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Disclosery

IGSB ISHARES TR

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ETF (fund)

1,004 managers (1,014 13F filers) reported a position in IGSB shares at 2026-06-30, 307,032,246 shares in all. 74 filers opened a position and 77 filers sold out during the quarter.

Managers
1,004
13F filers
1,014
New
74
Added
427
Reduced
333
Sold out
77
Shares held by filers
307,032,246

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Aspen Investment Management Inc158,883$8.33M2.24%+6,87913F-HRTimeline
Crestwood Advisors Group, LLC158,147$8.29M0.12%+17613F-HRTimeline
CROBAN155,936$8.17M3.6%+34,95713F-HRTimeline
Larson Financial Group LLC155,301$8.14M0.21%-12,58013F-HRTimeline
BCS Private Wealth Management, Inc.153,852$8.06M2.43%+7,93113F-HRTimeline
SEMITAM BONAM LLC153,771$8.06M5.92%+5,14313F-HRTimeline
Dynamic Advisor Solutions LLC152,140$7.97M0.23%-93313F-HRTimeline
Clear Retirement Advice LLC151,850$7.96M5.45%+18,82013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC150,113$7.87M0.43%-1,29213F-HRTimeline
Mendota Financial Group, LLC146,166$7.66M4.75%+5,96913F-HRTimeline
Aptus Capital Advisors, LLC145,413$7.62M0.06%+15,57213F-HRTimeline
PROFFITT & GOODSON INC144,029$7.55M1.04%-6,11913F-HRTimeline
Retirement Planning Group, LLC142,025$7.44M0.19%new13F-HRTimeline
1832 Asset Management L.P.141,518$7.42M0.01%-23,57613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding139,642$7.27M+68,744Timeline
CAPITOLIS LIQUID GLOBAL MARKETS LLCin group CAPITOLIS LIQUID GLOBAL MARKE…137,200$7.19M0.03%-33,50013F-HRTimelineGroup
Mittelman Wealth Management30,463$7.19M4.75%-94,20113F-HRTimeline
INVESTMENT PARTNERS, LTD.135,771$7.12M2.22%+16,03813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC135,742$7.11M0.11%+4,08213F-HRTimeline
Capital Investment Counsel, LLC134,449$7.05M0.87%-73013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …131,490$6.89M0.81%+6,50013F-HRTimeline
TD Asset Management Inc127,588$6.69M0.01%-29,56113F-HRTimeline
UNITED BANK127,313$6.67M0.78%+8,81813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC126,771$6.64M<0.01%-64713F-HRTimelineGroup
Mutual Advisors, LLC125,786$6.59M0.12%-59,71113F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …123,703$6.48M0.77%-45613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…123,000$6.45M0.01%+14,00013F-HRTimelineGroup
Shore Point Advisors, LLC134,168$6.41M2.19%+11,23413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…121,161$6.35M0.34%+57513F-HRTimeline
Capital Investment Services of America,…119,822$6.28M0.62%-2,80213F-HRTimeline
OneDigital Investment Advisors LLC118,885$6.23M0.05%-390,08013F-HRTimeline
AMARA FINANCIAL, LLC.117,911$6.18M3.7%+1,26913F-HRTimeline
HANCOCK WHITNEY CORP114,318$5.99M0.1%-9,22813F-HRTimeline
Sanctuary Advisors, LLC113,828$5.97M0.03%+12,50813F-HRTimeline
L. Roy Papp & Associates, LLP111,774$5.86M0.62%+11,63913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC111,556$5.85M0.54%+3,23113F-HRTimeline
Union Bancaire Privee, UBP SA112,148$5.8M0.06%013F-HRTimeline
TABLEAUX LLC110,404$5.79M2.44%+2,76013F-HRTimeline
PINKERTON WEALTH, LLC108,988$5.73M0.49%+1,23713F-HRTimeline
Nalls Sherbakoff Group, LLC108,761$5.7M4.05%-3,12813F-HRTimeline
True Freedom Investing, LLC107,643$5.66M0.44%-99113F-HRTimeline
Outlook Wealth Advisors, LLC107,144$5.62M1.21%+1,08113F-HRTimeline
DAVIS R M INC106,981$5.61M0.09%-4,68513F-HRTimeline
Agate Pass Investment Management, LLC106,227$5.57M2.05%+29,47013F-HRTimeline
Providence Capital Advisors, LLC106,219$5.57M0.84%+14713F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…106,145$5.56M0.37%-11413F-HRTimelineGroup
Grey Ledge Advisors, LLC105,245$5.52M1.11%+3,80713F-HRTimeline
Trinity Legacy Partners, LLC104,999$5.48M1.1%+6,18513F-HRTimeline
BLAIR WILLIAM & CO/IL103,775$5.44M0.01%-6,38413F-HRTimeline
Meridian Wealth Management, LLC103,747$5.44M0.17%-98313F-HRTimeline
Diversified Portfolios, Inc.102,614$5.38M0.39%013F-HRTimeline
Aventus Investment Advisors, Inc.99,895$5.24M3.84%+25,56113F-HRTimeline
Roundview Capital LLC99,392$5.21M0.28%+40513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI99,376$5.21M0.24%+2,91613F-HRTimeline
Crescent Grove Advisors, LLC98,866$5.18M0.44%-55413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC98,639$5.17M0.32%+26,49813F-HRTimeline
Bigelow Investment Advisors, LLC97,430$5.11M1.85%+3,57813F-HRTimeline
Pines Wealth Management, LLC97,405$5.1M1.47%+6,24213F-HRTimeline
Veridan Wealth LLC97,160$5.09M1.78%new13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.97,028$5.09M1.37%+3,52713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC95,784$5.02M0.13%+3,36913F-HRTimeline
NTV Asset Management LLC95,334$5M0.49%-3713F-HRTimeline
&PARTNERS94,811$4.97M0.02%-5613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC94,232$4.94M0.43%+3,05913F-HRTimeline
Ally Invest Advisors Inc.93,130$4.88M0.29%+5,95113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.93,094$4.88M0.03%+2,37813F-HRTimelineGroup
CWA Asset Management Group, LLC90,724$4.75M0.15%-14,05613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC90,647$4.75M0.32%new13F-HRTimeline
Quaker Capital Investments, LLC90,200$4.73M1.29%+41,50013F-HRTimeline
Fire Capital Management LLC89,854$4.71M1.92%+18,11613F-HRTimeline
Martin Capital Partners, LLC88,807$4.65M1.71%-2,07113F-HRTimeline
Gradient Capital Advisors, LLC87,994$4.61M1.07%+2,43213F-HRTimeline
Resonant Capital Advisors, LLC87,816$4.6M0.22%-4513F-HRTimeline
Apella Capital, LLC87,657$4.57M0.06%-87913F-HRTimeline
Regal Investment Advisors LLC86,384$4.53M0.24%-4,38513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC85,657$4.49M0.17%+74,98513F-HRTimeline
Galvin, Gaustad & Stein, LLC85,561$4.48M0.33%-6,65013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP85,350$4.47M0.01%-3,38313F-HR/ATimelineGroup
Edgestream Partners, L.P.85,136$4.46M0.13%+77,29213F-HRTimeline
Bull Street Advisors, LLC84,055$4.41M2.01%+94013F-HRTimeline
J.W. COLE ADVISORS, INC.83,365$4.37M0.07%new13F-HRTimeline
Catalyst Capital Advisors LLC82,764$4.34M0.07%013F-HRTimeline
Welch & Forbes LLC82,588$4.33M0.05%+22,33013F-HRTimeline
BOKF, NAin group BOKF, NA82,433$4.32M0.06%+13,86413F-HRTimelineGroup
Smartleaf Asset Management LLC81,788$4.29M0.14%013F-HRTimeline
Boltwood Capital Management81,305$4.26M0.98%+59013F-HRTimeline
CABOT WEALTH MANAGEMENT INC81,232$4.26M0.43%+21,49313F-HRTimeline
Chesley Taft & Associates LLC80,593$4.22M0.16%+1,90013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding79,732$4.18M-959Timeline
Eley Financial Management, Inc79,472$4.17M1.35%+5,05013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC79,362$4.16M0.83%-93713F-HRTimeline
Maia Wealth LLC78,742$4.13M0.61%+21,65913F-HRTimeline
Investment Advisory Group, LLC78,511$4.11M0.89%+5,27113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC77,852$4.08M1.06%+2,38613F-HRTimeline
Wealthfront Advisers LLC77,414$4.06M0.01%-12,02513F-HRTimeline
DMC Group, LLC77,296$4.05M2.78%+2,37613F-HRTimeline
HM PAYSON & CO77,292$4.05M0.05%013F-HRTimeline
Mesirow Financial Investment Management…76,896$4.03M0.06%+4,13113F-HRTimeline
Advisory Services Network, LLC74,878$3.92M0.04%+9,21813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS74,549$3.91M0.4%+47,59713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp74,310$3.89M0.16%-2,29913F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.72,427$3.8M2.35%+23,94113F-HRTimeline
Wealth Enhancement Trust Services, Inc.71,471$3.75M0.42%+18,08713F-HR/ATimeline
HOURGLASS CAPITAL, LLC71,200$3.73M0.73%+9,40013F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC70,900$3.72M0.11%-3,99613F-HRTimelineGroup
Rathbones Group PLC70,271$3.68M0.01%+1,10213F-HRTimeline
Private Advisor Group, LLC69,922$3.66M0.02%-40,35713F-HRTimeline
Princeton Global Asset Management LLC69,799$3.66M0.52%+9,45713F-HRTimeline
Autumn Glory Partners, LLC69,120$3.62M1.03%+8,58713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC68,667$3.6M1.35%+6,10013F-HRTimeline
NOVEM GROUP68,581$3.59M0.36%+3,95513F-HRTimeline
IVC Wealth Advisors LLC68,030$3.57M1.39%+4,96213F-HRTimeline
LaFleur & Godfrey LLC67,790$3.55M0.42%+6,15013F-HRTimeline
Vise Technologies, Inc.66,029$3.46M0.04%+25,35113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT65,957$3.46M1.41%+5,11013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding65,949$3.46M-8,805Timeline
Ifrah Financial Services, Inc.65,788$3.45M0.84%+8,74713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC65,384$3.43M0.01%+1,51813F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC65,165$3.42M0.11%-93013F-HRTimeline
David Kennon Inc64,760$3.39M1.12%+69713F-HRTimeline
YHB Investment Advisors, Inc.64,272$3.37M0.22%+2,67913F-HRTimeline
LOWE BROCKENBROUGH & CO INC63,707$3.34M0.15%+74113F-HRTimeline
ADVISORY RESEARCH INC63,572$3.33M0.33%+19,15413F-HRTimeline
Hudson Portfolio Management LLC63,361$3.32M2.51%+3,31513F-HRTimeline
SevenBridge Financial Group, LLC63,333$3.3M0.49%-2,08813F-HRTimeline
Buska Wealth Management, LLC62,881$3.3M1.19%+3,31413F-HRTimeline
Avidian Wealth Enterprises, LLC62,501$3.28M0.09%+7,31213F-HRTimeline
CoreCap Advisors, LLC62,256$3.26M0.1%+50,38413F-HRTimeline
OAK FAMILY ADVISORS, LLC61,563$3.23M0.93%-33913F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors60,999$3.2M2.13%-33,40313F-HRTimelineGroup
BAILARD, INC.59,514$3.12M0.06%-33,30513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC59,418$3.11M2.06%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.59,360$3.11M0.06%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,971$3.04M0.03%+4,99913F-HRTimelineGroup
Robertson Stephens Wealth Management, L…57,542$3.02M0.07%-53913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC56,995$2.99M<0.01%-1,38913F-HRTimelineGroup
MASECO LLP56,275$2.95M0.08%-38013F-HRTimeline
WHITTIER TRUST CO56,270$2.94M0.03%013F-HRTimeline
BG Investment Services, LLC56,061$2.94M2.12%-71113F-HRTimeline
Curbstone Financial Management Corp55,540$2.91M0.5%-7,65013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC55,380$2.9M0.13%-2,61013F-HRTimeline
Sowell Financial Services LLC54,994$2.88M0.09%+7,29813F-HRTimeline
MGO ONE SEVEN LLC54,579$2.86M0.05%+10,79613F-HRTimeline
SlateStone Wealth, LLC54,404$2.85M0.22%+14,79413F-HRTimeline
E&G Advisors, LLC54,075$2.83M0.55%+3,25013F-HRTimeline
UMB Bank, n.a.53,272$2.79M0.04%-4,77513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC52,986$2.78M0.03%-929,17913F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC52,912$2.77M0.85%013F-HRTimeline
Claro Advisors Inc.52,261$2.74M0.29%+6,09913F-HRTimeline
Miller Global Investments, LLC52,031$2.73M2.26%new13F-HRTimeline
TD Waterhouse Canada Inc.51,871$2.71M0.01%-1,24413F-HRTimeline
PW Nova Financial Services LLC51,549$2.7M0.58%new13F-HRTimeline
Berger Financial Group, Inc51,406$2.69M0.14%+17,99913F-HRTimeline
PRAIRIE ADVISORY, LLC51,056$2.68M0.64%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO49,581$2.6M0.01%-7,71913F-HRTimelineGroup
Aries Wealth Management49,269$2.58M0.51%-1,44313F-HRTimeline
AMG National Trust Bank49,239$2.58M0.05%+1,88313F-HRTimeline
DUNCKER STREETT & CO INC48,933$2.56M0.43%-2,89813F-HRTimeline
LightSquare Wealth Management, LLC48,522$2.54M1.75%-3,53713F-HRTimeline
AlphaCore Capital LLC46,785$2.45M0.05%-2,57413F-HRTimeline
Glen Eagle Advisors, LLC46,628$2.44M0.31%+15,14113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.46,364$2.43M0.2%-2,58013F-HRTimelineGroup
Unified Investment Management46,042$2.41M2.25%+12813F-HRTimeline
One Wealth Map LLC46,047$2.4M1.12%+4,74513F-HRTimeline
Sound View Wealth Advisors Group, LLC45,612$2.39M0.15%013F-HRTimeline
MONEYWISE, INC.45,392$2.38M0.89%+8,92613F-HRTimeline
United Financial Planning Group LLC44,979$2.36M1.2%+1,72613F-HRTimeline
Prospera Financial Services Inc44,711$2.34M0.03%-40013F-HRTimeline
SCS Capital Management LLC43,969$2.3M0.02%+313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.43,221$2.27M0.23%+2,80213F-HRTimeline
Sovereign Financial Group, Inc.42,879$2.25M0.34%+4,91113F-HRTimeline
SWEENEY & MICHEL, LLC42,712$2.23M0.58%+1,00113F-HRTimeline
Nordwand Advisors, LLC42,155$2.21M0.34%+9,59013F-HRTimeline
GODSEY & GIBB, INC42,014$2.2M0.18%+1,42113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA41,945$2.2M0.05%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,813$2.19M0.05%-1,84013F-HRTimelineGroup
SAPIENT CAPITAL LLC41,630$2.18M0.03%013F-HR/ATimeline
Trajan Wealth LLC41,430$2.17M0.08%+43813F-HRTimeline
Integrated Advisors Network LLC40,868$2.14M0.1%-8,86413F-HRTimeline
Farther Finance Advisors, LLC40,807$2.14M0.02%+3,48813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.40,637$2.13M0.17%+72513F-HRTimeline
Hennion & Walsh Asset Management, Inc.40,396$2.12M0.06%+1,57313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK39,924$2.09M0.01%+4,28113F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT39,773$2.08M0.14%-24513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,738$2.08M0.01%-16,87213F-HRTimelineGroup
World Investment Advisors39,375$2.07M0.03%-46313F-HRTimeline
SHUTTLEWORTH & Co38,381$2.01M1.61%-22113F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.37,892$1.99M0.94%-87913F-HRTimeline
Trivium Point Advisory, LLC37,769$1.98M0.18%+29,68313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/37,540$1.97M<0.01%013F-HRTimeline
Israel Discount Bank of New York37,504$1.97M3.64%+3,25113F-HRTimeline
PW ADVISORS, LLC \ FL37,071$1.94M1.3%+1,71013F-HRTimeline
RHS Financial, LLC37,059$1.94M0.78%-3,63313F-HRTimeline
Steele Capital Management, Inc.36,654$1.92M0.07%-2,01913F-HRTimeline
Cooksen Wealth, LLC36,443$1.91M1.2%+1,05413F-HRTimeline
Ridgewood Investments LLC36,055$1.89M0.71%-98113F-HRTimeline
Solstein Capital, LLC36,035$1.89M0.65%+9,24213F-HRTimeline
Bryant Woods Investment Advisors, LLC35,931$1.88M0.52%new13F-HRTimeline
D.A. DAVIDSON & CO.35,776$1.88M0.01%+4,67513F-HRTimeline
Snowden Capital Advisors LLC35,593$1.87M0.04%-9913F-HRTimeline