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Disclosery

IGRO ISHARES TR

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SHS (fund)

202 managers (205 13F filers) reported a position in IGRO shares at 2025-09-30, 10,460,909 shares in all. 16 filers opened a position and 17 filers sold out during the quarter.

Managers
202
13F filers
205
New
16
Added
97
Reduced
65
Sold out
17
Shares held by filers
10,460,909

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC853,271$68M0.02%+71,97413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY804,798$64.1M<0.01%+32,21513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/733,681$58.5M<0.01%+114,66113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding700,492$55.8M+45,774Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.699,017$55.3M0.08%-4,81613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC456,302$36.4M0.05%-50,28513F-HRTimeline
Cetera Investment Advisers455,622$36.3M0.04%+15,05313F-HRTimeline
AJ Advisors, LLC405,431$32.3M13.22%+20,28813F-HRTimeline
Vestmark Advisory Solutions, Inc.269,718$21.5M0.41%-264,09613F-HRTimeline
UBS Group AGin group UBS Group AG239,914$19.1M<0.01%-11,75913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO191,908$15.3M<0.01%-55,22113F-HR/ATimelineGroup
Janney Montgomery Scott LLC182,686$14.6M0.03%+7,00613F-HRTimeline
WealthPlan Investment Management, LLC177,874$14.2M0.94%+14,06713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding157,982$12.6M+3,670Timeline
Baltimore-Washington Financial Advisors…155,882$12.4M0.53%+9,88513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding155,189$12.4M+15,651Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,931$12.3M<0.01%-215,58113F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…143,115$11.4M0.78%+5,75813F-HRTimelineGroup
Confluence Wealth Services, Inc.134,804$10.7M0.53%+2,46313F-HRTimeline
Cambridge Investment Research Advisors,…117,550$9.37M0.03%-3,87813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…114,720$9.14M0.02%new13F-HRTimelineGroup
Sanctuary Advisors, LLC110,736$8.82M0.05%+6,36913F-HR/ATimeline
Beacon Pointe Advisors, LLC104,640$8.34M0.07%+18,82113F-HRTimeline
Northwest & Ethical Investments L.P.94,762$7.55M0.18%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC93,949$7.48M0.02%+45113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC87,502$6.97M0.02%+27,82813F-HRTimeline
WealthPLAN Partners, LLC86,510$6.89M1.03%+1,53513F-HRTimeline
FLOW TRADERS U.S. LLC80,814$6.44M0.26%-26,07613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.79,012$6.29M<0.01%013F-HRTimelineGroup
TrueWealth Advisors, LLC78,173$6.23M1.68%+7,45613F-HRTimeline
Lynx Investment Advisory74,062$5.9M3.53%+1,44713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS73,773$5.88M0.01%-1,38213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …73,610$5.86M0.2%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,868$5.73M0.01%-49613F-HRTimelineGroup
Lowe Wealth Advisors, LLC71,336$5.68M2.07%+8,19113F-HRTimeline
BAILARD, INC.70,692$5.63M0.12%+7,50313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,395$5.45M<0.01%+2,26513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,062$4.79M<0.01%-96,80713F-HRTimelineGroup
GHP Investment Advisors, Inc.59,667$4.75M0.2%-58713F-HRTimeline
ADG Wealth Management Group, LLC58,509$4.66M3.7%+1,44713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,573$4.43M0.01%-1,77413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC51,463$4.1M0.1%+1,14613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC49,179$3.92M0.01%+1,09413F-HRTimelineGroup
Sunbelt Securities, Inc.44,213$3.52M0.24%+9,64413F-HRTimeline
Prime Capital Investment Advisors, LLC41,423$3.3M0.04%+1,01813F-HRTimeline
Proficio Capital Partners LLC41,110$3.28M0.22%-74,83313F-HR/ATimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,041$3.27M0.57%013F-HRTimeline
Capital Investment Advisors, LLC40,852$3.25M0.05%-71513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA38,595$3.07M0.13%-1,07013F-HRTimeline
McKinley Carter Wealth Services, Inc.38,382$3.06M0.16%+1,90913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,510$3.03M<0.01%-17413F-HRTimelineGroup
Intrua Financial, LLC36,960$2.94M0.34%+1,99213F-HRTimeline
BEACON FINANCIAL GROUP35,205$2.8M0.28%-1,95313F-HRTimeline
Integrated Advisors Network LLC32,585$2.6M0.11%+15013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors28,601$2.28M0.31%013F-HRTimelineGroup
Kraft, Davis & Associates, LLC27,601$2.24M0.54%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,704$2.21M<0.01%+66913F-HRTimelineGroup
Larson Financial Group LLC27,461$2.19M0.08%+12,39113F-HRTimeline
Anchor Investment Management, LLC25,262$2.01M0.17%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,713$1.97M0.02%+1,71113F-HRTimelineGroup
Heck Capital Advisors, LLC24,714$1.97M0.15%+76413F-HRTimeline
Aptus Capital Advisors, LLC24,347$1.94M0.02%-2,52413F-HRTimeline
JB Capital LLC24,023$1.91M0.08%+4,59813F-HRTimeline
Golden State Wealth Management, LLC23,754$1.89M0.21%+2,09113F-HRTimeline
CFS Investment Advisory Services, LLC22,298$1.8M0.13%-47,35613F-HRTimeline
Westfuller Advisors, LLC22,031$1.76M0.8%-78313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20,575$1.64M0.05%+5,11213F-HRTimelineGroup
Creative Planningin group Creative Planning19,669$1.57M<0.01%-3,33513F-HRTimelineGroup
Sequoia Financial Advisors, LLC18,799$1.5M0.01%-53413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,413$1.47M<0.01%+5,92713F-HRTimelineGroup
Goepper Burkhardt LLC17,702$1.41M0.48%+8,93513F-HRTimeline
ShoreHaven Wealth Partners, LLC17,378$1.38M0.51%-8,01613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC17,325$1.38M0.12%-1913F-HRTimeline
LifeGoal Investments, LLC16,448$1.31M1.09%-1,75913F-HRTimeline
HighTower Advisors, LLC15,838$1.26M<0.01%-3513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,230$1.21M0.01%-55713F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …14,825$1.18M0.07%+1,96113F-HRTimeline
Kingsview Wealth Management, LLC14,196$1.13M0.02%+1,00513F-HRTimeline
Family Capital Management, Inc.13,507$1.08M0.51%-7613F-HRTimeline
Orion Porfolio Solutions, LLC13,311$1.06M0.01%+4,61913F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,920$1.03M0.11%-15,56113F-HRTimeline
Pine Harbor Wealth Management, LLC12,761$1.02M0.33%-2813F-HRTimeline
SWEENEY & MICHEL, LLC12,683$998K0.34%+5713F-HRTimeline
OLD NATIONAL BANCORP /IN/12,471$994K0.02%new13F-HRTimeline
GRIES FINANCIAL LLC12,424$990K0.16%+30713F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC12,366$985K0.18%+37013F-HRTimeline
Integrated Wealth Concepts LLC12,053$960K0.01%-2,73713F-HRTimeline
Capital Advisors, Ltd. LLC11,497$916K0.1%+20513F-HRTimeline
Beacon Financial Advisory LLC11,425$910K0.21%+51113F-HRTimeline
Clarity Asset Management, Inc.11,153$889K0.5%+1,15913F-HRTimeline
Advisory Services Network, LLC10,591$844K0.01%+15613F-HRTimeline
Schorn Wealth LLC10,582$843K0.26%+1013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,509$837K<0.01%+4,24113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,332$823K<0.01%+1,54113F-HRTimelineGroup
MAS Advisors LLC10,115$806K1.28%+113F-HRTimeline
Roof Eidam Maycock Peralta, LLC10,000$797K0.19%-4,20013F-HRTimeline
Detalus Advisors, LLC9,679$771K0.2%+15913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,318$742K<0.01%-31113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,243$736K<0.01%+2,36813F-HRTimelineGroup
Invst, LLC9,128$727K0.08%+1,25613F-HRTimeline
Bond & Devick Financial Network, Inc.9,112$726K0.22%+1813F-HRTimeline
Private Advisor Group, LLC9,053$721K<0.01%+8413F-HRTimeline
Arete Wealth Advisors, LLC8,854$705K0.04%+1,49613F-HRTimeline
Aspect Partners, LLC7,688$613K0.28%-12813F-HRTimeline
Icon Wealth Advisors, LLC7,652$610K0.04%-2,26513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,058$562K0.04%-20013F-HRTimeline
Guardian Asset Advisors, LLC6,957$554K0.3%-4513F-HRTimeline
SAX WEALTH ADVISORS, LLC6,860$547K0.03%013F-HRTimeline
Human Investing LLC6,703$534K0.08%+33913F-HRTimeline
Security Financial Services, INC.6,670$531K0.09%+2,79113F-HRTimeline
FIRST MANHATTAN CO. LLC.6,500$518K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,027$480K<0.01%+5,69913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,984$477K0.01%+2013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,763$459K<0.01%-2,67713F-HRTimeline
Financial Perspectives, Inc5,564$443K0.12%+2713F-HRTimeline
Ackerman Capital Advisors, LLC5,270$420K0.09%-3,62213F-HRTimeline
WFA Asset Management Corp5,616$419K0.23%-2,75913F-HRTimeline
Continuum Advisory, LLC5,219$416K0.04%+1,88413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,238$415K0.03%013F-HRTimeline
Opulen Financial Group LLC5,179$413K0.31%+2813F-HRTimeline
Princeton Global Asset Management LLC5,101$406K0.07%-24513F-HRTimeline
Regal Investment Advisors LLC5,028$401K0.03%-6013F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,937$393K0.14%013F-HRTimeline
Sigma Planning Corp4,917$392K0.01%+38713F-HRTimeline
D.A. DAVIDSON & CO.4,773$380K<0.01%+39013F-HRTimeline
Farther Finance Advisors, LLC4,492$358K0.01%+2,54213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,442$354K0.01%-2313F-HRTimelineGroup
CHOREO, LLC4,439$354K<0.01%+58813F-HRTimeline
Second Line Capital, LLC4,316$344K0.07%-22113F-HRTimeline
NewEdge Advisors, LLC4,267$340K<0.01%+16113F-HRTimeline
Quadrant Private Wealth Management, LLC4,244$338K0.06%+38213F-HRTimeline
GeoWealth Management, LLC4,168$332K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.4,114$328K0.02%+26513F-HRTimeline
SigFig Wealth Management, LLC4,100$324K0.01%-2713F-HRTimeline
Probity Advisors, Inc.4,067$324K0.05%+1,09213F-HRTimeline
NOVEM GROUP3,984$317K0.04%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,961$316K0.01%+81213F-HRTimelineGroup
Synergy Investment Management, LLC3,896$310K0.12%+53813F-HRTimeline
Avantra Family Wealth, Inc.3,845$306K0.23%-1,86813F-HRTimeline
Mayflower Financial Advisors, LLC3,654$291K0.04%-7813F-HRTimeline
SFMG, LLC3,622$289K0.02%new13F-HRTimeline
Harfst & Associates, Inc.3,546$283K0.05%new13F-HRTimeline
Occidental Asset Management, LLC3,525$281K0.04%-62513F-HRTimeline
Crescent Grove Advisors, LLC3,516$280K0.03%013F-HRTimeline
Fortis Advisors, LLC3,424$273K0.16%+1913F-HRTimeline
CWS Financial Advisors, LLC3,356$267K0.07%+5213F-HRTimeline
Global Retirement Partners, LLC3,304$263K0.01%+19913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,304$263K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.3,227$257K<0.01%+1813F-HRTimeline
COZAD ASSET MANAGEMENT INC3,215$256K0.02%+62013F-HRTimeline
Foundations Investment Advisors, LLC3,206$255K<0.01%new13F-HRTimeline
World Investment Advisors3,171$253K0.01%-70513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,153$251K0.01%-2413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,034$241K0.01%-75613F-HRTimeline
Imprint Wealth LLC2,945$235K0.75%13F-HRTimeline
J.W. COLE ADVISORS, INC.2,891$230K<0.01%+1213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,875$229K0.01%013F-HRTimeline
Waterloo Capital, L.P.2,850$227K0.02%+1613F-HRTimeline
McLean Asset Management Corp2,800$227K0.05%013F-HRTimeline
IFG Advisory, LLC2,677$213K0.01%-22413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,667$212K<0.01%-41,22913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,600$207K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2,594$207K<0.01%+1,01413F-HRTimelineGroup
GTS SECURITIES LLC2,558$204K0.01%-15,70913F-HRTimeline
Delos Wealth Advisors, LLC2,374$189K0.13%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,936$154K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA1,766$141K0.01%-6,72513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,620$129K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,425$114K<0.01%new13F-HRTimelineGroup
COMERICA BANK1,362$109K<0.01%-19313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,362$109K0.01%-1,03413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,217$96.9K<0.01%+20313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/909$72.4K<0.01%+63313F-HRTimelineGroup
Millstone Evans Group, LLC875$69.7K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.845$67.3K0.01%+16913F-HRTimeline
Steward Partners Investment Advisory, L…761$60.6K<0.01%-7013F-HRTimeline
Strategic Wealth Partners, Ltd.742$59.1K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC725$57.8K0.01%+12013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.625$49.8K<0.01%+11313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC599$47.7K0.01%013F-HRTimeline
Qube Research & Technologies Ltd567$45.2K<0.01%-35213F-HRTimeline
MAI Capital Management360$28.7K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.352$28.1K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/325$25.9K<0.01%+5013F-HRTimelineGroup
IFP Advisors, Inc323$25.7K<0.01%-7313F-HR/ATimeline
Signature Resources Capital Management,…314$25K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC300$23.9K0.02%013F-HRTimeline
Pacifica Partners Inc.234$18.7K0.01%+213F-HRTimeline
LGT Financial Advisors LLC211$16.8K0.04%-81113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$16.6K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC134$10.7K<0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…123$9.72K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$7.97K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC90$7.22K<0.01%-113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC84$6.69K<0.01%013F-HR/ATimelineGroup
Smartleaf Asset Management LLC65$5.14K<0.01%new13F-HRTimeline
AE Wealth Management LLC58$4.62K<0.01%013F-HRTimeline
EASTERN BANK50$3.98K<0.01%-2213F-HRTimeline
Providence Capital Advisors, LLC44$3.5K<0.01%+3313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…16$1.28K<0.01%new13F-HRTimeline