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Disclosery

IGSB ISHARES TR

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ETF (fund)

951 managers (958 13F filers) reported a position in IGSB shares at 2024-12-31, 308,378,725 shares in all. 62 filers opened a position and 51 filers sold out during the quarter.

Managers
951
13F filers
958
New
62
Added
378
Reduced
301
Sold out
51
Shares held by filers
308,378,725

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Atria Wealth Solutions, Inc.159,179$8.23M0.09%-1,86413F-HRTimeline
Aptus Capital Advisors, LLC158,305$8.18M0.1%+143,17713F-HRTimeline
Gunma Bank,Ltd.157,000$8.12M2.68%+60,00013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN155,445$8.04M0.72%+1,19313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC153,819$7.95M<0.01%-8,11413F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC152,964$7.91M1.29%-6,70013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…152,326$7.88M0.03%-12,48813F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…151,186$7.82M0.64%+40,18413F-HRTimelineGroup
Dynamic Advisor Solutions LLC150,078$7.76M0.34%+5,51413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC149,940$7.75M2.54%13F-HRTimeline
DAVIS R M INC148,425$7.67M0.15%-11,24013F-HRTimeline
SevenBridge Financial Group, LLC147,970$7.67M1.45%+47613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP145,802$7.54M0.01%+4,72313F-HRTimelineGroup
Cambridge Investment Research Advisors,…145,136$7.5M0.03%-1,13813F-HRTimeline
Total Wealth Planning, LLC143,266$7.41M1.15%-7,27813F-HRTimeline
Compound Planning, Inc.140,471$7.26M0.37%+21,51013F-HRTimeline
MA Private Wealth140,405$7.26M1.36%+12,03213F-HRTimeline
Meridian Wealth Management, LLC139,388$7.21M0.34%-6,70313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…136,590$7.06M0.37%-4,80013F-HRTimeline
JPL Wealth Management, LLC136,078$7.04M2.01%13F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …136,017$7.03M0.93%-1,10913F-HRTimeline
Hilton Capital Management, LLC133,770$6.92M0.6%-39,55313F-HRTimeline
FINANCIAL LIFE ADVISORS133,608$6.91M2.59%+6,01813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC132,836$6.87M0.16%+15,85313F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT132,617$6.86M0.51%+2,63313F-HRTimeline
EQUITABLE TRUST CO131,570$6.8M0.38%+12,50913F-HRTimeline
Sabal Trust CO131,140$6.78M0.39%-23,84913F-HRTimeline
Wealthstar Advisors, LLC130,262$6.73M2.93%13F-HRTimeline
Capital Investment Services of America,…129,932$6.72M0.64%+19013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …129,415$6.69M1.01%+3013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\129,382$6.69M<0.01%-4313F-HR/ATimelineGroup
Wharton Business Group, LLC127,825$6.61M0.3%+1,68513F-HRTimeline
Disciplina Capital Management LLC126,152$6.52M1.1%-20,71313F-HRTimeline
Roundview Capital LLC122,946$6.36M0.44%-5,90013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding122,809$6.35M-109,546Timeline
Private Advisor Group, LLC118,941$6.15M0.03%-17,01413F-HRTimeline
Kiker Wealth Management, LLC118,678$6.14M4.97%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP118,271$6.11M0.04%+8,71913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC117,722$6.09M0.05%+72,64313F-HRTimelineGroup
DAVENPORT & Co LLC117,428$6.07M0.04%+16,93113F-HRTimeline
Resonant Capital Advisors, LLC115,009$5.95M0.43%+6,29813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…115,000$5.95M0.02%+19,00013F-HRTimelineGroup
BG Investment Services, LLC114,620$5.93M5.97%13F-HRTimeline
Capital Investment Counsel, LLC112,998$5.84M0.98%-13,05913F-HRTimeline
UMB Bank, n.a.112,797$5.83M0.09%-97713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COURIER CAPITAL LLC111,049$5.74M0.4%-41,81413F-HRTimeline
NewEdge Advisors, LLC110,934$5.74M0.03%+55,92813F-HRTimeline
Catalyst Capital Advisors LLC106,764$5.52M0.12%-15,00013F-HRTimeline
Mutual Advisors, LLC106,398$5.51M0.16%+1,85513F-HRTimeline
Diversified Portfolios, Inc.105,698$5.46M0.6%-26113F-HRTimeline
Integrated Wealth Concepts LLC105,046$5.43M0.06%+17,97713F-HRTimeline
Shore Point Advisors, LLC103,814$5.37M2.89%+3,31113F-HRTimeline
Hennion & Walsh Asset Management, Inc.103,249$5.34M0.24%-59813F-HRTimeline
BEACON FINANCIAL GROUP101,456$5.25M0.56%+1,04113F-HRTimeline
Endurance Services Ltd100,582$5.2M0.87%013F-HRTimeline
Aspen Investment Management Inc98,143$5.07M2.36%+12,13713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp96,485$4.99M0.33%-9,83313F-HRTimelineGroup
Outlook Wealth Advisors, LLC92,855$4.8M1.38%+84913F-HRTimeline
Providence Capital Advisors, LLC92,255$4.77M0.97%+1,05213F-HRTimeline
Pines Wealth Management, LLC92,512$4.77M2.07%13F-HRTimeline
Sigma Planning Corp92,030$4.76M0.15%+81613F-HRTimeline
RHS Financial, LLC91,236$4.72M2.44%-2,69313F-HRTimeline
PINKERTON WEALTH, LLC91,207$4.72M0.68%-2,69513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors90,560$4.68M2.53%13F-HRTimelineGroup
JT Stratford LLC90,486$4.68M0.77%+39,15713F-HRTimeline
Trinity Legacy Partners, LLC88,158$4.56M1.17%-3,58513F-HRTimeline
Bull Street Advisors, LLC84,530$4.49M2.17%-1,50013F-HRTimeline
Crescent Grove Advisors, LLC85,191$4.4M0.44%-1,93113F-HRTimeline
Advisory Services Network, LLC82,978$4.29M0.08%+47,85213F-HRTimeline
Heck Capital Advisors, LLC81,922$4.24M0.49%+65,67213F-HR/ATimeline
Grey Ledge Advisors, LLC81,588$4.22M1.09%+2,09313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC81,168$4.2M0.35%+4,82313F-HRTimeline
Trajan Wealth LLC79,720$4.12M0.23%+8,63513F-HRTimeline
Boltwood Capital Management78,546$4.06M1.24%+67513F-HRTimeline
BLAIR WILLIAM & CO/IL78,397$4.05M0.01%+13,42513F-HRTimeline
INVESTMENT PARTNERS, LTD.78,228$4.04M1.67%+9,10213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …78,259$4.03M0.31%+2,08613F-HRTimelineGroup
YHB Investment Advisors, Inc.77,713$4.02M0.33%+36,64013F-HRTimeline
Gradient Capital Advisors, LLC77,652$4.01M1.29%+13,29813F-HRTimeline
HM PAYSON & CO76,676$3.96M0.07%013F-HRTimeline
COMERICA BANK76,531$3.96M0.02%-17,18813F-HR/ATimeline
Welch & Forbes LLC76,164$3.94M0.05%-2,92113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV75,591$3.91M0.29%+3,23013F-HRTimeline
TABLEAUX LLC75,542$3.91M3.23%13F-HRTimeline
Chesley Taft & Associates LLC75,521$3.9M0.18%-5,67513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.74,548$3.85M0.02%+1,12413F-HRTimeline
Longview Financial Advisors LLC74,446$3.85M2.59%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC74,345$3.84M0.13%+20,71113F-HRTimeline
Focus Financial Network, Inc.74,090$3.83M0.15%+2,63013F-HRTimeline
AMARA FINANCIAL, LLC.73,908$3.82M3.53%-5,37513F-HRTimeline
Agate Pass Investment Management, LLC73,697$3.81M1.72%-84813F-HRTimeline
BURNS J W & CO INC/NY72,582$3.75M0.48%+20,21513F-HRTimeline
UNITED BANK72,338$3.74M0.45%+4,88413F-HRTimeline
Apella Capital, LLC72,217$3.73M0.14%+4,89013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC72,214$3.73M0.47%+4,04013F-HRTimeline
CAPITAL CITY TRUST CO/FL72,002$3.72M0.93%013F-HRTimeline
Curbstone Financial Management Corp71,690$3.71M0.78%-40013F-HRTimeline
MTC Wealth Management LLC71,214$3.68M1.77%-61713F-HRTimeline
MGO ONE SEVEN LLC69,205$3.58M0.14%+63,88613F-HRTimeline
New World Advisors LLC68,723$3.55M0.86%-3,55613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC68,507$3.54M1.32%+2,51113F-HRTimeline
LVW Advisors, LLC67,840$3.51M0.43%+1,24913F-HRTimeline
Robertson Stephens Wealth Management, L…67,745$3.5M0.12%-6,70113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…67,313$3.49M0.2%-86913F-HRTimeline
BOKF, NAin group BOKF, NA67,585$3.48M0.06%-66213F-HRTimelineGroup
Ally Invest Advisors Inc.67,354$3.48M0.3%+3,27213F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC67,328$3.48M0.15%013F-HRTimeline
Buffington Mohr McNeal64,827$3.35M0.56%-3,58413F-HRTimeline
WHITTIER TRUST CO63,801$3.3M0.04%-11,15013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.63,136$3.26M0.05%-1,71813F-HRTimelineGroup
Vectors Research Management, LLC62,792$3.25M1.11%-28,85613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP61,553$3.18M0.05%-4,08013F-HRTimeline
NTV Asset Management LLC61,185$3.16M0.42%+2,56013F-HRTimeline
Gemmer Asset Management LLC60,791$3.14M0.31%+5,03013F-HRTimeline
Parallel Advisors, LLC59,799$3.09M0.07%+83113F-HRTimeline
Rathbones Group PLC59,780$3.09M0.01%+6,11013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT59,265$3.06M0.12%-1,75613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC58,614$3.03M0.53%-1,15113F-HRTimeline
Strategic Financial Services, Inc.58,429$3.02M0.18%+21,91713F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC58,418$3.02M2.38%013F-HRTimeline
NOVEM GROUP58,272$3.01M0.45%13F-HRTimeline
Martin Capital Partners, LLC58,149$3.01M3.57%-25,19613F-HRTimeline
Essential Planning, LLC.57,631$3M0.02%new13F-HRTimeline
Israel Discount Bank of New York57,944$3M2.18%-6,60913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC56,700$2.93M0.47%013F-HRTimeline
Northstar Advisory Group, LLC56,094$2.9M1.48%+15,55913F-HRTimeline
CROBAN55,751$2.88M2.83%13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC55,126$2.85M1.22%013F-HRTimeline
Snowden Capital Advisors LLC54,286$2.81M0.09%-18,63013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC54,256$2.81M0.21%+5,69513F-HRTimelineGroup
Investment Advisory Group, LLC53,797$2.78M0.93%+12813F-HRTimeline
Fiduciary Alliance LLC53,743$2.78M0.28%+2,95313F-HRTimeline
SIMA Wealth Partners, LLC53,692$2.78M2.36%-26513F-HRTimeline
One Day In July LLC53,624$2.77M0.29%+1,76213F-HRTimeline
Vantage Financial Partners, LLC53,328$2.76M0.69%+29813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding52,933$2.74M+649Timeline
Argent Advisors, Inc.52,821$2.73M1.01%-11,84613F-HRTimeline
LOWE BROCKENBROUGH & CO INC52,727$2.73M0.17%+10,03513F-HRTimeline
Aries Wealth Management52,274$2.7M0.74%-2,14013F-HRTimeline
Fire Capital Management LLC52,037$2.69M2%13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC51,862$2.68M0.11%+5,00013F-HRTimeline
E&G Advisors, LLC51,245$2.65M0.72%+8,35013F-HRTimeline
Sage Advisory Services, Ltd.Co.50,864$2.63M1.56%-85,00313F-HRTimeline
AMG National Trust Bank50,771$2.62M0.07%-1,05013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/50,205$2.6M0.14%+1,55713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC49,544$2.56M0.02%+4,87413F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC49,109$2.54M0.14%-37513F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC49,073$2.54M0.03%-5,01713F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…48,682$2.52M0.38%-3,90013F-HRTimeline
Checchi Capital Advisers, LLC48,364$2.5M0.19%+4,23913F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE48,144$2.49M0.18%013F-HRTimelineGroup
DUNCKER STREETT & CO INC47,874$2.48M0.46%013F-HRTimeline
Algorithmic Investment Models, LLC47,766$2.47M1.9%-1,55313F-HRTimeline
Princeton Global Asset Management LLC47,599$2.46M0.46%+95113F-HRTimeline
Bigelow Investment Advisors, LLC47,571$2.46M1.15%+813F-HRTimeline
Running Point Capital Advisors, LLC46,344$2.4M0.82%+8,09013F-HRTimeline
United Community Bankin group United Community Bank46,003$2.38M0.93%+4,23413F-HRTimelineGroup
DMC Group, LLC45,921$2.37M1.93%+91913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,770$2.37M<0.01%-31,87913F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC45,614$2.36M0.19%013F-HRTimeline
Avidian Wealth Enterprises, LLC45,082$2.33M0.1%-1,33113F-HRTimeline
CABOT WEALTH MANAGEMENT INC44,992$2.33M0.3%+3,31413F-HRTimeline
My Legacy Advisors, LLC44,599$2.31M0.9%+22,10613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO44,163$2.28M0.54%-2013F-HRTimeline
Unified Investment Management43,862$2.27M2.58%13F-HRTimeline
J.W. COLE ADVISORS, INC.43,311$2.24M0.09%+3,74713F-HRTimeline
IVC Wealth Advisors LLC43,298$2.24M1.25%+44713F-HRTimeline
First International Bank & Trust43,266$2.24M0.72%+99413F-HRTimeline
World Investment Advisors43,234$2.24M0.06%+7,92013F-HRTimeline
Atria Investments, Inc43,230$2.24M0.03%-90,62213F-HRTimeline
JBGlobal.com LLC43,228$2.23M2.36%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/42,875$2.22M<0.01%+6,36213F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC42,812$2.21M0.07%+3,10113F-HRTimeline
Bulltick Wealth Management, LLC42,255$2.18M0.51%+4,98513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC42,016$2.17M0.05%+6,37713F-HRTimelineGroup
Physician Wealth Advisors, Inc.41,795$2.16M0.37%+2,10213F-HRTimeline
SAPIENT CAPITAL LLC41,630$2.15M0.04%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC41,241$2.13M0.39%+23,28313F-HRTimeline
Glen Eagle Advisors, LLC41,143$2.13M0.35%+63113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.40,533$2.1M1.59%+60613F-HRTimeline
Wilmington Savings Fund Society, FSB40,280$2.08M0.04%-1,97613F-HRTimeline
Ifrah Financial Services, Inc.40,077$2.07M0.57%+98713F-HRTimeline
One Wealth Map LLC39,786$2.07M1.26%-32713F-HRTimeline
SAGE FINANCIAL GROUP INC39,589$2.05M0.16%+4,16413F-HRTimeline
Wealthfront Advisers LLC39,419$2.04M0.01%new13F-HR/ATimeline
Wescott Financial Advisory Group, LLC39,147$2.02M0.21%-8,64813F-HRTimeline
Sowell Financial Services LLC39,081$2.02M0.11%new13F-HRTimeline
Wilshire Advisors LLC38,838$2.01M0.73%-77113F-HRTimeline
Factor Wealth Management LTD38,700$2M0.66%13F-HRTimeline
Buska Wealth Management, LLC38,419$1.99M0.64%+22,29613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.38,237$1.98M0.05%-10,00013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP38,062$1.97M<0.01%-6213F-HRTimelineGroup
Steele Capital Management, Inc.37,901$1.96M0.1%-4,04813F-HRTimeline
Aprio Wealth Management, LLC37,767$1.95M0.28%-53313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.37,745$1.95M1.33%+77213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …37,360$1.93M0.03%-20,41413F-HRTimelineGroup
GFG Capital, LLC37,297$1.93M0.53%013F-HRTimeline
FDx Advisors, Inc.37,138$1.92M0.56%-26,19513F-HRTimeline
McKinley Carter Wealth Services, Inc.37,083$1.92M0.12%-29,57913F-HRTimeline
Mattson Financial Services, LLC36,080$1.9M0.6%new13F-HRTimeline