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Disclosery

IGRO ISHARES TR

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SHS (fund)

207 managers (210 13F filers) reported a position in IGRO shares at 2025-06-30, 11,688,909 shares in all. 30 filers opened a position and 11 filers sold out during the quarter.

Managers
207
13F filers
210
New
30
Added
92
Reduced
66
Sold out
11
Shares held by filers
11,688,909

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC781,297$61.6M0.02%-102,85113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY772,583$60.9M<0.01%+49,69813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.703,833$55.4M0.1%+72,35513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding654,718$51.7M-198,697Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/619,020$48.8M<0.01%+62,12313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC572,325$45.2M0.07%+374,31413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.533,814$42.1M0.61%+171,44813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC506,587$40M0.05%+13,54013F-HRTimeline
Cetera Investment Advisers440,569$34.8M0.06%+5,11413F-HRTimeline
AJ Advisors, LLC385,143$30.4M13.52%+64,53213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC369,512$29.2M0.01%-17,44013F-HRTimelineGroup
UBS Group AGin group UBS Group AG251,673$19.9M<0.01%+58,50413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO247,129$19.5M<0.01%-5,92913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…200,100$15.8M0.02%new13F-HRTimelineGroup
Janney Montgomery Scott LLC175,680$13.9M0.04%+1,39213F-HRTimeline
WealthPlan Investment Management, LLC163,807$12.9M0.94%+59,13013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,869$12.4M<0.01%+99,98213F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding154,312$12.2M+4,412Timeline
Baltimore-Washington Financial Advisors…145,997$11.5M0.54%+21,43613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding139,538$11M+40,584Timeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…137,357$10.8M0.81%+9,49613F-HRTimelineGroup
Confluence Wealth Services, Inc.132,341$10.4M0.57%+4,84513F-HRTimeline
Cambridge Investment Research Advisors,…121,428$9.58M0.03%+37,96613F-HRTimeline
Proficio Capital Partners LLC115,943$9.15M0.57%new13F-HRTimeline
FLOW TRADERS U.S. LLC106,890$8.43M0.31%+31,19213F-HRTimeline
Sanctuary Advisors, LLC104,367$8.23M0.05%-12,38013F-HRTimeline
Northwest & Ethical Investments L.P.94,762$7.48M0.19%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC93,498$7.38M0.02%-62,07313F-HRTimelineGroup
Beacon Pointe Advisors, LLC85,819$6.77M0.07%+9,63313F-HRTimeline
WealthPLAN Partners, LLC84,975$6.7M1.08%-50,22813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.79,012$6.23M<0.01%-198,07413F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…77,994$6.05M2.35%+7,58513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS75,155$5.93M0.01%+4,74813F-HRTimeline
Lynx Investment Advisory72,615$5.73M3.74%+9,37413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,364$5.71M0.01%+24713F-HRTimelineGroup
TrueWealth Advisors, LLC70,717$5.58M1.65%-2,05613F-HRTimeline
CFS Investment Advisory Services, LLC69,654$5.5M0.45%+22,37913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,130$5.22M<0.01%+23,53513F-HRTimelineGroup
BAILARD, INC.63,189$4.98M0.12%+1,31213F-HRTimeline
Lowe Wealth Advisors, LLC63,145$4.98M1.94%+16,45813F-HRTimeline
GHP Investment Advisors, Inc.60,254$4.75M0.21%+2013F-HRTimeline
MML INVESTORS SERVICES, LLC59,674$4.71M0.01%-8,33213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,347$4.52M0.01%-3313F-HR/ATimelineGroup
ADG Wealth Management Group, LLC57,062$4.5M3.83%+46313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,317$3.97M0.1%-12,92313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC48,085$3.79M0.01%+16,51613F-HRTimelineGroup
EWG Elevate Inc.47,154$3.72M1.15%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,896$3.46M<0.01%+29,15113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.42,603$3.36M0.02%+2,86313F-HRTimeline
Capital Investment Advisors, LLC41,567$3.28M0.06%-1,23113F-HR/ATimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,041$3.24M0.62%013F-HRTimeline
Prime Capital Investment Advisors, LLC40,405$3.19M0.04%+6,63313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA39,665$3.13M0.14%-8313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,684$3.04M<0.01%+24,60713F-HRTimelineGroup
BEACON FINANCIAL GROUP37,158$2.93M0.31%-19,89513F-HRTimeline
McKinley Carter Wealth Services, Inc.36,473$2.88M0.16%+1,45513F-HRTimeline
Intrua Financial, LLC34,968$2.76M0.4%+3,22013F-HRTimeline
Integrated Advisors Network LLC32,435$2.56M0.12%-16,88813F-HRTimeline
Sunbelt Securities, Inc.34,569$2.35M0.21%-2,20213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors28,601$2.26M0.33%+3,33913F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC28,481$2.25M0.25%013F-HRTimeline
Kraft, Davis & Associates, LLC27,601$2.15M0.59%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,035$2.13M<0.01%+213F-HRTimelineGroup
Aptus Capital Advisors, LLC26,871$2.12M0.02%-83113F-HRTimeline
ShoreHaven Wealth Partners, LLC25,394$2M0.82%-39813F-HRTimeline
Anchor Investment Management, LLC25,262$1.99M0.17%013F-HRTimeline
Heck Capital Advisors, LLC23,950$1.89M0.16%+12,34913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,002$1.81M0.02%-11,67813F-HRTimelineGroup
Creative Planningin group Creative Planning23,004$1.81M<0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC22,814$1.8M1.03%013F-HRTimeline
Golden State Wealth Management, LLC21,663$1.71M0.21%+1,44113F-HRTimeline
JB Capital LLC19,425$1.53M0.07%-6,74013F-HRTimeline
Sequoia Financial Advisors, LLC19,333$1.53M0.01%-3,53613F-HRTimeline
GTS SECURITIES LLC18,267$1.44M0.06%new13F-HRTimeline
LifeGoal Investments, LLC18,207$1.44M1.36%+2,95013F-HRTimeline
EP Wealth Advisors, LLC17,766$1.4M0.01%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC17,344$1.37M0.13%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC17,212$1.36M0.07%new13F-HRTimelineGroup
HighTower Advisors, LLC15,873$1.25M<0.01%+6,68613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,787$1.25M0.01%+4,13813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC15,463$1.22M0.04%+4,84413F-HRTimelineGroup
Larson Financial Group LLC15,070$1.19M0.05%+5,45413F-HRTimeline
Integrated Wealth Concepts LLC14,790$1.17M0.01%+3,94213F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,200$1.12M0.28%013F-HRTimeline
Family Capital Management, Inc.13,583$1.07M0.56%+1,54413F-HRTimeline
Kingsview Wealth Management, LLC13,191$1.04M0.02%+84913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,864$1.01M0.07%-3,87513F-HR/ATimeline
Pine Harbor Wealth Management, LLC12,789$1.01M0.35%-6513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,486$985K<0.01%+2,02613F-HRTimelineGroup
SWEENEY & MICHEL, LLC12,626$984K0.35%-75013F-HRTimeline
GRIES FINANCIAL LLC12,117$956K0.17%+33513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC11,996$946K0.19%+10413F-HRTimeline
Capital Advisors, Ltd. LLC11,292$891K0.11%+8513F-HRTimeline
Atria Wealth Solutions, Inc.10,997$868K0.02%-13,08413F-HRTimeline
Summit X, LLC10,969$865K0.16%-3,59413F-HRTimeline
Beacon Financial Advisory LLC10,914$861K0.22%+22313F-HRTimeline
Schorn Wealth LLC10,572$834K0.28%+2213F-HRTimeline
MAS Advisors LLC10,114$798K1.3%new13F-HRTimeline
Advisory Services Network, LLC10,435$793K0.01%+1,20813F-HRTimeline
Clarity Asset Management, Inc.9,994$788K0.47%-18413F-HRTimeline
Icon Wealth Advisors, LLC9,917$782K0.06%+2,26513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,629$760K<0.01%-34213F-HRTimelineGroup
Detalus Advisors, LLC9,520$751K0.22%-2,13613F-HRTimeline
Bond & Devick Financial Network, Inc.9,094$717K0.24%+2513F-HRTimeline
Private Advisor Group, LLC8,969$708K<0.01%+32413F-HRTimeline
Ackerman Capital Advisors, LLC8,892$701K0.16%-2213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,791$694K<0.01%+6613F-HRTimelineGroup
Goepper Burkhardt LLC8,767$692K0.25%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,692$686K0.01%-3,11613F-HR/ATimeline
PRIVATE TRUST CO NA8,491$670K0.06%+26913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,440$666K<0.01%-14,43813F-HRTimeline
Invst, LLC7,872$621K0.08%-3,67013F-HRTimeline
Aspect Partners, LLC7,816$617K0.3%-3213F-HRTimeline
Arete Wealth Advisors, LLC7,358$580K0.04%+37813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,258$573K0.04%-97713F-HRTimeline
WFA Asset Management Corp8,375$564K0.32%-6,41613F-HRTimeline
Guardian Asset Advisors, LLC7,002$552K0.32%+5313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,875$542K<0.01%-18,36013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC6,860$541K0.03%+20213F-HRTimeline
FIRST MANHATTAN CO. LLC.6,500$513K<0.01%013F-HRTimeline
Human Investing LLC6,364$502K0.08%+2,06613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,268$495K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,964$470K0.01%+4113F-HRTimelineGroup
Avantra Family Wealth, Inc.5,713$451K0.37%+9413F-HRTimeline
Financial Perspectives, Inc5,537$437K0.13%+33413F-HRTimeline
Princeton Global Asset Management LLC5,346$422K0.08%+81513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,238$413K0.03%-2,42013F-HRTimeline
Opulen Financial Group LLC5,151$406K0.33%+4413F-HRTimeline
Regal Investment Advisors LLC5,088$401K0.03%+48013F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,937$389K0.15%+66513F-HRTimeline
West Wealth Group, LLC4,920$379K0.09%-1,72813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.4,715$372K0.06%+4013F-HRTimeline
Second Line Capital, LLC4,537$358K0.08%+22213F-HRTimeline
Sigma Planning Corp4,530$357K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,465$352K0.01%-5,18913F-HRTimelineGroup
D.A. DAVIDSON & CO.4,383$346K<0.01%+27013F-HRTimeline
Occidental Asset Management, LLC4,150$327K0.05%+1,25013F-HRTimeline
SigFig Wealth Management, LLC4,127$324K0.01%-2,33013F-HRTimeline
NewEdge Advisors, LLC4,106$324K<0.01%-1,78813F-HRTimeline
Security Financial Services, INC.3,879$306K0.05%-81413F-HRTimeline
World Investment Advisors3,876$306K0.01%-1,19913F-HRTimeline
Quadrant Private Wealth Management, LLC3,862$305K0.06%-2,52713F-HRTimeline
CHOREO, LLC3,851$304K<0.01%+1413F-HRTimeline
Ausdal Financial Partners, Inc.3,849$304K0.02%-38613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,790$299K0.02%new13F-HRTimeline
Mayflower Financial Advisors, LLC3,732$294K0.04%-57213F-HRTimeline
Crescent Grove Advisors, LLC3,516$277K0.03%013F-HRTimeline
Fortis Advisors, LLC3,405$269K0.17%-37413F-HRTimeline
Synergy Investment Management, LLC3,358$265K0.16%-2,59313F-HRTimeline
Continuum Advisory, LLC3,335$263K0.03%+2,92113F-HRTimeline
CWS Financial Advisors, LLC3,304$261K0.08%new13F-HRTimeline
Valmark Advisers, Inc.3,209$253K<0.01%+3613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,177$251K0.01%-1,07413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,149$248K0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC3,105$245K0.01%13F-HRTimeline
Probity Advisors, Inc.2,975$235K0.04%+13113F-HRTimeline
Sovran Advisors, LLC2,996$234K0.02%+1513F-HRTimeline
Keebeck Wealth Management2,942$232K0.03%-1,40413F-HRTimeline
IFG Advisory, LLC2,901$229K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,879$227K<0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,875$227K0.01%013F-HRTimeline
Waterloo Capital, L.P.2,834$224K0.02%+3113F-HRTimeline
McLean Asset Management Corp2,800$221K0.06%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,738$216K<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.2,671$211K<0.01%-33213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,595$205K0.02%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,396$189K0.01%-1,06813F-HRTimelineGroup
Delos Wealth Advisors, LLC2,374$187K0.15%new13F-HRTimeline
Farther Finance Advisors, LLC1,950$154K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,935$153K<0.01%+1613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,620$128K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,580$125K<0.01%+1,11113F-HRTimelineGroup
COMERICA BANK1,555$123K<0.01%-82613F-HRTimeline
LGT Financial Advisors LLC1,022$80.7K0.2%-69013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,014$80K<0.01%-7413F-HRTimelineGroup
Qube Research & Technologies Ltd919$72.5K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC875$69K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…831$65.6K<0.01%+49513F-HRTimeline
Strategic Wealth Partners, Ltd.742$58.5K<0.01%13F-HRTimeline
Arax Advisory Partners700$55.2K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.676$53K<0.01%+2313F-HRTimeline
Glen Eagle Advisors, LLC605$47.7K0.01%+27513F-HRTimeline
GPS Wealth Strategies Group, LLC599$47.3K0.01%+3813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.512$40.4K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc396$31.3K<0.01%+34313F-HRTimeline
MAI Capital Management360$28.4K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.330$26K<0.01%-38713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC328$25.9K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…314$24.8K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC300$23.7K0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC296$23.4K<0.01%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/276$21.8K<0.01%+4313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/275$21.7K<0.01%new13F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc248$19.6K0.01%-1313F-HRTimeline
Pacifica Partners Inc.232$18.3K0.01%-6213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$16.4K<0.01%-2413F-HRTimelineGroup
Cornerstone Planning Group LLC133$10.3K<0.01%-19613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$7.89K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC91$7.18K<0.01%+4913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC84$6.63K<0.01%013F-HR/ATimelineGroup