Skip to content
Disclosery

IGRO ISHARES TR

Follow

SHS (fund)

218 managers (223 13F filers) reported a position in IGRO shares at 2026-03-31, 9,398,750 shares in all. 29 filers opened a position and 14 filers sold out during the quarter.

Managers
218
13F filers
223
New
29
Added
96
Reduced
60
Sold out
14
Shares held by filers
9,398,750

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY783,694$65.7M<0.01%+129,62513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/756,846$63.4M<0.01%-29,51413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.735,488$61.6M0.09%+22,10313F-HRTimelineGroup
LPL Financial LLC480,493$40.3M0.01%+19,32713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC459,063$38.5M0.01%+37,98513F-HRTimelineGroup
AJ Advisors, LLC443,506$37.2M13.78%+14,22913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC400,387$33.5M0.05%+3,73813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding257,910$21.6M+161,485Timeline
Janney Montgomery Scott LLC195,114$16.3M0.04%+6,56613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO190,761$15.5M<0.01%+57,82113F-HR/ATimelineGroup
Baltimore-Washington Financial Advisors…182,319$15.3M0.66%+14,46413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding181,009$15.2M+17,155Timeline
UBS Group AGgroup of 2 filers holding173,903$14.6M-44,861Timeline
Sanctuary Advisors, LLC167,089$14M0.08%+82,17613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding156,090$13.1M+7,066Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC144,799$12.1M0.01%+107,55113F-HRTimelineGroup
Confluence Wealth Services, Inc.143,273$12M0.47%+7,22613F-HRTimeline
Beacon Pointe Advisors, LLC132,849$11.1M0.06%+12,90613F-HRTimeline
Rothschild Wealth LLC124,579$10.4M0.94%+11,23413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…116,980$9.8M0.02%+1,93613F-HRTimelineGroup
Cetera Investment Advisers107,424$9M0.01%+3,31613F-HRTimeline
Lynx Investment Advisory97,213$8.14M3.89%+21,90613F-HRTimeline
MAI Capital Management95,309$7.98M0.05%+7,45913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,028$7.88M<0.01%+24,02513F-HRTimelineGroup
Cambridge Investment Research Advisors,…93,955$7.87M0.02%-4,93813F-HRTimeline
WealthPlan Investment Management, LLC93,611$7.84M0.44%-74,03613F-HRTimeline
TrueWealth Advisors, LLC88,301$7.4M1.86%+3,25313F-HRTimeline
Atria Investments, Inc79,726$6.68M0.07%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC74,542$6.5M6.1%+60013F-HRTimeline
BAILARD, INC.75,331$6.31M0.15%+3,20113F-HRTimeline
Northwest & Ethical Investments L.P.73,862$6.19M0.14%-11,74013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP73,330$6.14M0.01%+27313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS67,364$5.64M0.01%-5,35013F-HRTimeline
WealthPLAN Partners, LLC66,977$5.61M1.09%-15,64513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,912$5.52M<0.01%-5,65813F-HRTimelineGroup
ADG Wealth Management Group, LLC62,883$5.27M3.64%+4,66513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,383$4.89M0.01%-16213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding56,756$4.87M-1,082Timeline
GHP Investment Advisors, Inc.56,219$4.71M0.19%-60213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,055$4.06M<0.01%+5,89013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC45,955$3.85M<0.01%-3,27413F-HRTimelineGroup
Independent Advisor Alliance45,864$3.84M0.04%new13F-HRTimeline
Sunbelt Securities, Inc.45,510$3.81M0.24%+44313F-HRTimeline
Prime Capital Investment Advisors, LLC44,588$3.74M0.04%+30113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,425$3.64M0.08%-13713F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,041$3.44M0.53%013F-HRTimeline
Intrua Financial, LLC38,874$3.26M0.35%+1,75713F-HRTimeline
McKinley Carter Wealth Services, Inc.38,577$3.23M0.19%+33713F-HRTimeline
Good Harbor Advisors, Inc.38,045$3.19M3.48%+2,43713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA37,661$3.15M0.14%+32113F-HRTimeline
MML INVESTORS SERVICES, LLC37,431$3.14M0.01%-8,08813F-HRTimeline
Capital Investment Advisors, LLC36,964$3.1M0.05%-2,27213F-HR/ATimeline
Goepper Burkhardt LLC36,677$3.07M1.03%+6,26713F-HRTimeline
Larson Financial Group LLC32,307$2.71M0.09%+1,86913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,851$2.67M0.07%+6,29513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,468$2.64M0.01%+1,05313F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors28,601$2.4M0.33%013F-HRTimelineGroup
Kraft, Davis & Associates, LLC25,387$2.23M0.47%-50013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\26,180$2.19M<0.01%-1,54113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding25,680$2.15M-132,362Timeline
Aptus Capital Advisors, LLC25,596$2.14M0.02%-86913F-HRTimeline
Anchor Investment Management, LLC25,262$2.12M0.18%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,257$2.12M<0.01%+15,14213F-HRTimelineGroup
Heck Capital Advisors, LLC24,572$2.06M0.15%+72413F-HRTimeline
LifeGoal Investments, LLC23,888$2.02M1.16%+3,54613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,905$1.84M<0.01%+1,48013F-HRTimelineGroup
Westfuller Advisors, LLC20,643$1.73M0.75%-1,52213F-HRTimeline
Creative Planningin group Creative Planning19,116$1.6M<0.01%-30613F-HRTimelineGroup
Family Capital Management, Inc.17,726$1.48M0.66%+3,43113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC17,279$1.45M0.12%-4613F-HRTimeline
CFS Investment Advisory Services, LLC16,315$1.45M0.1%+4,58013F-HRTimeline
HighTower Advisors, LLC16,449$1.38M<0.01%+85513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,847$1.24M<0.01%+2,84913F-HRTimelineGroup
Kingsview Wealth Management, LLC14,115$1.18M0.02%-32413F-HRTimeline
FMR LLCin group FMR LLC13,716$1.15M<0.01%+10,93913F-HRTimelineGroup
Kovack Advisors, Inc.13,375$1.12M0.06%-35213F-HRTimeline
OLD NATIONAL BANCORP /IN/13,253$1.11M0.02%013F-HRTimeline
SWEENEY & MICHEL, LLC12,659$1.11M0.33%-9013F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,846$1.08M0.1%013F-HR/ATimeline
Pine Harbor Wealth Management, LLC12,589$1.05M0.32%013F-HRTimeline
Vestmark Advisory Solutions, Inc.12,388$1.04M0.01%-27,96213F-HRTimeline
Capital Advisors, Ltd. LLC12,279$1.03M0.12%+33813F-HRTimeline
Detalus Advisors, LLC12,146$1.02M0.23%-6913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,508$964K<0.01%+1,14313F-HRTimelineGroup
Dynasty Wealth Management, LLC10,758$901K0.01%new13F-HRTimeline
Advisory Services Network, LLC10,757$901K0.01%+37913F-HRTimeline
Schorn Wealth LLC10,601$888K0.27%+713F-HRTimeline
Integrated Wealth Concepts LLC10,519$881K0.01%-5013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,267$860K<0.01%+29213F-HRTimeline
Roof Eidam Maycock Peralta, LLC10,000$838K0.19%013F-HRTimeline
Beacon Financial Advisory LLC9,984$836K0.19%-1,77413F-HRTimeline
Indivisible Partners9,790$820K0.07%+31213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,498$796K0.04%+1,51413F-HRTimeline
Bond & Devick Financial Network, Inc.9,162$768K0.21%+613F-HRTimeline
John W. Brooker & Co., CPAs8,951$750K1.18%+2,85913F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC8,878$744K0.13%-4,35113F-HRTimeline
FLOW TRADERS U.S. LLC8,261$692K0.02%-1,62113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,136$673K<0.01%-8,66213F-HRTimelineGroup
Icon Wealth Advisors, LLC7,652$656K0.04%+113F-HRTimeline
Aspect Partners, LLC7,688$644K0.26%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,600$637K0.01%+3,06213F-HRTimelineGroup
Arax Advisory Partners7,579$635K0.02%+6,53513F-HRTimeline
Arkadios Wealth Advisors7,514$629K0.01%+1,82313F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC7,463$625K0.59%+5013F-HRTimeline
PFG Investments, LLC7,406$620K0.03%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,295$611K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,102$595K<0.01%-12,46713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,057$591K<0.01%+90113F-HRTimeline
Human Investing LLC7,046$590K0.09%+17113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,985$585K0.04%-7113F-HRTimeline
Guardian Asset Advisors, LLC6,912$579K0.34%-9013F-HRTimeline
Private Advisor Group, LLC6,884$577K<0.01%-89313F-HRTimeline
SAX WEALTH ADVISORS, LLC6,860$568K0.03%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,500$545K<0.01%013F-HRTimeline
ShoreHaven Wealth Partners, LLC6,493$544K0.2%-1,36013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,341$531K<0.01%+1,03413F-HRTimelineGroup
NOVEM GROUP6,336$531K0.06%+1,81713F-HRTimeline
Security Financial Services, INC.5,900$494K0.08%+12313F-HRTimeline
Financial Perspectives, Inc5,613$470K0.13%+1813F-HRTimeline
Bull Harbor Capital LLC5,491$460K0.12%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,434$455K<0.01%+22113F-HRTimelineGroup
GTS SECURITIES LLC5,360$449K0.02%-2,98913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,359$449K0.03%+19213F-HRTimeline
D.A. DAVIDSON & CO.5,287$443K<0.01%+37013F-HRTimeline
Ackerman Capital Advisors, LLC5,257$440K0.09%013F-HRTimeline
Opulen Financial Group LLC5,133$430K0.3%+1813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,120$429K0.01%-55113F-HRTimelineGroup
Sigma Planning Corp4,985$418K0.01%+313F-HRTimeline
Annex Advisory Services, LLC4,948$414K0.01%+1113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,892$410K0.02%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,611$391K<0.01%-1,05013F-HRTimeline
Beacon Bridge Wealth Partners, LLC4,643$389K0.13%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,641$389K<0.01%-37413F-HRTimeline
OpenArc Corporate Advisory, LLC4,638$389K0.01%new13F-HRTimeline
Second Line Capital, LLC4,350$382K0.07%+10613F-HRTimeline
Regal Investment Advisors LLC4,491$376K0.02%+83813F-HRTimeline
CHOREO, LLC4,439$372K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.4,416$370K0.19%-6,93913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,188$355K0.02%013F-HRTimeline
Probity Advisors, Inc.4,192$351K0.06%013F-HRTimeline
Outlook Wealth Advisors, LLC4,053$340K0.08%new13F-HRTimeline
Princeton Global Asset Management LLC3,886$326K0.05%-40013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,835$321K0.03%013F-HRTimeline
Occidental Asset Management, LLC3,825$320K0.04%+30013F-HRTimeline
Foundations Investment Advisors, LLC3,726$312K<0.01%+15313F-HRTimeline
SFMG, LLC3,622$303K0.02%013F-HRTimeline
Harfst & Associates, Inc.3,581$300K0.05%+1313F-HRTimeline
Crescent Grove Advisors, LLC3,516$295K0.03%013F-HRTimeline
CWS Financial Advisors, LLC3,361$282K0.07%+213F-HRTimeline
Orgel Wealth Management, LLC3,358$281K0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,325$279K0.01%+25013F-HRTimeline
Valmark Advisers, Inc.3,272$274K<0.01%+1513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,230$271K0.01%+6513F-HRTimelineGroup
Mayflower Financial Advisors, LLC3,218$270K0.03%-36813F-HRTimeline
Waterloo Capital, L.P.2,863$240K0.02%+513F-HRTimeline
WELLINGTON-ALTUS USA INC.2,685$236K0.14%+86013F-HRTimeline
Ausdal Financial Partners, Inc.2,809$235K0.01%-91713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC2,781$233K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,772$232K<0.01%-23113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,734$229K0.01%new13F-HRTimeline
Tennessee Valley Asset Management Partn…2,655$222K0.03%-9113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.2,635$221K0.03%-10013F-HRTimeline
Vision Retirement, LLC2,612$219K0.06%-2,67713F-HRTimeline
McLean Asset Management Corp2,609$219K0.04%013F-HRTimeline
Curi Capital, LLC2,603$218K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,600$218K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC2,444$205K<0.01%-1,78913F-HRTimeline
CPC Advisors, LLC2,425$203K0.03%013F-HRTimeline
Elevation Wealth Management LLC2,409$202K0.19%new13F-HRTimeline
Delos Wealth Advisors, LLC2,374$199K0.11%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,280$191K<0.01%-24813F-HRTimelineGroup
LANARK FINANCIAL, INC.1,746$146K0.01%+20513F-HRTimeline
Synergy Investment Management, LLC1,731$145K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA1,596$134K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,292$108K0.09%new13F-HRTimeline
Blue Trust, Inc.1,275$107K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC1,124$94.2K0.06%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,044$87.5K<0.01%-8,27413F-HRTimelineGroup
AE Wealth Management LLC907$76K<0.01%+53213F-HRTimeline
IFP Advisors, Inc906$75.9K<0.01%-913F-HRTimeline
Glen Eagle Advisors, LLC889$74.5K0.01%+10013F-HRTimeline
Millstone Evans Group, LLC875$73.3K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/725$60.7K<0.01%+45013F-HRTimelineGroup
Imprint Wealth LLC723$60.6K0.28%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.631$52.9K<0.01%+213F-HRTimelineGroup
Steward Partners Investment Advisory, L…604$50.6K<0.01%-1813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.516$43.2K<0.01%-25213F-HRTimelineGroup
Triumph Capital Management424$35.5K0.01%-92713F-HRTimeline
CVA Family Office, LLC420$35.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/396$33.2K<0.01%+1613F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.353$29.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC358$29.1K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.316$26.5K0.03%013F-HRTimeline
Signature Resources Capital Management,…314$26.3K0.01%013F-HRTimeline
AlphaCore Capital LLC300$25.1K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC299$25.1K<0.01%-15613F-HR/ATimeline
Pacifica Partners Inc.236$19.8K0.01%+113F-HRTimeline
Atomic Invest LLC222$18.1K0.01%+7513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC200$16.8K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management175$14.7K<0.01%-3013F-HRTimelineGroup