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Disclosery

IGRO ISHARES TR

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SHS (fund)

187 managers (190 13F filers) reported a position in IGRO shares at 2025-03-31, 10,958,840 shares in all. 21 filers opened a position and 16 filers sold out during the quarter.

Managers
187
13F filers
190
New
21
Added
87
Reduced
58
Sold out
16
Shares held by filers
10,958,840

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC884,148$64M0.02%+93,46013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding853,415$61.8M+15,420Timeline
MORGAN STANLEYin group MORGAN STANLEY722,885$52.4M<0.01%+59,31513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.631,478$45.7M0.1%+62,20513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/556,897$40.3M<0.01%+16,02913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC493,047$35.7M0.05%+16,86013F-HRTimeline
Cetera Investment Advisers435,455$31.5M0.06%+15,50213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC386,952$28M0.01%+49,84113F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.362,366$26.2M0.68%-99,71113F-HRTimeline
AJ Advisors, LLC320,611$23.2M11.89%+9,36313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.277,086$20.1M<0.01%-1,64313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO253,058$18.3M<0.01%-15,67313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC198,011$14.3M0.03%+158,14313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG193,169$14M<0.01%-51,64013F-HRTimelineGroup
Janney Montgomery Scott LLC174,288$12.6M0.04%+6,95913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC155,571$11.3M0.03%-30213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding149,900$10.9M+127,965Timeline
Nuveen, LLCin group TIAA140,586$10.2M<0.01%13F-HRTimelineGroup
WealthPLAN Partners, LLC135,203$9.79M1.38%+7,61713F-HRTimeline
Confluence Wealth Services, Inc.127,496$9.38M0.59%+2,71813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…127,861$9.26M0.78%-2,95313F-HRTimelineGroup
Baltimore-Washington Financial Advisors…124,561$9.02M0.48%+2,10113F-HRTimeline
Sanctuary Advisors, LLC116,747$8.46M0.06%-3,80013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…113,790$8.12M0.02%013F-HR/ATimelineGroup
WealthPlan Investment Management, LLC104,677$7.58M0.75%+6,22613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding98,954$7.23M+79,872Timeline
Northwest & Ethical Investments L.P.94,762$6.86M0.19%-16,92013F-HRTimeline
Cambridge Investment Research Advisors,…83,462$6.05M0.02%-3,86613F-HRTimeline
Systelligence, LLC77,472$5.61M1.35%+8513F-HRTimeline
Beacon Pointe Advisors, LLC76,186$5.52M0.06%-24713F-HRTimeline
FLOW TRADERS U.S. LLC75,698$5.48M0.23%new13F-HRTimeline
TrueWealth Advisors, LLC72,773$5.27M1.73%+3,00413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,117$5.22M0.01%+48313F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…70,409$5.1M2.16%-18,42413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,407$5.1M0.01%-2,20813F-HRTimeline
MML INVESTORS SERVICES, LLC68,006$4.93M0.02%+7,86513F-HRTimeline
Lynx Investment Advisory63,241$4.58M3.05%+1,46913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC63,240$4.58M0.14%+11613F-HRTimelineGroup
BAILARD, INC.61,877$4.48M0.12%+2,98713F-HRTimeline
GHP Investment Advisors, Inc.60,234$4.36M0.21%-3,11113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,380$4.16M0.01%+3,38413F-HRTimelineGroup
BEACON FINANCIAL GROUP57,053$4.13M0.45%-4,84313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,887$4.12M<0.01%+15,10713F-HR/ATimelineGroup
ADG Wealth Management Group, LLC56,599$4.1M3.87%-4,34513F-HRTimeline
Integrated Advisors Network LLC49,323$3.57M0.18%new13F-HRTimeline
CFS Investment Advisory Services, LLC47,275$3.42M0.3%-8,02813F-HRTimeline
Lowe Wealth Advisors, LLC46,687$3.38M1.44%+17,89313F-HRTimeline
Capital Investment Advisors, LLC42,798$3.1M0.06%-1,65313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,595$3.09M<0.01%-6,87213F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA39,748$2.99M0.14%+4,12113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,041$2.97M0.61%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,740$2.88M0.02%+2,69913F-HRTimeline
Sunbelt Securities, Inc.36,771$2.66M0.24%-94313F-HRTimeline
McKinley Carter Wealth Services, Inc.35,018$2.54M0.16%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,680$2.51M0.03%-58513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC33,772$2.45M0.03%+7,13213F-HRTimeline
Intrua Financial, LLC31,748$2.3M0.36%+13,13613F-HRTimeline
Mariner, LLCin group Mariner, LLC31,569$2.29M<0.01%-2,54413F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC28,481$2.06M0.24%013F-HRTimeline
Aptus Capital Advisors, LLC27,702$2.01M0.02%+24013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,033$1.96M<0.01%-4,48813F-HRTimelineGroup
JB Capital LLC26,165$1.9M0.1%+7,36213F-HRTimeline
ShoreHaven Wealth Partners, LLC25,792$1.87M0.89%-1,14113F-HRTimeline
Anchor Investment Management, LLC25,262$1.83M0.17%-5,00013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors25,262$1.83M0.28%-8,69113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,235$1.83M<0.01%+2,58313F-HRTimelineGroup
Atria Wealth Solutions, Inc.24,081$1.74M0.02%+2,03613F-HRTimeline
Creative Planningin group Creative Planning23,004$1.67M<0.01%-4413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV22,878$1.66M<0.01%+2,09013F-HRTimeline
Sequoia Financial Advisors, LLC22,869$1.66M0.01%new13F-HRTimeline
Westfuller Advisors, LLC22,814$1.65M1.1%-73313F-HRTimeline
Golden State Wealth Management, LLC20,222$1.46M0.22%+19,92413F-HR/ATimeline
EP Wealth Advisors, LLC17,766$1.29M0.01%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC17,344$1.26M0.12%-8613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,739$1.21M0.1%+2,97913F-HRTimeline
LifeGoal Investments, LLC15,257$1.11M1.19%-24,43813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,745$1.07M<0.01%+7,01513F-HRTimelineGroup
Summit X, LLC14,563$1.05M0.22%+63313F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,200$1.03M0.27%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,077$1.02M<0.01%+5,21113F-HR/ATimelineGroup
WFA Asset Management Corp14,791$996K0.52%+9,15613F-HRTimeline
Pine Harbor Wealth Management, LLC12,854$931K0.37%-64413F-HRTimeline
Kingsview Wealth Management, LLC12,342$894K0.02%-52413F-HRTimeline
SWEENEY & MICHEL, LLC13,376$887K0.39%13F-HRTimeline
Family Capital Management, Inc.12,039$872K0.54%+86813F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC11,892$861K0.19%+20013F-HRTimeline
Orion Porfolio Solutions, LLC11,808$855K0.01%+2,71113F-HRTimeline
Orion Portfolio Solutions, LLC11,808$855K0.01%+2,71113F-HR/ATimeline
GRIES FINANCIAL LLC11,782$853K0.17%-14313F-HRTimeline
Detalus Advisors, LLC11,656$844K0.27%+44613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,649$844K0.01%+70913F-HRTimelineGroup
Heck Capital Advisors, LLC11,601$840K0.09%-1,67413F-HRTimeline
Invst, LLC11,542$836K0.11%+86213F-HRTimeline
Capital Advisors, Ltd. LLC11,207$812K0.11%-1,08113F-HRTimeline
Integrated Wealth Concepts LLC10,848$786K0.01%-9,30013F-HRTimeline
Beacon Financial Advisory LLC10,691$774K0.23%+1,31013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,619$769K0.03%+4,12113F-HRTimelineGroup
Schorn Wealth LLC10,550$764K0.25%+713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,460$758K<0.01%+52813F-HRTimelineGroup
Clarity Asset Management, Inc.10,178$737K0.47%-2,49213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,971$722K<0.01%-3,36013F-HRTimelineGroup
Larson Financial Group LLC9,616$697K0.03%+8,66913F-HRTimeline
Advisory Services Network, LLC9,227$668K0.01%-4813F-HRTimeline
HighTower Advisors, LLC9,187$666K<0.01%-11213F-HRTimeline
Bond & Devick Financial Network, Inc.9,069$657K0.24%-55613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,654$656K0.01%013F-HRTimelineGroup
Ackerman Capital Advisors, LLC8,914$646K0.17%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,725$632K<0.01%-34013F-HRTimelineGroup
Private Advisor Group, LLC8,645$626K<0.01%+4,69813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,235$597K0.05%+2213F-HRTimeline
PRIVATE TRUST CO NA8,222$596K0.06%-43013F-HRTimeline
Aspect Partners, LLC7,848$569K0.33%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,658$555K0.05%+2813F-HRTimeline
Icon Wealth Advisors, LLC7,652$554K0.05%013F-HRTimeline
Arete Wealth Advisors, LLC6,980$506K0.04%013F-HRTimeline
Guardian Asset Advisors, LLC6,949$503K0.33%+3213F-HRTimeline
SAX WEALTH ADVISORS, LLC6,658$482K0.03%new13F-HRTimeline
West Wealth Group, LLC6,648$482K0.14%+55613F-HRTimeline
FIRST MANHATTAN CO. LLC.6,500$471K<0.01%013F-HRTimeline
SigFig Wealth Management, LLC6,457$470K0.02%+71713F-HRTimeline
Quadrant Private Wealth Management, LLC6,389$463K0.12%+38813F-HRTimeline
Synergy Investment Management, LLC5,951$431K0.18%+11613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,923$429K0.01%+1713F-HRTimelineGroup
NewEdge Advisors, LLC5,894$427K<0.01%+19613F-HRTimeline
Avantra Family Wealth, Inc.5,619$407K0.39%+39513F-HRTimeline
Financial Perspectives, Inc5,203$377K0.13%+1813F-HRTimeline
Opulen Financial Group LLC5,107$370K0.34%+20313F-HRTimeline
World Investment Advisors5,075$368K0.01%new13F-HRTimeline
Security Financial Services, INC.4,693$340K0.07%+7813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.4,675$339K0.06%+12013F-HRTimeline
Regal Investment Advisors LLC4,608$334K0.03%-19013F-HRTimeline
Princeton Global Asset Management LLC4,531$328K0.07%-25013F-HRTimeline
Keebeck Wealth Management4,346$315K0.05%+77813F-HRTimeline
Second Line Capital, LLC4,315$313K0.08%+39013F-HRTimeline
Mayflower Financial Advisors, LLC4,304$312K0.05%+52313F-HRTimeline
Human Investing LLC4,298$311K0.05%+413F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,272$309K0.13%-7613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,251$308K0.01%-12213F-HRTimeline
Ausdal Financial Partners, Inc.4,235$307K0.02%-21513F-HRTimeline
Prasad Wealth Partners, LLC4,212$305K0.1%-813F-HRTimeline
D.A. DAVIDSON & CO.4,113$298K<0.01%+71413F-HRTimeline
CHOREO, LLC3,837$278K<0.01%013F-HRTimeline
Fortis Advisors, LLC3,779$274K0.18%-1,06213F-HRTimeline
Crescent Grove Advisors, LLC3,516$255K0.03%-21113F-HRTimeline
Claro Advisors Inc.3,456$250K0.03%+28213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,464$246K0.01%+1013F-HRTimelineGroup
Valmark Advisers, Inc.3,173$230K<0.01%+1113F-HRTimeline
Legacy Financial Advisors, Inc.3,106$225K0.04%-26413F-HRTimeline
Rodgers & Associates, LTD3,061$222K0.03%new13F-HRTimeline
SCOTIA CAPITAL INC.3,003$218K<0.01%-8813F-HRTimeline
Sovran Advisors, LLC2,981$216K0.03%new13F-HRTimeline
Occidental Asset Management, LLC2,900$210K0.03%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,875$208K0.01%new13F-HRTimeline
Probity Advisors, Inc.2,844$206K0.04%new13F-HRTimeline
Waterloo Capital, L.P.2,803$203K0.02%new13F-HRTimeline
COMERICA BANK2,381$172K<0.01%-1313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,919$139K<0.01%-1813F-HRTimeline
LGT Financial Advisors LLC1,712$124K0.38%+5313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,088$78.8K<0.01%-6,16313F-HRTimelineGroup
Millstone Evans Group, LLC875$63.4K0.04%013F-HRTimeline
First Horizon Advisors, Inc.717$51.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.653$47K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC561$40.6K0.01%+39313F-HRTimeline
FMR LLCin group FMR LLC469$34K<0.01%+1013F-HRTimelineGroup
PSI Advisors, LLC431$31.2K0.01%+12013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…414$30K0.02%new13F-HRTimelineGroup
Continuum Advisory, LLC414$30K<0.01%new13F-HRTimeline
MAI Capital Management360$26.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…336$24.3K<0.01%+3513F-HRTimeline
Cornerstone Planning Group LLC329$24.2K0.01%new13F-HRTimeline
Bogart Wealth, LLC330$23.9K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC330$23.9K<0.01%+10513F-HRTimeline
Signature Resources Capital Management,…314$22.7K0.02%013F-HRTimeline
Pacifica Partners Inc.294$21.3K0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc261$17.7K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/233$16.9K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management232$16.8K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp150$10.9K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$7.24K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC91$6.59K<0.01%-513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC84$6.08K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc53$3.86K<0.01%+5313F-HRTimeline
Rossby Financial, LCC42$3.12K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC43$3.12K<0.01%-113F-HRTimeline
Beacon Capital Management, LLC29$2.11K<0.01%013F-HRTimeline
Allworth Financial LP4$298<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,72413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.