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Disclosery

IGRO ISHARES TR

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SHS (fund)

184 managers (186 13F filers) reported a position in IGRO shares at 2024-12-31, 10,379,000 shares in all. 15 filers opened a position and 17 filers sold out during the quarter.

Managers
184
13F filers
186
New
15
Added
88
Reduced
49
Sold out
17
Shares held by filers
10,379,000

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding837,995$57M+45,238Timeline
LPL Financial LLC790,688$53.7M0.02%+123,30413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY663,570$45.1M<0.01%+97,05013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.569,273$38.2M0.09%+34,26613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/540,868$36.8M<0.01%+21,86413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC476,187$32.4M0.05%+63,11013F-HRTimeline
Vestmark Advisory Solutions, Inc.462,077$31.4M1.08%-8,72013F-HRTimeline
Cetera Investment Advisers419,953$28.5M0.06%+208,07613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC337,111$22.9M0.01%13F-HR/ATimelineGroup
AJ Advisors, LLC311,248$21.2M10.98%+6,51513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.278,729$18.9M<0.01%-172,36513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO268,731$18.3M<0.01%+9,19913F-HRTimelineGroup
UBS Group AGin group UBS Group AG244,809$16.6M<0.01%+4,96913F-HRTimelineGroup
Janney Montgomery Scott LLC167,329$11.4M0.03%-2,04913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC155,873$10.6M0.03%-1,62913F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA143,906$9.78M<0.01%-2,25013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…130,814$8.89M0.76%+18,53813F-HRTimelineGroup
WealthPLAN Partners, LLC127,586$8.67M1.23%-7,14713F-HRTimeline
Confluence Wealth Services, Inc.124,778$8.66M0.56%+6,02213F-HRTimeline
Sanctuary Advisors, LLC120,547$8.52M0.05%+1,48413F-HRTimeline
Baltimore-Washington Financial Advisors…122,460$8.32M0.43%+4,57813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…113,790$8.12M0.02%+2,97913F-HRTimelineGroup
Per Stirling Capital Management, LLC.112,344$7.63M1.08%+16,49713F-HRTimeline
Northwest & Ethical Investments L.P.111,682$7.59M0.21%new13F-HRTimeline
WealthPlan Investment Management, LLC98,451$6.69M0.66%+6,23813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…88,833$6.04M2.57%13F-HRTimeline
Cambridge Investment Research Advisors,…87,328$5.93M0.02%+62,25513F-HRTimeline
Systelligence, LLC77,387$5.26M1.3%new13F-HRTimeline
Beacon Pointe Advisors, LLC76,433$5.19M0.06%-46713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS72,615$4.93M0.01%+12,07013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,634$4.87M0.01%+1,39613F-HRTimelineGroup
TrueWealth Advisors, LLC69,769$4.74M1.58%-1,39313F-HRTimeline
GHP Investment Advisors, Inc.63,345$4.3M0.2%-39413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC63,124$4.29M0.13%+5,74713F-HRTimelineGroup
BEACON FINANCIAL GROUP61,896$4.21M0.45%-2,64213F-HRTimeline
Lynx Investment Advisory61,772$4.2M2.86%+8,37113F-HRTimeline
ADG Wealth Management Group, LLC60,944$4.14M3.68%13F-HRTimeline
MML INVESTORS SERVICES, LLC60,141$4.09M0.01%+12,44713F-HRTimeline
BAILARD, INC.58,890$4M0.1%+5,83213F-HRTimeline
CFS Investment Advisory Services, LLC55,303$3.76M0.34%+4,30313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,996$3.67M0.01%+1,55813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,467$3.36M<0.01%+15,98813F-HRTimelineGroup
Independent Advisor Alliance46,993$3.19M0.04%new13F-HRTimeline
Capital Investment Advisors, LLC44,451$3.02M0.06%-1,32213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,780$2.84M<0.01%+1,38313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,868$2.71M<0.01%-64,44313F-HRTimelineGroup
LifeGoal Investments, LLC39,695$2.7M2.93%13F-HRTimeline
Sunbelt Securities, Inc.37,714$2.56M0.23%+2,54613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.37,041$2.52M0.02%+4,90913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA35,627$2.48M0.12%-42313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,265$2.4M0.02%+1,68513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC34,113$2.32M<0.01%+3,00413F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors33,953$2.31M0.34%013F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC32,850$2.23M0.41%-18,34213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\31,521$2.14M<0.01%+113F-HRTimelineGroup
Anchor Investment Management, LLC30,262$2.06M0.19%013F-HRTimeline
Lowe Wealth Advisors, LLC28,794$1.96M0.83%+19,14413F-HRTimeline
Kohmann Bosshard Financial Services, LLC28,481$1.94M0.23%-70913F-HRTimeline
Aptus Capital Advisors, LLC27,462$1.87M0.02%+8,31113F-HRTimeline
ShoreHaven Wealth Partners, LLC26,933$1.83M0.86%+1,28913F-HRTimeline
Prime Capital Investment Advisors, LLC26,640$1.81M0.03%+2,73713F-HRTimeline
Columbus Macro, LLC24,195$1.64M0.23%new13F-HRTimeline
Westfuller Advisors, LLC23,547$1.6M1.02%-1,53913F-HRTimeline
Creative Planningin group Creative Planning23,048$1.57M<0.01%-17613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,652$1.54M<0.01%+2,37713F-HRTimelineGroup
Atria Wealth Solutions, Inc.22,045$1.5M0.02%+65813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.21,935$1.49M0.07%+32313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV20,788$1.41M<0.01%+34613F-HRTimeline
Integrated Wealth Concepts LLC20,148$1.37M0.02%-50513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding19,082$1.3M+10,052Timeline
JB Capital LLC18,803$1.28M0.07%+2,10613F-HRTimeline
Intrua Financial, LLC18,612$1.26M0.21%+26413F-HRTimeline
EP Wealth Advisors, LLC17,766$1.21M0.01%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC17,430$1.18M0.12%013F-HRTimeline
Gladstone Institutional Advisory LLC15,450$1.05M0.05%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,200$965K0.25%013F-HRTimeline
Summit X, LLC13,930$947K0.21%-22013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,760$935K0.08%+2,10613F-HR/ATimeline
Pine Harbor Wealth Management, LLC13,498$917K0.37%-58113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,331$906K<0.01%013F-HRTimelineGroup
Heck Capital Advisors, LLC13,275$902K0.1%+1,16313F-HR/ATimeline
Kingsview Wealth Management, LLC12,866$874K0.02%+9413F-HRTimeline
Clarity Asset Management, Inc.12,670$861K0.56%-46313F-HRTimeline
Capital Advisors, Ltd. LLC12,288$835K0.11%-1,44213F-HRTimeline
GRIES FINANCIAL LLC11,925$810K0.14%+47313F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC11,692$795K0.15%+92113F-HRTimeline
Detalus Advisors, LLC11,210$762K0.25%+41513F-HRTimeline
Family Capital Management, Inc.11,171$759K0.46%+1,47113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,940$743K0.01%+6,50313F-HRTimelineGroup
Invst, LLC10,680$726K0.09%+49813F-HRTimeline
Bond & Devick Financial Network, Inc.9,625$718K0.31%013F-HRTimeline
Schorn Wealth LLC10,543$717K0.23%+913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,932$675K<0.01%+1,87613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,654$656K0.01%-2,02313F-HRTimelineGroup
Beacon Financial Advisory LLC9,381$638K0.21%-42513F-HRTimeline
HighTower Advisors, LLC9,299$632K<0.01%-2013F-HRTimeline
Advisory Services Network, LLC9,275$630K0.01%-10713F-HRTimeline
Orion Porfolio Solutions, LLC9,097$618K0.01%+9513F-HRTimeline
Orion Portfolio Solutions, LLC9,097$618K0.01%+9513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,065$616K<0.01%+24413F-HRTimelineGroup
Ackerman Capital Advisors, LLC8,914$606K0.16%-1513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,866$603K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA8,652$588K0.06%-1,86913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,213$558K0.04%new13F-HRTimeline
ORG Partners LLC8,213$558K0.08%013F-HRTimeline
Aspect Partners, LLC7,848$533K0.31%+1713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,730$525K<0.01%-2,41413F-HRTimelineGroup
Icon Wealth Advisors, LLC7,652$520K0.04%-40313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,630$520K0.04%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,251$493K<0.01%+6,79213F-HRTimelineGroup
Arete Wealth Advisors, LLC6,980$474K0.03%+29713F-HRTimeline
Guardian Asset Advisors, LLC6,917$470K0.3%+1413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,498$442K0.02%+1,23813F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.6,500$442K<0.01%013F-HRTimeline
West Wealth Group, LLC6,092$414K0.12%-2613F-HRTimeline
Quadrant Private Wealth Management, LLC6,001$408K0.1%-4,75813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,906$401K0.01%+1813F-HRTimelineGroup
Synergy Investment Management, LLC5,835$396K0.17%13F-HRTimeline
HRT FINANCIAL LP5,833$396K<0.01%new13F-HRTimeline
SigFig Wealth Management, LLC5,740$389K0.01%+1,15013F-HRTimeline
NewEdge Advisors, LLC5,698$387K<0.01%+87413F-HRTimeline
WFA Asset Management Corp5,635$383K0.21%+1913F-HRTimeline
Avantra Family Wealth, Inc.5,224$355K0.33%13F-HRTimeline
Financial Perspectives, Inc5,185$352K0.12%+15213F-HRTimeline
Opulen Financial Group LLC4,904$333K0.3%13F-HRTimeline
Fortis Advisors, LLC4,841$329K0.22%+1,15713F-HRTimeline
Regal Investment Advisors LLC4,798$326K0.02%-4,06413F-HRTimeline
Princeton Global Asset Management LLC4,781$325K0.06%013F-HRTimeline
Security Financial Services, INC.4,615$314K0.06%-18613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.4,555$310K0.05%013F-HRTimeline
Ausdal Financial Partners, Inc.4,450$302K0.03%+2613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,373$297K0.01%+17413F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,348$295K0.13%-7613F-HRTimeline
Human Investing LLC4,294$292K0.05%-3713F-HRTimeline
Prasad Wealth Partners, LLC4,220$287K0.09%13F-HRTimeline
Walkner Condon Financial Advisors LLC4,010$273K0.06%-80013F-HRTimeline
Private Advisor Group, LLC3,947$268K<0.01%-1,28713F-HRTimeline
Second Line Capital, LLC3,925$267K0.07%013F-HRTimeline
CHOREO, LLC3,837$260K<0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC3,781$257K0.04%+12713F-HRTimeline
Crescent Grove Advisors, LLC3,727$253K0.03%013F-HRTimeline
Keebeck Wealth Management3,568$242K0.03%new13F-HRTimeline
Global Retirement Partners, LLC3,539$241K0.01%+2,35513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,454$235K0.01%+11313F-HRTimelineGroup
D.A. DAVIDSON & CO.3,399$231K<0.01%-2,75413F-HRTimeline
Legacy Financial Advisors, Inc.3,370$229K0.04%-52613F-HRTimeline
GTS SECURITIES LLC3,175$216K0.01%new13F-HRTimeline
Claro Advisors Inc.3,174$216K0.03%-2,26513F-HRTimeline
Valmark Advisers, Inc.3,162$215K<0.01%+1613F-HRTimeline
SCOTIA CAPITAL INC.3,091$210K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,724$188K0.01%+51913F-HRTimeline
COMERICA BANK2,394$163K<0.01%+63113F-HR/ATimeline
MidAtlantic Capital Management, Inc.2,193$149K0.11%+85013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,937$132K<0.01%+113F-HRTimeline
LGT Financial Advisors LLC1,659$113K0.25%-2513F-HRTimeline
Larson Financial Group LLC947$64.3K<0.01%+36913F-HRTimeline
SIGNATUREFD, LLC877$59.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC875$59.5K0.04%13F-HRTimeline
First Horizon Advisors, Inc.717$48.7K<0.01%-34013F-HRTimeline
Element Wealth, LLC597$40.6K0.02%+35313F-HRTimeline
FMR LLCin group FMR LLC459$31.2K<0.01%-26013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$27.2K<0.01%013F-HRTimelineGroup
MAI Capital Management360$24.5K<0.01%new13F-HRTimeline
Transce3nd, LLC324$22K0.01%13F-HRTimeline
Signature Resources Capital Management,…314$21.3K0.02%013F-HRTimeline
PSI Advisors, LLC311$21.1K0.01%+4213F-HRTimeline
Steward Partners Investment Advisory, L…301$20.5K<0.01%-49213F-HRTimeline
Golden State Wealth Management, LLC298$20.3K<0.01%13F-HRTimeline
Pacifica Partners Inc.293$19.9K0.01%+213F-HRTimeline
Glass Jacobson Investment Advisors llc261$17.7K0.01%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/233$15.8K<0.01%-913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management232$15.8K<0.01%+7713F-HRTimelineGroup
Glen Eagle Advisors, LLC225$15.3K<0.01%+7513F-HRTimeline
GPS Wealth Strategies Group, LLC168$11.4K<0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…150$10.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$6.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC96$6.52K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC84$5.71K<0.01%013F-HR/ATimelineGroup
Park Square Financial Group, LLC44$2.99K<0.01%13F-HRTimeline
Beacon Capital Management, LLC29$1.97K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC17$1.16K<0.01%-32313F-HRTimeline
Allworth Financial LP4$276<0.01%-2613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$136<0.01%013F-HRTimelineGroup
IFP Advisors, Inc0$19<0.01%-39513F-HRTimelineAmount filed as zero, left out of ratios.