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Disclosery

IGRO ISHARES TR

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SHS (fund)

205 managers (208 13F filers) reported a position in IGRO shares at 2025-12-31, 8,813,487 shares in all. 26 filers opened a position and 28 filers sold out during the quarter.

Managers
205
13F filers
208
New
26
Added
84
Reduced
67
Sold out
28
Shares held by filers
8,813,487

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/786,360$65.1M<0.01%+52,67913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.713,385$59M0.09%+14,36813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY654,069$54.1M<0.01%-150,72913F-HR/ATimelineGroup
LPL Financial LLC461,166$38.2M0.01%-392,10513F-HRTimeline
AJ Advisors, LLC429,277$35.5M13.12%+23,84613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC421,078$34.9M0.01%+267,14713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC396,649$32.8M0.04%-59,65313F-HRTimeline
UBS Group AGin group UBS Group AG218,764$18.1M<0.01%-21,15013F-HRTimelineGroup
Janney Montgomery Scott LLC188,548$15.6M0.04%+5,86213F-HRTimeline
Baltimore-Washington Financial Advisors…167,855$13.9M0.58%+11,97313F-HRTimeline
WealthPlan Investment Management, LLC167,647$13.9M0.88%-10,22713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding163,854$13.6M+8,665Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding158,042$13.1M+60Timeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…149,024$12.3M0.81%+5,90913F-HRTimelineGroup
Confluence Wealth Services, Inc.136,047$11.3M0.47%+1,24313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO132,940$11M<0.01%-58,96813F-HRTimelineGroup
Beacon Pointe Advisors, LLC119,943$9.93M0.07%+15,30313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…115,044$9.56M0.02%+32413F-HRTimelineGroup
Rothschild Wealth LLC113,345$9.38M0.9%new13F-HR/ATimeline
Cetera Investment Advisers104,108$8.62M0.01%-351,51413F-HRTimeline
Cambridge Investment Research Advisors,…98,893$8.19M0.02%-18,65713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding96,425$7.98M-604,067Timeline
MAI Capital Management87,850$7.27M0.04%+87,49013F-HRTimeline
Northwest & Ethical Investments L.P.85,602$7.09M0.16%-9,16013F-HR/ATimeline
TrueWealth Advisors, LLC85,048$7.04M1.82%+6,87513F-HRTimeline
Sanctuary Advisors, LLC84,913$7.03M0.04%-25,82313F-HRTimeline
WealthPLAN Partners, LLC82,622$6.84M1.02%-3,88813F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC73,942$6.6M6.44%13F-HRTimeline
Lynx Investment Advisory75,307$6.23M3.4%+1,24513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP73,057$6.05M0.01%+1,18913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS72,714$6.02M0.01%-1,05913F-HRTimeline
BAILARD, INC.72,130$5.97M0.13%+1,43813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…71,570$5.92M<0.01%+3,17513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,003$5.79M<0.01%+9,94113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …57,838$4.94M0.16%-15,77213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,545$4.85M0.01%+2,97213F-HR/ATimelineGroup
ADG Wealth Management Group, LLC58,218$4.82M3.65%-29113F-HRTimeline
GHP Investment Advisors, Inc.56,821$4.7M0.19%-2,84613F-HRTimeline
Mariner, LLCin group Mariner, LLC49,229$4.07M<0.01%+5013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC45,519$3.77M0.01%-41,98313F-HRTimeline
Sunbelt Securities, Inc.45,067$3.73M0.25%+85413F-HRTimeline
Prime Capital Investment Advisors, LLC44,287$3.67M0.04%+2,86413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,165$3.66M<0.01%+5,65513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,562$3.61M0.09%-7,90113F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,041$3.4M0.55%013F-HRTimeline
Vestmark Advisory Solutions, Inc.40,350$3.34M0.05%-229,36813F-HRTimeline
Capital Investment Advisors, LLC39,236$3.25M0.05%-1,61613F-HRTimeline
McKinley Carter Wealth Services, Inc.38,240$3.17M0.18%-14213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA37,340$3.09M0.14%-1,25513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,248$3.08M<0.01%new13F-HRTimelineGroup
Intrua Financial, LLC37,117$3.07M0.34%+15713F-HRTimeline
Good Harbor Advisors, Inc.35,608$2.95M3.43%13F-HRTimeline
Larson Financial Group LLC30,438$2.52M0.08%+2,97713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,415$2.52M0.01%+20,08313F-HRTimelineGroup
Goepper Burkhardt LLC30,410$2.52M0.82%+12,70813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors28,601$2.37M0.32%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\27,721$2.29M<0.01%+1713F-HRTimelineGroup
Golden State Wealth Management, LLC26,561$2.2M0.23%+2,80713F-HRTimeline
Aptus Capital Advisors, LLC26,465$2.19M0.02%+2,11813F-HRTimeline
Kraft, Davis & Associates, LLC25,887$2.19M0.49%-1,71413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,556$2.12M0.06%+4,98113F-HR/ATimelineGroup
Anchor Investment Management, LLC25,262$2.09M0.17%013F-HRTimeline
Heck Capital Advisors, LLC23,848$1.97M0.15%-86613F-HRTimeline
Westfuller Advisors, LLC22,165$1.83M0.74%+13413F-HRTimeline
LifeGoal Investments, LLC20,342$1.76M1.17%+3,89413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,425$1.69M<0.01%+2,01213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,569$1.62M<0.01%new13F-HR/ATimelineGroup
Creative Planningin group Creative Planning19,422$1.61M<0.01%-24713F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC17,325$1.43M0.12%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,798$1.39M0.01%+1,56813F-HRTimelineGroup
HighTower Advisors, LLC15,594$1.29M<0.01%-24413F-HRTimeline
Kingsview Wealth Management, LLC14,439$1.2M0.02%+24313F-HRTimeline
Family Capital Management, Inc.14,295$1.18M0.53%+78813F-HRTimeline
SWEENEY & MICHEL, LLC12,749$1.14M0.34%+6613F-HRTimeline
Kovack Advisors, Inc.13,727$1.14M0.05%new13F-HR/ATimeline
OLD NATIONAL BANCORP /IN/13,253$1.1M0.02%+78213F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC13,229$1.09M0.18%+86313F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,846$1.06M0.1%-7413F-HRTimeline
Pine Harbor Wealth Management, LLC12,589$1.04M0.32%-17213F-HRTimeline
Detalus Advisors, LLC12,215$1.01M0.25%+2,53613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,998$993K<0.01%+1,48913F-HRTimelineGroup
Capital Advisors, Ltd. LLC11,941$988K0.11%+44413F-HRTimeline
Beacon Financial Advisory LLC11,758$973K0.23%+33313F-HRTimeline
CFS Investment Advisory Services, LLC11,735$971K0.07%-10,56313F-HRTimeline
Clarity Asset Management, Inc.11,355$940K0.52%+20213F-HRTimeline
Schorn Wealth LLC10,594$877K0.27%+1213F-HRTimeline
Integrated Wealth Concepts LLC10,569$875K0.01%-1,48413F-HRTimeline
Advisory Services Network, LLC10,378$859K0.01%-21313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,365$858K<0.01%+1,12213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,115$837K<0.01%+7,44813F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC10,000$828K0.19%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,975$826K<0.01%+3,94813F-HRTimeline
FLOW TRADERS U.S. LLC9,882$818K0.03%-70,93213F-HRTimeline
Indivisible Partners9,478$785K0.09%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,318$771K<0.01%013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.9,156$758K0.21%+4413F-HRTimeline
GTS SECURITIES LLC8,349$691K0.02%+5,79113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,984$661K0.03%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC7,853$650K0.23%-9,52513F-HRTimeline
Private Advisor Group, LLC7,777$644K<0.01%-1,27613F-HRTimeline
Aspect Partners, LLC7,688$636K0.28%013F-HRTimeline
Icon Wealth Advisors, LLC7,651$633K0.04%-113F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC7,413$614K0.56%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,056$584K0.04%-213F-HRTimeline
Guardian Asset Advisors, LLC7,002$579K0.3%+4513F-HRTimeline
Human Investing LLC6,875$569K0.08%+17213F-HRTimeline
SAX WEALTH ADVISORS, LLC6,860$568K0.03%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,500$538K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,156$509K<0.01%+39313F-HRTimeline
John W. Brooker & Co., CPAs6,092$504K0.9%new13F-HRTimeline
Security Financial Services, INC.5,777$478K0.08%-89313F-HRTimeline
Arkadios Wealth Advisors5,691$471K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,671$469K0.01%-31313F-HRTimelineGroup
Farther Finance Advisors, LLC5,661$469K0.01%+1,16913F-HRTimeline
Financial Perspectives, Inc5,595$463K0.12%+3113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,307$439K<0.01%new13F-HRTimelineGroup
Vision Retirement, LLC5,289$438K0.12%13F-HRTimeline
Ackerman Capital Advisors, LLC5,257$435K0.09%-1313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,213$431K<0.01%-19,50013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …5,167$428K0.03%-9,65813F-HRTimeline
Opulen Financial Group LLC5,115$423K0.31%-6413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,015$415K<0.01%+1,71113F-HRTimeline
Sigma Planning Corp4,982$412K0.01%+6513F-HRTimeline
Annex Advisory Services, LLC4,937$409K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.4,917$407K<0.01%+14413F-HRTimeline
Continuum Advisory, LLC4,787$396K0.04%-43213F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,643$384K0.13%-29413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,538$376K0.01%+9613F-HRTimelineGroup
NOVEM GROUP4,519$374K0.04%+53513F-HRTimeline
CHOREO, LLC4,439$369K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC4,286$355K0.06%-81513F-HRTimeline
Second Line Capital, LLC4,244$351K0.07%-7213F-HRTimeline
Orion Porfolio Solutions, LLC4,233$350K<0.01%-9,07813F-HRTimeline
Probity Advisors, Inc.4,192$347K0.06%+12513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,188$347K0.02%-1,05013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,835$317K0.02%+62013F-HRTimeline
Ausdal Financial Partners, Inc.3,726$308K0.01%-38813F-HRTimeline
Regal Investment Advisors LLC3,653$302K0.02%-1,37513F-HRTimeline
SFMG, LLC3,622$300K0.02%013F-HRTimeline
Mayflower Financial Advisors, LLC3,586$297K0.04%-6813F-HRTimeline
Foundations Investment Advisors, LLC3,573$296K<0.01%+36713F-HRTimeline
Harfst & Associates, Inc.3,568$295K0.05%+2213F-HRTimeline
Occidental Asset Management, LLC3,525$292K0.04%013F-HRTimeline
Crescent Grove Advisors, LLC3,516$291K0.03%013F-HRTimeline
CWS Financial Advisors, LLC3,359$278K0.08%+313F-HRTimeline
Valmark Advisers, Inc.3,257$270K<0.01%+3013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,165$262K0.01%-79613F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.3,075$255K0.01%+20013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,003$249K<0.01%-90,94613F-HRTimelineGroup
True Wealth Design, LLC2,940$243K0.07%new13F-HRTimeline
Waterloo Capital, L.P.2,858$237K0.02%+813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC2,781$230K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC2,777$230K<0.01%+18313F-HRTimelineGroup
Tennessee Valley Asset Management Partn…2,746$227K0.03%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.2,735$226K0.03%new13F-HRTimeline
McLean Asset Management Corp2,609$222K0.04%-19113F-HRTimeline
Oak Barrel Wealth Advisory LLC2,611$216K0.13%13F-HRTimeline
Global Retirement Partners, LLC2,569$213K<0.01%-73513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,528$209K<0.01%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC2,521$209K0.02%new13F-HRTimeline
CPC Advisors, LLC2,425$201K0.02%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,423$200K0.01%-61113F-HRTimeline
Delos Wealth Advisors, LLC2,374$196K0.13%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,959$162K0.1%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,944$161K<0.01%+813F-HRTimeline
WELLINGTON-ALTUS USA INC.1,825$151K0.11%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,726$143K<0.01%+10613F-HRTimeline
PRIVATE TRUST CO NA1,596$132K0.01%-17013F-HRTimeline
LANARK FINANCIAL, INC.1,541$128K0.01%+69613F-HRTimeline
Triumph Capital Management1,351$112K0.02%new13F-HRTimeline
Blue Trust, Inc.1,275$106K<0.01%new13F-HRTimeline
Arax Advisory Partners1,044$86.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc915$75.7K<0.01%+59213F-HRTimeline
Millstone Evans Group, LLC875$72.4K0.04%013F-HRTimeline
Qube Research & Technologies Ltd870$72K<0.01%+30313F-HRTimeline
Glen Eagle Advisors, LLC789$65.3K0.01%+6413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.768$63.6K<0.01%-78,24413F-HRTimelineGroup
Strategic Wealth Partners, Ltd.742$61.4K<0.01%013F-HRTimeline
Imprint Wealth LLC723$59.8K0.28%-2,22213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.629$52K<0.01%+413F-HRTimelineGroup
Steward Partners Investment Advisory, L…622$51.5K<0.01%-13913F-HRTimeline
Commonwealth Retirement Investments LLC490$40.6K0.01%new13F-HRTimeline
NewEdge Advisors, LLC455$37.7K<0.01%-3,81213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/380$31.5K<0.01%-52913F-HRTimelineGroup
AE Wealth Management LLC375$31.1K<0.01%+31713F-HRTimeline
Steigerwald, Gordon & Koch Inc.353$29.2K<0.01%+113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.316$27.1K0.03%13F-HRTimeline
Signature Resources Capital Management,…314$26K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC300$24.8K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/275$22.8K<0.01%-5013F-HRTimelineGroup
Pacifica Partners Inc.235$19.6K0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management205$17K<0.01%-313F-HRTimelineGroup
BFSG, LLC151$12.5K<0.01%new13F-HRTimeline
Atomic Invest LLC147$12.2K0.01%13F-HRTimeline
Cornerstone Planning Group LLC135$11.6K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN128$10.6K<0.01%-1,08913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$8.28K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…64$5.3K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC58$4.8K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…50$4.14K<0.01%new13F-HRTimelineGroup