealth Advisors, LLC5,230$462K0.1%+1,17713F-HRTimeline
Bull Harbor Capital LLC5,224$459K0.09%-26713F-HRTimeline
Opulen Financial Group LLC5,203$458K0.29%+7013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,166$454K0.01%+4613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,058$445K0.01%-2,54213F-HRTimelineGroup
HRT FINANCIAL LP5,026$441K<0.01%new13F-HRTimeline
Sigma Planning Corp4,995$439K0.01%+1013F-HRTimeline
Orgel Wealth Management, LLC4,895$430K0.01%+1,53713F-HRTimeline
Triad Wealth Partners, LLC4,600$422K0.03%new13F-HRTimeline
CHOREO, LLC4,669$411K<0.01%+23013F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,643$408K0.12%013F-HRTimeline
Regal Investment Advisors LLC4,491$395K0.02%013F-HRTimeline
Second Line Capital, LLC4,437$390K0.07%+8713F-HRTimeline
Tempo Wealth, LLC4,370$384K0.06%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,188$367K0.02%013F-HRTimeline
Probity Advisors, Inc.4,007$352K0.05%-18513F-HRTimeline
Occidental Asset Management, LLC3,825$336K0.03%013F-HRTimeline
Princeton Global Asset Management LLC3,816$336K0.05%-7013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,710$326K0.01%new13F-HRTimelineGroup
Harfst & Associates, Inc.3,630$319K0.05%+4913F-HRTimeline
SFMG, LLC3,622$318K0.02%013F-HRTimeline
Crescent Grove Advisors, LLC3,516$309K0.03%013F-HRTimeline
CWS Financial Advisors, LLC3,367$296K0.07%+613F-HRTimeline
Valmark Advisers, Inc.3,326$292K<0.01%+5413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,232$284K0.01%+213F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC3,229$284K0.03%new13F-HRTimelineGroup
Mayflower Financial Advisors, LLC3,218$283K0.02%013F-HRTimeline
Clarity Asset Management, Inc.3,193$281K0.14%-1,22313F-HRTimeline
Quantinno Capital Management LP3,154$277K<0.01%new13F-HRTimeline
Annex Advisory Services, LLC2,987$263K<0.01%-1,96113F-HRTimeline
Farther Finance Advisors, LLC2,834$249K<0.01%-1,77713F-HRTimeline
Ausdal Financial Partners, Inc.2,831$249K0.01%+2213F-HRTimeline
Foundations Investment Advisors, LLC2,818$248K<0.01%-90813F-HRTimeline
CHANNEL WEALTH LLC2,719$239K0.05%new13F-HRTimeline
McLean Asset Management Corp2,609$239K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,663$234K<0.01%-10913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,657$234K<0.01%-7713F-HRTimeline
Tennessee Valley Asset Management Partn…2,651$233K0.03%-413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.2,635$232K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,632$231K<0.01%-2,80213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.2,625$231K0.01%-70013F-HRTimeline
Curi Capital, LLC2,603$229K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,600$229K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC2,569$226K<0.01%13F-HRTimeline
ARWA LLC2,504$226K0.09%new13F-HRTimeline
CPC Advisors, LLC2,425$213K0.03%013F-HRTimeline
Elevation Wealth Management LLC2,413$212K0.16%+413F-HRTimeline
Delos Wealth Advisors, LLC2,374$209K0.11%013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,356$207K0.01%new13F-HRTimeline
Vision Retirement, LLC2,333$205K0.05%-27913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,292$202K0.01%new13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,041$179K<0.01%new13F-HR/ATimeline
LANARK FINANCIAL, INC.1,694$149K0.01%-5213F-HRTimeline
PRIVATE TRUST CO NA1,596$140K0.01%013F-HRTimeline
Synergy Investment Management, LLC1,493$131K0.03%-23813F-HRTimeline
Godfrey Financial Associates, Inc.1,307$115K0.09%+1513F-HRTimeline
Blue Trust, Inc.1,275$112K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,044$91.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC914$80.4K<0.01%+713F-HRTimeline
Millstone Evans Group, LLC875$76.9K0.04%013F-HRTimeline
Glen Eagle Advisors, LLC814$71.6K0.01%-7513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.811$71.3K<0.01%+18013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/725$63.7K<0.01%013F-HRTimelineGroup
Imprint Wealth LLC723$63.6K0.26%013F-HRTimeline
Steward Partners Investment Advisory, L…652$57.3K<0.01%+4813F-HRTimeline
IFG Advisory, LLC539$47.4K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…481$42.3K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC465$40.9K0.01%new13F-HRTimeline
Triumph Capital Management438$38.5K0.01%+1413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.427$37.5K<0.01%-8913F-HRTimelineGroup
CVA Family Office, LLC420$36.9K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.401$35.3K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/376$33.1K<0.01%-2013F-HRTimelineGroup
Smartleaf Asset Management LLC358$31.6K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.316$27.8K0.02%013F-HRTimeline
Signature Resources Capital Management,…314$27.6K0.01%013F-HRTimeline
IFP Advisors, Inc305$26.8K<0.01%-60113F-HRTimeline
Steigerwald, Gordon & Koch Inc.305$26.8K<0.01%-4813F-HRTimeline
AlphaCore Capital LLC300$26.4K<0.01%013F-HRTimeline
North Star Investment Management Corp.265$23.3K<0.01%new13F-HRTimeline